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CLM vs SPY

Comparison between Cornerstone Strategic Value Fund (CLM, ETF) and SPDR S&P 500 ETF Trust (SPY, ETF).

5-Year PerformanceSPY has outperformed CLM, delivering a return of +13.2% compared to +10.4%

CLM vs SPY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
CLM
$1.90B
Winner
SPY
$784B
Expense Ratio
CLM
N/A
SPY
0.09%
Max Drawdown
CLM
95.94%
Winner
SPY
56.47%
Sharpe Ratio
CLM
0.65
Winner
SPY
1.54
5Y Beta
Winner
CLM
0.78
SPY
1.00
P/E Ratio
CLM
N/A
SPY
27.62
Forward P/E
CLM
N/A
SPY
21.11
5Y Dividends CAGR
CLM
-4.92%
Winner
SPY
6.00%
5Y EPS CAGR
CLM
N/A
SPY
25.30%
Debt to Equity
CLM
N/A
SPY
31.11%
P/S Ratio
CLM
N/A
SPY
3.49
P/B Ratio
CLM
N/A
SPY
5.30

CLM vs SPY - Historical Returns

Returns include dividend reinvestment.

1M
Winner
CLM
-1.07%
SPY
-1.37%
3M
CLM
+6.21%
Winner
SPY
+12.22%
6M
CLM
-2.57%
Winner
SPY
+7.20%
1Y
CLM
+11.80%
Winner
SPY
+23.58%
5Y(CAGR)
CLM
+10.43%
Winner
SPY
+13.19%
10Y(CAGR)
CLM
+12.01%
Winner
SPY
+15.12%
Max(CAGR)
CLM
+0.15%
Winner
SPY
+8.44%

CLM vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearCLMSPY
2026-4.07%+7.95%
2025+18.73%+18.00%
2024+41.31%+25.59%
2023+14.34%+26.72%
2022-37.13%-18.64%
2021+42.02%+30.52%
2020+28.78%+17.28%
2019+21.98%+31.09%
2018-12.57%-5.24%
2017+22.45%+20.78%
2016+20.56%+13.59%
2015-1.81%+1.31%
2014-19.98%+14.56%
2013+12.00%+29.00%
2012-6.03%+14.17%
2011-23.00%+0.85%
2010-21.54%+13.14%
2009+51.00%+22.67%
2008-63.47%-36.25%
2007-40.20%+5.32%
2006+18.41%+13.85%
2005-17.38%+5.32%
2004-4.29%+10.75%
2003+53.19%+24.18%
2002-3.66%-22.42%
2001N/A-10.13%
2000N/A-8.84%
1999N/A+8.61%

CLM vs SPY Drawdown Comparison

The maximum drawdown for CLM was -86.03%, occurring on Jan 20, 2016. This drawdown has not yet recovered.

The maximum drawdown for SPY was -55.20%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.

The current CLM drawdown is -35.31%. The current SPY drawdown is -3.18%.

RankCLMSPY
#1-86.03%
Feb 5, 2004 - Jan 20, 2016		-55.20%
Oct 9, 2007 - Aug 16, 2012
#2-19.67%
Sep 6, 2002 - Jan 14, 2003		-47.50%
Mar 24, 2000 - Oct 26, 2006
#3-13.93%
Jan 14, 2003 - May 12, 2003		-33.70%
Feb 19, 2020 - Aug 10, 2020
#4-6.56%
Aug 2, 2002 - Aug 19, 2002		-24.50%
Jan 3, 2022 - Dec 13, 2023
#5-5.93%
Aug 15, 2003 - Oct 3, 2003		-19.34%
Sep 20, 2018 - Apr 12, 2019
#6-4.47%
Jul 1, 2003 - Jul 25, 2003		-18.76%
Feb 19, 2025 - Jun 26, 2025
#7-3.13%
Jan 12, 2004 - Jan 23, 2004		-13.02%
Jul 20, 2015 - Apr 18, 2016
#8-3.07%
Dec 3, 2003 - Dec 31, 2003		-10.10%
Jan 26, 2018 - Aug 6, 2018
#9-3.03%
Jun 16, 2003 - Jun 30, 2003		-9.44%
Sep 2, 2020 - Nov 11, 2020
#10-2.93%
Nov 10, 2003 - Nov 28, 2003		-9.30%
Jan 19, 2000 - Mar 17, 2000
#11-2.64%
Jul 31, 2003 - Aug 11, 2003		-9.05%
Jul 19, 2007 - Oct 5, 2007
#12-2.45%
Oct 9, 2003 - Oct 29, 2003		-8.88%
Jan 27, 2026 - Apr 14, 2026
#13-2.42%
Aug 21, 2002 - Sep 6, 2002		-8.41%
Jul 16, 2024 - Sep 19, 2024
#14-2.16%
Aug 11, 2003 - Aug 15, 2003		-7.35%
Sep 14, 2012 - Jan 2, 2013
#15-2.01%
Jan 23, 2004 - Feb 5, 2004		-7.27%
Sep 18, 2014 - Oct 31, 2014

Correlation

Correlation between CLM and SPY is -0.03 which considered as a very weak or no correlation - the stocks move independently of each other.

-0.03
-101

Dividend Comparison (1999 - 2026)

CLM vs SPY dividend yield comparison.

YearCLMSPY
20269.92%0.50%
202517.57%1.07%
202415.41%1.21%
202320.82%1.40%
202229.91%1.65%
202113.67%1.20%
202019.26%1.52%
201922.33%1.75%
201825.79%2.04%
201718.33%1.80%
201622.80%2.03%
201528.65%2.06%
20145.84%1.87%
20134.72%1.81%
20125.63%2.18%
20115.90%2.05%
20104.82%1.80%
20094.58%1.95%
20083.47%3.02%
20071.40%1.85%
20060.78%1.73%
20050.94%1.73%
20040.78%1.82%
20030.70%1.47%
20020.45%1.70%
20010.00%1.25%
20000.00%1.15%
19990.00%0.24%

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