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 โˆ’15.19% over the past year and โˆ’18.85% YTD, with dividends reinvested. Since Jun. 24, 1987, CLM is up +5,370,008.81% in real purchasing-power return, or +31.89%/yr, and is currently โˆ’20.15% below its real total-return high on Jan. 14, 2026.

Data ending Fri Oct. 30, 2026

Growth of $10,000

Wed 1987-06-24๐Ÿ’ฌ to Fri 2026-10-30 Overall
Return
Exponential
Trendline
CLM
×
+5,370,008.81%
+31.89%/yr
+51.24%/yr
R2=0.726
Cornerstone Strategic Value Fund Inc Mutual Fund

Growth of $10,000 Summary

Wed 1987-06-24๐Ÿ’ฌ to Fri 2026-10-30 Start
Value
End
Value
CLM
×
$10,000.00
1987-06-24
$537,010,881.19
2026-10-30

This Yearโ€™s Performance

through 2026-10-30

  YTD YoY
CLM
×
โˆ’18.85% โˆ’15.19%

Drawdowns

  Current
Drawdown
Worst
Drawdown
CLM
×
โˆ’20.15%
on 2026-10-30
from 2026-01-14 peak
โˆ’77.42%
on 2009-03-09
from 2007-07-09 peak

Rolling Returns

Period ending Fri 2026-10-30 1 yr 2 yr 3 yr 5 yr 10 yr
CLM
×
โˆ’15.19% +2.77%
+1.37%/yr
+47.50%
+13.83%/yr
โˆ’8.34%
โˆ’1.73%/yr
+94.57%
+6.88%/yr

Annual Returns

Year CLM
2026 (YTD) โˆ’18.85%
2025 +15.45%
2024 +37.61%
2023 +13.73%
2022 โˆ’40.55%
2021 +32.09%
2020 +27.66%
2019 +20.80%
2018 โˆ’13.55%
2017 +19.60%
2016 +18.50%
2015 โˆ’2.58%
2014 โˆ’8.86%
2013 +30.66%
2012 +7.30%
2011 โˆ’14.87%
2010 โˆ’12.78%
2009 +83.13%
2008 โˆ’50.53%
2007 โˆ’33.96%
2006 +34.18%
2005 โˆ’7.84%
2004 +3.33%
2003 +74.83%
2002 +6,227,101.51%
2001 โˆ’1.52%
2000 โˆ’3.28%
1999 โˆ’2.61%
1998 โˆ’1.59%
1997 โˆ’1.67%
1996 โˆ’3.21%
1995 โˆ’2.48%
1994 โˆ’2.61%
1993 โˆ’2.67%
1992 โˆ’2.82%
1991 โˆ’2.97%
1990 โˆ’5.76%
1989 โˆ’4.44%
1988 โˆ’4.23%
1987 โˆ’50.86%