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CRF: Cornerstone Total Return Fund (CEF)
Basic Info 7.23 0.01(0.14%) March 18
Asset Class: | LARGE BLEND |
MyPlanIQ Rating: | (95%) |
Start Date: | 11/05/1987 |
Last Dividend Date: | 03/14/2024 |
12-Mo. Yield | 20.05% |
Expenses | - |
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Performance Analytics (As of 03/18/2024)
Last 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 11/05/1987 |
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 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | -0.2 | 7.0 | 24.5 | -1.7 | 9.6 | 8.2 | 11.0 | 3.5 | 3.4 | 20.0 | -36.8 | 39.4 | 28.2 | 24.1 | -11.8 | 25.1 | 10.6 | 6.1 | -3.5 | 33.7 | 7.6 | -11.5 | -11.2 | 64.0 | -50.1 | -43.2 | 50.0 | -5.6 | 12.8 | 83.4 | -20.3 | 7.2 | 19.3 | -14.0 | -1.1 | 6.3 | -1.6 | 9.4 | -16.4 | -1.4 | -1.4 | 10.8 | 0.8 | 7.5 | -0.8 | -0.0 |
Sharpe Ratio | NA | 3.68 | 1.0 | -0.14 | 0.26 | 0.26 | NA | NA | 0.05 | 0.72 | -1.0 | 1.7 | 0.59 | 2.01 | -0.56 | 1.59 | 0.46 | 0.2 | -0.15 | 1.62 | 0.32 | -0.35 | -0.43 | 1.34 | -0.66 | -1.16 | 2.12 | -0.18 | 0.52 | 5.46 | -1.21 | 0.45 | 1.15 | -1.56 | -0.36 | 0.26 | -0.44 | 0.49 | -1.26 | -0.27 | -0.25 | 0.47 | -0.31 | 0.14 | -0.32 | -0.16 |
Draw Down(%) | NA | 1.5 | 25.2 | 43.0 | 45.9 | 45.9 | NA | NA | 80.7 | 25.2 | 43.0 | 19.6 | 45.9 | 8.9 | 31.1 | 14.0 | 20.7 | 37.0 | 26.6 | 21.7 | 21.3 | 36.1 | 29.1 | 42.2 | 78.6 | 44.5 | 12.3 | 37.0 | 19.2 | 6.7 | 27.8 | 12.3 | 5.1 | 15.6 | 8.3 | 4.7 | 7.6 | 6.1 | 20.0 | 8.6 | 7.3 | 4.2 | 9.2 | 7.1 | 11.9 | 8.5 |
Standard Deviation(%) | NA | 9.2 | 20.7 | 28.2 | 31.1 | 27.5 | NA | NA | 26.9 | 22.0 | 38.4 | 23.2 | 47.2 | 11.3 | 23.4 | 15.5 | 22.8 | 30.4 | 22.7 | 20.8 | 23.6 | 33.0 | 26.0 | 47.8 | 77.4 | 39.8 | 22.1 | 43.3 | 22.8 | 15.2 | 17.6 | 11.0 | 13.2 | 11.0 | 12.3 | 11.0 | 11.5 | 11.3 | 15.3 | 12.8 | 15.1 | 14.9 | 14.3 | 13.2 | 17.0 | 25.0 |
Treynor Ratio | NA | 0.64 | 0.29 | -0.06 | 0.09 | 0.09 | NA | NA | 0.02 | 0.23 | -0.57 | 0.73 | 0.26 | 0.39 | -0.15 | 0.7 | 0.14 | 0.1 | -0.04 | 0.63 | 0.16 | -0.22 | -0.22 | 0.95 | -0.59 | -1.2 | -38.26 | -0.32 | 0.35 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
Alpha | NA | 0.04 | 0.01 | -0.02 | 0.0 | 0.0 | NA | NA | 0.01 | 0.01 | -0.1 | 0.09 | 0.04 | 0.02 | -0.03 | 0.06 | 0.02 | 0.04 | -0.05 | 0.06 | 0.01 | -0.04 | -0.07 | 0.17 | -0.03 | -0.21 | 0.16 | 0.0 | 0.04 | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA |
Beta | NA | 0.53 | 0.72 | 0.67 | 0.87 | 0.83 | NA | NA | 0.73 | 0.69 | 0.68 | 0.54 | 1.08 | 0.58 | 0.89 | 0.35 | 0.73 | 0.63 | 0.81 | 0.53 | 0.47 | 0.53 | 0.52 | 0.67 | 0.86 | 0.39 | -0.01 | 0.24 | 0.34 | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA |
RSquared | NA | 0.45 | 0.18 | 0.18 | 0.37 | 0.3 | NA | NA | 0.15 | 0.18 | 0.19 | 0.1 | 0.65 | 0.41 | 0.43 | 0.02 | 0.18 | 0.11 | 0.17 | 0.08 | 0.07 | 0.15 | 0.13 | 0.15 | 0.2 | 0.02 | 0.0 | 0.0 | 0.03 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 11/05/1987
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