Performance analysis of CLM (Cornerstone Strategic Value Fund)
Annual Return
Over the past 3 years, CLM has had an average annual return of +14.98%, underperforming the benchmark SPY, which returned +19.31% annual.
Over the past 5 years, CLM has had an average annual return of +10.05%, underperforming the benchmark SPY, which returned +12.55% annual.
Over the past 10 years, CLM has had an average annual return of +11.54%, underperforming the benchmark SPY, which returned +14.95% annual.
Since Aug 2, 2002, CLM has had an average annual return of +7.80%, underperforming the benchmark SPY, which returned +11.38% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| -0.35% | +18.62% | +41.52% | +17.57% | -36.63% | +41.46% | +29.15% | +23.65% | -11.88% | +22.10% | +20.91% | -1.78% |
| 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 |
| -8.09% | +30.85% | +9.13% | -12.34% | -11.42% | +87.68% | -50.09% | -31.31% | +37.74% | -4.59% | +6.67% | +77.92% |
| 2002 | |||||||||||
| +2.95% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +0.73% | -4.55% | -5.13% | +6.07% | +2.41% | +0.30% | +0.27% | -0.35% | |||||
| 2025 | +5.31% | -10.23% | -4.45% | -3.61% | +14.02% | +6.13% | +1.15% | +2.02% | +3.37% | +2.34% | +0.78% | +2.35% | +18.62% |
| 2024 | +0.69% | +3.52% | +4.98% | -0.58% | +4.62% | +2.78% | +1.41% | -0.00233% | +2.64% | +5.97% | +13.10% | -3.03% | +41.52% |
| 2023 | +11.23% | +1.13% | -1.53% | +1.60% | +3.53% | +7.14% | +5.83% | -3.45% | -1.79% | -14.42% | +9.36% | +0.29% | +17.57% |
| 2022 | +0.36% | -1.06% | +3.22% | -25.45% | +7.16% | -20.10% | +17.51% | +3.55% | -13.26% | -1.12% | +4.01% | -10.76% | -36.63% |
| 2021 | +11.08% | +0.51% | +6.74% | -12.49% | -1.07% | +3.54% | +3.99% | +9.46% | +0.69% | +8.96% | +2.78% | +3.18% | +41.46% |
| 2020 | +2.71% | -12.93% | -14.54% | +18.31% | +10.64% | +1.84% | +7.25% | +6.47% | -0.05% | -1.26% | +6.29% | +5.84% | +29.15% |
| 2019 | +10.61% | +2.66% | +0.93% | +2.59% | -6.73% | +5.09% | +4.36% | -2.20% | +0.83% | +0.24% | +2.67% | +1.31% | +23.65% |
| 2018 | +5.67% | -1.99% | -0.25% | +3.85% | -1.18% | -6.09% | +2.85% | +2.11% | -0.25% | -10.81% | +5.72% | -10.40% | -11.88% |
| 2017 | +1.08% | +5.42% | +4.68% | +4.50% | +2.66% | -4.52% | -5.31% | -2.93% | +6.28% | +2.44% | +2.38% | +4.31% | +22.10% |
Drawdown analysis of CLM (Cornerstone Strategic Value Fund)
The maximum drawdown for the CLM was -76.83%, occurring on Mar 9, 2009. Recovery took 2876 trading sessions.
The current CLM drawdown is -2.11%.
Since Aug 2, 2002 CLM has experienced the following drawdowns:
- 50% or more: 1 time
- 40% or more: 2 times
- 30% or more: 3 times
- 20% or more: 4 times
- 10% or more: 12 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -76.83% | Jul 9, 2007 | 420 | Mar 9, 2009 | 2876 | Aug 10, 2020 | 3296 |
| -43.43% | Apr 5, 2022 | 50 | Jun 16, 2022 | 605 | Nov 12, 2024 | 655 |
| -31.50% | Feb 11, 2005 | 54 | May 2, 2005 | 295 | Jul 3, 2006 | 349 |
| -23.87% | Feb 13, 2025 | 37 | Apr 8, 2025 | 73 | Jul 24, 2025 | 110 |
| -19.14% | Apr 12, 2021 | 27 | May 19, 2021 | 73 | Sep 1, 2021 | 100 |
| -18.63% | Sep 6, 2002 | 23 | Oct 9, 2002 | 32 | Nov 22, 2002 | 55 |
| -16.15% | Feb 11, 2004 | 29 | Mar 24, 2004 | 199 | Jan 6, 2005 | 228 |
| -15.01% | Nov 10, 2006 | 5 | Nov 17, 2006 | 69 | Mar 2, 2007 | 74 |
| -14.58% | Jan 14, 2026 | 50 | Mar 27, 2026 | Ongoing | Ongoing | Ongoing |
| -12.73% | Jan 14, 2003 | 21 | Feb 13, 2003 | 44 | Apr 17, 2003 | 65 |
| -10.86% | Dec 4, 2024 | 4 | Dec 10, 2024 | 37 | Feb 5, 2025 | 41 |
| -10.18% | Nov 12, 2021 | 5 | Nov 19, 2021 | 30 | Jan 4, 2022 | 35 |
| -9.29% | May 1, 2007 | 10 | May 15, 2007 | 17 | Jun 8, 2007 | 27 |
| -8.09% | Feb 3, 2021 | 1 | Feb 4, 2021 | 21 | Mar 8, 2021 | 22 |
| -6.72% | Jan 12, 2022 | 8 | Jan 25, 2022 | 10 | Feb 8, 2022 | 18 |
| -6.56% | Aug 2, 2002 | 2 | Aug 6, 2002 | 9 | Aug 19, 2002 | 11 |
| -6.43% | Feb 9, 2022 | 10 | Feb 24, 2022 | 18 | Mar 22, 2022 | 28 |
| -5.43% | Sep 2, 2020 | 15 | Sep 24, 2020 | 12 | Oct 12, 2020 | 27 |
| -5.34% | Aug 15, 2003 | 8 | Aug 27, 2003 | 24 | Oct 1, 2003 | 32 |
| -4.99% | Oct 12, 2020 | 15 | Nov 2, 2020 | 5 | Nov 9, 2020 | 20 |
| -4.30% | Nov 22, 2002 | 12 | Dec 11, 2002 | 11 | Dec 27, 2002 | 23 |
| -4.16% | Mar 11, 2021 | 3 | Mar 16, 2021 | 10 | Mar 30, 2021 | 13 |
| -3.77% | Aug 9, 2006 | 2 | Aug 11, 2006 | 8 | Aug 23, 2006 | 10 |
| -3.44% | Jul 1, 2003 | 7 | Jul 11, 2003 | 10 | Jul 25, 2003 | 17 |
| -3.03% | Jun 16, 2003 | 5 | Jun 23, 2003 | 5 | Jun 30, 2003 | 10 |