Find A Portfolio/Ticker
Comparison Box
CLM: Cornerstone Strategic Value (CEF)
Basic Info 11.3 0(0.0%) May 20
| Asset Class: | LARGE BLEND |
| MyPlanIQ Rating: | (95%) |
| Start Date: | 08/02/2002 |
| Last Dividend Date: | 05/13/2022 |
| 12-Mo. Yield | 13.40% |
| Expenses | - |
| Sign up to get fund ranking change alerts | |
Performance Analytics (As of 05/20/2022)
| Last 1 Week* | YTD*(2022) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Inception** | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| AR(%) | 4.2 | -9.4 | 32.4 | 24.5 | 15.6 | 13.0 | 3.7 | 8.5 | 48.2 | 29.1 | 0.3 | -27.7 | 2.0 | -3.1 | -21.8 | -24.2 | 10.0 | -9.1 | -25.3 | -23.9 | 52.4 | -62.3 | -40.2 | 19.9 | -17.2 | -5.4 | 53.8 | -4.1 |
| SR | NA | -0.59 | 1.19 | 0.74 | 0.53 | 0.5 | NA | 0.25 | 2.13 | 0.64 | -1.76 | -2.04 | -1.15 | -1.6 | -1.6 | -1.9 | -0.42 | -1.16 | -1.41 | -1.4 | 0.77 | -1.27 | -1.92 | -0.13 | -1.0 | -1.19 | 1.72 | -0.99 |
| DD(%) | NA | 27.5 | 27.5 | 45.1 | 45.1 | 45.1 | NA | 76.8 | 19.2 | 45.1 | 12.8 | 39.8 | 18.7 | 24.7 | 36.0 | 34.0 | 20.2 | 25.7 | 41.3 | 34.1 | 39.1 | 75.7 | 45.9 | 15.9 | 34.2 | 17.3 | 14.0 | 19.7 |
| SD(%) | NA | 38.9 | 27.2 | 32.6 | 28.2 | 25.0 | NA | 30.4 | 22.6 | 45.1 | 13.1 | 24.2 | 15.1 | 23.2 | 25.2 | 22.4 | 20.4 | 24.0 | 31.1 | 30.4 | 43.9 | 64.5 | 32.5 | 19.7 | 38.0 | 21.0 | 20.1 | 34.0 |
| TR | NA | -0.37 | 0.53 | 0.26 | 0.17 | 0.15 | NA | 0.1 | 1.04 | 0.27 | -0.38 | -0.58 | -0.6 | -0.48 | -0.6 | -0.46 | -0.17 | -0.57 | -0.7 | -0.73 | 0.56 | -0.94 | -1.17 | -0.15 | -0.62 | -0.78 | 0.0 | 0.0 |
| Alpha(%) | NA | 0.05 | 0.14 | 0.05 | 0.02 | 0.01 | NA | 0.02 | 0.12 | 0.04 | -0.1 | -0.12 | -0.06 | -0.07 | -0.11 | -0.15 | -0.05 | -0.09 | -0.13 | -0.16 | 0.11 | -0.18 | -0.24 | 0.0 | -0.09 | -0.07 | NA | NA |
| Beta(%) | NA | 0.62 | 0.61 | 0.91 | 0.89 | 0.82 | NA | 0.75 | 0.46 | 1.07 | 0.61 | 0.85 | 0.29 | 0.77 | 0.67 | 0.94 | 0.5 | 0.49 | 0.63 | 0.58 | 0.6 | 0.87 | 0.54 | 0.16 | 0.62 | 0.32 | NA | NA |
| RS | NA | 0.16 | 0.17 | 0.45 | 0.43 | 0.32 | NA | 0.21 | 0.08 | 0.69 | 0.34 | 0.37 | 0.02 | 0.19 | 0.17 | 0.23 | 0.08 | 0.07 | 0.24 | 0.13 | 0.14 | 0.31 | 0.07 | 0.01 | 0.03 | 0.03 | 0.0 | 0.0 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 08/02/2002
Calculate Performance
Start date (MM/dd/yyyy)
End date (MM/dd/yyyy)
|
View Historical Data in an advanced chart |
Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See LARGE BLEND Asset Class Trend Rankings |
Top Rated Funds in LARGE BLEND
Best Mutual Funds
- LLPFX (Longleaf Partners) 0.13% (100%)
- LMVTX (Legg Mason Cap Mgmt Value C) 0.14% (100%)
- MPGFX (Mairs & Power Growth Inv) 0.08% (100%)
- YACKX (Yacktman Svc) 0.31% (99%)
- FMIHX (FMI Large Cap) 0.42% (99%)
- FDGFX (Fidelity Dividend Growth) 0.19% (99%)
- THPGX (Thompson LargeCap) 0.29% (99%)
- WVALX (Weitz Value) 0.73% (99%)
- OAKMX (Oakmark I) 0.13% (99%)
- SWANX (Schwab Core Equity Inv) 0.46% (99%)
Best ETFs
- SPY (SPDR S&P 500 ETF) 0.04% (100%)
- XLG (Guggenheim Russell Top 50 Mega Cap ETF) 0.01% (100%)
- IWB (iShares Russell 1000) 0.04% (97%)
- IYY (iShares Dow Jones US) 0.06% (97%)
- VTI (Vanguard Total Stock Market ETF) 0.0% (96%)
- RSP (Guggenheim S&P 500 Equal Weight ETF) 0.0% (96%)
- DSI (iShares MSCI KLD 400 Social) 0.18% (94%)
- EPS (WisdomTree Earnings 500 ETF) 0.02% (94%)
- FEX (First Trust Large Cap Core AlphaDEX ETF) 0.05% (94%)
- IVV (iShares Core S&P 500) 0.05% (93%)
Best Closed End Funds
- ADX (Adams Express) 0.13% (95%)
- CLM (Cornerstone Strategic Value) 0.0% (95%)
- CRF (Cornerstone Total Return Fund) 1.10% (95%)
- ETB (Eaton Vance Tax-Managed Buy-Write Income) 0.62% (95%)
- ETY (Eaton Vance Tax-Managed Divrs Equity Inc) 0.17% (95%)
- FFA (First Trust Enhanced Equity Income) 0.41% (95%)
- GAB (Gabelli Equity) 1.06% (95%)
- GGT (Gabelli Global Multimedia) 0.54% (94%)
- USA (Liberty All-Star Equity) 0.62% (94%)
- GRF (Eagle Capital Growth) 5.66% (94%)
Latest Articles Related to CLM
Register for FREE
No Credit Card Required
Or Start FREE 30-day trial now >>
Or Start FREE 30-day trial now >>
