Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| UCEQX (CORNERSTONE EQUITY FUND CORNERSTONE EQUITY FUND) | 9.54% | 24.39% | 19.64% | 10.34% | 11.32% | NA | NA | … | … |
Data as of 06/10/2026, Common starting date is 06/14/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| UCEQX (CORNERSTONE EQUITY FUND CORNERSTONE EQUITY 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 (%) | -3.68 | 24.39 | 19.64 | 10.34 | 11.32 | NA | NA | … | … | 9.54 | 23.71 | 15.25 | 19.37 | -16.24 | 19.68 | 10.77 | 22.49 | -12.06 | 22.58 | 10.12 | -2.27 | 2.94 | 17.67 | 11.61 |
| Sharpe Ratio | NA | 1.95 | 1.28 | 0.52 | 0.59 | NA | NA | … | … | 1.60 | 1.29 | 1.01 | 1.34 | -0.84 | 1.52 | 0.32 | 1.90 | -0.94 | 3.49 | 0.73 | -0.16 | 0.28 | 1.56 | 1.64 |
| Standard Deviation(%) | NA | 12.66 | 13.68 | 15.27 | 16.58 | NA | NA | … | … | 15.29 | 16.17 | 11.53 | 11.79 | 21.21 | 12.97 | 32.28 | 11.07 | 14.32 | 6.30 | 13.51 | 14.02 | 10.36 | 11.31 | 13.68 |
| Draw Down(%) | NA | 8.96 | 15.64 | 25.24 | 35.33 | NA | NA | … | … | 8.96 | 15.64 | 8.24 | 9.89 | 25.17 | 5.72 | 35.33 | 6.73 | 21.57 | 1.96 | 10.78 | 14.94 | 9.41 | 7.86 | 6.88 |
| Yield(%) | 0.00 | 5.49 | 5.35 | 4.73 | 6.17 | 5.85 | 4.39 | … | … | 0.00 | 5.99 | 3.64 | 5.82 | 5.31 | 5.30 | 8.38 | 5.61 | 5.50 | 2.27 | 3.44 | 3.44 | 2.13 | 1.93 | 1.20 |
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 |
|---|---|---|---|---|
| UCEQX (CORNERSTONE EQUITY FUND CORNERSTONE EQUITY FUND) |
-1.95%
Mar 2017 – Mar 2020 |
1.07%
Mar 2015 – Mar 2020 |
5.73%
Oct 2013 – Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| UCEQX (CORNERSTONE EQUITY FUND CORNERSTONE EQUITY FUND) |
22.67%
May 2023 – May 2026 |
14.94%
Mar 2020 – Mar 2025 |
11.89%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart