Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CFIC (Cornerstone Financial Corporation) | NA | -11.11% | -8.89% | -1.78% | -11.43% | -11.27% | -11.89% | … | … |
Data as of 09/05/2024, Common starting date is 11/13/2003
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CFIC (Cornerstone Financial Corporation) | 11/13/2003 | 09/05/2024 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -11.11 | -8.89 | -1.78 | -11.43 | -11.27 | -11.89 | … | … | -10.25 | -16.11 | 5.24 | 59.42 | -25.41 | 0.00 | -7.50 | 13.64 | -42.11 | -11.11 | -35.47 | 211.76 | -77.63 | -29.24 | 28.89 | -32.33 | -22.72 | -16.63 | -2.10 | -13.77 | 3.68 | -4.93 |
| Sharpe Ratio | NA | -0.50 | -0.41 | -0.10 | -0.30 | NA | NA | … | … | -0.52 | -0.86 | 0.28 | 2.77 | -0.44 | -0.08 | -0.33 | 0.24 | -0.81 | -0.19 | -0.62 | 2.23 | -0.97 | -0.57 | 0.30 | -0.51 | -0.58 | -0.73 | -0.10 | -0.99 | 0.11 | -0.55 |
| Standard Deviation(%) | NA | 30.31 | 28.16 | 37.09 | 41.52 | NA | NA | … | … | 35.49 | 23.92 | 13.96 | 35.42 | 57.75 | 18.43 | 26.53 | 54.65 | 52.02 | 57.20 | 57.08 | 95.14 | 80.52 | 51.16 | 94.63 | 63.34 | 40.78 | 27.15 | 56.29 | 16.17 | 25.38 | 60.54 |
| Draw Down(%) | NA | 31.78 | 44.00 | 55.20 | 77.97 | NA | NA | … | … | 27.51 | 26.83 | 7.65 | 13.75 | 54.67 | 12.20 | 16.20 | 28.26 | 46.99 | 37.96 | 59.29 | 44.00 | 78.70 | 55.80 | 30.43 | 47.76 | 27.36 | 24.05 | 31.47 | 20.34 | 21.72 | 15.00 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | … | … | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 09/05/2024, Common starting date is 11/13/2003
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CFIC (Cornerstone Financial Corporation) |
-42.62%
Dec 2009 – Dec 2012 |
-36.14%
Dec 2007 – Dec 2012 |
-22.81%
Mar 2007 – Mar 2017 |
-17.29%
Mar 2006 – Mar 2021 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CFIC (Cornerstone Financial Corporation) |
27.02%
Sep 2012 – Sep 2015 |
6.64%
Mar 2017 – Mar 2022 |
2.66%
Dec 2012 – Dec 2022 |
-11.02%
Mar 2009 – Mar 2024 |
Annualized Rolling Returns Comparison Chart