CSQ vs AOR
Comparison between Calamos Strategic Total Return Fund (CSQ, ETF) and ISHARES CORE GROWTH ALLOCATION ETF (AOR, ETF).
5-Year PerformanceCSQ has outperformed AOR, delivering a return of +10.7% compared to +6.9%
CSQ vs AOR - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
CSQ
$3.10B
Winner
AOR
$3.20B
Expense Ratio
CSQ
N/A
AOR
0.15%
Max Drawdown
CSQ
72.74%
Winner
AOR
24.96%
Sharpe Ratio
CSQ
1.81
Winner
AOR
1.97
5Y Beta
CSQ
1.02
Winner
AOR
0.54
5Y Dividends CAGR
CSQ
2.82%
Winner
AOR
14.76%
CSQ vs AOR - Historical Returns
Returns include dividend reinvestment.
1M
Winner
CSQ
+12.95%
AOR
+4.43%
3M
Winner
CSQ
+7.23%
AOR
+3.18%
6M
Winner
CSQ
+12.35%
AOR
+8.17%
1Y
Winner
CSQ
+32.35%
AOR
+21.76%
5Y(CAGR)
Winner
CSQ
+10.74%
AOR
+6.87%
10Y(CAGR)
Winner
CSQ
+16.60%
AOR
+8.50%
Max(CAGR)
Winner
CSQ
+10.13%
AOR
+8.77%
CSQ vs AOR - Annual Returns (2004 - 2026)
Returns include dividend reinvestment.
| Year | CSQ | AOR |
|---|---|---|
| 2026 | +8.07% | +5.94% |
| 2025 | +17.22% | +16.68% |
| 2024 | +29.40% | +11.47% |
| 2023 | +22.44% | +14.90% |
| 2022 | -24.06% | -15.79% |
| 2021 | +34.84% | +11.46% |
| 2020 | +25.88% | +10.74% |
| 2019 | +38.06% | +18.94% |
| 2018 | -4.03% | -6.24% |
| 2017 | +25.28% | +15.49% |
| 2016 | +16.51% | +7.82% |
| 2015 | -4.73% | -1.02% |
| 2014 | +14.95% | +7.24% |
| 2013 | +18.27% | +14.07% |
| 2012 | +26.53% | +10.41% |
| 2011 | -4.16% | +0.52% |
| 2010 | +12.12% | +9.79% |
| 2009 | +48.27% | +17.43% |
| 2008 | -48.59% | +4.43% |
| 2007 | -2.22% | N/A |
| 2006 | +23.71% | N/A |
| 2005 | +3.84% | N/A |
| 2004 | -3.64% | N/A |
CSQ vs AOR Drawdown Comparison
The maximum drawdown for CSQ was -67.02%, occurring on Nov 20, 2008. Recovery took 1214 trading sessions.
The maximum drawdown for AOR was -24.44%, occurring on Mar 9, 2009. Recovery took 177 trading sessions.
| Rank | CSQ | AOR |
|---|---|---|
| #1 | -67.02% May 22, 2007 - Mar 15, 2012 | -24.44% Nov 28, 2008 - Aug 13, 2009 |
| #2 | -48.11% Feb 20, 2020 - Aug 12, 2020 | -22.95% Feb 12, 2020 - Aug 5, 2020 |
| #3 | -33.06% Dec 30, 2021 - Mar 20, 2024 | -21.73% Nov 8, 2021 - Mar 1, 2024 |
| #4 | -29.03% Sep 24, 2018 - Apr 29, 2019 | -13.45% Nov 13, 2008 - Nov 28, 2008 |
| #5 | -24.60% May 18, 2015 - Jul 15, 2016 | -12.62% Apr 29, 2011 - Feb 3, 2012 |
| #6 | -24.18% Jan 23, 2025 - Jun 26, 2025 | -12.28% Jan 26, 2018 - Apr 30, 2019 |
| #7 | -17.11% Apr 1, 2004 - Jul 8, 2005 | -11.29% May 21, 2015 - Jul 27, 2016 |
| #8 | -15.25% Jan 12, 2026 - Apr 20, 2026 | -9.77% Feb 18, 2025 - May 15, 2025 |
| #9 | -14.59% Aug 27, 2014 - Nov 14, 2014 | -8.82% Apr 23, 2010 - Oct 5, 2010 |
| #10 | -12.20% Oct 17, 2012 - Jan 7, 2013 | -6.64% Feb 25, 2026 - Apr 17, 2026 |
| #11 | -10.85% Jan 26, 2018 - Jun 1, 2018 | -6.24% Apr 2, 2012 - Aug 16, 2012 |
| #12 | -9.91% Sep 2, 2020 - Nov 10, 2020 | -6.06% Jan 14, 2010 - Mar 16, 2010 |
| #13 | -9.90% May 17, 2013 - Oct 25, 2013 | -5.97% May 21, 2013 - Aug 2, 2013 |
| #14 | -9.75% Jul 10, 2024 - Sep 23, 2024 | -5.32% Sep 5, 2014 - Nov 21, 2014 |
| #15 | -9.53% Apr 15, 2021 - Jun 29, 2021 | -5.11% Sep 2, 2020 - Nov 9, 2020 |
Correlation
Correlation between CSQ and AOR is 0.99 which considered as a very strong positive correlation - the stocks move almost identically together.
0.99
-101
Dividend Comparison (2004 - 2026)
CSQ vs AOR dividend yield comparison.
| Year | CSQ | AOR |
|---|---|---|
| 2026 | 1.81% | 0.45% |
| 2025 | 6.51% | 2.54% |
| 2024 | 6.95% | 2.66% |
| 2023 | 8.27% | 2.50% |
| 2022 | 9.17% | 2.12% |
| 2021 | 6.38% | 1.64% |
| 2020 | 7.03% | 1.89% |
| 2019 | 7.14% | 2.56% |
| 2018 | 9.35% | 2.49% |
| 2017 | 8.20% | 4.51% |
| 2016 | 9.64% | 2.16% |
| 2015 | 10.00% | 2.12% |
| 2014 | 8.44% | 2.11% |
| 2013 | 7.71% | 1.92% |
| 2012 | 8.56% | 2.08% |
| 2011 | 7.54% | 2.42% |
| 2010 | 6.80% | 1.84% |
| 2009 | 8.93% | 2.07% |
| 2008 | 18.36% | 0.68% |
| 2007 | 8.71% | 0.00% |
| 2006 | 7.48% | 0.00% |
| 2005 | 7.66% | 0.00% |
| 2004 | 4.28% | 0.00% |
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