Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| USCRX (CORNERSTONE MODERATELY AGGRESSIVE FUND CORNERSTONE MODERATELY AGGRESSIVE FUND) | 6.76% | 18.39% | 12.84% | 4.06% | 6.03% | 5.17% | 5.04% | … | … |
Data as of 06/09/2026, Common starting date is 11/01/1984
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| USCRX (CORNERSTONE MODERATELY AGGRESSIVE FUND CORNERSTONE MODERATELY AGGRESSIVE FUND) | 11/01/1984 | 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 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | 1992 | 1991 | 1990 | 1989 | 1988 | 1987 | 1986 | 1985 | 1984 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -2.00 | 18.39 | 12.84 | 4.06 | 6.03 | 5.17 | 5.04 | … | … | 6.76 | 16.64 | 8.15 | 12.00 | -16.33 | 4.39 | 8.30 | 16.17 | -7.41 | 15.00 | 4.74 | -4.25 | 4.70 | 10.86 | 12.03 | -3.85 | 13.65 | 34.66 | -34.47 | 5.94 | 13.82 | 5.53 | 10.43 | 24.30 | -8.07 | -4.77 | 2.75 | 8.13 | 2.01 | 15.64 | 15.88 | 18.40 | -1.05 | 23.77 | 6.30 | 16.23 | -9.20 | 21.94 | 8.38 | 9.51 | 40.15 | 14.26 | -0.39 |
| Sharpe Ratio | NA | 1.72 | 1.04 | 0.14 | 0.41 | NA | NA | … | … | 1.15 | 1.35 | 0.57 | 0.99 | -1.26 | 0.42 | 0.42 | 2.40 | -1.04 | 3.57 | 0.54 | -0.48 | 0.74 | 1.71 | 1.76 | -0.30 | 1.29 | 2.02 | -1.26 | 0.23 | 1.25 | 0.46 | 1.00 | 2.12 | -0.64 | -0.59 | -0.14 | 0.58 | -0.13 | 1.46 | 1.98 | 2.92 | -0.74 | 4.18 | 0.66 | 1.64 | -1.94 | 2.67 | 0.48 | 0.30 | 4.72 | 0.92 | -2.14 |
| Standard Deviation(%) | NA | 9.05 | 9.35 | 10.67 | 10.66 | NA | NA | … | … | 11.19 | 10.24 | 8.00 | 8.53 | 14.18 | 10.38 | 19.24 | 6.13 | 8.52 | 4.04 | 8.37 | 8.84 | 6.32 | 6.34 | 6.88 | 12.82 | 10.54 | 17.15 | 27.97 | 12.24 | 8.38 | 7.05 | 9.45 | 11.11 | 14.30 | 12.44 | 10.73 | 8.25 | 11.21 | 8.17 | 6.13 | 4.94 | 5.59 | 5.14 | 5.68 | 7.50 | 7.55 | 5.99 | 7.19 | 17.44 | 7.55 | 9.57 | 4.04 |
| Draw Down(%) | NA | 6.73 | 9.82 | 24.74 | 24.74 | NA | NA | … | … | 6.73 | 9.82 | 4.52 | 7.93 | 19.87 | 8.46 | 22.97 | 3.25 | 13.24 | 1.18 | 7.04 | 10.17 | 5.80 | 5.97 | 6.13 | 15.18 | 8.58 | 20.01 | 43.82 | 8.82 | 9.23 | 5.25 | 6.78 | 11.03 | 19.35 | 18.17 | 8.01 | 7.51 | 18.15 | 6.07 | 5.83 | 2.97 | 7.42 | 3.43 | 5.48 | 3.56 | 15.95 | 4.07 | 5.95 | 25.56 | 3.39 | 7.60 | 1.40 |
| Yield(%) | 0.00 | 10.45 | 7.13 | 3.94 | 4.40 | 3.94 | 4.25 | … | … | 0.00 | 11.00 | 7.30 | 2.30 | 0.81 | 1.28 | 1.43 | 2.32 | 5.66 | 8.22 | 2.14 | 2.67 | 2.57 | 2.56 | 2.87 | 2.81 | 2.98 | 3.92 | 2.08 | 13.62 | 10.58 | 8.59 | 5.64 | 1.41 | 3.15 | 3.65 | 4.60 | 9.23 | 8.31 | 9.97 | 4.92 | 5.08 | 8.36 | 4.48 | 3.31 | 3.49 | 3.33 | 4.30 | 4.15 | 2.52 | 4.66 | 3.20 | 0.42 |
Data as of 06/09/2026, Common starting date is 11/01/1984
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| USCRX (CORNERSTONE MODERATELY AGGRESSIVE FUND CORNERSTONE MODERATELY AGGRESSIVE FUND) |
-12.68%
Feb 2006 – Feb 2009 |
-5.06%
Feb 2004 – Feb 2009 |
-0.11%
Feb 1999 – Feb 2009 |
2.19%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| USCRX (CORNERSTONE MODERATELY AGGRESSIVE FUND CORNERSTONE MODERATELY AGGRESSIVE FUND) |
21.97%
Feb 2009 – Feb 2012 |
18.31%
Dec 1984 – Dec 1989 |
12.92%
Sep 1985 – Sep 1995 |
12.13%
Dec 1984 – Dec 1999 |
Annualized Rolling Returns Comparison Chart