Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| XCRFX (Cornerstone Total Return Fund Inc) | 5.28% | 18.28% | 19.72% | 12.95% | 13.07% | NA | NA | … | … |
Data as of 06/08/2026, Common starting date is 07/13/2011
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| XCRFX (Cornerstone Total Return Fund Inc) | 07/13/2011 | 06/08/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -2.50 | 18.28 | 19.72 | 12.95 | 13.07 | NA | NA | … | … | 5.28 | 18.97 | 23.69 | 29.04 | -17.11 | 23.24 | 10.95 | 15.54 | -3.61 | 25.42 | 10.90 | 2.13 | 12.58 | 25.31 | 15.60 | -5.31 |
| Sharpe Ratio | NA | 1.29 | 1.07 | 0.59 | 0.62 | NA | NA | … | … | 0.68 | 0.91 | 1.45 | 1.78 | -0.72 | 1.62 | 0.31 | 1.29 | -0.26 | 2.29 | 0.68 | 0.14 | 0.06 | 2.18 | 1.15 | -0.40 |
| Standard Deviation(%) | NA | 13.51 | 15.37 | 17.78 | 18.52 | NA | NA | … | … | 15.04 | 17.70 | 13.88 | 14.36 | 25.92 | 14.31 | 33.85 | 10.92 | 19.65 | 10.84 | 15.68 | 15.23 | 195.89 | 11.57 | 13.58 | 27.61 |
| Draw Down(%) | NA | 12.01 | 16.78 | 21.96 | 30.99 | NA | NA | … | … | 12.01 | 16.63 | 5.88 | 10.65 | 21.56 | 4.40 | 30.50 | 7.33 | 17.02 | 3.26 | 9.41 | 7.49 | 75.31 | 5.71 | 9.17 | 16.17 |
| Yield(%) | 0.00 | 20.00 | 19.55 | 15.37 | 13.46 | 10.44 | 7.83 | … | … | 9.04 | 19.10 | 18.86 | 22.10 | 21.12 | 17.94 | 17.26 | 12.03 | 20.95 | 21.49 | 22.26 | 21.33 | 20.33 | 21.48 | 21.41 | 10.42 |
Data as of 06/08/2026, Common starting date is 07/13/2011
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| XCRFX (Cornerstone Total Return Fund Inc) |
1.75%
Mar 2017 – Mar 2020 |
4.75%
Mar 2015 – Mar 2020 |
9.17%
Sep 2012 – Sep 2022 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| XCRFX (Cornerstone Total Return Fund Inc) |
24.65%
Sep 2022 – Sep 2025 |
16.90%
Oct 2020 – Oct 2025 |
14.06%
Sep 2011 – Sep 2021 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart