Performance analysis of CRF (Cornerstone Total Return Fund)
Annual Return
Over the past 3 years, CRF has had an average annual return of +17.23%, underperforming the benchmark SPY, which returned +22.45% annual.
Over the past 5 years, CRF has had an average annual return of +9.73%, underperforming the benchmark SPY, which returned +13.88% annual.
Over the past 10 years, CRF has had an average annual return of +11.25%, underperforming the benchmark SPY, which returned +15.44% annual.
Since Nov 1, 1999, CRF has had an average annual return of +5.66%, underperforming the benchmark SPY, which returned +8.56% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| -3.07% | +12.52% | +44.45% | +19.54% | -36.64% | +39.75% | +27.88% | +21.82% | -11.72% | +21.33% | +12.60% | +6.07% |
| 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 |
| -3.34% | +33.75% | +7.56% | -11.52% | -11.12% | +64.41% | -49.50% | -43.16% | +49.99% | -5.54% | +12.89% | +83.30% |
| 2002 | 2001 | 2000 | 1999 | ||||||||
| -21.66% | +7.18% | +11.43% | -8.06% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +0.45% | -4.52% | -5.16% | +6.74% | +1.92% | -2.05% | -3.07% | ||||||
| 2025 | +3.45% | -11.60% | -5.78% | -3.34% | +15.06% | +3.97% | +2.03% | +2.42% | +3.81% | +1.83% | +0.49% | +1.74% | +12.52% |
| 2024 | +2.48% | +3.30% | +4.93% | +1.37% | +3.27% | +4.01% | +1.35% | +1.10% | +4.68% | +5.38% | +11.75% | -5.45% | +44.45% |
| 2023 | +11.99% | -0.98% | -1.69% | +2.84% | +2.68% | +7.43% | +7.67% | -2.07% | -1.14% | -16.59% | +11.58% | -0.36% | +19.54% |
| 2022 | +2% | -0.75% | +3.82% | -27.34% | +7.53% | -19.65% | +15.86% | +3.63% | -14.24% | +1.06% | +4.30% | -11.53% | -36.64% |
| 2021 | +10.45% | +2.76% | +6.13% | -13.68% | -0.18% | +3.39% | +3.13% | +9.01% | +1.03% | +8.14% | +2.77% | +3.17% | +39.75% |
| 2020 | +1.99% | -13.79% | -13.09% | +18.02% | +9.52% | +3.47% | +5.50% | +7.58% | +1.36% | -1.78% | +5.89% | +4.58% | +27.88% |
| 2019 | +8.27% | +4.23% | +0.56% | +2.33% | -7.83% | +5.29% | +5.04% | -2.89% | +0.32% | +0.65% | +2.31% | +2.58% | +21.82% |
| 2018 | +6.57% | -2.66% | -0.37% | +4.58% | -2.28% | -5.23% | +2.01% | +3.22% | -1.07% | -11.53% | +4.84% | -8.73% | -11.72% |
| 2017 | +1.73% | +6.14% | +3.54% | +3.87% | +3.52% | -5.13% | -6.20% | -1.00% | +4.68% | +2.44% | +2.32% | +4.41% | +21.33% |
Drawdown analysis of CRF (Cornerstone Total Return Fund)
The maximum drawdown for the CRF was -80.52%, occurring on Nov 21, 2008. Recovery took 3037 trading sessions.
The current CRF drawdown is -4.85%.
Since Nov 1, 1999 CRF has experienced the following drawdowns:
- 50% or more: 6 times
- 40% or more: 9 times
- 30% or more: 10 times
- 20% or more: 11 times
- 10% or more: 16 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -80.52% | Jul 17, 2007 | 343 | Nov 21, 2008 | 3037 | Dec 16, 2020 | 3380 |
| -60.89% | Jul 30, 2001 | 251 | Aug 2, 2002 | 245 | Jul 24, 2003 | 496 |
| -55.33% | Mar 21, 2001 | 5 | Mar 28, 2001 | 26 | May 4, 2001 | 31 |
| -53.36% | Jul 23, 2001 | 1 | Jul 24, 2001 | 4 | Jul 30, 2001 | 5 |
| -52.39% | Feb 7, 2001 | 24 | Mar 14, 2001 | 4 | Mar 20, 2001 | 28 |
| -52.19% | May 14, 2001 | 24 | Jun 18, 2001 | 23 | Jul 20, 2001 | 47 |
| -43.10% | Apr 7, 2022 | 48 | Jun 16, 2022 | 603 | Nov 8, 2024 | 651 |
| -42.77% | Dec 15, 2000 | 10 | Jan 2, 2001 | 7 | Jan 11, 2001 | 17 |
| -42.09% | Jan 11, 2001 | 7 | Jan 23, 2001 | 2 | Jan 25, 2001 | 9 |
| -37.00% | Feb 11, 2005 | 54 | May 2, 2005 | 198 | Feb 13, 2006 | 252 |
| -29.65% | Dec 5, 2024 | 82 | Apr 7, 2025 | 126 | Oct 7, 2025 | 208 |
| -19.54% | Apr 12, 2021 | 26 | May 18, 2021 | 77 | Sep 7, 2021 | 103 |
| -19.17% | Feb 11, 2004 | 29 | Mar 24, 2004 | 74 | Jul 12, 2004 | 103 |
| -14.82% | Jan 14, 2026 | 50 | Mar 27, 2026 | Ongoing | Ongoing | Ongoing |
| -12.28% | Nov 14, 2006 | 3 | Nov 17, 2006 | 27 | Dec 28, 2006 | 30 |
| -10.45% | Nov 1, 1999 | 58 | Jan 25, 2000 | 164 | Sep 18, 2000 | 222 |
| -9.40% | Nov 12, 2021 | 5 | Nov 19, 2021 | 30 | Jan 4, 2022 | 35 |
| -8.53% | Feb 28, 2006 | 20 | Mar 28, 2006 | 54 | Jun 14, 2006 | 74 |
| -7.73% | Aug 9, 2006 | 14 | Aug 29, 2006 | 30 | Oct 11, 2006 | 44 |
| -7.28% | Feb 3, 2021 | 2 | Feb 5, 2021 | 21 | Mar 9, 2021 | 23 |
| -7.19% | Jan 9, 2007 | 8 | Jan 22, 2007 | 54 | Apr 10, 2007 | 62 |
| -7.02% | Jul 15, 2004 | 23 | Aug 17, 2004 | 19 | Sep 14, 2004 | 42 |
| -6.80% | Feb 8, 2022 | 11 | Feb 24, 2022 | 15 | Mar 17, 2022 | 26 |
| -6.67% | Jul 31, 2003 | 11 | Aug 15, 2003 | 29 | Sep 26, 2003 | 40 |
| -6.50% | Jul 13, 2006 | 2 | Jul 17, 2006 | 10 | Jul 31, 2006 | 12 |