SmarterDividends
CRF

Cornerstone Total Return Fund (CRF) Total Return Calculator

$10,000 since Dec 2007, with and without reinvesting · data through Oct 2026

$10,000 invested in Cornerstone Total Return Fund (CRF) ten years ago, at the end of Oct 2016, was worth $25,195 at the end of Oct 2026 with every dividend reinvested: 9.7% a year, against $41,633 in the S&P 500. Since Dec 2007, $10,000 became $23,951 reinvested (4.7% a year), or $9,913 taking the dividends as cash, $9,171 of it paid out along the way.

Payouts
Compare with

CRF became

$23,951

S&P 500: $72,756

Return a year

4.7%

S&P 500: 11.1%

Payouts reinvested

$45,415

bought more shares

Worst drop

-69.7%

S&P 500: -48.2%

$10,000, Dec 2007 to Oct 2026

Payouts reinvested · S&P 500 reinvested

YearCRF total returnPaid outS&P 500
2026 (part)−14.2%$4,354+11.7%
2025+10.2%$4,440+17.7%
2024+44.4%$3,395+24.9%
2023+19.3%$3,138+26.2%
2022−36.7%$3,618−18.2%
2021+39.3%$2,799+28.7%
2020+27.8%$2,801+18.3%
2019+21.5%$2,505+31.2%
2018−12.1%$2,327−4.6%
2017+20.7%$1,954+21.7%
2016+10.3%$1,998+12.0%
2015+5.7%$1,883+1.2%
2014−4.1%$1,605+13.5%
2013+33.3%$1,467+32.3%
2012+7.1%$1,307+16.0%
2011−11.5%$1,281+1.9%
2010−11.7%$1,138+15.1%
2009+62.8%$1,283+26.4%
2008−50.2%$2,121−36.8%

"Paid out" is what your holding received that year. Month-end prices; no costs or taxes.

Key facts: CRF total return

Data as of · Source: SmarterDividends data

  • $10,000 invested in Cornerstone Total Return Fund (CRF) at the end of Dec 2007, with dividends reinvested, was worth $23,951 at the end of Oct 2026: 4.7% a year, against $72,756 (11.1% a year) in the S&P 500.
  • Over the 10 years to Oct 2026, CRF turned $10,000 into $25,195 with dividends reinvested, 9.7% a year.
  • Over the 5 years to Oct 2026, CRF returned 1.8% a year with dividends reinvested (S&P 500: 12.0%).
  • Taking CRF's dividends as cash instead of reinvesting them, the same $10,000 ended at $9,913, including $9,171 of cash received; reinvesting added $14,037.
  • About 100% of CRF's yearly total return since Dec 2007 came from dividends; the rest came from the share price.
  • CRF's best calendar year in that time was 2009 (62.8%) and its worst 2008 (-50.2%), with dividends reinvested.
Cite this page

SmarterDividends, "Cornerstone Total Return Fund (CRF) Total Return Calculator," updated Nov 5, 2026, https://smarterdividends.com/stocks/CRF/total-return

CRF total return questions

If I invested $10,000 in CRF 10 years ago, how much would I have?

About $25,195 at the end of Oct 2026, with every dividend reinvested: 9.7% a year. Taking them as cash, you'd have shares worth $3,962 or so plus the cash you received. The same $10,000 in the S&P 500 became $41,633.

What is CRF's total return since Dec 2007?

140% in total, or 4.7% a year, through Oct 2026 with dividends reinvested. The share price alone fell 93%.

How much of CRF's return came from dividends?

About 100% of its yearly return since Dec 2007. Reinvesting them, rather than taking cash, left you $14,037 better off on a $10,000 start.

What was CRF's worst year?

2008, at -50.2% with dividends reinvested (S&P 500: -36.8%). Its deepest fall from a peak, on month-end values, was -69.7%.

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.