NasdaqGM - Delayed Quote USD
Ocean Park Tactical Municipal C (STMHX)
At close: 8:01 PM EST
Performance Overview
| Morningstar Return Rating | -- |
| YTD Return | 1.72% |
| 5y Average Return | 1.36% |
| Number of Years Up | 3 |
| Number of Years Down | 1 |
| Best 1Y Total Return (Nov 20, 2024) | 3.23% |
| Worst 1Y Total Return (Nov 20, 2024) | -- |
| Best 3Y Total Return | 3.23% |
| Worst 3Y Total Return | 0.43% |
Trailing Returns (%) Vs. Benchmarks
Monthly Total Returns
STMHX
Category
- YTD
- 1.08%
- 4.55%
- 1-Month
- -1.67%
- 1.05%
- 3-Month
- -0.86%
- 3.41%
- 1-Year
- 8.14%
- 10.93%
- 3-Year
- 0.27%
- 5.87%
- 5-Year
- 1.23%
- 4.30%
- 10-Year
- 0.00%
- 5.93%
- Last Bull Market
- 7.44%
- 8.20%
- Last Bear Market
- -3.66%
- 7.76%
Annual Total Return (%) History
Year
STMHX
Category
Past Quarterly Returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2024 | 0.42% | 0.66% | 1.69% | -- |
| 2023 | 0.78% | -1.59% | -2.77% | 6.96% |
| 2022 | -2.82% | -3.66% | 0.31% | 2.33% |
| 2021 | 0.23% | 2.60% | -0.77% | 0.14% |
| 2020 | -4.92% | 3.40% | 1.05% | 3.92% |
| 2019 | 0.46% | -- | -- | -- |
Rank in Category (By Total Return)
| YTD | 100 |
| 1-Month | 85 |
| 3-Month | 96 |
| 1-Year | 99 |
| 3-Year | 16 |
| 5-Year | 55 |
Load Adjusted Returns
| 1-Year | 8.14% |
| 3-Year | 0.27% |
| 5-Year | 1.23% |
| 10-Year | -- |
Performance & Risk
| YTD Return | 1.72% |
| 5y Average Return | 1.36% |
| Rank in Category (ytd) | 100 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 0.60 |
| Morningstar Risk Rating |
Fund Overview
| Category | High Yield Muni |
| Fund Family | Sierra Mutual Funds |
| Net Assets | 289.16M |
| YTD Return | 1.08% |
| Yield | 1.85% |
| Morningstar Rating | |
| Inception Date | Sep 10, 2019 |
Fund Summary
The fund invests in open-end investment companies (mutual funds) and exchange-traded funds ("ETFs") that primarily invest in tax-exempt municipal bonds ("underlying municipal bond funds"), as well as municipal money market funds. Under normal circumstances, the fund invests at least 80% of its net assets (defined as net assets plus the amount of any borrowing for investment purposes) in funds that primarily invest in municipal bonds or other municipal debt instruments.
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