Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CAREX (CORNERSTONE ADVISORS REAL ASSETS FUND INSTITUTIONAL SHARES) | 16.43% | 29.39% | 16.70% | 4.25% | 12.15% | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 08/31/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CAREX (CORNERSTONE ADVISORS REAL ASSETS FUND INSTITUTIONAL SHARES) | 08/31/2012 | 06/05/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -2.43 | 29.39 | 16.70 | 4.25 | 12.15 | NA | NA | … | … | 16.43 | 15.57 | 10.05 | 13.16 | -27.19 | -6.45 | 177.05 | 4.77 | -8.87 | 2.79 | 13.89 | -20.35 | -2.35 | 0.17 | -0.98 |
| Sharpe Ratio | NA | 1.98 | 0.95 | 0.12 | 0.52 | NA | NA | … | … | 2.66 | 0.75 | 0.43 | 0.67 | -1.03 | -0.26 | 1.58 | 8.39 | -1.07 | 0.27 | 1.03 | -1.55 | -0.28 | 0.02 | -0.43 |
| Standard Deviation(%) | NA | 15.66 | 16.18 | 19.36 | 21.19 | NA | NA | … | … | 19.38 | 17.30 | 15.04 | 14.31 | 27.78 | 24.69 | 43.76 | 8.72 | 9.65 | 7.82 | 13.22 | 13.12 | 8.61 | 7.39 | 7.16 |
| Draw Down(%) | NA | 8.46 | 19.24 | 41.05 | 43.11 | NA | NA | … | … | 8.46 | 18.07 | 9.62 | 12.83 | 33.33 | 25.79 | 9.42 | 1.23 | 14.13 | 9.95 | 10.64 | 24.64 | 14.77 | 8.65 | 4.96 |
| Yield(%) | 0.00 | 0.00 | 0.01 | 0.82 | 2.65 | 1.90 | 1.42 | … | … | 0.00 | 0.00 | 0.02 | 0.00 | 0.00 | 3.69 | 6.41 | 0.00 | 4.87 | 2.91 | 1.39 | 0.97 | 3.69 | 2.58 | 0.62 |
Data as of 06/05/2026, Common starting date is 08/31/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CAREX (CORNERSTONE ADVISORS REAL ASSETS FUND INSTITUTIONAL SHARES) |
-10.29%
Jan 2013 – Jan 2016 |
-3.66%
Dec 2013 – Dec 2018 |
5.50%
Nov 2013 – Nov 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CAREX (CORNERSTONE ADVISORS REAL ASSETS FUND INSTITUTIONAL SHARES) |
42.26%
Oct 2018 – Oct 2021 |
23.92%
Nov 2016 – Nov 2021 |
11.24%
May 2016 – May 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart