Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| XCLMX (Cornerstone Strategic Value Fund Inc) | 8.23% | 23.70% | 20.56% | 13.52% | 13.49% | NA | NA | … | … |
Data as of 06/03/2026, Common starting date is 07/13/2011
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| XCLMX (Cornerstone Strategic Value Fund Inc) | 07/13/2011 | 06/03/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.69 | 23.70 | 20.56 | 13.52 | 13.49 | NA | NA | … | … | 8.23 | 16.93 | 24.73 | 29.90 | -17.09 | 22.57 | 11.23 | 15.65 | -3.06 | 26.53 | 12.18 | -5.80 | 11.71 | 26.81 | 15.50 | -6.77 |
| Sharpe Ratio | NA | 1.75 | 1.18 | 0.62 | 0.65 | NA | NA | … | … | 1.26 | 0.80 | 1.51 | 1.87 | -0.72 | 1.57 | 0.33 | 1.28 | -0.23 | 2.44 | 0.73 | -0.36 | 0.06 | 2.28 | 1.18 | -0.55 |
| Standard Deviation(%) | NA | 13.32 | 15.35 | 17.73 | 18.39 | NA | NA | … | … | 14.95 | 17.66 | 13.98 | 14.14 | 25.89 | 14.40 | 33.10 | 11.08 | 19.49 | 10.65 | 16.40 | 16.10 | 196.38 | 11.72 | 13.23 | 25.24 |
| Draw Down(%) | NA | 11.99 | 16.77 | 21.36 | 30.21 | NA | NA | … | … | 11.99 | 16.75 | 6.02 | 9.83 | 21.14 | 4.70 | 29.87 | 7.54 | 16.89 | 3.38 | 10.35 | 14.26 | 75.33 | 6.50 | 9.00 | 15.34 |
| Yield(%) | 0.00 | 20.46 | 19.65 | 15.47 | 13.66 | 9.95 | 7.46 | … | … | 9.05 | 18.98 | 19.02 | 22.43 | 21.06 | 17.73 | 17.11 | 12.30 | 20.94 | 21.35 | 22.53 | 21.49 | 20.26 | 23.39 | 21.71 | 10.52 |
Data as of 06/03/2026, Common starting date is 07/13/2011
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| XCLMX (Cornerstone Strategic Value Fund Inc) |
2.35%
Mar 2017 – Mar 2020 |
3.59%
Mar 2015 – Mar 2020 |
8.69%
Sep 2012 – Sep 2022 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| XCLMX (Cornerstone Strategic Value Fund Inc) |
24.07%
Sep 2022 – Sep 2025 |
16.79%
Mar 2020 – Mar 2025 |
13.78%
Jan 2016 – Jan 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart