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Cornerstone Strategic Value Fund (CLM) belongs to the Diversified Portfolio category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with CLM. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.

Cheapest Alternatives to CLM

CLM charges 2.50% annually. There are 523 mutual funds in the Diversified Portfolio category with lower expense ratios, going as low as 0.02%.


Best Risk-Adjusted Alternatives to CLM

CLM has a PortfoliosLab risk / return rank of 13. There are 521 mutual funds in the Diversified Portfolio category with higher risk-adjusted ranks, going as high as 99.


Top Performing CLM Alternatives (YTD)

CLM is at -1.77% YTD. There are 534 mutual funds in the Diversified Portfolio category with higher YTD returns, going as high as 36.56%.


Lowest Volatility Alternatives to CLM

CLM has 15.78% 1-year volatility. There are 528 mutual funds in the Diversified Portfolio category with lower 1-year volatility, going as low as 0.86%.


Lowest Drawdown Alternatives to CLM

CLM has a 1-year max drawdown of -14.61%. There are 532 mutual funds in the Diversified Portfolio category with shallower 1-year drawdowns, going as shallow as -0.36%.


Other Mutual Funds from Cornerstone

The 1 most viewed Cornerstone mutual funds shown here include CRF and span 1 categories.


SymbolNameCategoryRisk / Return RankYTD ReturnAUMInception
Cornerstone Total Return Fund, Inc.Large Cap Growth Equities
10
-3.18%
Jan 1990CLM vs CRF

Often Compared With CLM

Investors most often compare CLM with VYM, QQQI, VOO. These 20 comparison targets span 10 categories, based on PortfoliosLab usage data.


SymbolNameCategoryRisk / Return RankYTD ReturnAUMInception
Vanguard High Dividend Yield ETFDividend
77
12.47%
94.60BNov 2006CLM vs VYM
NEOS Nasdaq-100 High Income ETFNasdaq-100, Derivative Income
68
13.43%
12.25BJan 2024CLM vs QQQI
Vanguard S&P 500 ETFS&P 500
70
10.91%
1.60TSep 2010CLM vs VOO
State Street SPDR S&P 500 ETFS&P 500
70
10.91%
781.00BJan 1993CLM vs SPY
Adams Diversified Equity Fund, Inc.Large Cap Growth Equities
73
13.47%
Jan 1990CLM vs ADX
Invesco QQQ ETFNasdaq-100
73
21.30%
493.99BMar 1999CLM vs QQQ
Reaves Utility Income Trust
78
16.83%
CLM vs UTG
NEOS S&P 500 High Income ETFDerivative Income, S&P 500
71
7.72%
10.07BAug 2022CLM vs SPYI
Schwab U.S. Large-Cap Growth ETFLarge Cap Growth Equities
39
6.42%
61.08BDec 2009CLM vs SCHG
JPMorgan Equity Premium Income ETFDividend, Derivative Income
26
0.15%
44.59BMay 2020CLM vs JEPI
State Street SPDR Portfolio S&P 500 ETFS&P 500
70
10.98%
146.68BNov 2005CLM vs SPYM
Cohen & Steers Closed-End Opportunity FundLarge Cap Value Equities
25
8.19%
Nov 2006CLM vs FOF
Schwab U.S. Dividend Equity ETFDividend
80
19.01%
94.95BOct 2011CLM vs SCHD
iShares Core Dividend Growth ETFLarge Cap Growth Equities, Dividend
71
8.76%
40.46BJun 2014CLM vs DGRO
AGNC Investment Corp.
76
0.27%
CLM vs AGNC
Hercules Capital, Inc.
31
-14.37%
CLM vs HTGC
PIMCO Dynamic Income Strategy FundTactical Allocation
10
18.39%
Feb 2019CLM vs PDX
Neuberger Berman MLPMLPs, Energy Equities
29
21.99%
Mar 2013CLM vs NML
BlackRock ESG Capital Allocation Term TrustDerivative Income, ESG
28
11.23%
Sep 2021CLM vs ECAT
MicroStrategy Incorporated Variable Rate Series A ...
0.47%
CLM vs STRC

Compare CLM with Any Fund or Stock

Compare CLM with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.


 

Diversifiers

Pair CLM with funds that move differently

Cornerstone Strategic Value Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to CLM.

Explore CLM Diversifiers