Cornerstone Strategic Investment Fund (CLM) Total Return Calculator
$10,000 since Dec 2007, with and without reinvesting · data through Oct 2026
$10,000 invested in Cornerstone Strategic Investment Fund (CLM) ten years ago, at the end of Oct 2016, was worth $26,667 at the end of Oct 2026 with every dividend reinvested: 10.3% a year, against $41,633 in the S&P 500. Since Dec 2007, $10,000 became $28,169 reinvested (5.7% a year), or $10,529 taking the dividends as cash, $9,787 of it paid out along the way.
CLM became
$28,169
S&P 500: $72,756
Return a year
5.7%
S&P 500: 11.1%
Payouts reinvested
$53,109
bought more shares
Worst drop
-66.8%
S&P 500: -48.2%
$10,000, Dec 2007 to Oct 2026
Payouts reinvested · S&P 500 reinvested
| Year | CLM total return | Paid out | S&P 500 |
|---|---|---|---|
| 2026 (part) | −15.4% | $5,132 | +11.7% |
| 2025 | +16.6% | $5,290 | +17.7% |
| 2024 | +41.7% | $4,046 | +24.9% |
| 2023 | +17.2% | $3,680 | +26.2% |
| 2022 | −36.7% | $4,255 | −18.2% |
| 2021 | +41.7% | $3,398 | +28.7% |
| 2020 | +29.1% | $3,221 | +18.3% |
| 2019 | +23.9% | $2,943 | +31.2% |
| 2018 | −12.1% | $2,670 | −4.6% |
| 2017 | +22.4% | $2,260 | +21.7% |
| 2016 | +20.9% | $2,242 | +12.0% |
| 2015 | −2.0% | $2,238 | +1.2% |
| 2014 | −8.7% | $1,867 | +13.5% |
| 2013 | +32.7% | $1,862 | +32.3% |
| 2012 | +8.6% | $1,505 | +16.0% |
| 2011 | −12.6% | $1,467 | +1.9% |
| 2010 | −11.7% | $1,350 | +15.1% |
| 2009 | +87.6% | $1,507 | +26.4% |
| 2008 | −50.7% | $2,176 | −36.8% |
"Paid out" is what your holding received that year. Month-end prices; no costs or taxes.
Key facts: CLM total return
Data as of · Source: SmarterDividends data
- $10,000 invested in Cornerstone Strategic Investment Fund (CLM) at the end of Dec 2007, with dividends reinvested, was worth $28,169 at the end of Oct 2026: 5.7% a year, against $72,756 (11.1% a year) in the S&P 500.
- Over the 10 years to Oct 2026, CLM turned $10,000 into $26,667 with dividends reinvested, 10.3% a year.
- Over the 5 years to Oct 2026, CLM returned 1.9% a year with dividends reinvested (S&P 500: 12.0%).
- Taking CLM's dividends as cash instead of reinvesting them, the same $10,000 ended at $10,529, including $9,787 of cash received; reinvesting added $17,640.
- CLM's best calendar year in that time was 2009 (87.6%) and its worst 2008 (-50.7%), with dividends reinvested.
Cite this page
SmarterDividends, "Cornerstone Strategic Investment Fund (CLM) Total Return Calculator," updated Nov 5, 2026, https://smarterdividends.com/stocks/CLM/total-return
CLM total return questions
If I invested $10,000 in CLM 10 years ago, how much would I have?
About $26,667 at the end of Oct 2026, with every dividend reinvested: 10.3% a year. Taking them as cash, you'd have shares worth $4,019 or so plus the cash you received. The same $10,000 in the S&P 500 became $41,633.
What is CLM's total return since Dec 2007?
182% in total, or 5.7% a year, through Oct 2026 with dividends reinvested. The share price alone fell 93%.
How much of CLM's return came from dividends?
About 100% of its yearly return since Dec 2007. Reinvesting them, rather than taking cash, left you $17,640 better off on a $10,000 start.
What was CLM's worst year?
2008, at -50.7% with dividends reinvested (S&P 500: -36.8%). Its deepest fall from a peak, on month-end values, was -66.8%.
How is total return calculated here?
From month-end prices: the adjusted price counts every dividend reinvested in the month it was paid; the plain price doesn't. The S&P 500 is SPY with its dividends reinvested. No trading costs or taxes.