CLM vs. AIPI

Last updated Apr 1, 2026

Compare and contrast key facts about Cornerstone Strategic Value Fund (CLM) and REX AI Equity Premium Income ETF (AIPI).

CLM is an actively managed fund by Cornerstone. It was launched on Jun 30, 1987. AIPI is an actively managed fund by REX. It was launched on Jun 3, 2024.

Performance

CLM vs. AIPI - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Cornerstone Strategic Value Fund (CLM) and REX AI Equity Premium Income ETF (AIPI). The values are adjusted to include any dividend payments, if applicable.

CLM vs. AIPI - Yearly Performance Comparison

	2026 (YTD)	2025	2024
CLM Cornerstone Strategic Value Fund	-8.82%	18.61%	24.33%
AIPI REX AI Equity Premium Income ETF	-8.25%	16.38%	15.36%

Returns By Period

In the year-to-date period, CLM achieves a -8.82% return, which is significantly lower than AIPI's -8.25% return.

CLM

• 1D: 4.45%
• 1M: -5.13%
• YTD: -8.82%
• 6M: -3.77%
• 1Y: 19.68%
• 3Y*: 17.53%
• 5Y*: 6.38%
• 10Y*: 12.91%

AIPI

• 1D: 3.68%
• 1M: -1.99%
• YTD: -8.25%
• 6M: -4.55%
• 1Y: 19.01%
• 3Y*: —
• 5Y*: —
• 10Y*: —

*Multi-year figures are annualized to reflect compound growth (CAGR)

CLM vs. AIPI - Expense Ratio Comparison

CLM has a 2.50% expense ratio, which is higher than AIPI's 0.65% expense ratio.

CLM

Cornerstone Strategic Value Fund

AIPI

REX AI Equity Premium Income ETF

Return for Risk

CLM vs. AIPI — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

CLM

CLM Risk / Return Rank: 57
CLM Sharpe Ratio Rank: 54
CLM Sortino Ratio Rank: 59
CLM Omega Ratio Rank: 59
CLM Calmar Ratio Rank: 60
CLM Martin Ratio Rank: 53

AIPI

AIPI Risk / Return Rank: 52
AIPI Sharpe Ratio Rank: 52
AIPI Sortino Ratio Rank: 53
AIPI Omega Ratio Rank: 56
AIPI Calmar Ratio Rank: 55
AIPI Martin Ratio Rank: 45

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

CLM vs. AIPI - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Cornerstone Strategic Value Fund (CLM) and REX AI Equity Premium Income ETF (AIPI). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.

	CLM	AIPI	Difference
Sharpe ratio Return per unit of total volatility	1.00	0.87	+0.13
Sortino ratio Return per unit of downside risk	1.52	1.31	+0.21
Omega ratio Gain probability vs. loss probability	1.23	1.20	+0.03
Calmar ratio Return relative to maximum drawdown	1.39	1.28	+0.11
Martin ratio Return relative to average drawdown	5.19	4.07	+1.12
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

CLM vs. AIPI - Sharpe Ratio Comparison

The current CLM Sharpe Ratio is 1.00, which is comparable to the AIPI Sharpe Ratio of 0.87. The chart below compares the historical Sharpe Ratios of CLM and AIPI, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

Sharpe Ratios by Period

	CLM	AIPI	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	1.00	0.87	+0.13
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	0.26	—	—
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	0.52	—	—
Sharpe Ratio (All Time) Calculated using the full available price history	0.26	0.56	-0.30

Correlation

The correlation between CLM and AIPI is 0.56, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.

Dividends

CLM vs. AIPI - Dividend Comparison

CLM's dividend yield for the trailing twelve months is around 20.11%, less than AIPI's 42.49% yield.

	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
CLM Cornerstone Strategic Value Fund	20.11%	17.48%	15.17%	20.50%	29.44%	13.45%	18.96%	21.98%	25.38%	18.04%	22.44%	28.20%
AIPI REX AI Equity Premium Income ETF	42.49%	37.84%	18.13%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%

Drawdowns

CLM vs. AIPI - Drawdown Comparison

The maximum CLM drawdown since its inception was -77.02%, which is greater than AIPI's maximum drawdown of -25.25%. Use the drawdown chart below to compare losses from any high point for CLM and AIPI.

Drawdown Indicators

	CLM	AIPI	Difference
Max Drawdown Largest peak-to-trough decline	-77.02%	-25.25%	-51.77%
Max Drawdown (1Y) Largest decline over 1 year	-14.61%	-14.40%	-0.21%
Max Drawdown (5Y) Largest decline over 5 years	-43.45%	—	—
Max Drawdown (10Y) Largest decline over 10 years	-44.98%	—	—
Current Drawdown Current decline from peak	-10.43%	-11.25%	+0.82%
Average Drawdown Average peak-to-trough decline	-24.95%	-4.79%	-20.16%
Ulcer Index Depth and duration of drawdowns from previous peaks	3.92%	4.53%	-0.61%

Volatility

CLM vs. AIPI - Volatility Comparison

Cornerstone Strategic Value Fund (CLM) and REX AI Equity Premium Income ETF (AIPI) have volatilities of 7.22% and 7.38%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	CLM	AIPI	Difference
Volatility (1M) Calculated over the trailing 1-month period	7.22%	7.38%	-0.16%
Volatility (6M) Calculated over the trailing 6-month period	13.06%	13.60%	-0.54%
Volatility (1Y) Calculated over the trailing 1-year period	19.78%	21.91%	-2.13%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	24.68%	21.98%	+2.70%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	24.95%	21.98%	+2.97%