Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| USCCX (CORNERSTONE CONSERVATIVE FUND CORNERSTONE CONSERVATIVE FUND) | 3.86% | 10.48% | 8.87% | 3.54% | 4.74% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 06/15/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| USCCX (CORNERSTONE CONSERVATIVE FUND CORNERSTONE CONSERVATIVE FUND) | 06/15/2012 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.26 | 10.48 | 8.87 | 3.54 | 4.74 | NA | NA | … | … | 3.86 | 10.98 | 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 | 2.16 | 1.27 | 0.21 | 0.68 | NA | NA | … | … | 1.50 | 1.86 | 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 | 3.94 | 4.63 | 5.17 | 4.67 | NA | NA | … | … | 4.80 | 4.37 | 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 | 3.21 | 4.37 | 16.22 | 16.22 | NA | NA | … | … | 3.21 | 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 | 4.94 | 4.54 | 3.65 | 3.67 | 3.37 | 2.53 | … | … | 0.72 | 5.08 | 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 06/04/2026, Common starting date 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) |
9.57%
Sep 2022 – Sep 2025 |
6.58%
Jan 2016 – Jan 2021 |
5.22%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart