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 +13.3% compared to +9.4%

CLM vs SPY - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	CLM(ETF)	SPY(ETF)
Net Assets	$1.80B	$652B
Expense Ratio	N/A	0.09%
Max Drawdown	95.94%	56.47%
Sharpe Ratio	1.57	2.07
5Y Beta	0.77	1.00
P/E Ratio	N/A	28.24
Forward P/E	N/A	21.85
5Y Dividends CAGR	-5.37%	5.43%
5Y EPS CAGR	N/A	25.79%
Debt to Equity	N/A	22.35%
P/S Ratio	N/A	3.55
P/B Ratio	N/A	5.29

Net Assets

CLM

$1.80B

Winner

SPY

$652B

Expense Ratio

CLM

N/A

SPY

0.09%

Max Drawdown

CLM

95.94%

Winner

SPY

56.47%

Sharpe Ratio

CLM

1.57

Winner

SPY

2.07

5Y Beta

Winner

CLM

0.77

SPY

1.00

P/E Ratio

CLM

N/A

SPY

28.24

Forward P/E

CLM

N/A

SPY

21.85

5Y Dividends CAGR

CLM

-5.37%

Winner

SPY

5.43%

5Y EPS CAGR

CLM

N/A

SPY

25.79%

Debt to Equity

CLM

N/A

SPY

22.35%

P/S Ratio

CLM

N/A

SPY

3.55

P/B Ratio

CLM

N/A

SPY

5.29

CLM vs SPY - Historical Returns

Returns include dividend reinvestment.

Period	CLM	SPY
1 month	+5.88%	+9.11%
3 months	-0.66%	+6.59%
6 months	+3.20%	+10.56%
1 year	+30.55%	+32.04%
5 years(CAGR)	+9.39%	+13.35%
10 years(CAGR)	+12.24%	+15.49%
Max(CAGR)	+7.80%	+8.50%

CLM

+5.88%

Winner

SPY

+9.11%

CLM

-0.66%

Winner

SPY

+6.59%

CLM

+3.20%

Winner

SPY

+10.56%

CLM

+30.55%

Winner

SPY

+32.04%

5Y(CAGR)

CLM

+9.39%

Winner

SPY

+13.35%

10Y(CAGR)

CLM

+12.24%

Winner

SPY

+15.49%

Max(CAGR)

CLM

+7.80%

Winner

SPY

+8.50%

CLM vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	CLM	SPY
2026	-2.80%	+8.27%
2025	+18.62%	+18.00%
2024	+40.94%	+25.59%
2023	+14.01%	+26.72%
2022	-37.33%	-18.64%
2021	+41.69%	+30.52%
2020	+28.35%	+17.28%
2019	+21.58%	+31.09%
2018	-12.84%	-5.24%
2017	+22.10%	+20.78%
2016	+20.14%	+13.59%
2015	-2.17%	+1.31%
2014	-7.67%	+14.56%
2013	+27.45%	+29.00%
2012	+7.67%	+14.17%
2011	-13.23%	+0.85%
2010	-12.17%	+13.14%
2009	+76.34%	+22.67%
2008	-52.53%	-36.25%
2007	-31.87%	+5.32%
2006	+34.86%	+13.85%
2005	-5.70%	+5.32%
2004	+7.15%	+10.75%
2003	+75.52%	+24.18%
2002	+2.95%	-22.42%
2001	N/A	-10.13%
2000	N/A	-8.84%
1999	N/A	+8.61%

CLM vs SPY Drawdown Comparison

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

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

The current CLM drawdown is -3.83%.

Rank	CLM	SPY
#1	-76.82% Jul 9, 2007 - Aug 10, 2020	-55.20% Oct 9, 2007 - Aug 16, 2012
#2	-43.43% Apr 5, 2022 - Nov 12, 2024	-47.50% Mar 24, 2000 - Oct 26, 2006
#3	-31.50% Feb 11, 2005 - Jul 3, 2006	-33.70% Feb 19, 2020 - Aug 10, 2020
#4	-23.87% Feb 13, 2025 - Jul 24, 2025	-24.50% Jan 3, 2022 - Dec 13, 2023
#5	-19.14% Apr 12, 2021 - Sep 1, 2021	-19.34% Sep 20, 2018 - Apr 12, 2019
#6	-18.63% Sep 6, 2002 - Nov 22, 2002	-18.76% Feb 19, 2025 - Jun 26, 2025
#7	-16.15% Feb 11, 2004 - Jan 6, 2005	-13.02% Jul 20, 2015 - Apr 18, 2016
#8	-15.01% Nov 10, 2006 - Mar 2, 2007	-10.10% Jan 26, 2018 - Aug 6, 2018
#9	-14.58% Jan 14, 2026 - Mar 27, 2026	-9.44% Sep 2, 2020 - Nov 11, 2020
#10	-12.73% Jan 14, 2003 - Apr 17, 2003	-9.30% Jan 19, 2000 - Mar 17, 2000
#11	-10.86% Dec 4, 2024 - Feb 5, 2025	-9.05% Jul 19, 2007 - Oct 5, 2007
#12	-10.18% Nov 12, 2021 - Jan 4, 2022	-8.88% Jan 27, 2026 - Apr 14, 2026
#13	-9.29% May 1, 2007 - Jun 8, 2007	-8.41% Jul 16, 2024 - Sep 19, 2024
#14	-8.09% Feb 3, 2021 - Mar 8, 2021	-7.35% Sep 14, 2012 - Jan 2, 2013
#15	-6.72% Jan 12, 2022 - Feb 8, 2022	-7.27% Sep 18, 2014 - Oct 31, 2014

Correlation

Correlation between CLM and SPY is 0.95 which considered as a very strong positive correlation - the stocks move almost identically together.

0.95

-101

Dividend Comparison (1999 - 2026)

CLM vs SPY dividend yield comparison.

Year	CLM	SPY
2026	6.32%	0.24%
2025	17.48%	1.07%
2024	15.17%	1.21%
2023	20.50%	1.40%
2022	29.45%	1.65%
2021	13.45%	1.20%
2020	18.96%	1.52%
2019	21.98%	1.75%
2018	25.39%	2.04%
2017	18.04%	1.80%
2016	22.44%	2.03%
2015	28.20%	2.06%
2014	23.00%	1.87%
2013	18.58%	1.81%
2012	22.18%	2.18%
2011	23.23%	2.05%
2010	18.98%	1.80%
2009	18.05%	1.95%
2008	54.62%	3.02%
2007	22.10%	1.85%
2006	12.36%	1.73%
2005	14.81%	1.73%
2004	12.27%	1.82%
2003	11.05%	1.47%
2002	7.05%	1.70%
2001	0.00%	1.25%
2000	0.00%	1.15%
1999	0.00%	0.24%