Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| CRF (Cornerstone Strategic Return Fund) | 2.46% | 22.60% | 15.43% | 14.77% | 11.66% | 8.55% | 4.71% | 4.25% |
Data as of 07/25/2025, AR inception is 11/05/1987
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CRF (Cornerstone Strategic Return Fund) | 11/05/1987 | 07/25/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 2.20 | 22.60 | 15.43 | 14.77 | 11.66 | 8.55 | 4.71 | 4.25 | 2.46 | 44.45 | 19.43 | -32.72 | 39.52 | 22.41 | 24.10 | -11.84 | 25.14 | 10.61 | 6.07 | -3.45 | 33.69 | 7.61 | -11.54 | -11.19 | 63.96 | -50.06 | -43.18 | 49.99 | -5.58 | 12.82 | 83.40 | -20.27 | 7.22 | 19.33 | -13.96 | -1.12 | 6.35 | -1.56 | 9.40 | -16.43 | -1.41 | -1.39 | 10.77 | 0.78 | 7.50 | -0.83 | 0.00 |
| Sharpe Ratio | NA | 0.71 | 0.50 | 0.50 | 0.38 | NA | NA | 0.08 | 0.05 | 2.09 | 0.72 | -0.92 | 1.70 | 0.46 | 2.00 | -0.57 | 1.59 | 0.46 | 0.20 | -0.15 | 1.62 | 0.32 | -0.35 | -0.43 | 1.34 | -0.66 | -1.17 | 2.11 | -0.18 | 0.52 | 5.46 | -1.22 | 0.44 | 1.14 | -1.57 | -0.37 | 0.24 | -0.45 | 0.48 | -1.27 | -0.28 | -0.26 | 0.46 | -0.33 | 0.12 | -0.34 | -0.17 |
| Standard Deviation(%) | NA | 27.42 | 24.23 | 25.83 | 27.07 | NA | NA | 26.76 | 28.78 | 19.55 | 21.96 | 37.20 | 23.24 | 47.58 | 11.31 | 23.35 | 15.50 | 22.82 | 30.40 | 22.69 | 20.80 | 23.58 | 33.03 | 26.04 | 47.77 | 77.41 | 39.84 | 22.14 | 43.31 | 22.80 | 15.15 | 17.61 | 11.04 | 13.20 | 11.01 | 12.28 | 11.00 | 11.46 | 11.26 | 15.33 | 12.75 | 15.08 | 14.92 | 14.25 | 13.19 | 16.95 | 24.97 |
| Draw Down(%) | NA | 29.65 | 29.65 | 39.69 | 47.35 | NA | NA | 80.71 | 27.18 | 12.84 | 25.22 | 39.69 | 19.48 | 47.35 | 8.95 | 31.11 | 14.05 | 20.66 | 37.04 | 26.58 | 21.72 | 21.33 | 36.09 | 29.10 | 42.23 | 78.57 | 44.55 | 12.28 | 37.04 | 19.17 | 6.67 | 27.82 | 12.27 | 5.08 | 15.56 | 8.30 | 4.69 | 7.63 | 6.11 | 20.00 | 8.61 | 7.33 | 4.17 | 9.16 | 7.14 | 11.94 | 8.46 |
| Yield(%) | 0.00 | 17.31 | 16.04 | 16.73 | 12.09 | 7.85 | 4.59 | 4.14 | 9.38 | 17.55 | 19.13 | 15.89 | 15.97 | 19.60 | 22.94 | 17.81 | 21.08 | 20.00 | 20.48 | 17.20 | 19.93 | 19.50 | 16.90 | 14.15 | 23.97 | 18.80 | 10.94 | 14.05 | 11.74 | 11.73 | 17.19 | 11.20 | 4.69 | 7.30 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 07/25/2025, AR inception is 11/05/1987
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CRF (Cornerstone Strategic Return Fund) |
-31.06%
Feb 2006 - Feb 2009 |
-18.23%
Dec 2006 - Dec 2011 |
-5.20%
Oct 2006 - Oct 2016 |
-2.82%
Feb 1994 - Feb 2009 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CRF (Cornerstone Strategic Return Fund) |
31.02%
Feb 2003 - Feb 2006 |
24.77%
Jul 2002 - Jul 2007 |
14.31%
Dec 2011 - Dec 2021 |
11.16%
Mar 2009 - Mar 2024 |
Annualized Rolling Returns Comparison Chart