Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| UCAGX (CORNERSTONE AGGRESSIVE FUND CORNERSTONE AGGRESSIVE FUND) | 6.87% | 19.92% | 14.77% | 7.72% | 9.00% | NA | NA | … | … |
Data as of 06/10/2026, Common starting date is 06/14/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| UCAGX (CORNERSTONE AGGRESSIVE FUND CORNERSTONE AGGRESSIVE FUND) | 06/14/2012 | 06/10/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -3.06 | 19.92 | 14.77 | 7.72 | 9.00 | NA | NA | … | … | 6.87 | 19.22 | 10.43 | 14.37 | -13.61 | 16.31 | 9.48 | 19.96 | -9.35 | 17.90 | 5.65 | -3.43 | 2.77 | 12.99 | 9.48 |
| Sharpe Ratio | NA | 1.73 | 1.07 | 0.43 | 0.55 | NA | NA | … | … | 1.22 | 1.26 | 0.69 | 1.05 | -0.88 | 1.58 | 0.35 | 2.14 | -0.96 | 3.17 | 0.47 | -0.28 | 0.32 | 1.55 | 1.80 |
| Standard Deviation(%) | NA | 11.05 | 11.51 | 12.62 | 13.49 | NA | NA | … | … | 13.45 | 13.06 | 9.83 | 10.30 | 17.22 | 10.29 | 25.92 | 8.65 | 11.26 | 5.47 | 11.64 | 12.18 | 8.70 | 8.37 | 10.15 |
| Draw Down(%) | NA | 8.02 | 12.84 | 21.40 | 29.07 | NA | NA | … | … | 8.02 | 12.84 | 6.37 | 8.94 | 21.40 | 4.04 | 29.07 | 5.11 | 16.89 | 1.78 | 9.47 | 12.40 | 8.00 | 6.68 | 4.71 |
| Yield(%) | 0.00 | 11.16 | 7.88 | 6.38 | 6.32 | 5.52 | 4.14 | … | … | 0.00 | 11.87 | 8.38 | 2.20 | 3.95 | 9.16 | 2.02 | 2.39 | 5.10 | 7.39 | 1.56 | 2.08 | 4.10 | 1.73 | 2.85 |
Data as of 06/10/2026, Common starting date is 06/14/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| UCAGX (CORNERSTONE AGGRESSIVE FUND CORNERSTONE AGGRESSIVE FUND) |
-0.55%
Mar 2017 – Mar 2020 |
0.68%
Mar 2015 – Mar 2020 |
4.48%
Oct 2013 – Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| UCAGX (CORNERSTONE AGGRESSIVE FUND CORNERSTONE AGGRESSIVE FUND) |
17.13%
May 2023 – May 2026 |
11.49%
Mar 2020 – Mar 2025 |
9.55%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart