All charts and data below are CPI-U inflation-adjusted and with dividends reinvested. (Why?)

Total Real Returns

CLM: Total Real Return Chart (Dividends Reinvested, Inflation Adjusted)

CLM real return snapshot: after CPI-U inflation, CLM returned +5.98% over the past year and −5.15% YTD, with dividends reinvested. Since Jun. 24, 1987, CLM is up +6,279,391.48% in real purchasing-power return, or +32.72%/yr, and is currently −6.66% below its real total-return high on Jan. 14, 2026.

Data ending Thu Jul. 2, 2026

Wed 1987-06-24💬 to Thu 2026-07-02 YTD
Return 		1 Year
Return
CLM × 		−5.15%
2026-07-02 		+5.98%
2026-07-02
Cornerstone Strategic Value Fund Inc Mutual Fund

Returns

Wed 1987-06-24💬 to Thu 2026-07-02 Overall
Return 		Exponential
Trendline
CLM × 		+6,279,391.48%
+32.72%/yr 		+51.88%/yr
(R2=0.727)
Cornerstone Strategic Value Fund Inc Mutual Fund

Growth of $10,000

Wed 1987-06-24💬 to Thu 2026-07-02 Start
Value 		End
Value
CLM × 		$10,000.00
1987-06-24 		$627,949,147.83
2026-07-02
Cornerstone Strategic Value Fund Inc Mutual Fund

Annual Returns

Year CLM
2026 (YTD) −5.15%
2025 +15.45%
2024 +37.65%
2023 +13.73%
2022 −40.54%
2021 +32.12%
2020 +27.66%
2019 +20.80%
2018 −13.55%
2017 +19.60%
2016 +18.50%
2015 −2.64%
2014 −8.87%
2013 +30.66%
2012 +7.33%
2011 −14.87%
2010 −12.78%
2009 +83.19%
2008 −50.50%
2007 −34.00%
2006 +34.19%
2005 −7.84%
2004 +3.33%
2003 +74.79%
2002 +6,227,277.66%
2001 −1.52%
2000 −3.28%
1999 −2.61%
1998 −1.59%
1997 −1.67%
1996 −3.21%
1995 −2.48%
1994 −2.61%
1993 −2.67%
1992 −2.82%
1991 −2.97%
1990 −5.76%
1989 −4.44%
1988 −4.23%
1987 −50.86%

Drawdowns

Wed 1987-06-24💬 to Thu 2026-07-02 Current
Drawdown 		Worst
Drawdown
CLM × 		−6.66%
from 2026-01-14 peak 		−77.43%
2009-03-09
from 2007-07-09 peak
Cornerstone Strategic Value Fund Inc Mutual Fund

Rolling Returns

Period ending Thu 2026-07-02 1
Year 		2
Years 		3
Years 		5
Years 		10
Years
CLM × 		+5.98% +31.44%
+14.65%/yr 		+41.22%
+12.19%/yr 		+29.17%
+5.25%/yr 		+120.47%
+8.23%/yr
Cornerstone Strategic Value Fund Inc Mutual Fund