Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
CSCJX (CORNERCAP SMALL-CAP VALUE FUND INSTITUTIONAL SHARES) NA 2.28% 11.63% 15.69% NA NA NA
Data as of 09/23/2025, Common starting date is 12/30/2015
More Performance Analytics Comparison
Name Start Date End Date
CSCJX (CORNERCAP SMALL-CAP VALUE FUND INSTITUTIONAL SHARES) 12/30/2015 09/23/2025
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception 2025 2024 2023 2022 2021 2020 2019 2018 2017 2016 2015
Annualized Return (%) 0.00 2.28 11.63 15.69 NA NA NA 2.72 8.72 13.91 -8.39 35.15 2.88 26.72 -14.79 7.85 28.43 -1.22
Sharpe Ratio NA -0.08 0.47 0.69 NA NA NA 0.18 0.27 0.52 -0.41 1.69 0.06 1.61 -1.01 0.59 1.56 NA
Standard Deviation(%) NA 10.19 17.63 19.69 NA NA NA 4.44 18.61 19.95 23.98 20.73 47.09 15.70 16.09 12.28 18.06 0.00
Draw Down(%) NA 10.22 17.95 19.56 NA NA NA 2.71 9.32 17.95 19.56 10.13 45.71 9.63 25.22 7.21 12.45 1.22
Yield(%) 0.00 4.56 5.68 12.82 9.02 6.01 4.51 0.00 4.99 1.44 8.32 34.03 0.97 1.01 11.92 14.27 5.89 0.00
Data as of 09/23/2025, Common starting date is 12/30/2015
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
CSCJX (CORNERCAP SMALL-CAP VALUE FUND INSTITUTIONAL SHARES) -7.98%
Mar 2017 – Mar 2020
4.86%
May 2018 – May 2023
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
CSCJX (CORNERCAP SMALL-CAP VALUE FUND INSTITUTIONAL SHARES) 23.96%
Mar 2020 – Mar 2023
19.58%
Mar 2020 – Mar 2025
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return