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USCRX: CORNERSTONE MODERATELY AGGRESSIVE FUND CORNERSTONE MODERATELY AGGRESSIVE FUND (MUTUAL FUND)
Basic Info 26.47 0.24(0.91%) May 02
Asset Class: | Moderate Allocation |
MyPlanIQ Rating: | (75%) |
Start Date: | 11/01/1984 |
Last Dividend Date: | 12/21/2023 |
12-Mo. Yield | 2.06% |
Expenses | 1.18% |
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Performance Analytics (As of 04/26/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 01/03/1986 |
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(%) | 0.9 | 2.8 | 10.5 | 1.6 | 5.2 | 4.3 | 7.3 | 4.9 | 7.2 | 12.0 | -13.6 | 11.5 | 8.9 | 16.2 | -7.4 | 15.0 | 4.7 | -4.3 | 4.7 | 10.9 | 12.0 | -3.9 | 13.7 | 34.7 | -34.5 | 5.9 | 13.8 | 5.5 | 10.4 | 24.3 | -8.1 | -4.8 | 2.7 | 8.1 | 2.0 | 15.6 | 15.9 | 18.4 | -1.0 | 23.8 | 6.3 | 16.2 | -9.2 | 21.9 | 8.4 | 9.5 | 40.1 | 14.3 | -0.4 |
Sharpe Ratio | NA | 0.6 | 0.86 | -0.08 | 0.27 | 0.31 | NA | NA | 0.47 | 0.92 | -1.09 | 0.92 | 0.45 | 2.41 | -1.02 | 3.57 | 0.54 | -0.48 | 0.74 | 1.71 | 1.76 | -0.3 | 1.29 | 2.02 | -1.26 | 0.24 | 1.26 | 0.48 | 1.0 | 2.13 | -0.64 | -0.58 | -0.13 | 0.59 | -0.12 | 1.48 | 2.0 | 2.95 | -0.72 | 4.2 | 0.68 | 1.66 | -1.91 | 2.71 | 0.51 | 0.31 | 4.74 | 0.95 | -1.98 |
Draw Down(%) | NA | 3.8 | 7.9 | 24.0 | 24.0 | 24.0 | NA | NA | 49.1 | 7.9 | 19.9 | 7.6 | 23.0 | 3.3 | 13.2 | 1.2 | 7.0 | 10.2 | 5.8 | 6.0 | 6.1 | 15.2 | 8.6 | 20.0 | 43.8 | 8.8 | 9.2 | 5.2 | 6.8 | 11.0 | 19.4 | 18.2 | 8.0 | 7.5 | 18.2 | 6.1 | 5.8 | 3.0 | 7.4 | 3.4 | 5.5 | 3.6 | 15.9 | 4.1 | 5.9 | 25.6 | 3.4 | 7.6 | 1.4 |
Standard Deviation(%) | NA | 7.5 | 8.1 | 11.7 | 12.9 | 10.5 | NA | NA | 10.8 | 8.5 | 13.8 | 12.4 | 19.2 | 6.1 | 8.5 | 4.0 | 8.4 | 8.8 | 6.3 | 6.3 | 6.9 | 12.8 | 10.5 | 17.2 | 28.0 | 12.2 | 8.4 | 7.0 | 9.5 | 11.1 | 14.3 | 12.4 | 10.7 | 8.3 | 11.2 | 8.2 | 6.1 | 4.9 | 5.6 | 5.1 | 5.7 | 7.5 | 7.6 | 6.0 | 7.2 | 17.4 | 7.6 | 9.6 | 4.0 |
Treynor Ratio | NA | 0.05 | 0.08 | -0.01 | 0.04 | 0.04 | NA | NA | 0.06 | 0.09 | -0.18 | 0.13 | 0.09 | 0.18 | -0.1 | 0.16 | 0.05 | -0.04 | 0.05 | 0.13 | 0.14 | -0.04 | 0.14 | 0.34 | -0.3 | 0.02 | 0.09 | 0.03 | 0.08 | 0.21 | -0.09 | -0.08 | -0.02 | 0.08 | -0.02 | 0.18 | 0.22 | 0.28 | -0.07 | 0.54 | 0.08 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
Alpha | NA | 0.0 | -0.01 | 0.0 | -0.01 | -0.01 | NA | NA | 0.01 | -0.01 | 0.0 | 0.0 | -0.02 | -0.01 | -0.02 | 0.01 | -0.01 | -0.02 | -0.01 | -0.01 | 0.01 | -0.03 | 0.0 | 0.05 | -0.05 | 0.0 | 0.01 | 0.0 | 0.0 | 0.01 | 0.01 | -0.01 | 0.01 | 0.0 | -0.04 | 0.01 | 0.03 | 0.02 | 0.0 | 0.07 | 0.01 | NA | NA | NA | NA | NA | NA | NA | NA |
Beta | NA | 0.88 | 0.91 | 0.84 | 0.87 | 0.88 | NA | NA | 0.92 | 0.88 | 0.82 | 0.85 | 0.91 | 0.82 | 0.83 | 0.91 | 0.97 | 0.98 | 0.89 | 0.85 | 0.86 | 0.91 | 0.95 | 1.0 | 1.16 | 1.28 | 1.15 | 1.01 | 1.26 | 1.12 | 0.98 | 0.9 | 0.67 | 0.6 | 0.83 | 0.66 | 0.56 | 0.51 | 0.61 | 0.4 | 0.48 | NA | NA | NA | NA | NA | NA | NA | NA |
RSquared | NA | 0.91 | 0.9 | 0.68 | 0.82 | 0.84 | NA | NA | 0.7 | 0.87 | 0.91 | 0.33 | 0.97 | 0.91 | 0.92 | 0.81 | 0.82 | 0.93 | 0.88 | 0.85 | 0.83 | 0.93 | 0.92 | 0.93 | 0.95 | 0.91 | 0.83 | 0.88 | 0.87 | 0.91 | 0.91 | 0.81 | 0.78 | 0.65 | 0.73 | 0.72 | 0.57 | 0.38 | 0.61 | 0.21 | 0.03 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
Yield(%) | N/A | 0.0 | 2.2 | 4.4 | 4.0 | 4.0 | 5.5 | 4.6 | N/A | 2.3 | 3.6 | 8.3 | 2.0 | 2.3 | 5.6 | 8.2 | 2.1 | 2.7 | 2.6 | 2.6 | 2.8 | 2.8 | 3.0 | 3.9 | 2.1 | 13.6 | 10.6 | 8.6 | 5.7 | 1.4 | 3.2 | 3.6 | 4.6 | 9.2 | 8.3 | 10.0 | 4.9 | 5.1 | 8.4 | 4.5 | 3.3 | 3.5 | 3.3 | 4.3 | 4.2 | 2.5 | 4.7 | 3.2 | 0.4 |
Dividend Growth(%) | N/A | -100.0 | -47.1 | 51.4 | -7.7 | -25.7 | -47.8 | N/A | N/A | -47.1 | -55.1 | 328.3 | 0.0 | -63.9 | -26.9 | 302.0 | -26.5 | 6.2 | 6.7 | 0.0 | -6.2 | 3.2 | 0.0 | 21.6 | -86.0 | 31.4 | 22.0 | 57.6 | 396.6 | -60.8 | -19.6 | -22.7 | -51.4 | 4.7 | -11.0 | 122.9 | 10.3 | -45.4 | 122.7 | 39.7 | 6.8 | -9.2 | -8.5 | 7.6 | 73.7 | -25.5 | 59.4 | 700.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 01/03/1986
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