CRF vs. CLM
Compare and contrast key facts about Cornerstone Total Return Fund, Inc. (CRF) and Cornerstone Strategic Value Fund (CLM).
CRF is managed by Cornerstone. It was launched on Jan 2, 1990. CLM is an actively managed fund by Cornerstone. It was launched on Jun 30, 1987.
Performance
CRF vs. CLM - Performance Comparison
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CRF vs. CLM - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
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% |
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% |
Returns By Period
The year-to-date returns for both investments are quite close, with CRF having a -9.10% return and CLM slightly higher at -8.82%. Over the past 10 years, CRF has underperformed CLM with an annualized return of 11.28%, while CLM has yielded a comparatively higher 12.91% annualized return.
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%
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%
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CRF vs. CLM - Expense Ratio Comparison
CRF has a 1.84% expense ratio, which is lower than CLM's 2.50% expense ratio.
Return for Risk
CRF vs. CLM — Risk / Return Rank
CRF
CLM
CRF vs. CLM - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Cornerstone Total Return Fund, Inc. (CRF) and Cornerstone Strategic Value Fund (CLM). 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.
| CRF | CLM | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.93 | 1.00 | -0.07 |
Sortino ratioReturn per unit of downside risk | 1.43 | 1.52 | -0.09 |
Omega ratioGain probability vs. loss probability | 1.21 | 1.23 | -0.02 |
Calmar ratioReturn relative to maximum drawdown | 1.26 | 1.39 | -0.13 |
Martin ratioReturn relative to average drawdown | 4.66 | 5.19 | -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. | |||
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Sharpe Ratios by Period
| CRF | CLM | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.93 | 1.00 | -0.07 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.22 | 0.26 | -0.04 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.44 | 0.52 | -0.08 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.05 | 0.26 | -0.21 |
Correlation
The correlation between CRF and CLM 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
CRF vs. CLM - Dividend Comparison
CRF's dividend yield for the trailing twelve months is around 20.17%, which matches CLM's 20.11% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
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% |
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% |
Drawdowns
CRF vs. CLM - Drawdown Comparison
The maximum CRF drawdown since its inception was -80.70%, roughly equal to the maximum CLM drawdown of -77.02%. Use the drawdown chart below to compare losses from any high point for CRF and CLM.
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Drawdown Indicators
| CRF | CLM | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -80.70% | -77.02% | -3.68% |
Max Drawdown (1Y)Largest decline over 1 year | -14.88% | -14.61% | -0.27% |
Max Drawdown (5Y)Largest decline over 5 years | -43.12% | -43.45% | +0.33% |
Max Drawdown (10Y)Largest decline over 10 years | -45.90% | -44.98% | -0.92% |
Current DrawdownCurrent decline from peak | -10.77% | -10.43% | -0.34% |
Average DrawdownAverage peak-to-trough decline | -22.40% | -24.95% | +2.55% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.03% | 3.92% | +0.11% |
Volatility
CRF vs. CLM - Volatility Comparison
Cornerstone Total Return Fund, Inc. (CRF) has a higher volatility of 8.13% compared to Cornerstone Strategic Value Fund (CLM) at 7.22%. This indicates that CRF's price experiences larger fluctuations and is considered to be riskier than CLM based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| CRF | CLM | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 8.13% | 7.22% | +0.91% |
Volatility (6M)Calculated over the trailing 6-month period | 12.68% | 13.06% | -0.38% |
Volatility (1Y)Calculated over the trailing 1-year period | 20.12% | 19.78% | +0.34% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 25.83% | 24.68% | +1.15% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 25.86% | 24.95% | +0.91% |