CLM vs. CRF
Compare and contrast key facts about Cornerstone Strategic Value Fund (CLM) and Cornerstone Total Return Fund, Inc. (CRF).
CLM is an actively managed fund by Cornerstone. It was launched on Jun 30, 1987. CRF is managed by Cornerstone. It was launched on Jan 2, 1990.
Performance
CLM vs. CRF - Performance Comparison
Loading graphics...
CLM vs. CRF - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
CLM Cornerstone Strategic Value Fund | -8.82% | 18.61% | 41.49% | 17.50% | -36.72% | 41.42% | 29.43% | 23.60% | -11.94% | 22.11% |
CRF Cornerstone Total Return Fund, Inc. | -9.10% | 12.46% | 44.39% | 19.49% | -36.70% | 39.73% | 28.13% | 21.74% | -11.74% | 21.35% |
Returns By Period
The year-to-date returns for both stocks are quite close, with CLM having a -8.82% return and CRF slightly lower at -9.10%. Over the past 10 years, CLM has outperformed CRF with an annualized return of 12.91%, while CRF has yielded a comparatively lower 11.28% annualized 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%
CRF
- 1D
- 4.83%
- 1M
- -5.17%
- YTD
- -9.10%
- 6M
- -5.37%
- 1Y
- 18.64%
- 3Y*
- 17.40%
- 5Y*
- 5.68%
- 10Y*
- 11.28%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
CLM vs. CRF - Expense Ratio Comparison
CLM has a 2.50% expense ratio, which is higher than CRF's 1.84% expense ratio.
Return for Risk
CLM vs. CRF — Risk / Return Rank
CLM
CRF
CLM vs. CRF - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Cornerstone Strategic Value Fund (CLM) and Cornerstone Total Return Fund, Inc. (CRF). 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 | CRF | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.00 | 0.93 | +0.07 |
Sortino ratioReturn per unit of downside risk | 1.52 | 1.43 | +0.09 |
Omega ratioGain probability vs. loss probability | 1.23 | 1.21 | +0.02 |
Calmar ratioReturn relative to maximum drawdown | 1.39 | 1.26 | +0.13 |
Martin ratioReturn relative to average drawdown | 5.19 | 4.66 | +0.52 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| CLM | CRF | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.00 | 0.93 | +0.07 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.26 | 0.22 | +0.04 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.52 | 0.44 | +0.08 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.26 | 0.05 | +0.21 |
Correlation
The correlation between CLM and CRF is 0.62, 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. CRF - Dividend Comparison
CLM's dividend yield for the trailing twelve months is around 20.11%, which matches CRF's 20.17% 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% |
CRF Cornerstone Total Return Fund, Inc. | 20.17% | 17.38% | 14.32% | 19.94% | 29.31% | 13.41% | 18.91% | 21.67% | 24.85% | 17.96% | 24.08% | 23.58% |
Drawdowns
CLM vs. CRF - Drawdown Comparison
The maximum CLM drawdown since its inception was -77.02%, roughly equal to the maximum CRF drawdown of -80.70%. Use the drawdown chart below to compare losses from any high point for CLM and CRF.
Loading graphics...
Drawdown Indicators
| CLM | CRF | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -77.02% | -80.70% | +3.68% |
Max Drawdown (1Y)Largest decline over 1 year | -14.61% | -14.88% | +0.27% |
Max Drawdown (5Y)Largest decline over 5 years | -43.45% | -43.12% | -0.33% |
Max Drawdown (10Y)Largest decline over 10 years | -44.98% | -45.90% | +0.92% |
Current DrawdownCurrent decline from peak | -10.43% | -10.77% | +0.34% |
Average DrawdownAverage peak-to-trough decline | -24.95% | -22.40% | -2.55% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.92% | 4.03% | -0.11% |
Volatility
CLM vs. CRF - Volatility Comparison
The current volatility for Cornerstone Strategic Value Fund (CLM) is 7.22%, while Cornerstone Total Return Fund, Inc. (CRF) has a volatility of 8.13%. This indicates that CLM experiences smaller price fluctuations and is considered to be less risky than CRF based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| CLM | CRF | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.22% | 8.13% | -0.91% |
Volatility (6M)Calculated over the trailing 6-month period | 13.06% | 12.68% | +0.38% |
Volatility (1Y)Calculated over the trailing 1-year period | 19.78% | 20.12% | -0.34% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 24.68% | 25.83% | -1.15% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 24.95% | 25.86% | -0.91% |