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USBSX: CORNERSTONE MODERATE FUND CORNERSTONE MODERATE FUND (MUTUAL FUND)
Basic Info 15.35 0(0.0%) May 20
Asset Class: | Moderate Allocation |
MyPlanIQ Rating: | (71%) |
Start Date: | 12/27/1995 |
Last Dividend Date: | 03/25/2024 |
12-Mo. Yield | 2.35% |
Expenses | 1.14% |
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Performance Analytics (As of 05/17/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 07/01/1996 |
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 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 1.1 | 4.8 | 11.8 | 1.8 | 5.2 | 4.1 | 6.9 | 4.7 | 5.7 | 10.9 | -13.4 | 9.5 | 8.5 | 15.0 | -6.2 | 13.4 | 4.9 | -4.0 | 4.5 | 10.2 | 11.9 | -1.3 | 13.5 | 36.0 | -32.5 | 3.7 | 7.4 | 4.4 | 7.4 | 19.4 | -10.1 | 10.9 | -4.5 | 18.9 | 8.7 | 19.1 | 13.5 | 1.8 |
Sharpe Ratio | NA | 1.35 | 1.06 | -0.06 | 0.33 | 0.33 | NA | NA | 0.39 | 0.86 | -1.22 | 0.91 | 0.52 | 2.72 | -1.06 | 3.73 | 0.66 | -0.54 | 0.83 | 1.8 | 1.98 | -0.1 | 1.36 | 2.29 | -1.32 | 0.07 | 0.59 | 0.33 | 0.82 | 1.82 | -0.86 | 0.66 | -0.61 | 1.14 | 0.45 | 1.73 | 1.3 | 122.94 |
Draw Down(%) | NA | 3.5 | 7.4 | 22.6 | 22.6 | 22.6 | NA | NA | 47.1 | 7.4 | 19.0 | 6.4 | 20.1 | 2.3 | 11.1 | 1.1 | 5.6 | 8.9 | 4.8 | 5.5 | 5.3 | 14.6 | 9.0 | 20.2 | 39.8 | 6.9 | 6.4 | 4.3 | 5.8 | 8.1 | 18.5 | 13.3 | 11.2 | 8.3 | 17.2 | 5.9 | 5.3 | 0.0 |
Standard Deviation(%) | NA | 7.0 | 7.5 | 10.2 | 11.0 | 9.0 | NA | NA | 10.9 | 7.7 | 12.1 | 10.4 | 16.0 | 5.0 | 7.1 | 3.4 | 7.1 | 7.5 | 5.4 | 5.7 | 6.0 | 12.4 | 9.9 | 15.7 | 25.3 | 9.8 | 7.0 | 6.6 | 7.9 | 10.3 | 13.0 | 13.1 | 14.0 | 13.8 | 11.9 | 8.9 | 7.6 | 7.0 |
Treynor Ratio | NA | 0.12 | 0.09 | -0.01 | 0.05 | 0.04 | NA | NA | 0.05 | 0.08 | -0.21 | 0.13 | 0.11 | 0.21 | -0.11 | 0.17 | 0.05 | -0.05 | 0.06 | 0.13 | 0.15 | -0.01 | 0.15 | 0.39 | -0.31 | 0.01 | 0.04 | 0.02 | 0.06 | 0.17 | -0.12 | 0.09 | -0.09 | 0.13 | 0.06 | 0.19 | 0.13 | -3.22 |
Alpha | NA | 0.0 | -0.01 | -0.01 | -0.01 | -0.01 | NA | NA | 0.0 | -0.01 | -0.01 | 0.0 | -0.01 | 0.0 | -0.02 | 0.01 | -0.01 | -0.02 | -0.01 | -0.01 | 0.01 | -0.02 | 0.01 | 0.05 | -0.05 | -0.01 | -0.01 | 0.0 | -0.01 | -0.01 | -0.01 | 0.05 | -0.01 | 0.03 | -0.02 | 0.02 | 0.02 | 1.38 |
Beta | NA | 0.81 | 0.84 | 0.73 | 0.74 | 0.75 | NA | NA | 0.9 | 0.8 | 0.72 | 0.7 | 0.76 | 0.66 | 0.69 | 0.75 | 0.85 | 0.84 | 0.77 | 0.76 | 0.77 | 0.89 | 0.92 | 0.93 | 1.07 | 1.06 | 1.02 | 0.98 | 1.09 | 1.08 | 0.9 | 0.98 | 0.9 | 1.16 | 0.97 | 0.8 | 0.77 | -2.69 |
RSquared | NA | 0.89 | 0.89 | 0.69 | 0.82 | 0.83 | NA | NA | 0.88 | 0.87 | 0.91 | 0.32 | 0.96 | 0.87 | 0.9 | 0.75 | 0.88 | 0.93 | 0.89 | 0.85 | 0.87 | 0.96 | 0.97 | 0.95 | 0.98 | 0.97 | 0.95 | 0.95 | 0.93 | 0.98 | 0.94 | 0.86 | 0.84 | 0.88 | 0.89 | 0.88 | 0.71 | 1.0 |
Yield(%) | N/A | 1.2 | 2.3 | 4.3 | 3.8 | 3.9 | 5.5 | 4.3 | N/A | 1.5 | 3.9 | 7.2 | 1.7 | 2.3 | 4.7 | 7.4 | 2.5 | 4.3 | 3.5 | 2.7 | 3.1 | 3.0 | 3.3 | 5.1 | 2.6 | 7.4 | 8.7 | 6.6 | 2.1 | 1.7 | 3.1 | 7.3 | 7.0 | 1.7 | 3.7 | 5.7 | 3.3 | 0.8 |
Dividend Growth(%) | N/A | -19.0 | -51.8 | 73.9 | -16.0 | -5.0 | N/A | N/A | N/A | -67.2 | -44.3 | 360.0 | -19.4 | -55.7 | -33.3 | 200.0 | -46.2 | 25.0 | 36.8 | -5.0 | -2.4 | 0.0 | -14.6 | 29.7 | -66.4 | -17.3 | 31.7 | 225.8 | 40.9 | -51.1 | -55.4 | -6.5 | 369.6 | -51.1 | -26.6 | 88.2 | 325.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 07/01/1996
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