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CRF vs BALI

Comparison between Cornerstone Total Return Fund (CRF, ETF) and BlackRock Advantage Large Cap Income ETF (BALI, ETF).

CRF vs BALI - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
CRF
$1B
Winner
BALI
$1.10B
Expense Ratio
CRF
N/A
BALI
0.35%
Max Drawdown
CRF
96.24%
Winner
BALI
18.92%
Sharpe Ratio
CRF
1.11
Winner
BALI
2.13
5Y Beta
Winner
CRF
0.80
BALI
0.81
P/E Ratio
CRF
N/A
BALI
24.93
Forward P/E
CRF
N/A
BALI
20.23
5Y Dividends CAGR
CRF
-5.18%
BALI
N/A
5Y EPS CAGR
CRF
N/A
BALI
26.01%
Debt to Equity
CRF
N/A
BALI
-4.70%
P/S Ratio
CRF
N/A
BALI
2.91
P/B Ratio
CRF
N/A
BALI
5.11

CRF vs BALI - Historical Returns

Returns include dividend reinvestment.

1M
CRF
+2.77%
Winner
BALI
+4.77%
3M
CRF
+4.71%
Winner
BALI
+8.80%
6M
CRF
+3.05%
Winner
BALI
+14.44%
1Y
CRF
+22.02%
Winner
BALI
+27.71%
5Y(CAGR)
CRF
+10.61%
BALI
N/A
10Y(CAGR)
CRF
+11.90%
BALI
N/A
Max(CAGR)
CRF
+5.70%
Winner
BALI
+22.06%

CRF vs BALI - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearCRFBALI
2026-2.75%+10.44%
2025+12.14%+14.52%
2024+43.43%+22.61%
2023+15.63%+9.51%
2022-37.24%N/A
2021+39.75%N/A
2020+27.53%N/A
2019+20.10%N/A
2018-12.35%N/A
2017+20.93%N/A
2016+13.61%N/A
2015+5.88%N/A
2014-3.66%N/A
2013+30.82%N/A
2012+6.49%N/A
2011-11.51%N/A
2010-11.21%N/A
2009+57.97%N/A
2008-52.14%N/A
2007-42.90%N/A
2006+47.59%N/A
2005-5.75%N/A
2004+12.58%N/A
2003+79.51%N/A
2002-21.22%N/A
2001+81.55%N/A
2000+10.43%N/A
1999-8.06%N/A

CRF vs BALI Drawdown Comparison

The maximum drawdown for CRF was -80.52%, occurring on Nov 21, 2008. Recovery took 3380 trading sessions.

The maximum drawdown for BALI was -16.62%, occurring on Apr 8, 2025. Recovery took 139 trading sessions.

The current CRF drawdown is -4.06%.

RankCRFBALI
#1-80.52%
Jul 17, 2007 - Dec 16, 2020		-16.62%
Dec 5, 2024 - Jun 30, 2025
#2-60.89%
Jul 30, 2001 - Jul 24, 2003		-7.74%
Jul 16, 2024 - Sep 19, 2024
#3-55.33%
Mar 21, 2001 - May 4, 2001		-6.71%
Feb 25, 2026 - Apr 14, 2026
#4-53.36%
Jul 23, 2001 - Jul 30, 2001		-5.26%
Oct 16, 2023 - Nov 7, 2023
#5-52.39%
Feb 7, 2001 - Mar 20, 2001		-4.79%
Mar 28, 2024 - May 14, 2024
#6-52.19%
May 14, 2001 - Jul 20, 2001		-3.64%
Nov 11, 2025 - Nov 28, 2025
#7-43.10%
Apr 7, 2022 - Nov 8, 2024		-2.77%
Oct 8, 2025 - Oct 27, 2025
#8-42.77%
Dec 15, 2000 - Jan 11, 2001		-2.24%
Jul 25, 2025 - Aug 8, 2025
#9-42.09%
Jan 11, 2001 - Jan 25, 2001		-2.16%
Feb 2, 2026 - Feb 25, 2026
#10-37.01%
Feb 11, 2005 - Feb 13, 2006		-2.13%
Oct 18, 2024 - Nov 6, 2024
#11-29.65%
Dec 5, 2024 - Oct 7, 2025		-2.07%
Dec 11, 2025 - Dec 23, 2025
#12-19.54%
Apr 12, 2021 - Sep 7, 2021		-2.03%
Nov 11, 2024 - Nov 26, 2024
#13-19.17%
Feb 11, 2004 - Jul 12, 2004		-1.96%
Jan 12, 2026 - Jan 26, 2026
#14-14.82%
Jan 14, 2026 - Mar 27, 2026		-1.68%
May 21, 2024 - Jun 5, 2024
#15-12.28%
Nov 14, 2006 - Dec 28, 2006		-1.55%
Oct 29, 2025 - Nov 11, 2025

Correlation

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

0.95
-101

Dividend Comparison (2001 - 2026)

CRF vs BALI dividend yield comparison.

YearCRFBALI
20268.13%2.77%
202517.38%8.51%
202414.32%7.13%
202319.94%2.13%
202229.31%0.00%
202113.42%0.00%
202018.91%0.00%
201921.67%0.00%
201824.85%0.00%
201717.96%0.00%
201624.08%0.00%
201523.58%0.00%
201421.54%0.00%
201318.07%0.00%
201221.85%0.00%
201122.35%0.00%
201018.47%0.00%
200918.50%0.00%
200851.22%0.00%
200721.80%0.00%
200610.76%0.00%
200514.28%0.00%
200411.77%0.00%
200311.09%0.00%
200214.07%0.00%
20014.60%0.00%

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