USCCX | CORNERSTONE CONSERVATIVE FUND CORNERSTONE CONSERVATIVE FUND

Basic Info 10.56 0.01(0.09%)
May 13

CORNERSTONE CONSERVATIVE FUND CORNERSTONE CONSERVATIVE FUND started on 06/15/2012

CORNERSTONE CONSERVATIVE FUND CORNERSTONE CONSERVATIVE FUND is classified as asset class EQUITY

CORNERSTONE CONSERVATIVE FUND CORNERSTONE CONSERVATIVE FUND expense ratio is 0.54%

CORNERSTONE CONSERVATIVE FUND CORNERSTONE CONSERVATIVE FUND rating is

(44%)

CORNERSTONE CONSERVATIVE FUND CORNERSTONE CONSERVATIVE FUND (USCCX) Dividend Info

CORNERSTONE CONSERVATIVE FUND CORNERSTONE CONSERVATIVE FUND (USCCX) dividend growth in the last 12 months is -17.18%

The trailing 12-month yield of CORNERSTONE CONSERVATIVE FUND CORNERSTONE CONSERVATIVE FUND is 3.85%. its dividend history:

Date	Dividend
03/26/2024	0.1049
12/26/2023	0.1108
09/20/2023	0.0922
06/22/2023	0.0859
03/22/2023	0.1054
12/23/2022	0.0715
12/19/2022	0.1805
09/20/2022	0.0638
06/27/2022	0.0543
03/23/2022	0.0439
12/23/2021	0.1456
12/20/2021	0.149
09/21/2021	0.0542
06/23/2021	0.0634
03/23/2021	0.0456
12/28/2020	0.1276
12/18/2020	0.118
09/24/2020	0.053
06/25/2020	0.081
03/26/2020	0.091
12/27/2019	0.093
09/26/2019	0.078
06/26/2019	0.073
03/27/2019	0.053
12/27/2018	0.1202
09/26/2018	0.071
06/27/2018	0.071
03/28/2018	0.048
12/27/2017	0.123
09/27/2017	0.068
06/28/2017	0.074
03/29/2017	0.048
12/28/2016	0.115
06/28/2016	0.076
03/29/2016	0.067
12/29/2015	0.128
12/09/2015	0.05
09/28/2015	0.078
06/26/2015	0.071
03/27/2015	0.05
12/29/2014	0.124
12/08/2014	0.023
09/26/2014	0.07
06/26/2014	0.073
03/27/2014	0.053
12/27/2013	0.126
12/06/2013	0.018
09/26/2013	0.075
06/26/2013	0.071
03/27/2013	0.047
12/27/2012	0.101
12/07/2012	0.002
09/26/2012	0.051
06/27/2012	0.005

Dividend Growth History for CORNERSTONE CONSERVATIVE FUND CORNERSTONE CONSERVATIVE FUND (USCCX)

Year	Payout Amount	Year Start Yield	Annual Payout Growth (YoY)	CAGR to 2023
2023	$0.3943	3.96%	-4.76%	-
2022	$0.414	3.57%	-9.57%	-4.76%
2021	$0.4578	3.95%	-2.72%	-7.19%
2020	$0.4706	4.22%	58.45%	-5.73%
2019	$0.297	2.92%	-4.26%	7.34%
2018	$0.3102	2.86%	-0.89%	4.91%
2017	$0.313	3.03%	21.32%	3.92%
2016	$0.258	2.61%	-31.56%	6.25%
2015	$0.377	3.57%	9.91%	0.56%
2014	$0.343	3.29%	1.78%	1.56%
2013	$0.337	3.22%	111.95%	1.58%
2012	$0.159	1.58%	-	8.61%

Dividend Growth Chart for CORNERSTONE CONSERVATIVE FUND CORNERSTONE CONSERVATIVE FUND (USCCX)

CORNERSTONE CONSERVATIVE FUND CORNERSTONE CONSERVATIVE FUND (USCCX) Historical Returns And Risk Info

From 07/09/2018 to 05/13/2024, the compound annualized total return (dividend reinvested) of CORNERSTONE CONSERVATIVE FUND CORNERSTONE CONSERVATIVE FUND (USCCX) is 3.739%. Its cumulative total return (dividend reinvested) is 23.893%.

From 07/09/2018 to 05/13/2024, the Maximum Drawdown of CORNERSTONE CONSERVATIVE FUND CORNERSTONE CONSERVATIVE FUND (USCCX) is 15.2%.

From 07/09/2018 to 05/13/2024, the Sharpe Ratio of CORNERSTONE CONSERVATIVE FUND CORNERSTONE CONSERVATIVE FUND (USCCX) is 0.7.

From 07/09/2018 to 05/13/2024, the Annualized Standard Deviation of CORNERSTONE CONSERVATIVE FUND CORNERSTONE CONSERVATIVE FUND (USCCX) is 4.2%.

From 07/09/2018 to 05/13/2024, the Beta of CORNERSTONE CONSERVATIVE FUND CORNERSTONE CONSERVATIVE FUND (USCCX) is 0.17.

	Last 1 Week*	YTD*(2024)	1 Yr	3 Yr	5 Yr	10 Yr	Since 07/09/2018	2023	2022	2021	2020	2019	2018	2017	2016	2015	2014	2013	2012
Annualized Return(%)	0.5	1.7	7.1	0.4	3.6	3.4	3.7	9.4	-10.8	4.3	8.8	12.1	-3.3	8.1	6.7	-2.4	4.4	3.5	5.4
Sharpe Ratio	NA	0.22	0.66	-0.35	0.36	0.52	0.7	1.0	-1.67	1.25	1.2	4.31	-1.51	3.43	1.84	-0.79	2.19	1.23	4.92
Draw Down(%)	NA	2.2	4.4	15.2	15.2	15.2	15.2	4.4	14.8	1.8	12.0	0.9	5.2	1.1	3.2	5.0	1.4	3.7	0.5
Standard Deviation(%)	NA	4.5	5.0	5.6	5.6	4.4	4.2	5.1	7.3	3.4	7.1	2.5	3.0	2.2	3.5	3.1	2.0	2.8	2.1
Treynor Ratio	NA	0.04	0.11	-0.08	0.1	0.13	0.17	0.22	-0.53	0.2	0.49	1.11	-0.34	1.23	0.38	-0.19	0.48	0.24	0.88
Alpha	NA	-0.02	-0.01	-0.01	0.0	0.0	0.0	0.0	-0.03	0.0	0.02	0.03	-0.02	0.02	0.02	-0.01	0.01	0.0	0.03
Beta	NA	0.25	0.29	0.23	0.2	0.18	0.17	0.23	0.23	0.21	0.17	0.1	0.13	0.06	0.17	0.13	0.09	0.15	0.12
RSquare	NA	0.44	0.47	0.54	0.58	0.53	0.51	0.38	0.62	0.71	0.73	0.24	0.55	0.04	0.42	0.42	0.29	0.35	0.52
Yield(%)	N/A	1.0	3.9	3.8	3.9	3.4	N/A	4.0	3.4	4.0	4.2	2.8	2.9	3.0	2.7	3.6	3.2	3.3	1.5
Dividend Growth(%)	N/A	-75.0	-17.2	N/A	N/A	N/A	N/A	0.0	-13.0	-2.1	62.1	-6.5	0.0	14.8	-28.9	15.2	-5.7	133.3	N/A

Return Calculator for CORNERSTONE CONSERVATIVE FUND CORNERSTONE CONSERVATIVE FUND (USCCX)

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CORNERSTONE CONSERVATIVE FUND CORNERSTONE CONSERVATIVE FUND (USCCX) Historical Return Chart

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CORNERSTONE CONSERVATIVE FUND CORNERSTONE CONSERVATIVE FUND (USCCX) Rolling Returns Charts

A rolling return for a period such as 5-year, as of a specific date, represents the investment’s performance over the preceding five years leading up to that date. In the 5-year rolling chart, the value on any given date corresponds to the annualized return for the preceding 5 years up to that very date. Thus, for instance, the chart value on 8/28/2015 reflects the annualized return from 8/28/2010 to 8/28/2015. A 5-year rolling return chart for an investment (stock, fund or portfolio) depicts the return sequence of 5-year trailing returns for the dates in the chart.

These rolling returns contrast with the most recent 3, 5, 10, and 15-year returns, as they solely depict the returns for those respective periods leading up to the most recent date, without encompassing every date in the historical record.

Rolling return charts offer a more precise insight into a portfolio’s risk and return stability (including funds or individual stocks). This is particularly true when focusing on the minimal return points within a rolling return chart as a measure of a fund or a portfolio's risk. A well-known observation, often attributed to ‘Murphy’s law’, is that it tends to perform poorly when investors decide to follow an investment due to its recent strong returns. Sound familiar? Information regarding minimum rolling returns could help mitigate this predicament. Investors can opt for an investment showcasing high minimum rolling returns within their preferred holding durations. In fact, merely possessing knowledge of such minimum rolling period returns can anchor investors’ expectations.

For instance, let’s consider an investor who follows a model portfolio (or even simply purchases and holds a fund like VFINX or SPY) for 10 years. Armed with knowledge of this portfolio’s minimum 10-year rolling return since its inception date or the fund’s inception (in the case of VFINX, recognizing that the minimum 10-year rolling return since 1987 could be as low as -2.24%), the investor should reasonably anticipate the potential for the portfolio to incur losses over the forthcoming 10 years.

Minimum rolling return for a period such as 10-year offers a different and often better historical risk and return metric than other popular risk and return metrics such as Sharpe ratio, standard deviation (volatility) or maximum drawdown.

See Portfolio Calculator and Rolling Returns for more detailed description.

From 07/09/2018 to 05/13/2024, the worst annualized return of 3-year rolling returns for CORNERSTONE CONSERVATIVE FUND CORNERSTONE CONSERVATIVE FUND (USCCX) is -0.49%.

From 07/09/2018 to 05/13/2024, the worst annualized return of 5-year rolling returns for CORNERSTONE CONSERVATIVE FUND CORNERSTONE CONSERVATIVE FUND (USCCX) is 1.95%.

From 07/09/2018 to 05/13/2024, the worst annualized return of 10-year rolling returns for CORNERSTONE CONSERVATIVE FUND CORNERSTONE CONSERVATIVE FUND (USCCX) is 3.09%.

From 07/09/2018 to 05/13/2024, the worst annualized return of 20-year rolling returns for CORNERSTONE CONSERVATIVE FUND CORNERSTONE CONSERVATIVE FUND (USCCX) is NA.

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