CHASX vs. CRF
CHASX (Chase Growth Fund) and CRF (Cornerstone Total Return Fund, Inc.) are both mutual funds - CHASX is a Large Cap Growth Equities fund managed by Chase, while CRF is a Large Cap Blend Equities fund actively managed by Cornerstone. Over the past 10 years, CHASX returned 19.53%/yr vs 10.59%/yr for CRF. Their 0.29 correlation means their historical movements had little consistent relationship. CHASX charges 1.14%/yr vs 1.13%/yr for CRF.
Performance
CHASX vs. CRF - Performance Comparison
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Returns By Period
In the year-to-date period, CHASX achieves a 22.03% return, which is significantly higher than CRF's -0.77% return. Over the past 10 years, CHASX has outperformed CRF with an annualized return of 19.53%, while CRF has yielded a comparatively lower 10.59% annualized return.
CHASX
- 1D
- -0.36%
- 1M
- -1.13%
- 6M
- 17.35%
- YTD
- 22.03%
- 1Y
- 37.02%
- 3Y*
- 37.76%
- 5Y*
- 20.74%
- 10Y*
- 19.53%
- ALL TIME*
- 11.36%
CRF
- 1D
- -0.42%
- 1M
- 1.22%
- 6M
- -1.21%
- YTD
- -0.77%
- 1Y
- 10.66%
- 3Y*
- 13.59%
- 5Y*
- 8.82%
- 10Y*
- 10.59%
- ALL TIME*
- 5.05%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
CHASX Chase Growth Fund | $0.00 | $0.00 | $0.00 |
| $7.26M | $8.16M | $8.33M |
CHASX vs. CRF - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
CHASX Chase Growth Fund | 22.03% | 20.61% | 64.71% | 25.91% | -20.41% | 22.32% | 18.27% | 42.63% | -3.96% | 24.49% |
CRF Cornerstone Total Return Fund, Inc. | -0.77% | 12.46% | 44.39% | 19.49% | -36.70% | 39.73% | 28.13% | 21.74% | -11.74% | 21.35% |
Correlation
The correlation between CHASX and CRF is 0.57, which is moderate. They have sometimes moved together and sometimes differently, sharing some price drivers without tracking each other closely.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.57 |
Correlation (3Y) Balances recent behavior with more history. | 0.52 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.51 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.48 |
Correlation (All Time) Calculated using the full available price history since Dec 2, 1997 | 0.29 |
Over the past year, CHASX and CRF have become more correlated (0.57) than their long-term average of 0.29, meaning their price movements have been converging.
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Return for Risk
CHASX vs. CRF — Risk / Return Rank
CHASX
CRF
CHASX vs. CRF - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Chase Growth Fund (CHASX) and Cornerstone Total Return Fund, Inc. (CRF). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| CHASX | CRF | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +1.12 | ||
| Sortino ratioReturn per unit of downside risk | +1.42 | ||
| Omega ratioGain probability vs. loss probability | 1.31 | 1.14 | +0.17 |
| Calmar ratioReturn relative to maximum drawdown | 3.53 | 0.72 | +2.81 |
| Martin ratioReturn relative to average drawdown | 13.91 | 2.29 | +11.62 |
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Drawdowns
CHASX vs. CRF - Drawdown Comparison
The maximum CHASX drawdown since its inception was -45.94%, smaller than the maximum CRF drawdown of -80.70%. Use the drawdown chart below to compare losses from any high point for CHASX and CRF.
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Drawdown Indicators
| CHASX | CRF | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -45.94% | -80.70% | +34.76% |
Max Drawdown (1Y)Largest decline over 1 year | -9.90% | -14.88% | +4.98% |
Max Drawdown (3Y)Largest decline over 3 years | -23.40% | -29.66% | +6.26% |
Max Drawdown (5Y)Largest decline over 5 years | -24.63% | -43.12% | +18.49% |
Max Drawdown (10Y)Largest decline over 10 years | -30.40% | -45.90% | +15.50% |
Current DrawdownCurrent decline from peak | -4.08% | -2.60% | -1.48% |
Average DrawdownAverage peak-to-trough decline | -9.11% | -22.24% | +13.13% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.51% | 4.66% | -2.15% |
Volatility
CHASX vs. CRF - Volatility Comparison
Chase Growth Fund (CHASX) has a higher volatility of 6.26% compared to Cornerstone Total Return Fund, Inc. (CRF) at 3.40%. This indicates that CHASX's price experiences larger fluctuations and is considered to be riskier than CRF based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| CHASX | CRF | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.26% | 3.40% | +2.86% |
Volatility (6M)Calculated over the trailing 6-month period | 15.31% | 13.90% | +1.41% |
Volatility (1Y)Calculated over the trailing 1-year period | 19.29% | 15.35% | +3.94% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 20.52% | 25.09% | -4.57% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 20.04% | 25.88% | -5.84% |
CHASX vs. CRF - Expense Ratio Comparison
CHASX has a 1.14% expense ratio, which is higher than CRF's 1.13% expense ratio.
Dividends
CHASX vs. CRF - Dividend Comparison
CHASX's dividend yield for the trailing twelve months is around 7.47%, less than CRF's 19.79% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CHASX Chase Growth Fund | 7.47% | 9.12% | 36.67% | 5.80% | 5.49% | 20.15% | 7.83% | 22.82% | 12.92% | 11.92% | 9.14% | 10.24% |
CRF Cornerstone Total Return Fund, Inc. | 19.79% | 17.38% | 14.32% | 19.94% | 29.31% | 13.41% | 18.91% | 21.67% | 24.85% | 17.96% | 24.08% | 23.58% |
Frequently Asked Questions
CHASX and CRF have a correlation of 0.57, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
CHASX has higher volatility (6.26%) compared to CRF (3.40%). In terms of maximum drawdown, CHASX dropped -45.94% vs CRF's -80.70%.
CHASX currently has the higher Sharpe Ratio (1.81 vs 0.70), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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