Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CACTX (Cornerstone Advisors Core Plus Bond Fund) | NA | -0.44% | 4.02% | 2.55% | NA | NA | NA | … | … |
Data as of 09/01/2021, Common starting date is 08/31/2016
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CACTX (Cornerstone Advisors Core Plus Bond Fund) | 08/31/2016 | 09/01/2021 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -0.44 | 4.02 | 2.55 | NA | NA | NA | … | … | -1.56 | 4.44 | 7.19 | 0.11 | 3.45 | -1.02 |
| Sharpe Ratio | NA | -0.19 | 1.01 | 0.64 | NA | NA | NA | … | … | -0.95 | 0.94 | 2.64 | -0.60 | 1.36 | -1.01 |
| Standard Deviation(%) | NA | 2.43 | 3.16 | 2.85 | NA | NA | NA | … | … | 2.47 | 4.44 | 2.19 | 2.04 | 2.09 | 3.20 |
| Draw Down(%) | NA | 3.32 | 7.45 | 7.45 | NA | NA | NA | … | … | 3.32 | 7.45 | 1.20 | 2.29 | 0.92 | 2.65 |
| Yield(%) | 0.00 | 0.55 | 2.36 | 2.32 | 1.16 | 0.77 | 0.58 | … | … | 0.00 | 0.78 | 3.87 | 3.24 | 3.33 | 0.68 |
Data as of 09/01/2021, Common starting date is 08/31/2016
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CACTX (Cornerstone Advisors Core Plus Bond Fund) |
2.78%
Mar 2017 – Mar 2020 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CACTX (Cornerstone Advisors Core Plus Bond Fund) |
4.01%
Dec 2017 – Dec 2020 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart