CLM vs PXH

Comparison between Cornerstone Strategic Value Fund (CLM, ETF) and INVESCO RAFI EMERGING MARKETS ETF (PXH, ETF).

5-Year PerformancePXH has outperformed CLM, delivering a return of +9.6% compared to +9.4%

CLM vs PXH - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	CLM(ETF)	PXH(ETF)
Net Assets	$1.80B	$1.80B
Expense Ratio	N/A	0.47%
Max Drawdown	95.94%	64.04%
Sharpe Ratio	1.57	2.13
5Y Beta	0.77	0.69
5Y Dividends CAGR	-5.37%	12.94%

Net Assets

CLM

$1.80B

PXH

$1.80B

Expense Ratio

CLM

N/A

PXH

0.47%

Max Drawdown

CLM

95.94%

Winner

PXH

64.04%

Sharpe Ratio

CLM

1.57

Winner

PXH

2.13

5Y Beta

CLM

0.77

Winner

PXH

0.69

5Y Dividends CAGR

CLM

-5.37%

Winner

PXH

12.94%

CLM vs PXH - Historical Returns

Returns include dividend reinvestment.

Period	CLM	PXH
1 month	+5.88%	+6.03%
3 months	-0.66%	+4.41%
6 months	+3.20%	+14.99%
1 year	+30.55%	+39.89%
5 years(CAGR)	+9.39%	+9.64%
10 years(CAGR)	+12.24%	+11.11%
Max(CAGR)	+7.80%	+3.80%

CLM

+5.88%

Winner

PXH

+6.03%

CLM

-0.66%

Winner

PXH

+4.41%

CLM

+3.20%

Winner

PXH

+14.99%

CLM

+30.55%

Winner

PXH

+39.89%

5Y(CAGR)

CLM

+9.39%

Winner

PXH

+9.64%

10Y(CAGR)

Winner

CLM

+12.24%

PXH

+11.11%

Max(CAGR)

Winner

CLM

+7.80%

PXH

+3.80%

CLM vs PXH - Annual Returns (2002 - 2026)

Returns include dividend reinvestment.

Year	CLM	PXH
2026	-2.80%	+11.65%
2025	+18.62%	+32.33%
2024	+40.94%	+13.60%
2023	+14.01%	+13.38%
2022	-37.33%	-15.91%
2021	+41.69%	+8.12%
2020	+28.35%	-4.00%
2019	+21.58%	+15.53%
2018	-12.84%	-10.54%
2017	+22.10%	+24.12%
2016	+20.14%	+36.69%
2015	-2.17%	-21.91%
2014	-7.67%	-3.34%
2013	+27.45%	-9.11%
2012	+7.67%	+12.13%
2011	-13.23%	-20.56%
2010	-12.17%	+10.08%
2009	+76.34%	+60.24%
2008	-52.53%	-44.13%
2007	-31.87%	+1.04%
2006	+34.86%	N/A
2005	-5.70%	N/A
2004	+7.15%	N/A
2003	+75.52%	N/A
2002	+2.95%	N/A

CLM vs PXH Drawdown Comparison

The maximum drawdown for CLM was -76.82%, occurring on Mar 9, 2009. Recovery took 3296 trading sessions.

The maximum drawdown for PXH was -63.64%, occurring on Nov 20, 2008. Recovery took 866 trading sessions.

The current CLM drawdown is -3.83%. The current PXH drawdown is -0.41%.

Rank	CLM	PXH
#1	-76.82% Jul 9, 2007 - Aug 10, 2020	-63.64% Oct 29, 2007 - Apr 6, 2011
#2	-43.43% Apr 5, 2022 - Nov 12, 2024	-49.58% Apr 7, 2011 - Jan 2, 2018
#3	-31.50% Feb 11, 2005 - Jul 3, 2006	-40.40% Jan 26, 2018 - Feb 11, 2021
#4	-23.87% Feb 13, 2025 - Jul 24, 2025	-29.62% Feb 16, 2022 - May 16, 2024
#5	-19.14% Apr 12, 2021 - Sep 1, 2021	-17.73% Oct 7, 2024 - Jun 9, 2025
#6	-18.63% Sep 6, 2002 - Nov 22, 2002	-10.24% Feb 25, 2026 - May 5, 2026
#7	-16.15% Feb 11, 2004 - Jan 6, 2005	-9.29% Jun 10, 2021 - Feb 9, 2022
#8	-15.01% Nov 10, 2006 - Mar 2, 2007	-8.97% May 17, 2024 - Sep 24, 2024
#9	-14.58% Jan 14, 2026 - Mar 27, 2026	-6.09% Oct 12, 2007 - Oct 26, 2007
#10	-12.73% Jan 14, 2003 - Apr 17, 2003	-5.49% Feb 17, 2021 - May 7, 2021
#11	-10.86% Dec 4, 2024 - Feb 5, 2025	-4.78% Oct 6, 2025 - Oct 20, 2025
#12	-10.18% Nov 12, 2021 - Jan 4, 2022	-4.18% May 7, 2021 - May 27, 2021
#13	-9.29% May 1, 2007 - Jun 8, 2007	-4.06% Nov 12, 2025 - Jan 2, 2026
#14	-8.09% Feb 3, 2021 - Mar 8, 2021	-3.69% Jul 23, 2025 - Aug 12, 2025
#15	-6.72% Jan 12, 2022 - Feb 8, 2022	-3.46% Jan 29, 2026 - Feb 11, 2026

Correlation

Correlation between CLM and PXH is 0.90 which considered as a strong positive correlation - the stocks tend to move together.

0.90

-101

Dividend Comparison (2002 - 2026)

CLM vs PXH dividend yield comparison.

Year	CLM	PXH
2026	6.32%	0.32%
2025	17.48%	4.02%
2024	15.17%	4.43%
2023	20.50%	4.84%
2022	29.45%	5.33%
2021	13.45%	4.69%
2020	18.96%	2.79%
2019	21.98%	3.28%
2018	25.39%	3.30%
2017	18.04%	2.74%
2016	22.44%	1.97%
2015	28.20%	3.44%
2014	23.00%	3.19%
2013	18.58%	2.80%
2012	22.18%	2.08%
2011	23.23%	2.46%
2010	18.98%	1.05%
2009	18.05%	0.83%
2008	54.62%	2.79%
2007	22.10%	0.44%
2006	12.36%	0.00%
2005	14.81%	0.00%
2004	12.27%	0.00%
2003	11.05%	0.00%
2002	7.05%	0.00%