Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| CBLFX (CORNERCAP BALANCED FUND CORNERCAP BALANCED FUND) | NA | 4.82% | 8.42% | 6.26% | 7.35% | 5.24% | 5.42% | 5.10% |
Data as of 12/07/2021, AR inception is 06/12/1997
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CBLFX (CORNERCAP BALANCED FUND CORNERCAP BALANCED FUND) | 06/12/1997 | 12/07/2021 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 4.82 | 8.42 | 6.26 | 7.35 | 5.24 | 5.42 | 5.10 | 4.16 | 6.74 | 18.33 | -8.77 | 13.51 | 11.26 | -6.26 | 8.85 | 22.93 | 7.00 | -0.41 | 8.21 | 25.00 | -26.47 | 4.91 | 9.27 | 5.73 | 9.72 | 19.07 | -9.88 | 2.46 | -0.87 | -4.42 | 7.05 | 335.03 |
| Sharpe Ratio | NA | 1.15 | 0.55 | 0.46 | 0.59 | NA | NA | 0.29 | 1.09 | 0.28 | 2.18 | -1.07 | 2.67 | 1.13 | -0.65 | 0.54 | 3.14 | 0.75 | -0.03 | 0.75 | 1.25 | -1.15 | 0.20 | 0.95 | 0.56 | 1.07 | 1.93 | -0.62 | 0.01 | -0.45 | -0.50 | 0.36 | 6.95 |
| Standard Deviation(%) | NA | 4.17 | 14.33 | 11.98 | 11.55 | NA | NA | 12.66 | 4.08 | 22.88 | 7.76 | 9.48 | 4.85 | 9.77 | 9.73 | 16.48 | 7.29 | 9.38 | 15.39 | 10.89 | 19.86 | 23.85 | 9.70 | 6.33 | 6.39 | 8.20 | 9.53 | 17.78 | 10.74 | 10.93 | 15.23 | 10.47 | 187.96 |
| Draw Down(%) | NA | 2.79 | 26.39 | 26.39 | 26.39 | NA | NA | 41.89 | 2.79 | 26.39 | 4.68 | 15.13 | 2.32 | 7.27 | 10.14 | 10.50 | 3.81 | 8.94 | 15.23 | 10.44 | 20.52 | 39.49 | 8.52 | 4.44 | 5.51 | 5.77 | 8.70 | 17.88 | 11.95 | 12.99 | 17.20 | 10.47 | 4.57 |
| Yield(%) | 0.00 | 3.21 | 4.75 | 4.24 | 5.88 | 4.57 | 4.64 | 8.57 | 0.00 | 3.39 | 5.93 | 4.96 | 5.69 | 1.58 | 9.45 | 11.34 | 6.37 | 3.93 | 2.39 | 3.19 | 0.30 | 3.09 | 8.17 | 4.33 | 1.52 | 3.62 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.65 | 71.78 |
Data as of 12/07/2021, AR inception is 06/12/1997
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CBLFX (CORNERCAP BALANCED FUND CORNERCAP BALANCED FUND) |
-9.43%
Feb 2006 - Feb 2009 |
-3.42%
Mar 1998 - Mar 2003 |
-0.80%
Nov 1998 - Nov 2008 |
2.94%
Jul 1997 - Jul 2012 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CBLFX (CORNERCAP BALANCED FUND CORNERCAP BALANCED FUND) |
17.50%
Feb 2009 - Feb 2012 |
15.15%
Feb 2009 - Feb 2014 |
9.98%
Feb 2009 - Feb 2019 |
7.11%
Jan 2003 - Jan 2018 |
Annualized Rolling Returns Comparison Chart