Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| USCCX (CORNERSTONE CONSERVATIVE FUND CORNERSTONE CONSERVATIVE FUND) | 5.09% | 6.24% | 5.70% | 3.18% | 3.97% | NA | NA | 4.12% |
Data as of 08/01/2025, AR inception is 06/15/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| USCCX (CORNERSTONE CONSERVATIVE FUND CORNERSTONE CONSERVATIVE FUND) | 06/15/2012 | 08/01/2025 |
| 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 (%) | -0.09 | 6.24 | 5.70 | 3.18 | 3.97 | NA | NA | 4.12 | 5.09 | 5.95 | 9.35 | -10.85 | 3.02 | 8.79 | 12.13 | -3.25 | 8.13 | 6.68 | -2.44 | 4.35 | 3.47 | 5.38 |
| Sharpe Ratio | NA | 0.64 | 0.43 | 0.22 | 0.54 | NA | NA | 0.70 | 1.11 | 0.54 | 1.12 | -1.71 | 0.80 | 1.19 | 4.29 | -1.53 | 3.42 | 1.83 | -0.79 | 2.19 | 1.22 | 4.92 |
| Standard Deviation(%) | NA | 4.80 | 5.44 | 5.16 | 4.67 | NA | NA | 4.24 | 5.29 | 4.33 | 5.13 | 7.21 | 3.73 | 7.16 | 2.49 | 3.03 | 2.20 | 3.53 | 3.12 | 1.98 | 2.81 | 2.08 |
| Draw Down(%) | NA | 3.25 | 7.69 | 16.22 | 16.22 | NA | NA | 16.22 | 3.25 | 2.17 | 4.37 | 14.77 | 2.59 | 11.99 | 0.90 | 5.17 | 1.13 | 3.19 | 4.98 | 1.36 | 3.73 | 0.48 |
| Yield(%) | 0.00 | 3.23 | 3.98 | 3.47 | 3.41 | 3.01 | 2.26 | 3.48 | 0.73 | 4.58 | 3.96 | 3.56 | 2.67 | 4.23 | 2.92 | 2.86 | 3.03 | 2.61 | 3.57 | 3.29 | 3.22 | 1.58 |
Data as of 08/01/2025, AR inception is 06/15/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| USCCX (CORNERSTONE CONSERVATIVE FUND CORNERSTONE CONSERVATIVE FUND) |
-0.87%
Oct 2020 - Oct 2023 |
1.10%
Sep 2017 - Sep 2022 |
2.54%
Sep 2012 - Sep 2022 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| USCCX (CORNERSTONE CONSERVATIVE FUND CORNERSTONE CONSERVATIVE FUND) |
8.16%
Oct 2018 - Oct 2021 |
6.58%
Jan 2016 - Jan 2021 |
3.96%
Jun 2015 - Jun 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart