CLM vs TY

Comparison between Cornerstone Strategic Value Fund (CLM, ETF) and Tri-Continental Corp (TY, ETF).

5-Year PerformanceTY has outperformed CLM, delivering a return of +11.1% compared to +9.3%

CLM vs TY - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	CLM(ETF)	TY(ETF)
Net Assets	$1.90B	$2B
Max Drawdown	95.94%	78.22%
Sharpe Ratio	0.54	1.49
5Y Beta	0.77	0.70
5Y Dividends CAGR	-4.69%	12.25%

Net Assets

CLM

$1.90B

Winner

$2B

Max Drawdown

CLM

95.94%

Winner

78.22%

Sharpe Ratio

CLM

0.54

Winner

1.49

5Y Beta

CLM

0.77

Winner

0.70

5Y Dividends CAGR

CLM

-4.69%

Winner

12.25%

CLM vs TY - Historical Returns

Returns include dividend reinvestment.

Period	CLM	TY
1 month	+2.30%	+2.38%
3 months	+3.28%	+4.77%
6 months	+2.09%	+9.49%
1 year	+11.84%	+20.16%
5 years(CAGR)	+9.25%	+11.08%
10 years(CAGR)	+11.62%	+13.99%
Max(CAGR)	+7.84%	+6.16%

CLM

+2.30%

Winner

+2.38%

CLM

+3.28%

Winner

+4.77%

CLM

+2.09%

Winner

+9.49%

CLM

+11.84%

Winner

+20.16%

5Y(CAGR)

CLM

+9.25%

Winner

+11.08%

10Y(CAGR)

CLM

+11.62%

Winner

+13.99%

Max(CAGR)

Winner

CLM

+7.84%

+6.16%

CLM vs TY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	CLM	TY
2026	+0.13%	+11.37%
2025	+18.62%	+17.62%
2024	+40.94%	+22.64%
2023	+14.01%	+17.19%
2022	-37.33%	-16.33%
2021	+41.69%	+31.10%
2020	+28.35%	+12.05%
2019	+21.58%	+28.15%
2018	-12.84%	-5.84%
2017	+22.10%	+27.70%
2016	+20.14%	+16.71%
2015	-2.17%	-2.05%
2014	-7.67%	+11.95%
2013	+27.45%	+26.03%
2012	+7.67%	+15.67%
2011	-13.23%	+4.25%
2010	-12.17%	+20.29%
2009	+76.34%	+16.94%
2008	-52.53%	-44.86%
2007	-31.87%	+3.50%
2006	+34.86%	+20.29%
2005	-5.70%	+4.01%
2004	+7.15%	+12.95%
2003	+75.52%	+21.39%
2002	+2.95%	-28.57%
2001	N/A	-3.49%
2000	N/A	-21.17%
1999	N/A	-8.03%

CLM vs TY Drawdown Comparison

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

The maximum drawdown for TY was -67.68%, occurring on Mar 9, 2009. Recovery took 3488 trading sessions.

The current CLM drawdown is -0.93%.

Rank	CLM	TY
#1	-76.82% Jul 9, 2007 - Aug 10, 2020	-67.68% Dec 7, 1999 - Oct 18, 2013
#2	-43.43% Apr 5, 2022 - Nov 12, 2024	-38.60% Feb 12, 2020 - Nov 13, 2020
#3	-31.50% Feb 11, 2005 - Jul 3, 2006	-20.75% Dec 27, 2021 - Feb 9, 2024
#4	-23.87% Feb 13, 2025 - Jul 24, 2025	-17.72% Apr 24, 2015 - Jul 13, 2016
#5	-19.14% Apr 12, 2021 - Sep 1, 2021	-17.66% Oct 1, 2018 - Apr 3, 2019
#6	-18.63% Sep 6, 2002 - Nov 22, 2002	-16.08% Jan 24, 2025 - Jun 27, 2025
#7	-16.15% Feb 11, 2004 - Jan 6, 2005	-8.00% Jan 24, 2018 - Aug 7, 2018
#8	-15.01% Nov 10, 2006 - Mar 2, 2007	-7.84% Sep 5, 2014 - Nov 3, 2014
#9	-14.58% Jan 14, 2026 - Mar 27, 2026	-6.80% Feb 10, 2026 - Apr 14, 2026
#10	-12.73% Jan 14, 2003 - Apr 17, 2003	-6.34% Jul 31, 2024 - Aug 19, 2024
#11	-10.86% Dec 4, 2024 - Feb 5, 2025	-6.33% Dec 26, 2013 - Mar 31, 2014
#12	-10.18% Nov 12, 2021 - Jan 4, 2022	-6.25% May 3, 2019 - Jun 20, 2019
#13	-9.29% May 1, 2007 - Jun 8, 2007	-5.93% Jul 29, 2019 - Oct 25, 2019
#14	-8.09% Feb 3, 2021 - Mar 8, 2021	-5.06% Mar 28, 2024 - May 20, 2024
#15	-6.72% Jan 12, 2022 - Feb 8, 2022	-4.55% Nov 26, 2014 - Dec 23, 2014

Correlation

Correlation between CLM and TY 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 TY dividend yield comparison.

Year	CLM	TY
2026	11.26%	1.60%
2025	17.48%	11.97%
2024	15.17%	10.61%
2023	20.50%	4.36%
2022	29.45%	8.71%
2021	13.45%	14.13%
2020	18.96%	6.25%
2019	21.98%	6.86%
2018	25.39%	8.13%
2017	18.04%	4.69%
2016	22.44%	4.12%
2015	28.20%	4.05%
2014	23.00%	3.51%
2013	18.58%	3.38%
2012	22.18%	3.74%
2011	23.23%	1.93%
2010	18.98%	1.81%
2009	18.05%	3.32%
2008	54.62%	21.44%
2007	22.10%	11.69%
2006	12.36%	1.25%
2005	14.81%	1.29%
2004	12.27%	1.26%
2003	11.05%	1.04%
2002	7.05%	1.96%
2001	0.00%	7.43%
2000	0.00%	1.56%
1999	0.00%	0.43%