CLM vs. VNQI
Compare and contrast key facts about Cornerstone Strategic Value Fund (CLM) and Vanguard Global ex-U.S. Real Estate ETF (VNQI).
CLM is an actively managed fund by Cornerstone. It was launched on Jun 30, 1987. VNQI is a passively managed fund by Vanguard that tracks the performance of the S&P Global ex-U.S. Property Index. It was launched on Nov 1, 2010.
Performance
CLM vs. VNQI - Performance Comparison
Loading graphics...
CLM vs. VNQI - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
CLM Cornerstone Strategic Value Fund | -7.57% | 18.61% | 41.49% | 17.50% | -36.72% | 41.42% | 29.43% | 23.60% | -11.94% | 22.11% |
VNQI Vanguard Global ex-U.S. Real Estate ETF | -1.94% | 21.38% | -2.22% | 6.99% | -22.94% | 5.93% | -7.22% | 21.59% | -9.44% | 26.91% |
Returns By Period
In the year-to-date period, CLM achieves a -7.57% return, which is significantly lower than VNQI's -1.94% return. Over the past 10 years, CLM has outperformed VNQI with an annualized return of 13.06%, while VNQI has yielded a comparatively lower 2.57% annualized return.
CLM
- 1D
- 1.37%
- 1M
- -2.83%
- YTD
- -7.57%
- 6M
- -2.92%
- 1Y
- 21.16%
- 3Y*
- 18.07%
- 5Y*
- 6.67%
- 10Y*
- 13.06%
VNQI
- 1D
- 1.12%
- 1M
- -9.57%
- YTD
- -1.94%
- 6M
- -1.53%
- 1Y
- 15.89%
- 3Y*
- 8.26%
- 5Y*
- -0.29%
- 10Y*
- 2.57%
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. VNQI - Expense Ratio Comparison
CLM has a 2.50% expense ratio, which is higher than VNQI's 0.12% expense ratio.
Return for Risk
CLM vs. VNQI — Risk / Return Rank
CLM
VNQI
CLM vs. VNQI - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Cornerstone Strategic Value Fund (CLM) and Vanguard Global ex-U.S. Real Estate ETF (VNQI). 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 | VNQI | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.07 | 1.11 | -0.04 |
Sortino ratioReturn per unit of downside risk | 1.62 | 1.58 | +0.04 |
Omega ratioGain probability vs. loss probability | 1.24 | 1.22 | +0.02 |
Calmar ratioReturn relative to maximum drawdown | 1.46 | 1.11 | +0.35 |
Martin ratioReturn relative to average drawdown | 5.38 | 4.82 | +0.56 |
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 | VNQI | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.07 | 1.11 | -0.04 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.27 | -0.02 | +0.29 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.53 | 0.16 | +0.36 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.26 | 0.20 | +0.06 |
Correlation
The correlation between CLM and VNQI is 0.37, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Dividends
CLM vs. VNQI - Dividend Comparison
CLM's dividend yield for the trailing twelve months is around 19.84%, more than VNQI's 4.80% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CLM Cornerstone Strategic Value Fund | 19.84% | 17.48% | 15.17% | 20.50% | 29.44% | 13.45% | 18.96% | 21.98% | 25.38% | 18.04% | 22.44% | 28.20% |
VNQI Vanguard Global ex-U.S. Real Estate ETF | 4.80% | 4.70% | 5.16% | 3.74% | 0.57% | 6.48% | 0.93% | 7.58% | 4.62% | 3.86% | 5.18% | 2.86% |
Drawdowns
CLM vs. VNQI - Drawdown Comparison
The maximum CLM drawdown since its inception was -77.02%, which is greater than VNQI's maximum drawdown of -38.35%. Use the drawdown chart below to compare losses from any high point for CLM and VNQI.
Loading graphics...
Drawdown Indicators
| CLM | VNQI | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -77.02% | -38.35% | -38.67% |
Max Drawdown (1Y)Largest decline over 1 year | -14.61% | -14.78% | +0.17% |
Max Drawdown (5Y)Largest decline over 5 years | -43.45% | -35.75% | -7.70% |
Max Drawdown (10Y)Largest decline over 10 years | -44.98% | -38.35% | -6.63% |
Current DrawdownCurrent decline from peak | -9.20% | -11.45% | +2.25% |
Average DrawdownAverage peak-to-trough decline | -24.94% | -10.92% | -14.02% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.96% | 3.40% | +0.56% |
Volatility
CLM vs. VNQI - Volatility Comparison
Cornerstone Strategic Value Fund (CLM) has a higher volatility of 6.80% compared to Vanguard Global ex-U.S. Real Estate ETF (VNQI) at 6.30%. This indicates that CLM's price experiences larger fluctuations and is considered to be riskier than VNQI based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| CLM | VNQI | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.80% | 6.30% | +0.50% |
Volatility (6M)Calculated over the trailing 6-month period | 13.12% | 9.56% | +3.56% |
Volatility (1Y)Calculated over the trailing 1-year period | 19.82% | 14.37% | +5.45% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 24.69% | 15.28% | +9.41% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 24.95% | 15.96% | +8.99% |