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

Total Real Returns

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

Wed 1987-06-24? to Fri 2026-05-15 YTD
Return
TRR
Price
CLM
×
−4.91%
2026-05-15
62950.6 TRR
2026-05-15
Cornerstone Strategic Value Fund Inc Mutual Fund
CRF
×
−5.65%
2026-05-15
3.753 TRR
2026-05-15
Cornerstone Total Return Fund, Inc. Mutual Fund

Returns

Wed 1987-06-24? to Fri 2026-05-15 Overall
Return
Exponential
Trendline
CLM
×
+6,294,959.65%
+32.86%/yr
+51.36%/yr
(R2=0.725)
Cornerstone Strategic Value Fund Inc Mutual Fund
CRF
×
+364.92%
+4.03%/yr
+3.13%/yr
(R2=0.665)
Cornerstone Total Return Fund, Inc. Mutual Fund

Growth of $10,000

Wed 1987-06-24? to Fri 2026-05-15 Start
Value
End
Value
CLM
×
$10,000.00
1987-06-24
$629,505,964.51
2026-05-15
Cornerstone Strategic Value Fund Inc Mutual Fund
CRF
×
$10,000.00
1987-06-24
$46,491.75
2026-05-15
Cornerstone Total Return Fund, Inc. Mutual Fund

Annual Returns

Year CLM CRF
2026 (YTD) −4.91% −5.65%
2025 +15.45% +7.29%
2024 +37.65% +39.98%
2023 +13.73% +15.14%
2022 −40.54% −37.09%
2021 +32.12% +31.37%
2020 +27.66% +27.53%
2019 +20.80% +20.06%
2018 −13.55% −12.71%
2017 +19.60% +19.67%
2016 +18.50% +9.29%
2015 −2.63% +6.11%
2014 −8.87% −3.48%
2013 +30.66% +32.58%
2012 +7.33% +6.56%
2011 −14.87% −13.57%
2010 −12.79% −12.00%
2009 +83.18% +61.09%
2008 −50.50% −49.62%
2007 −34.00% −45.15%
2006 +34.18% +47.03%
2005 −7.84% −8.23%
2004 +3.33% +9.80%
2003 +74.80% +81.08%
2002 +6,227,100.11% −21.71%
2001 −1.52% +5.80%
2000 −3.28% +15.77%
1999 −2.61% −10.15%
1998 −1.59% +3.74%
1997 −1.67% +12.78%
1996 −3.21% +3.09%
1995 −2.48% +14.95%
1994 −2.61% −12.69%
1993 −2.67% +4.35%
1992 −2.82% +4.24%
1991 −2.97% +17.40%
1990 −5.76% +4.84%
1989 −4.44% +12.71%
1988 −4.23% +3.57%
1987 −50.86% −19.38%
1986 −7.81%

Drawdowns

Wed 1987-06-24? to Fri 2026-05-15 Current
Drawdown
Worst
Drawdown
CLM
×
−6.43%
from 2026-01-14 peak
−77.43%
2009-03-09
from 2007-07-09 peak
Cornerstone Strategic Value Fund Inc Mutual Fund
CRF
×
−7.90%
from 2024-12-05 peak
−81.25%
2008-11-21
from 2007-01-09 peak
Cornerstone Total Return Fund, Inc. Mutual Fund

Rolling Returns

Period ending Fri 2026-05-15 1
Year
2
Years
3
Years
5
Years
10
Years
CLM
×
+20.93% +38.71%
+17.79%/yr
+55.46%
+15.84%/yr
+32.96%
+5.86%/yr
+127.40%
+8.56%/yr
Cornerstone Strategic Value Fund Inc Mutual Fund
CRF
×
+20.08% +27.47%
+12.91%/yr
+50.30%
+14.54%/yr
+33.27%
+5.91%/yr
+128.03%
+8.59%/yr
Cornerstone Total Return Fund, Inc. Mutual Fund