Find A Portfolio/Ticker
Comparison Box
USCRX: CORNERSTONE MODERATELY AGGRESSIVE FUND CORNERSTONE MODERATELY AGGRESSIVE FUND (MUTUAL FUND)
Basic Info 28.1 0.08(0.29%) July 03
| Asset Class: | Moderate Allocation |
| MyPlanIQ Rating: | (75%) |
| Start Date: | 11/01/1984 |
| Last Dividend Date: | 12/18/2024 |
| 12-Mo. Yield | 2.57% |
| Expenses | 1.18% |
| Sign up to get fund ranking change alerts | |
Performance Analytics (As of 07/03/2025)
| Last 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 11/01/1984 |
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(%) | 1.1 | 8.0 | 4.8 | 6.8 | 4.2 | 3.8 | 5.2 | 4.4 | 7.1 | 3.7 | 12.0 | -16.3 | 4.4 | 8.3 | 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 | 1.07 | 0.13 | 0.32 | 0.2 | 0.22 | NA | NA | 0.44 | -0.31 | 0.92 | -1.25 | 0.42 | 0.42 | 2.41 | -1.03 | 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 | 9.8 | 13.4 | 13.4 | 24.7 | 24.7 | NA | NA | 49.1 | 7.7 | 7.9 | 19.9 | 8.5 | 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 | 12.6 | 11.8 | 10.7 | 10.9 | 10.8 | NA | NA | 10.8 | 9.2 | 8.5 | 14.2 | 10.4 | 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 | 0.16 | 0.02 | 0.04 | 0.03 | 0.03 | NA | NA | 0.05 | -0.04 | 0.09 | -0.21 | 0.05 | 0.09 | 0.18 | -0.11 | 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 | 0.17 | 0.2 | 0.24 | -0.06 | 0.53 | 0.08 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Alpha | NA | 0.02 | -0.02 | -0.01 | -0.01 | -0.01 | NA | NA | 0.0 | -0.02 | 0.0 | -0.01 | -0.02 | -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 | -0.01 | 0.01 | 0.01 | -0.01 | 0.01 | -0.01 | -0.05 | 0.0 | 0.02 | 0.0 | 0.0 | 0.06 | 0.01 | NA | NA | NA | NA | NA | NA | NA | NA |
| Beta | NA | 0.83 | 0.8 | 0.85 | 0.85 | 0.88 | NA | NA | 0.92 | 0.7 | 0.82 | 0.84 | 0.9 | 0.91 | 0.82 | 0.83 | 0.91 | 0.97 | 0.98 | 0.89 | 0.85 | 0.84 | 0.91 | 0.95 | 1.0 | 1.16 | 1.28 | 1.15 | 1.01 | 1.25 | 1.13 | 0.97 | 0.9 | 0.65 | 0.58 | 0.81 | 0.71 | 0.63 | 0.62 | 0.65 | 0.41 | 0.51 | NA | NA | NA | NA | NA | NA | NA | NA |
| RSquared | NA | 0.92 | 0.71 | 0.8 | 0.79 | 0.86 | NA | NA | 0.71 | 0.49 | 0.84 | 0.9 | 0.55 | 0.97 | 0.91 | 0.92 | 0.81 | 0.82 | 0.93 | 0.88 | 0.85 | 0.8 | 0.93 | 0.92 | 0.93 | 0.95 | 0.91 | 0.82 | 0.88 | 0.86 | 0.91 | 0.88 | 0.81 | 0.75 | 0.64 | 0.73 | 0.78 | 0.66 | 0.46 | 0.64 | 0.23 | 0.03 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Yield(%) | N/A | 0.0 | 2.6 | 2.0 | 1.8 | 2.9 | 3.5 | 3.8 | N/A | 2.7 | 2.3 | 0.8 | 1.3 | 1.4 | 2.3 | 5.7 | 8.2 | 2.1 | 2.7 | 2.6 | 2.6 | 2.9 | 2.8 | 3.0 | 3.9 | 2.1 | 13.6 | 10.6 | 8.6 | 5.6 | 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 | 29.9 | 18.3 | -57.6 | -42.8 | -56.5 | -5.8 | N/A | 29.9 | 135.7 | -34.7 | -5.1 | -29.3 | -64.4 | -26.6 | 299.2 | -26.1 | 6.9 | 6.7 | -1.3 | -5.5 | 3.7 | -0.8 | 21.5 | -85.9 | 31.1 | 21.9 | 58.5 | 383.8 | -59.8 | -20.1 | -22.1 | -51.7 | 5.0 | -10.9 | 120.8 | 10.7 | -45.2 | 122.7 | 39.7 | 6.8 | -9.2 | -8.5 | 7.6 | 73.7 | -25.5 | 61.4 | 652.4 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 11/01/1984
Calculate Performance
Start date (MM/dd/yyyy)
End date (MM/dd/yyyy)
|
View Historical Data in an advanced chart |
Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See Moderate Allocation Asset Class Trend Rankings |
Top Rated Funds in Moderate Allocation
Best Mutual Funds
- PRWCX (T. ROWE PRICE CAPITAL APPRECIATION FUND) 0.46% (99%)
- LCRIX (LEUTHOLD CORE INVESTMENT FUND LEUTHOLD CORE INVESTMENT FUND-INSTITUTIONAL CLASS) 0.62% (99%)
- LCORX (LEUTHOLD CORE INVESTMENT FUND LEUTHOLD CORE INVESTMENT FUND-RETAIL CLASS) 0.62% (99%)
- QOPYX (Oppenheimer Flexible Strategies Fd Y) 0.12% (99%)
- RNCOX (RIVERNORTH CORE OPPORTUNITY FUND CLASS R) 0.50% (98%)
- AZNIX (ALLIANZGI INCOME & GROWTH FUND INSTITUTIONAL CLASS) 0.50% (98%)
- DNAIX (DUNHAM APPRECIATION & INCOME FUND DUNHAM APPRECIATION & INCOME FUND CLASS N) 0.0% (98%)
- COTZX (COLUMBIA THERMOSTAT FUND COLUMBIA THERMOSTAT FUND CLASS Z) 0.23% (97%)
- PBAIX (BLACKROCK TACTICAL OPPORTUNITIES FUND INSTITUTIONAL) 0.13% (97%)
- AZNCX (ALLIANZGI INCOME & GROWTH FUND CLASS C) 0.21% (96%)
Best ETFs
* Day change on 07/03/2025.Best Closed End Funds
- ERH (Allspring Utilities and High Income Fund) 0.35% (100%)
- HTD (John Hancock Tax Advantaged Dividend Income Closed Fund) 0.55% (100%)
- ZTR (Virtus Global Dividend and Income Fund Inc) 0.48% (100%)
Latest Articles Related to USCRX
Register for FREE
No Credit Card Required
Or Start FREE 30-day trial now >>
Or Start FREE 30-day trial now >>
