Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
CMCRX (CORNERCAP LARGE/MID-CAP VALUE FUND CORNERCAP LARGE/MID-CAP VALUE FUND) 14.32% 23.77% 15.77% 30.77% 20.06% 15.92% 12.30%
Data as of 06/09/2026, Common starting date is 10/04/2002
More Performance Analytics Comparison
Name Start Date End Date
CMCRX (CORNERCAP LARGE/MID-CAP VALUE FUND CORNERCAP LARGE/MID-CAP VALUE FUND) 10/04/2002 06/09/2026
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception YTD 2025 2024 2023 2022 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012 2011 2010 2009 2008 2007 2006 2005 2004 2003 2002
Annualized Return (%) -1.00 23.77 15.77 30.77 20.06 15.92 12.30 14.32 6.41 12.58 15.28 135.50 6.60 5.60 27.07 -14.13 21.50 13.95 -9.61 13.91 38.51 8.38 -4.90 14.01 41.04 -42.31 -1.47 16.96 1.75 35.70 42.09 5.30
Sharpe Ratio NA 1.46 0.79 0.58 0.50 NA NA 1.96 0.19 0.43 0.69 1.14 1.10 0.14 1.92 -0.97 2.57 0.87 -0.59 0.87 3.39 0.55 -0.19 0.66 1.19 -0.93 -0.26 1.18 -0.04 2.35 2.98 1.14
Standard Deviation(%) NA 14.27 16.03 48.54 37.08 NA NA 16.11 19.16 13.80 16.21 107.07 6.41 38.32 13.39 15.98 8.16 15.82 16.27 15.98 11.35 15.37 25.76 21.13 34.45 46.37 17.08 11.61 11.65 14.77 13.88 20.52
Draw Down(%) NA 9.37 21.43 22.39 39.32 NA NA 9.37 19.43 7.33 15.88 22.39 4.51 39.32 8.07 23.97 4.21 11.93 15.87 7.96 4.74 14.93 25.75 19.25 33.38 59.41 15.36 11.19 9.24 9.04 13.66 8.00
Yield(%) 0.00 4.82 2.86 4.73 5.89 6.63 5.54 0.00 4.88 1.35 1.28 1.01 0.00 3.86 7.45 5.68 8.18 1.00 14.48 8.89 0.98 1.08 0.79 0.00 0.00 0.01 11.76 0.59 0.48 6.66 0.00 0.00
Data as of 06/09/2026, Common starting date is 10/04/2002
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
CMCRX (CORNERCAP LARGE/MID-CAP VALUE FUND CORNERCAP LARGE/MID-CAP VALUE FUND) -19.19%
Feb 2006 – Feb 2009
-6.99%
Feb 2004 – Feb 2009
3.50%
Jan 2006 – Jan 2016
4.13%
Mar 2005 – Mar 2020
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
CMCRX (CORNERCAP LARGE/MID-CAP VALUE FUND CORNERCAP LARGE/MID-CAP VALUE FUND) 55.15%
Apr 2020 – Apr 2023
34.68%
Apr 2020 – Apr 2025
20.84%
Feb 2012 – Feb 2022
19.47%
Mar 2009 – Mar 2024
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return