CSQ vs HGER
Comparison between Calamos Strategic Total Return Fund (CSQ, ETF) and HARBOR COMMODITY ALL-WEATHER STRATEGY ETF (HGER, ETF).
CSQ vs HGER - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
CSQ
$3.70B
HGER
$3.70B
Expense Ratio
CSQ
N/A
HGER
0.68%
Max Drawdown
CSQ
72.74%
Winner
HGER
23.31%
Sharpe Ratio
CSQ
1.16
Winner
HGER
1.91
5Y Beta
CSQ
1.04
Winner
HGER
0.12
5Y Dividends CAGR
CSQ
4.89%
HGER
N/A
CSQ vs HGER - Historical Returns
Returns include dividend reinvestment.
1M
CSQ
+2.57%
Winner
HGER
+7.86%
3M
Winner
CSQ
+6.20%
HGER
+0.86%
6M
CSQ
+13.47%
Winner
HGER
+21.29%
1Y
CSQ
+23.17%
Winner
HGER
+43.28%
5Y(CAGR)
CSQ
+10.66%
Winner
HGER
+15.78%
10Y(CAGR)
CSQ
+16.11%
HGER
N/A
Max(CAGR)
CSQ
+10.25%
Winner
HGER
+15.78%
CSQ vs HGER - Annual Returns (2004 - 2026)
Returns include dividend reinvestment.
| Year | CSQ | HGER |
|---|---|---|
| 2026 | +13.47% | +32.24% |
| 2025 | +17.22% | +18.91% |
| 2024 | +29.40% | +10.26% |
| 2023 | +22.44% | +3.21% |
| 2022 | -24.06% | +9.77% |
| 2021 | +34.84% | N/A |
| 2020 | +25.88% | N/A |
| 2019 | +38.06% | N/A |
| 2018 | -4.03% | N/A |
| 2017 | +25.28% | N/A |
| 2016 | +16.51% | N/A |
| 2015 | -4.73% | N/A |
| 2014 | +14.95% | N/A |
| 2013 | +18.27% | N/A |
| 2012 | +26.53% | N/A |
| 2011 | -4.16% | N/A |
| 2010 | +12.12% | N/A |
| 2009 | +48.27% | N/A |
| 2008 | -48.59% | N/A |
| 2007 | -2.22% | N/A |
| 2006 | +23.71% | N/A |
| 2005 | +3.84% | N/A |
| 2004 | -3.64% | N/A |
CSQ vs HGER Drawdown Comparison
The maximum drawdown for CSQ was -67.02%, occurring on Nov 20, 2008. Recovery took 1214 trading sessions.
The maximum drawdown for HGER was -23.31%, occurring on Sep 26, 2022. Recovery took 717 trading sessions.
The current HGER drawdown is -2.45%.
| Rank | CSQ | HGER |
|---|---|---|
| #1 | -67.02% May 22, 2007 - Mar 15, 2012 | -23.31% Mar 8, 2022 - Jan 15, 2025 |
| #2 | -48.11% Feb 20, 2020 - Aug 12, 2020 | -14.04% May 12, 2026 - Jun 24, 2026 |
| #3 | -33.06% Dec 30, 2021 - Mar 20, 2024 | -8.84% Apr 2, 2025 - Jun 11, 2025 |
| #4 | -29.03% Sep 24, 2018 - Apr 29, 2019 | -8.09% Jan 29, 2026 - Feb 27, 2026 |
| #5 | -24.60% May 18, 2015 - Jul 15, 2016 | -5.64% Mar 12, 2026 - Apr 2, 2026 |
| #6 | -24.18% Jan 23, 2025 - Jun 26, 2025 | -5.16% Jun 20, 2025 - Sep 12, 2025 |
| #7 | -17.11% Apr 1, 2004 - Jul 8, 2005 | -4.68% Feb 18, 2025 - Mar 31, 2025 |
| #8 | -15.25% Jan 12, 2026 - Apr 20, 2026 | -3.36% Nov 11, 2025 - Jan 8, 2026 |
| #9 | -14.59% Aug 27, 2014 - Nov 14, 2014 | -2.19% Oct 20, 2025 - Oct 23, 2025 |
| #10 | -12.20% Oct 17, 2012 - Jan 7, 2013 | -2.09% Sep 16, 2025 - Sep 26, 2025 |
| #11 | -10.85% Jan 26, 2018 - Jun 1, 2018 | -2.07% Oct 8, 2025 - Oct 16, 2025 |
| #12 | -9.91% Sep 2, 2020 - Nov 10, 2020 | -1.91% Apr 7, 2026 - Apr 16, 2026 |
| #13 | -9.90% May 17, 2013 - Oct 25, 2013 | -1.80% Feb 14, 2022 - Feb 22, 2022 |
| #14 | -9.75% Jul 10, 2024 - Sep 23, 2024 | -1.76% Nov 3, 2025 - Nov 10, 2025 |
| #15 | -9.53% Apr 15, 2021 - Jun 29, 2021 | -1.69% Apr 16, 2026 - Apr 22, 2026 |
Correlation
Correlation between CSQ and HGER is 0.88 which considered as a strong positive correlation - the stocks tend to move together.
0.88
-101
Dividend Comparison (2004 - 2026)
CSQ vs HGER dividend yield comparison.
| Year | CSQ | HGER |
|---|---|---|
| 2026 | 3.58% | 0.00% |
| 2025 | 6.51% | 7.09% |
| 2024 | 6.95% | 3.28% |
| 2023 | 8.27% | 7.24% |
| 2022 | 9.17% | 0.64% |
| 2021 | 6.38% | 0.00% |
| 2020 | 7.03% | 0.00% |
| 2019 | 7.14% | 0.00% |
| 2018 | 9.35% | 0.00% |
| 2017 | 8.20% | 0.00% |
| 2016 | 9.64% | 0.00% |
| 2015 | 10.00% | 0.00% |
| 2014 | 8.44% | 0.00% |
| 2013 | 7.71% | 0.00% |
| 2012 | 8.56% | 0.00% |
| 2011 | 7.54% | 0.00% |
| 2010 | 6.80% | 0.00% |
| 2009 | 8.93% | 0.00% |
| 2008 | 18.36% | 0.00% |
| 2007 | 8.71% | 0.00% |
| 2006 | 7.48% | 0.00% |
| 2005 | 7.66% | 0.00% |
| 2004 | 4.28% | 0.00% |
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