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USCRX: CORNERSTONE MODERATELY AGGRESSIVE FUND CORNERSTONE MODERATELY AGGRESSIVE FUND (MUTUAL FUND)
Basic Info 29.24 0.64(2.14%) June 05
| Asset Class: | Moderate Allocation |
| MyPlanIQ Rating: | (75%) |
| Start Date: | 11/01/1984 |
| Last Dividend Date: | 12/18/2025 |
| 12-Mo. Yield | 10.55% |
| Expenses | 1.18% |
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Performance Analytics (As of 06/01/2026)
Not up-to-date? Try| Last 1 Week* | YTD*(2026) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 11/01/1984 |
2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | 1992 | 1991 | 1990 | 1989 | 1988 | 1987 | 1986 | 1985 | 1984 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -1.6 | 6.3 | 18.3 | 12.8 | 4.0 | 6.1 | 5.1 | 4.9 | 7.4 | 16.6 | 8.2 | 12.0 | -16.3 | 4.4 | 8.3 | 16.2 | -7.4 | 15.0 | 4.7 | -4.3 | 4.7 | 10.9 | 12.0 | -3.9 | 13.7 | 34.7 | -34.5 | 5.9 | 13.8 | 5.5 | 10.4 | 24.3 | -8.1 | -4.8 | 2.7 | 8.1 | 2.0 | 15.6 | 15.9 | 18.4 | -1.0 | 23.8 | 6.3 | 16.2 | -9.2 | 21.9 | 8.4 | 9.5 | 40.1 | 14.3 | -0.4 |
| Sharpe Ratio | NA | 1.71 | 2.1 | 1.14 | 0.19 | 0.44 | NA | NA | 0.48 | 1.35 | 0.57 | 0.99 | -1.26 | 0.42 | 0.42 | 2.4 | -1.04 | 3.57 | 0.54 | -0.48 | 0.74 | 1.71 | 1.76 | -0.3 | 1.29 | 2.02 | -1.26 | 0.23 | 1.25 | 0.46 | 1.0 | 2.12 | -0.64 | -0.59 | -0.14 | 0.58 | -0.13 | 1.46 | 1.98 | 2.92 | -0.74 | 4.18 | 0.66 | 1.64 | -1.94 | 2.67 | 0.48 | 0.3 | 4.72 | 0.92 | -2.14 |
| Draw Down(%) | NA | 6.7 | 6.7 | 9.8 | 24.7 | 24.7 | NA | NA | 49.1 | 9.8 | 4.5 | 7.9 | 19.9 | 8.5 | 23.0 | 3.3 | 13.2 | 1.2 | 7.0 | 10.2 | 5.8 | 6.0 | 6.1 | 15.2 | 8.6 | 20.0 | 43.8 | 8.8 | 9.2 | 5.2 | 6.8 | 11.0 | 19.4 | 18.2 | 8.0 | 7.5 | 18.2 | 6.1 | 5.8 | 3.0 | 7.4 | 3.4 | 5.5 | 3.6 | 15.9 | 4.1 | 5.9 | 25.6 | 3.4 | 7.6 | 1.4 |
| Standard Deviation(%) | NA | 10.8 | 8.7 | 9.3 | 10.6 | 10.6 | NA | NA | 10.7 | 10.2 | 8.0 | 8.5 | 14.2 | 10.4 | 19.2 | 6.1 | 8.5 | 4.0 | 8.4 | 8.8 | 6.3 | 6.3 | 6.9 | 12.8 | 10.5 | 17.2 | 28.0 | 12.2 | 8.4 | 7.0 | 9.5 | 11.1 | 14.3 | 12.4 | 10.7 | 8.3 | 11.2 | 8.2 | 6.1 | 4.9 | 5.6 | 5.1 | 5.7 | 7.5 | 7.6 | 6.0 | 7.2 | 17.4 | 7.6 | 9.6 | 4.0 |
| Treynor Ratio | NA | 0.16 | 0.17 | 0.12 | 0.02 | 0.05 | NA | NA | 0.06 | 0.16 | 0.05 | 0.1 | -0.21 | 0.05 | 0.09 | 0.18 | -0.11 | 0.16 | 0.05 | -0.04 | 0.05 | 0.13 | 0.14 | -0.04 | 0.14 | 0.34 | -0.3 | 0.02 | 0.09 | 0.03 | 0.08 | 0.21 | -0.1 | -0.08 | -0.02 | 0.08 | -0.02 | 0.17 | 0.19 | 0.23 | -0.06 | 0.53 | 0.07 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Alpha | NA | 0.0 | 0.0 | 0.0 | -0.01 | -0.01 | NA | NA | 0.0 | 0.02 | -0.02 | -0.01 | -0.01 | -0.03 | -0.02 | -0.01 | -0.02 | 0.01 | -0.01 | -0.02 | -0.01 | -0.01 | 0.01 | -0.03 | 0.0 | 0.05 | -0.05 | 0.0 | 0.01 | 0.0 | -0.01 | 0.01 | 0.01 | -0.01 | 0.01 | -0.01 | -0.05 | 0.0 | 0.02 | 0.0 | 0.0 | 0.06 | 0.01 | NA | NA | NA | NA | NA | NA | NA | NA |
| Beta | NA | 1.13 | 1.06 | 0.89 | 0.87 | 0.88 | NA | NA | 0.92 | 0.86 | 0.83 | 0.89 | 0.84 | 0.94 | 0.92 | 0.82 | 0.83 | 0.91 | 0.97 | 0.98 | 0.89 | 0.85 | 0.84 | 0.91 | 0.95 | 1.0 | 1.16 | 1.28 | 1.15 | 1.01 | 1.25 | 1.13 | 0.97 | 0.9 | 0.65 | 0.58 | 0.81 | 0.71 | 0.63 | 0.62 | 0.65 | 0.41 | 0.51 | NA | NA | NA | NA | NA | NA | NA | NA |
| RSquared | NA | 0.92 | 0.92 | 0.87 | 0.83 | 0.88 | NA | NA | 0.72 | 0.92 | 0.77 | 0.88 | 0.9 | 0.57 | 0.97 | 0.91 | 0.92 | 0.81 | 0.82 | 0.93 | 0.88 | 0.85 | 0.8 | 0.93 | 0.92 | 0.93 | 0.95 | 0.91 | 0.82 | 0.88 | 0.86 | 0.91 | 0.88 | 0.81 | 0.75 | 0.64 | 0.73 | 0.78 | 0.66 | 0.46 | 0.64 | 0.23 | 0.03 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Yield(%) | N/A | 0.0 | 10.5 | 7.2 | 3.9 | 4.4 | 3.9 | 4.2 | N/A | 11.0 | 7.3 | 2.3 | 0.8 | 1.3 | 1.4 | 2.3 | 5.7 | 8.2 | 2.1 | 2.7 | 2.6 | 2.6 | 2.9 | 2.8 | 3.0 | 3.9 | 2.1 | 13.6 | 10.6 | 8.6 | 5.6 | 1.4 | 3.2 | 3.6 | 4.6 | 9.2 | 8.3 | 10.0 | 4.9 | 5.1 | 8.4 | 4.5 | 3.3 | 3.5 | 3.3 | 4.3 | 4.2 | 2.5 | 4.7 | 3.2 | 0.4 |
| Dividend Growth(%) | N/A | -100.0 | 53.0 | 453.4 | 20.0 | -5.2 | -41.2 | -6.2 | N/A | 53.0 | 245.0 | 135.7 | -34.7 | -5.1 | -29.3 | -64.4 | -26.6 | 299.2 | -26.1 | 6.9 | 6.7 | -1.3 | -5.5 | 3.7 | -0.8 | 21.5 | -85.9 | 31.1 | 21.9 | 58.5 | 383.8 | -59.8 | -20.1 | -22.1 | -51.7 | 5.0 | -10.9 | 120.8 | 10.7 | -45.2 | 122.7 | 39.7 | 6.8 | -9.2 | -8.5 | 7.6 | 73.7 | -25.5 | 61.4 | 652.4 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 11/01/1984
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