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CLM: Cornerstone Strategic Value Fund Inc (CEF)
Basic Info 7.54 0.09(1.18%) June 05
| Asset Class: | LARGE BLEND |
| MyPlanIQ Rating: | (95%) |
| Start Date: | 08/02/2002 |
| Last Dividend Date: | 05/15/2026 |
| 12-Mo. Yield | 18.58% |
| Expenses | - |
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Performance Analytics (As of 06/05/2026)
| Last 1 Week* | YTD*(2026) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception** | 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(%) | -1.6 | -2.5 | 14.8 | 17.4 | 10.0 | 12.1 | 7.9 | 5.6 | 8.0 | 18.5 | 41.6 | 15.7 | -36.7 | 39.9 | 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 | -0.39 | 0.77 | 0.72 | 0.31 | 0.41 | 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 | -0.4 | -0.39 | 2.01 | -0.82 | -1.06 | 1.85 | -0.18 | 0.27 | 3.96 | 0.42 |
| Draw Down(%) | NA | 14.6 | 14.6 | 25.2 | 43.4 | 45.0 | NA | NA | 77.0 | 23.9 | 10.9 | 25.2 | 43.4 | 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 | 21.0 | 15.8 | 19.7 | 24.2 | 25.2 | NA | NA | 29.3 | 19.8 | 16.9 | 20.0 | 38.8 | 22.6 | 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 | -0.1 | 0.16 | 0.18 | 0.1 | 0.13 | NA | NA | 0.09 | 0.2 | 0.58 | 0.2 | -0.52 | 0.85 | 0.28 | 0.41 | -0.15 | 0.85 | 0.28 | -0.03 | -0.09 | 0.6 | 0.18 | -0.19 | -0.19 | 1.46 | -0.6 | -0.62 | 3.13 | -0.11 | 0.18 | 0.0 | 0.0 |
| Alpha | NA | -0.08 | -0.01 | 0.0 | 0.01 | 0.01 | NA | NA | 0.01 | 0.02 | 0.08 | 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 | 0.86 | 0.78 | 0.77 | 0.73 | 0.83 | NA | NA | 0.75 | 0.8 | 0.66 | 0.6 | 0.74 | 0.47 | 1.04 | 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 | 0.33 | 0.37 | 0.35 | 0.27 | 0.36 | NA | NA | 0.22 | 0.59 | 0.25 | 0.16 | 0.22 | 0.08 | 0.65 | 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 |
| Yield(%) | N/A | 7.2 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 17.2 | 18.1 | 19.1 | 15.0 | 15.2 | 19.7 | 23.4 | 18.2 | 21.5 | 21.6 | 22.0 | 17.5 | 19.9 | 19.9 | 17.2 | 14.3 | 25.9 | 19.7 | 13.1 | 14.5 | 12.1 | 11.7 | 16.9 | 9.5 |
| Dividend Growth(%) | N/A | -58.1 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 13.1 | -11.5 | -33.0 | 22.2 | -20.0 | -16.6 | -6.3 | -12.8 | -4.3 | -22.8 | -4.2 | -5.9 | -8.1 | -13.3 | -8.6 | -20.0 | -49.7 | -6.5 | 6.9 | 0.0 | 0.0 | 4.4 | 72.7 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 06/24/1987
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