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CLM: Cornerstone Strategic Value (CEF)
Basic Info 7.53 0.03(0.40%) March 24
| Asset Class: | LARGE BLEND |
| MyPlanIQ Rating: | (93%) |
| Start Date: | 08/02/2002 |
| Last Dividend Date: | 03/14/2023 |
| 12-Mo. Yield | 13.40% |
| Expenses | - |
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Performance Analytics (As of 03/24/2023)
| Last 1 Week* | YTD*(2023) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Inception** | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| AR(%) | 2.2 | 12.0 | -18.0 | 33.3 | 12.9 | 10.7 | 5.8 | 8.0 | -21.5 | 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 | 3.3 | -0.53 | 1.12 | 0.39 | 0.38 | NA | 0.23 | -0.59 | 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 | 8.1 | 40.3 | 40.3 | 45.1 | 45.1 | NA | 76.8 | 40.3 | 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 | 17.9 | 38.8 | 29.0 | 30.7 | 26.1 | NA | 30.5 | 38.7 | 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 | 1.09 | -0.26 | 0.46 | 0.13 | 0.12 | NA | 0.09 | -0.3 | 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 | 0.15 | -0.03 | 0.07 | 0.02 | 0.01 | NA | 0.02 | -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 | 0.54 | 0.79 | 0.71 | 0.88 | 0.84 | NA | 0.75 | 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 | 0.27 | 0.24 | 0.27 | 0.41 | 0.34 | NA | 0.22 | 0.24 | 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
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