Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CLM (Cornerstone Strategic Value Fund Inc) | -1.35% | 15.57% | 17.87% | 10.23% | 12.20% | 8.00% | 5.67% | … | … |
Data as of 06/04/2026, Common starting date is 08/02/2002
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CLM (Cornerstone Strategic Value Fund Inc) | 08/02/2002 | 06/04/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.13 | 15.57 | 17.87 | 10.23 | 12.20 | 8.00 | 5.67 | … | … | -1.35 | 18.54 | 41.58 | 15.68 | -36.71 | 39.89 | 29.40 | 25.89 | -11.90 | 26.08 | 20.96 | -1.87 | -8.17 | 30.75 | 9.16 | -12.35 | -11.48 | 88.11 | -50.48 | -31.25 | 37.56 | -4.68 | 6.69 | 78.11 | 6.19 |
| Sharpe Ratio | NA | 1.14 | 0.84 | 0.34 | 0.43 | NA | NA | … | … | -0.23 | 0.79 | 2.24 | 0.61 | -0.99 | 1.77 | 0.64 | 2.16 | -0.57 | 1.82 | 0.93 | -0.08 | -0.38 | 1.59 | 0.39 | -0.40 | -0.39 | 2.01 | -0.82 | -1.06 | 1.85 | -0.18 | 0.27 | 3.96 | 0.42 |
| Standard Deviation(%) | NA | 15.93 | 19.68 | 24.19 | 25.25 | NA | NA | … | … | 21.44 | 19.82 | 16.95 | 20.02 | 38.81 | 22.57 | 45.08 | 11.32 | 23.29 | 14.01 | 22.34 | 23.94 | 21.29 | 19.34 | 23.46 | 30.68 | 29.80 | 43.79 | 62.66 | 32.58 | 18.51 | 37.57 | 20.82 | 19.53 | 35.12 |
| Draw Down(%) | NA | 14.60 | 25.15 | 43.45 | 44.98 | NA | NA | … | … | 14.60 | 23.86 | 10.86 | 25.15 | 43.45 | 19.19 | 44.98 | 7.76 | 29.92 | 14.52 | 23.23 | 32.93 | 26.38 | 19.02 | 22.63 | 35.29 | 26.31 | 36.72 | 71.27 | 41.65 | 15.08 | 31.52 | 16.16 | 12.71 | 18.62 |
| Yield(%) | 0.00 | 18.48 | 17.57 | 13.96 | 13.03 | 7.01 | 4.70 | … | … | 7.24 | 17.23 | 18.12 | 19.14 | 15.03 | 15.18 | 19.71 | 23.44 | 18.18 | 21.50 | 21.62 | 21.97 | 17.53 | 19.87 | 19.91 | 17.20 | 14.35 | 25.89 | 19.66 | 13.10 | 14.50 | 12.13 | 11.65 | 16.86 | 9.49 |
Data as of 06/04/2026, Common starting date is 08/02/2002
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CLM (Cornerstone Strategic Value Fund Inc) |
-23.84%
Nov 2005 – Nov 2008 |
-14.12%
Feb 2004 – Feb 2009 |
-2.91%
Jan 2006 – Jan 2016 |
0.66%
Jun 2007 – Jun 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CLM (Cornerstone Strategic Value Fund Inc) |
31.59%
Dec 2018 – Dec 2021 |
22.73%
Sep 2002 – Sep 2007 |
15.62%
Jan 2016 – Jan 2026 |
10.80%
Mar 2009 – Mar 2024 |
Annualized Rolling Returns Comparison Chart
