CSQ vs ILF
Comparison between Calamos Strategic Total Return Fund (CSQ, ETF) and ISHARES LATIN AMERICA 40 ETF (ILF, ETF).
5-Year PerformanceCSQ has outperformed ILF, delivering a return of +10.7% compared to +10.2%
CSQ vs ILF - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
CSQ vs ILF - Historical Returns
Returns include dividend reinvestment.
CSQ vs ILF - Annual Returns (2001 - 2026)
Returns include dividend reinvestment.
| Year | CSQ | ILF |
|---|---|---|
| 2026 | +12.11% | +13.86% |
| 2025 | +17.22% | +51.14% |
| 2024 | +29.40% | -22.04% |
| 2023 | +22.44% | +39.42% |
| 2022 | -24.06% | +10.78% |
| 2021 | +34.84% | -13.42% |
| 2020 | +25.88% | -13.86% |
| 2019 | +38.06% | +8.55% |
| 2018 | -4.03% | -9.62% |
| 2017 | +25.28% | +22.96% |
| 2016 | +16.51% | +35.67% |
| 2015 | -4.73% | -29.60% |
| 2014 | +14.95% | -9.26% |
| 2013 | +18.27% | -14.14% |
| 2012 | +26.53% | +2.87% |
| 2011 | -4.16% | -19.20% |
| 2010 | +12.12% | +11.86% |
| 2009 | +48.27% | +81.68% |
| 2008 | -48.59% | -46.65% |
| 2007 | -2.22% | +48.27% |
| 2006 | +23.71% | +35.75% |
| 2005 | +3.84% | +57.21% |
| 2004 | -3.64% | +36.32% |
| 2003 | N/A | +59.61% |
| 2002 | N/A | -22.32% |
| 2001 | N/A | +15.28% |
CSQ vs ILF Drawdown Comparison
The maximum drawdown for CSQ was -67.02%, occurring on Nov 20, 2008. Recovery took 1214 trading sessions.
The maximum drawdown for ILF was -67.48%, occurring on Nov 20, 2008. Recovery took 4399 trading sessions.
The current ILF drawdown is -7.87%.
| Rank | CSQ | ILF |
|---|---|---|
| #1 | -67.02% May 22, 2007 - Mar 15, 2012 | -67.48% May 19, 2008 - Nov 11, 2025 |
| #2 | -48.11% Feb 20, 2020 - Aug 12, 2020 | -41.99% Apr 17, 2002 - Oct 13, 2003 |
| #3 | -33.06% Dec 30, 2021 - Mar 20, 2024 | -29.84% May 9, 2006 - Nov 29, 2006 |
| #4 | -29.03% Sep 24, 2018 - Apr 29, 2019 | -22.76% Apr 5, 2004 - Sep 16, 2004 |
| #5 | -24.60% May 18, 2015 - Jul 15, 2016 | -22.25% Jul 23, 2007 - Sep 26, 2007 |
| #6 | -24.18% Jan 23, 2025 - Jun 26, 2025 | -17.62% Oct 31, 2007 - Feb 25, 2008 |
| #7 | -17.11% Apr 1, 2004 - Jul 8, 2005 | -13.94% Apr 14, 2026 - Jun 8, 2026 |
| #8 | -15.25% Jan 12, 2026 - Apr 20, 2026 | -13.37% Mar 7, 2005 - Jun 15, 2005 |
| #9 | -14.59% Aug 27, 2014 - Nov 14, 2014 | -12.76% Feb 14, 2007 - Apr 3, 2007 |
| #10 | -12.20% Oct 17, 2012 - Jan 7, 2013 | -12.67% Feb 25, 2026 - Apr 10, 2026 |
| #11 | -10.85% Jan 26, 2018 - Jun 1, 2018 | -12.59% Oct 3, 2005 - Nov 17, 2005 |
| #12 | -9.91% Sep 2, 2020 - Nov 10, 2020 | -12.23% Feb 27, 2008 - Apr 16, 2008 |
| #13 | -9.90% May 17, 2013 - Oct 25, 2013 | -8.83% Mar 1, 2004 - Apr 5, 2004 |
| #14 | -9.75% Jul 10, 2024 - Sep 23, 2024 | -8.33% Jan 26, 2004 - Mar 1, 2004 |
| #15 | -9.53% Apr 15, 2021 - Jun 29, 2021 | -8.19% Mar 3, 2006 - Apr 18, 2006 |
Correlation
Correlation between CSQ and ILF is 0.42 which considered as a weak positive correlation - the stocks show a slight tendency to move together.
Dividend Comparison (2001 - 2026)
CSQ vs ILF dividend yield comparison.
| Year | CSQ | ILF |
|---|---|---|
| 2026 | 3.62% | 1.27% |
| 2025 | 6.51% | 4.39% |
| 2024 | 6.95% | 7.44% |
| 2023 | 8.27% | 4.61% |
| 2022 | 9.17% | 12.72% |
| 2021 | 6.38% | 8.47% |
| 2020 | 7.03% | 1.88% |
| 2019 | 7.14% | 3.09% |
| 2018 | 9.35% | 3.12% |
| 2017 | 8.20% | 1.80% |
| 2016 | 9.64% | 1.59% |
| 2015 | 10.00% | 3.25% |
| 2014 | 8.44% | 2.32% |
| 2013 | 7.71% | 3.32% |
| 2012 | 8.56% | 2.59% |
| 2011 | 7.54% | 3.30% |
| 2010 | 6.80% | 2.18% |
| 2009 | 8.93% | 1.57% |
| 2008 | 18.36% | 4.23% |
| 2007 | 8.71% | 1.39% |
| 2006 | 7.48% | 1.92% |
| 2005 | 7.66% | 1.38% |
| 2004 | 4.28% | 1.17% |
| 2003 | 0.00% | 1.26% |
| 2002 | 0.00% | 2.52% |
| 2001 | 0.00% | 0.56% |
Select Stocks to Compare
More Comparisons
Compare with similar stocks