Cornerstone Strategic Value Fund Manager Performance Evaluation
| CLM Fund | USD 7.60 0.02 0.26% |
The fund shows a Beta (market volatility) of 0.6, which signifies possible diversification benefits within a given portfolio. As returns on the market increase, Cornerstone Strategic's returns are expected to increase less than the market. However, during the bear market, the loss of holding Cornerstone Strategic is expected to be smaller as well.
Risk-Adjusted Performance
11 of 100
Weak | Strong |
Good
Compared to the overall equity markets, risk-adjusted returns on investments in Cornerstone Strategic Value are ranked lower than 11 (%) of all funds and portfolios of funds over the last 90 days. In spite of very inconsistent essential indicators, Cornerstone Strategic may actually be approaching a critical reversion point that can send shares even higher in July 2024.
...more1 | Cornerstone Funds Announce Continuing Monthly Distributions, Reset Distribution Amounts for 2015 and Changes to ... - Yahoo Singapore News | 04/11/2024 |
2 | Cornerstone Strategic Value Fund Share Price Crosses Above Two Hundred Day Moving ... - Defense World | 05/15/2024 |
3 | Cornerstone Strategic Value Fund, Inc. Short Interest Up 20.1 percent in May - Defense World | 05/31/2024 |
| Expense Ratio Date | 1st of October 2019 | |
| Expense Ratio | 2.0100 |
Cornerstone |
Cornerstone Strategic Relative Risk vs. Return Landscape
If you would invest 705.00 in Cornerstone Strategic Value on March 7, 2024 and sell it today you would earn a total of 55.00 from holding Cornerstone Strategic Value or generate 7.8% return on investment over 90 days. Cornerstone Strategic Value is generating 0.125% of daily returns assuming volatility of 0.8631% on return distribution over 90 days investment horizon. In other words, 7% of funds are less volatile than Cornerstone, and above 98% of all equities are expected to generate higher returns over the next 90 days. Expected Return |
| Risk |
Cornerstone Strategic Current Valuation
Undervalued
Today
Please note that Cornerstone Strategic's price fluctuation is very steady at this time. At this time, the entity appears to be undervalued. Cornerstone Strategic shows a prevailing Real Value of $8.2 per share. The current price of the fund is $7.6. We determine the value of Cornerstone Strategic from analyzing fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we favor obtaining undervalued funds and abandoning overvalued funds since, at some point, fund prices and their ongoing real values will blend.
The fair value of the Cornerstone fund is determined by what a typical buyer is willing to pay for full or partial control of Cornerstone Strategic Value. Since Cornerstone Strategic is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Cornerstone Fund. However, Cornerstone Strategic's intrinsic value may or may not be the same as its current market price, in which case there is an opportunity to profit from the mispricing, assuming the market price will eventually merge with its intrinsic value. | Historical | Market 7.6 | Real 8.2 | Hype 7.6 | Naive 7.41 |
The intrinsic value of Cornerstone Strategic's stock can be calculated using various methods such as discounted cash flow analysis, price-to-earnings ratio, or price-to-book ratio. That value may differ from its current market price, which is determined by supply and demand factors such as investor sentiment, market trends, news, and other external factors that may influence Cornerstone Strategic's stock price. It is important to note that the real value of any stock may change over time based on changes in the company's performance.
Estimating the potential upside or downside of Cornerstone Strategic Value helps investors to forecast how Cornerstone fund's addition to their portfolios will impact the overall performance. We also use other valuation drivers to help us estimate the true value of Cornerstone Strategic more accurately as focusing exclusively on Cornerstone Strategic's fundamentals will not take into account other important factors: Cornerstone Strategic Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Cornerstone Strategic's investment risk. Standard deviation is the most common way to measure market volatility of funds, such as Cornerstone Strategic Value, and traders can use it to determine the average amount a Cornerstone Strategic's price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.
Sharpe Ratio = 0.1448
| Best Portfolio | Best Equity | |||
| Good Returns | ||||
| Average Returns | ||||
| Small Returns | ||||
| Cash | CLM | Average Risk | High Risk | Huge Risk |
| Negative Returns |
Estimated Market Risk
| 0.86 actual daily | 7 93% of assets are more volatile |
Expected Return
| 0.13 actual daily | 2 98% of assets have higher returns |
Risk-Adjusted Return
| 0.14 actual daily | 11 89% of assets perform better |
Based on monthly moving average Cornerstone Strategic is performing at about 11% of its full potential. If added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of Cornerstone Strategic by adding it to a well-diversified portfolio.
Cornerstone Strategic Fundamentals Growth
Cornerstone Fund prices reflect investors' perceptions of the future prospects and financial health of Cornerstone Strategic, and Cornerstone Strategic fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on Cornerstone Fund performance.
| Return On Equity | -10.35 | |||
| Return On Asset | 0.04 | |||
| Operating Margin | 5.98 % | |||
| Current Valuation | 1.68 B | |||
| Shares Outstanding | 117.88 M | |||
| Price To Earning | 6.30 X | |||
| Price To Book | 0.85 X | |||
| Price To Sales | 71.93 X | |||
| Revenue | 13.78 M | |||
| Cash And Equivalents | 10.26 K | |||
| Book Value Per Share | 9.93 X | |||
| Earnings Per Share | 1.33 X | |||
| Total Asset | 123.33 M | |||
| Retained Earnings | (12.64 M) | |||
About Cornerstone Strategic Performance
To evaluate Cornerstone Strategic Fund as a possible investment, you need to clearly understand its upside potential, downside risk, and overall future performance outlook. You may be satisfied when Cornerstone Strategic generates a 15% return over the last few months, but what if the market is generating 25% over the same period? In this case, it makes sense to compare Cornerstone Fund's performance with different market indexes, such as the Dow or NASDAQ Composite. These indexes can act as benchmarks that will help you to understand Cornerstone Strategic market performance in a much more refined way. The Macroaxis performance score is an integer between 0 and 100 that represents Cornerstone's market performance from a risk-adjusted return perspective. Generally speaking, the higher the score, the better is overall performance as compared to other investors. The score is normalized against the average investing universe (the best we can interpret from the data available). Within this methodology, scores of individual equity instruments will always be inferior to the scores of portfolios of equities as portfolios typically diversify a lot of unsystematic risks away. The formula to derive the Macroaxis score bases on multiple unequally-weighted factors. For more information, refer to our portfolio performance evaluation section.
Please also refer to our technical analysis and fundamental analysis pages.Cornerstone Strategic Value Fund, Inc. is a closed-ended equity mutual fund launched and managed by Cornerstone Advisors, Inc. Cornerstone Strategic Value Fund, Inc. was formed on May 1, 1987 and is domiciled in the United States. Cornerstone Strategic operates under Asset Management classification in the United States and is traded on NYSEMKT Exchange.Things to note about Cornerstone Strategic performance evaluation
Checking the ongoing alerts about Cornerstone Strategic for important developments is a great way to find new opportunities for your next move. Fund alerts and notifications screener for Cornerstone Strategic help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Latest headline from news.google.com: Cornerstone Strategic Value Fund, Inc. Short Interest Up 20.1 percent in May - Defense World | |
| The fund holds all of the assets under management (AUM) in different types of exotic instruments |
- Analyzing Cornerstone Strategic's financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
- Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether Cornerstone Strategic's stock is overvalued or undervalued compared to its peers.
- Examining Cornerstone Strategic's industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
- Evaluating Cornerstone Strategic's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Cornerstone Strategic's management team can help you assess the Fund's leadership.
- Pay attention to analyst opinions and ratings of Cornerstone Strategic's fund. These opinions can provide insight into Cornerstone Strategic's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Cornerstone Fund
Cornerstone Strategic financial ratios help investors to determine whether Cornerstone Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Cornerstone with respect to the benefits of owning Cornerstone Strategic security.
| Efficient Frontier Plot and analyze your portfolio and positions against risk-return landscape of the market. | |
| Positions Ratings Determine portfolio positions ratings based on digital equity recommendations. Macroaxis instant position ratings are based on combination of fundamental analysis and risk-adjusted market performance |