Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| UCAGX (CORNERSTONE AGGRESSIVE FUND CORNERSTONE AGGRESSIVE FUND) | 10.43% | 13.01% | 11.60% | 9.57% | 7.13% | NA | NA | 7.47% |
Data as of 07/25/2025, AR inception is 06/14/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| UCAGX (CORNERSTONE AGGRESSIVE FUND CORNERSTONE AGGRESSIVE FUND) | 06/14/2012 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.50 | 13.01 | 11.60 | 9.57 | 7.13 | NA | NA | 7.47 | 10.43 | 10.43 | 14.37 | -13.61 | 16.31 | 9.48 | 19.96 | -9.35 | 17.90 | 5.65 | -3.43 | 2.77 | 12.99 | 9.48 |
| Sharpe Ratio | NA | 0.61 | 0.61 | 0.58 | 0.40 | NA | NA | 0.49 | 1.06 | 0.52 | 1.05 | -0.88 | 1.58 | 0.35 | 2.14 | -0.96 | 3.17 | 0.47 | -0.28 | 0.32 | 1.55 | 1.80 |
| Standard Deviation(%) | NA | 16.21 | 13.48 | 13.28 | 13.95 | NA | NA | 12.96 | 15.46 | 13.11 | 10.30 | 17.22 | 10.29 | 25.92 | 8.65 | 11.26 | 5.47 | 11.64 | 12.18 | 8.70 | 8.37 | 10.15 |
| Draw Down(%) | NA | 16.61 | 16.61 | 21.40 | 29.07 | NA | NA | 29.07 | 12.84 | 8.75 | 8.94 | 21.40 | 4.04 | 29.07 | 5.11 | 16.89 | 1.78 | 9.47 | 12.40 | 8.00 | 6.68 | 4.71 |
| Yield(%) | 0.00 | 7.72 | 5.18 | 5.63 | 4.81 | 4.42 | 3.32 | 5.10 | 0.00 | 8.38 | 2.20 | 3.95 | 9.16 | 2.02 | 2.39 | 5.10 | 7.39 | 1.56 | 2.08 | 4.10 | 1.73 | 2.85 |
Data as of 07/25/2025, AR inception is 06/14/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| UCAGX (CORNERSTONE AGGRESSIVE FUND CORNERSTONE AGGRESSIVE FUND) |
-0.55%
Mar 2017 - Mar 2020 |
0.68%
Mar 2015 - Mar 2020 |
4.48%
Oct 2013 - Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| UCAGX (CORNERSTONE AGGRESSIVE FUND CORNERSTONE AGGRESSIVE FUND) |
15.17%
Dec 2018 - Dec 2021 |
11.49%
Mar 2020 - Mar 2025 |
6.81%
Jun 2015 - Jun 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart