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CFP: Cornerstone Progressive Return Fund (CEF)
Basic Info
| Asset Class: | Tactical Allocation |
| MyPlanIQ Rating: | (1%) |
| Start Date: | 10/16/2007 |
| Last Dividend Date: | 06/11/2015 |
| 12-Mo. Yield | 47.45% |
| Expenses | - |
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Performance Analytics (As of 06/26/2015)
Not up-to-date? Try| Last 1 Week* | 1 Yr | 3 Yr | 5 Yr | Since 10/16/2007 |
2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -1.7 | 355.7 | 79.2 | 44.6 | 19.9 | 23.2 | 261.4 | 23.4 | -0.3 | -4.2 | 3.7 | 62.7 | -48.2 | -11.9 |
| Sharpe Ratio | NA | 5.46 | 2.32 | 1.59 | 0.43 | 5.98 | 1.87 | 1.18 | -0.02 | -0.16 | 0.14 | 1.53 | -0.84 | -1.63 |
| Draw Down(%) | NA | 25.9 | 31.1 | 31.1 | 59.6 | 3.6 | 31.1 | 15.3 | 25.5 | 29.3 | 30.6 | 32.1 | 56.8 | 16.8 |
| Standard Deviation(%) | NA | 65.1 | 34.1 | 28.1 | 45.7 | 9.0 | 140.1 | 19.8 | 25.5 | 26.6 | 26.0 | 41.0 | 58.6 | 29.5 |
| Treynor Ratio | NA | 4.89 | 1.7 | 0.96 | 0.64 | 1.39 | 3.51 | 0.68 | -0.01 | -0.08 | 0.08 | 1.41 | -4.42 | -10.08 |
| Alpha | NA | 0.36 | 0.09 | 0.03 | 0.06 | 0.16 | 1.12 | 0.05 | -0.01 | -0.01 | 0.0 | 0.18 | -0.18 | -0.23 |
| Beta | NA | 0.73 | 0.46 | 0.47 | 0.31 | 0.39 | 0.74 | 0.34 | 0.4 | 0.53 | 0.44 | 0.45 | 0.11 | 0.05 |
| RSquared | NA | 0.01 | 0.02 | 0.05 | 0.01 | 0.26 | 0.0 | 0.04 | 0.04 | 0.22 | 0.1 | 0.09 | 0.01 | 0.0 |
| Yield(%) | N/A | 47.5 | 26.5 | 19.4 | N/A | 11.3 | 17.9 | 19.6 | 18.0 | 16.3 | 17.2 | 32.5 | 14.6 | 2.1 |
| Dividend Growth(%) | N/A | 124.1 | -7.6 | N/A | N/A | 85.7 | -9.4 | -6.6 | -11.7 | -19.8 | -37.3 | 0.0 | 500.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 10/16/2007
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