CRF vs. AQEIX
Compare and contrast key facts about Cornerstone Total Return Fund, Inc. (CRF) and LKCM Aquinas Catholic Equity Fund (AQEIX).
CRF is managed by Cornerstone. It was launched on Jan 2, 1990. AQEIX is managed by LKCM. It was launched on Jul 11, 2005.
Performance
CRF vs. AQEIX - Performance Comparison
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CRF vs. AQEIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
CRF Cornerstone Total Return Fund, Inc. | -7.92% | 12.46% | 44.39% | 19.49% | -36.70% | 39.73% | 28.13% | 21.74% | -11.74% | 21.35% |
AQEIX LKCM Aquinas Catholic Equity Fund | -1.81% | 6.72% | 13.29% | 14.08% | -18.24% | 25.35% | 24.23% | 30.51% | -8.03% | 20.80% |
Returns By Period
In the year-to-date period, CRF achieves a -7.92% return, which is significantly lower than AQEIX's -1.81% return. Over the past 10 years, CRF has outperformed AQEIX with an annualized return of 11.23%, while AQEIX has yielded a comparatively lower 10.55% annualized return.
CRF
- 1D
- 0.14%
- 1M
- -2.10%
- YTD
- -7.92%
- 6M
- -4.86%
- 1Y
- 23.62%
- 3Y*
- 17.22%
- 5Y*
- 5.95%
- 10Y*
- 11.23%
AQEIX
- 1D
- 0.17%
- 1M
- -3.81%
- YTD
- -1.81%
- 6M
- -3.45%
- 1Y
- 12.05%
- 3Y*
- 9.70%
- 5Y*
- 5.23%
- 10Y*
- 10.55%
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CRF vs. AQEIX - Expense Ratio Comparison
CRF has a 1.84% expense ratio, which is higher than AQEIX's 1.00% expense ratio.
Return for Risk
CRF vs. AQEIX — Risk / Return Rank
CRF
AQEIX
CRF vs. AQEIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Cornerstone Total Return Fund, Inc. (CRF) and LKCM Aquinas Catholic Equity Fund (AQEIX). 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.
| CRF | AQEIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.95 | 0.38 | +0.57 |
Sortino ratioReturn per unit of downside risk | 1.46 | 0.66 | +0.80 |
Omega ratioGain probability vs. loss probability | 1.21 | 1.10 | +0.11 |
Calmar ratioReturn relative to maximum drawdown | 1.30 | 0.55 | +0.75 |
Martin ratioReturn relative to average drawdown | 4.69 | 2.51 | +2.18 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| CRF | AQEIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.95 | 0.38 | +0.57 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.23 | 0.32 | -0.08 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.44 | 0.58 | -0.15 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.05 | 0.39 | -0.35 |
Correlation
The correlation between CRF and AQEIX is 0.30, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Dividends
CRF vs. AQEIX - Dividend Comparison
CRF's dividend yield for the trailing twelve months is around 19.91%, more than AQEIX's 6.09% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CRF Cornerstone Total Return Fund, Inc. | 19.91% | 17.38% | 14.32% | 19.94% | 29.31% | 13.41% | 18.91% | 21.67% | 24.85% | 17.96% | 24.08% | 23.58% |
AQEIX LKCM Aquinas Catholic Equity Fund | 6.09% | 5.98% | 7.90% | 2.63% | 6.05% | 12.61% | 6.73% | 10.98% | 23.36% | 8.24% | 7.92% | 7.69% |
Drawdowns
CRF vs. AQEIX - Drawdown Comparison
The maximum CRF drawdown since its inception was -80.70%, which is greater than AQEIX's maximum drawdown of -54.20%. Use the drawdown chart below to compare losses from any high point for CRF and AQEIX.
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Drawdown Indicators
| CRF | AQEIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -80.70% | -54.20% | -26.50% |
Max Drawdown (1Y)Largest decline over 1 year | -14.88% | -7.02% | -7.86% |
Max Drawdown (5Y)Largest decline over 5 years | -43.12% | -24.51% | -18.61% |
Max Drawdown (10Y)Largest decline over 10 years | -45.90% | -33.65% | -12.25% |
Current DrawdownCurrent decline from peak | -9.62% | -4.61% | -5.01% |
Average DrawdownAverage peak-to-trough decline | -22.39% | -8.75% | -13.64% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.13% | 2.91% | +1.22% |
Volatility
CRF vs. AQEIX - Volatility Comparison
Cornerstone Total Return Fund, Inc. (CRF) has a higher volatility of 7.85% compared to LKCM Aquinas Catholic Equity Fund (AQEIX) at 4.28%. This indicates that CRF's price experiences larger fluctuations and is considered to be riskier than AQEIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| CRF | AQEIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.85% | 4.28% | +3.57% |
Volatility (6M)Calculated over the trailing 6-month period | 12.71% | 8.48% | +4.23% |
Volatility (1Y)Calculated over the trailing 1-year period | 20.14% | 17.24% | +2.90% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 25.81% | 16.58% | +9.23% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 25.85% | 18.18% | +7.67% |