Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| UCMCX (CORNERSTONE MODERATELY CONSERVATIVE FUND CORNERSTONE MODERATELY CONSERVATIVE FUND) | 6.35% | 5.18% | 5.22% | 3.68% | 3.81% | NA | NA | 4.52% |
Data as of 07/31/2025, AR inception is 06/14/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| UCMCX (CORNERSTONE MODERATELY CONSERVATIVE FUND CORNERSTONE MODERATELY CONSERVATIVE FUND) | 06/14/2012 | 07/31/2025 |
| 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 (%) | -0.61 | 5.18 | 5.22 | 3.68 | 3.81 | NA | NA | 4.52 | 6.35 | 4.14 | 9.24 | -13.17 | 7.21 | 8.25 | 13.10 | -5.31 | 11.47 | 4.67 | -4.02 | 4.51 | 7.47 | 8.22 |
| Sharpe Ratio | NA | 0.61 | 0.34 | 0.24 | 0.34 | NA | NA | 0.50 | 1.16 | 0.08 | 0.79 | -1.37 | 1.30 | 0.63 | 2.93 | -1.18 | 3.65 | 0.77 | -0.68 | 1.00 | 1.68 | 3.55 |
| Standard Deviation(%) | NA | 7.89 | 8.10 | 7.75 | 7.45 | NA | NA | 6.88 | 8.77 | 6.42 | 7.15 | 10.72 | 5.54 | 12.68 | 3.97 | 5.69 | 2.98 | 5.83 | 5.97 | 4.49 | 4.43 | 4.42 |
| Draw Down(%) | NA | 7.48 | 10.31 | 18.46 | 18.46 | NA | NA | 18.46 | 6.62 | 4.39 | 7.37 | 18.39 | 2.48 | 16.35 | 1.68 | 9.23 | 1.08 | 4.31 | 7.69 | 3.78 | 4.73 | 1.50 |
| Yield(%) | 0.00 | 1.23 | 3.69 | 3.81 | 3.50 | 3.30 | 2.47 | 3.81 | 0.32 | 2.08 | 2.58 | 6.16 | 6.66 | 1.79 | 2.55 | 3.75 | 4.66 | 1.97 | 3.08 | 3.54 | 3.53 | 1.72 |
Data as of 07/31/2025, 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 |
|---|---|---|---|---|
| UCMCX (CORNERSTONE MODERATELY CONSERVATIVE FUND CORNERSTONE MODERATELY CONSERVATIVE FUND) |
-0.73%
Sep 2019 - Sep 2022 |
0.86%
Sep 2017 - Sep 2022 |
2.43%
Oct 2013 - Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| UCMCX (CORNERSTONE MODERATELY CONSERVATIVE FUND CORNERSTONE MODERATELY CONSERVATIVE FUND) |
9.49%
Dec 2018 - Dec 2021 |
6.74%
Dec 2016 - Dec 2021 |
4.06%
Jul 2012 - Jul 2022 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart