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’9.14% over the past year and โˆ’12.10% YTD, with dividends reinvested. Since Jun. 24, 1987, CLM is up +5,819,479.07% in real purchasing-power return, or +32.21%/yr, and is currently โˆ’13.50% below its real total-return high on Jan. 14, 2026.

Data ending Fri Oct. 9, 2026

Growth of $10,000

Wed 1987-06-24๐Ÿ’ฌ to Fri 2026-10-09 Overall
Return
Exponential
Trendline
CLM
×
+5,819,479.07%
+32.21%/yr
+51.36%/yr
R2=0.727
Cornerstone Strategic Value Fund Inc Mutual Fund

Growth of $10,000 Summary

Wed 1987-06-24๐Ÿ’ฌ to Fri 2026-10-09 Start
Value
End
Value
CLM
×
$10,000.00
1987-06-24
$581,957,906.97
2026-10-09

This Yearโ€™s Performance

through 2026-10-09

  YTD YoY
CLM
×
โˆ’12.10% โˆ’9.14%

Drawdowns

  Current
Drawdown
Worst
Drawdown
CLM
×
โˆ’13.50%
on 2026-10-09
from 2026-01-14 peak
โˆ’77.43%
on 2009-03-09
from 2007-07-09 peak

Rolling Returns

Period ending Fri 2026-10-09 1 yr 2 yr 3 yr 5 yr 10 yr
CLM
×
โˆ’9.14% +14.90%
+7.19%/yr
+33.53%
+10.12%/yr
+4.88%
+0.96%/yr
+114.90%
+7.95%/yr

Annual Returns

Year CLM
2026 (YTD) โˆ’12.10%
2025 +15.45%
2024 +37.65%
2023 +13.73%
2022 โˆ’40.54%
2021 +32.12%
2020 +27.66%
2019 +20.80%
2018 โˆ’13.55%
2017 +19.60%
2016 +18.50%
2015 โˆ’2.63%
2014 โˆ’8.87%
2013 +30.66%
2012 +7.34%
2011 โˆ’14.88%
2010 โˆ’12.78%
2009 +83.19%
2008 โˆ’50.51%
2007 โˆ’34.00%
2006 +34.19%
2005 โˆ’7.84%
2004 +3.33%
2003 +74.80%
2002 +6,227,557.85%
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%