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
CRSB (Cornerstone Community Bancorp) NA 40.30% 12.62% 21.27% 17.37% 15.26% NA
Data as of 07/01/2025, Common starting date is 09/05/2007
More Performance Analytics Comparison
Name Start Date End Date
CRSB (Cornerstone Community Bancorp) 09/05/2007 07/01/2025
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception 2025 2024 2023 2022 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012 2011 2010 2009 2008 2007
Annualized Return (%) 5.21 40.30 12.62 21.27 17.37 15.26 NA 50.66 -7.49 4.71 -5.48 49.10 -2.75 29.03 -12.43 60.91 14.35 17.32 -3.53 6.25 81.82 -27.87 69.44 -28.00 -50.00 -0.20
Sharpe Ratio NA 1.03 0.37 0.76 0.61 NA NA 2.81 -0.69 0.02 -0.36 1.77 -0.06 1.87 -0.88 2.38 0.68 0.87 -0.20 0.29 1.88 -0.85 1.69 -0.67 -0.48 -0.14
Standard Deviation(%) NA 36.00 25.30 25.40 26.35 NA NA 45.11 20.59 18.91 18.91 27.70 47.62 14.74 15.68 25.41 20.67 19.82 17.63 21.51 43.99 32.86 41.03 41.78 104.99 21.36
Draw Down(%) NA 16.90 22.21 29.12 44.90 NA NA 8.21 22.21 16.60 21.74 13.47 44.90 5.13 18.42 10.42 15.03 10.96 16.33 9.44 12.50 32.31 12.50 33.33 65.00 7.68
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
Data as of 07/01/2025, Common starting date is 09/05/2007
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
CRSB (Cornerstone Community Bancorp) -19.33%
Nov 2007 – Nov 2010
-4.36%
Dec 2007 – Dec 2012
5.35%
Nov 2007 – Nov 2017
6.90%
Nov 2007 – Nov 2022
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
CRSB (Cornerstone Community Bancorp) 33.87%
Jul 2015 – Jul 2018
26.61%
May 2016 – May 2021
20.75%
Dec 2011 – Dec 2021
16.87%
Feb 2010 – Feb 2025
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return