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CLM: Cornerstone Strategic Value (CEF)
Basic Info 7.27 0.01(0.14%) March 18
Asset Class: | LARGE BLEND |
MyPlanIQ Rating: | (95%) |
Start Date: | 08/02/2002 |
Last Dividend Date: | 03/14/2024 |
12-Mo. Yield | 19.96% |
Expenses | - |
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Performance Analytics (As of 03/15/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 08/02/2002 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | -0.3 | 5.8 | 19.9 | -0.8 | 9.5 | 7.9 | 11.3 | 4.1 | 6.8 | 17.0 | -36.6 | 41.4 | 29.4 | 25.9 | -11.9 | 26.1 | 21.0 | -1.9 | -8.2 | 30.7 | 9.2 | -12.3 | -11.5 | 88.1 | -50.5 | -31.3 | 37.6 | -4.7 | 6.7 | 78.1 | 6.2 |
Sharpe Ratio | NA | 2.55 | 0.76 | -0.14 | 0.26 | 0.27 | NA | NA | 0.19 | 0.64 | -0.99 | 1.84 | 0.64 | 2.16 | -0.57 | 1.83 | 0.93 | -0.08 | -0.38 | 1.59 | 0.39 | -0.4 | -0.39 | 2.01 | -0.82 | -1.05 | 1.86 | -0.18 | 0.28 | 3.96 | 0.42 |
Draw Down(%) | NA | 2.8 | 25.2 | 43.3 | 45.0 | 45.0 | NA | NA | 77.0 | 25.2 | 43.3 | 19.2 | 45.0 | 7.8 | 29.9 | 14.5 | 23.2 | 32.9 | 26.4 | 19.0 | 22.6 | 35.3 | 26.3 | 36.7 | 71.3 | 41.6 | 15.1 | 31.5 | 16.2 | 12.7 | 18.6 |
Standard Deviation(%) | NA | 11.2 | 19.1 | 27.7 | 30.2 | 26.1 | NA | NA | 30.1 | 20.1 | 38.6 | 22.5 | 45.1 | 11.3 | 23.3 | 14.0 | 22.3 | 23.9 | 21.3 | 19.3 | 23.5 | 30.7 | 29.8 | 43.8 | 62.7 | 32.6 | 18.5 | 37.6 | 20.8 | 19.5 | 35.1 |
Treynor Ratio | NA | 0.47 | 0.24 | -0.06 | 0.09 | 0.08 | NA | NA | 0.08 | 0.21 | -0.51 | 0.9 | 0.27 | 0.42 | -0.15 | 0.85 | 0.28 | -0.03 | -0.09 | 0.6 | 0.18 | -0.19 | -0.19 | 1.46 | -0.6 | -0.62 | 3.14 | -0.11 | 0.18 | 0.0 | 0.0 |
Alpha | NA | 0.02 | -0.01 | -0.02 | 0.0 | 0.0 | NA | NA | 0.01 | 0.0 | -0.1 | 0.1 | 0.04 | 0.03 | -0.03 | 0.07 | 0.05 | 0.0 | -0.07 | 0.06 | 0.01 | -0.04 | -0.07 | 0.22 | -0.07 | -0.15 | 0.12 | -0.01 | 0.02 | NA | NA |
Beta | NA | 0.61 | 0.62 | 0.69 | 0.87 | 0.84 | NA | NA | 0.75 | 0.6 | 0.74 | 0.46 | 1.07 | 0.59 | 0.88 | 0.3 | 0.75 | 0.66 | 0.9 | 0.51 | 0.5 | 0.65 | 0.6 | 0.6 | 0.85 | 0.56 | 0.11 | 0.62 | 0.32 | NA | NA |
RSquared | NA | 0.39 | 0.15 | 0.2 | 0.39 | 0.34 | NA | NA | 0.22 | 0.16 | 0.23 | 0.08 | 0.69 | 0.42 | 0.42 | 0.02 | 0.2 | 0.19 | 0.24 | 0.09 | 0.08 | 0.26 | 0.14 | 0.14 | 0.31 | 0.07 | 0.0 | 0.03 | 0.03 | 0.0 | 0.0 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 08/02/2002
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