Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| USBSX (CORNERSTONE MODERATE FUND CORNERSTONE MODERATE FUND) | 7.30% | 17.86% | 12.12% | 3.63% | 5.58% | 4.93% | 4.73% | … | … |
Data as of 06/04/2026, Common starting date is 12/27/1995
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| USBSX (CORNERSTONE MODERATE FUND CORNERSTONE MODERATE FUND) | 12/27/1995 | 06/04/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.54 | 17.86 | 12.12 | 3.63 | 5.58 | 4.93 | 4.73 | … | … | 7.30 | 15.21 | 6.91 | 10.87 | -16.08 | 3.56 | 8.32 | 14.99 | -6.23 | 13.42 | 4.85 | -4.02 | 4.53 | 10.23 | 11.86 | -1.25 | 13.51 | 36.03 | -32.46 | 3.71 | 7.36 | 4.35 | 7.43 | 19.39 | -10.10 | 10.86 | -4.50 | 18.90 | 8.69 | 19.06 | 13.46 | 1.82 |
| Sharpe Ratio | NA | 2.03 | 1.10 | 0.13 | 0.44 | NA | NA | … | … | 1.57 | 1.41 | 0.46 | 0.94 | -1.40 | 0.40 | 0.50 | 2.70 | -1.08 | 3.72 | 0.66 | -0.54 | 0.83 | 1.80 | 1.98 | -0.10 | 1.36 | 2.29 | -1.32 | 0.06 | 0.57 | 0.32 | 0.82 | 1.81 | -0.87 | 0.65 | -0.62 | 1.13 | 0.44 | 1.71 | 1.28 | 122.94 |
| Standard Deviation(%) | NA | 7.73 | 8.23 | 9.36 | 9.13 | NA | NA | … | … | 9.70 | 8.75 | 7.22 | 7.73 | 12.56 | 8.78 | 16.04 | 5.00 | 7.11 | 3.44 | 7.06 | 7.53 | 5.44 | 5.67 | 6.02 | 12.37 | 9.89 | 15.70 | 25.30 | 9.80 | 7.01 | 6.58 | 7.90 | 10.29 | 12.99 | 13.12 | 13.97 | 13.77 | 11.92 | 8.94 | 7.61 | 7.05 |
| Draw Down(%) | NA | 5.97 | 8.29 | 23.34 | 23.34 | NA | NA | … | … | 5.97 | 8.14 | 3.72 | 7.38 | 18.97 | 7.28 | 20.08 | 2.26 | 11.11 | 1.11 | 5.64 | 8.93 | 4.82 | 5.50 | 5.27 | 14.57 | 8.97 | 20.19 | 39.80 | 6.90 | 6.43 | 4.28 | 5.81 | 8.14 | 18.50 | 13.28 | 11.16 | 8.35 | 17.16 | 5.85 | 5.30 | 0.00 |
| Yield(%) | 0.00 | 8.95 | 5.96 | 3.48 | 3.93 | 3.78 | 3.89 | … | … | 0.12 | 9.48 | 6.26 | 1.63 | 1.21 | 1.39 | 1.47 | 2.33 | 4.66 | 7.40 | 2.51 | 4.34 | 3.47 | 2.74 | 3.15 | 3.04 | 3.39 | 5.02 | 2.72 | 7.43 | 8.70 | 6.58 | 2.07 | 1.82 | 3.16 | 7.28 | 6.97 | 1.70 | 3.69 | 5.69 | 3.28 | 0.83 |
Data as of 06/04/2026, Common starting date is 12/27/1995
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| USBSX (CORNERSTONE MODERATE FUND CORNERSTONE MODERATE FUND) |
-13.79%
Feb 2006 – Feb 2009 |
-6.59%
Feb 2004 – Feb 2009 |
-0.28%
Feb 1999 – Feb 2009 |
2.54%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| USBSX (CORNERSTONE MODERATE FUND CORNERSTONE MODERATE FUND) |
23.18%
Feb 2009 – Feb 2012 |
17.17%
Feb 2009 – Feb 2014 |
9.90%
Feb 2009 – Feb 2019 |
7.52%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart