Cornerstone Strategic Five Year Return vs. Three Year Return
| CLM Fund | USD 9.21 0.04 0.44% |
For Cornerstone Strategic profitability analysis, we use financial ratios and fundamental drivers that measure the ability of Cornerstone Strategic to generate income relative to revenue, assets, operating costs, and current equity. These fundamental indicators attest to how well Cornerstone Strategic Value utilizes its assets to generate profit and value for its shareholders. The profitability module also shows relationships between Cornerstone Strategic's most relevant fundamental drivers. It provides multiple suggestions of what could affect the performance of Cornerstone Strategic Value over time as well as its relative position and ranking within its peers.
Cornerstone |
Cornerstone Strategic Three Year Return vs. Five Year Return Fundamental Analysis
Comparative valuation techniques use various fundamental indicators to help in determining Cornerstone Strategic's current stock value. Our valuation model uses many indicators to compare Cornerstone Strategic value to that of its competitors to determine the firm's financial worth. Cornerstone Strategic Value is rated below average in five year return among similar funds. It is the top fund in three year return among similar funds reporting about 0.81 of Three Year Return per Five Year Return. The ratio of Five Year Return to Three Year Return for Cornerstone Strategic Value is roughly 1.24 . Comparative valuation analysis is a catch-all technique that is used if you cannot value Cornerstone Strategic by discounting back its dividends or cash flows. It compares the stock's price multiples to nearest competition to determine if the stock is relatively undervalued or overvalued.Cornerstone Three Year Return vs. Five Year Return
Five Year Return is considered one of the best measures to evaluate fund performance, especially from the mid and long term perspective. It shows the total annualized return generated from holding equity for the last five years and represents capital appreciation of the investment, including all dividends, losses, and capital gains distributions.
Cornerstone Strategic |
| = | 15.29 % |
Although Five Year Returns can give a sense of overall investment potential, it is recommended to compare equity performance with similar assets for the same five year time interval. Similarly, comparing overall investment performance over the last five years with the appropriate market index is a great way to determine how this equity instrument will perform during unforeseen market fluctuations.
Tree Year Return shows the total annualized return generated from holding a fund or ETFs for the last three years. The return measure includes capital appreciation, losses, dividends paid, and all capital gains distributions. This return indicator is considered by many investors to be solid measures of fund mid-term performance.
Cornerstone Strategic |
| = | 12.35 % |
Although Three Year Fund Return indicator can give a sense of overall fund mid-term potential, it is recommended to compare fund performances against other similar funds, ETFs, or market benchmarks for the same 3 year interval.
Cornerstone Three Year Return Comparison
Cornerstone Strategic is currently under evaluation in three year return among similar funds.
Cornerstone Strategic Profitability Projections
The most important aspect of a successful company is its ability to generate a profit. For investors in Cornerstone Strategic, profitability is also one of the essential criteria for including it into their portfolios because, without profit, Cornerstone Strategic will eventually generate negative long term returns. The profitability progress is the general direction of Cornerstone Strategic's change in net profit over the period of time. It can combine multiple indicators of Cornerstone Strategic, where stable trends show no significant progress. An accelerating trend is seen as positive, while a decreasing one is unfavorable. A rising trend means that profits are rising, and operational efficiency may be rising as well. A decreasing trend is a sign of poor performance and may indicate upcoming losses.
Cornerstone Strategic Value Fund, Inc. is a closed-ended equity mutual fund launched and managed by Cornerstone Advisors, LLC. The fund invests in public equity markets across the globe. It seeks to invest in stocks of companies operating across diversified sectors. The fund primarily invests in value and growth stocks of companies. It also invests through other closed-end investment companies and ETFs. Cornerstone Strategic Value Fund, Inc. was formed on May 1, 1987 and is domiciled in the United States.
Cornerstone Profitability Driver Comparison
Profitability drivers are factors that can directly affect your investment outlook on Cornerstone Strategic. Investors often realize that things won't turn out the way they predict. There are maybe way too many unforeseen events and contingencies during the holding period of Cornerstone Strategic position where the market behavior may be hard to predict, tax policy changes, gold or oil price hikes, calamities change, and many others. The question is, are you prepared for these unexpected events? Although some of these situations are obviously beyond your control, you can still follow the important profit indicators to know where you should focus on when things like this occur. Below are some of the Cornerstone Strategic's important profitability drivers and their relationship over time.
Learn to be your own money manager
Our tools can tell you how much better you can do entering a position in Cornerstone Strategic without increasing your portfolio risk or giving up the expected return. As an individual investor, you need to find a reliable way to track all your investment portfolios. However, your requirements will often be based on how much of the process you decide to do yourself. In addition to allowing all investors analytical transparency into all their portfolios, our tools can evaluate risk-adjusted returns of your individual positions relative to your overall portfolio.Did you try this?
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SectorsList of equity sectors categorizing publicly traded companies based on their primary business activities |
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Use Investing Themes to Complement your Cornerstone Strategic position
In addition to having Cornerstone Strategic in your portfolios, you can quickly add positions using our predefined set of ideas and optimize them against your very unique investing style. A single investing idea is a collection of funds, stocks, ETFs, or cryptocurrencies that are programmatically selected from a pull of investment themes. After you determine your investment opportunity, you can then find an optimal portfolio that will maximize potential returns on the chosen idea or minimize its exposure to market volatility.Did You Try This Idea?
Run Technology Thematic Idea Now
Technology
Companies that are involved in development or distribution of technologically based goods and services such as software, IT or electronics. The Technology theme has 30 constituents at this time.
You can either use a buy-and-hold strategy to lock in the entire theme or actively trade it to take advantage of the short-term price volatility of individual constituents. Macroaxis can help you discover thousands of investment opportunities in different asset classes. In addition, you can partner with us for reliable portfolio optimization as you plan to utilize Technology Theme or any other thematic opportunities.
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Other Information on Investing in Cornerstone Fund
To fully project Cornerstone Strategic's future profitability, investors should examine all historical financial statements. These statements provide investors with a comprehensive snapshot of the financial position of Cornerstone Strategic at a specified time, usually calculated after every quarter, six months, or one year. Three primary documents fall into the category of financial statements. These documents include Cornerstone Strategic's income statement, its balance sheet, and the statement of cash flows.
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