CSQ vs VNQI
Comparison between Calamos Strategic Total Return Fund (CSQ, ETF) and VANGUARD GLOBAL EX-U.S. REAL ESTATE INDEX FUND ETF SHARES (VNQI, ETF).
5-Year PerformanceCSQ has outperformed VNQI, delivering a return of +11.0% compared to -1.6%
CSQ vs VNQI - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
CSQ vs VNQI - Historical Returns
Returns include dividend reinvestment.
CSQ vs VNQI - Annual Returns (2004 - 2026)
Returns include dividend reinvestment.
| Year | CSQ | VNQI |
|---|---|---|
| 2026 | +9.98% | -2.89% |
| 2025 | +17.22% | +22.21% |
| 2024 | +29.40% | -0.65% |
| 2023 | +22.44% | +5.60% |
| 2022 | -24.06% | -23.09% |
| 2021 | +34.84% | +7.00% |
| 2020 | +25.88% | -7.77% |
| 2019 | +38.06% | +22.46% |
| 2018 | -4.03% | -10.62% |
| 2017 | +25.28% | +26.19% |
| 2016 | +16.51% | +3.10% |
| 2015 | -4.73% | -2.29% |
| 2014 | +14.95% | +3.80% |
| 2013 | +18.27% | +0.80% |
| 2012 | +26.53% | +39.74% |
| 2011 | -4.16% | -17.41% |
| 2010 | +12.12% | +1.64% |
| 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 VNQI Drawdown Comparison
The maximum drawdown for CSQ was -67.02%, occurring on Nov 20, 2008. Recovery took 1214 trading sessions.
The maximum drawdown for VNQI was -38.35%, occurring on Mar 23, 2020. Recovery took 344 trading sessions.
The current CSQ drawdown is -0.85%. The current VNQI drawdown is -11.96%.
| Rank | CSQ | VNQI |
|---|---|---|
| #1 | -67.02% May 22, 2007 - Mar 15, 2012 | -38.35% Jan 17, 2020 - Jun 1, 2021 |
| #2 | -48.11% Feb 20, 2020 - Aug 12, 2020 | -35.77% Jun 10, 2021 - Feb 9, 2026 |
| #3 | -33.06% Dec 30, 2021 - Mar 20, 2024 | -24.53% May 2, 2011 - Sep 12, 2012 |
| #4 | -29.03% Sep 24, 2018 - Apr 29, 2019 | -21.53% May 15, 2015 - May 15, 2017 |
| #5 | -24.60% May 18, 2015 - Jul 15, 2016 | -18.53% May 3, 2013 - Apr 6, 2015 |
| #6 | -24.18% Jan 23, 2025 - Jun 26, 2025 | -18.18% Jan 26, 2018 - Nov 4, 2019 |
| #7 | -17.11% Apr 1, 2004 - Jul 8, 2005 | -14.78% Feb 26, 2026 - Mar 27, 2026 |
| #8 | -15.25% Jan 12, 2026 - Apr 20, 2026 | -10.16% Nov 4, 2010 - Apr 21, 2011 |
| #9 | -14.59% Aug 27, 2014 - Nov 14, 2014 | -3.56% May 4, 2015 - May 15, 2015 |
| #10 | -12.20% Oct 17, 2012 - Jan 7, 2013 | -3.54% Nov 4, 2019 - Dec 20, 2019 |
| #11 | -10.85% Jan 26, 2018 - Jun 1, 2018 | -3.40% Nov 6, 2012 - Nov 28, 2012 |
| #12 | -9.91% Sep 2, 2020 - Nov 10, 2020 | -3.18% Jun 7, 2017 - Jul 19, 2017 |
| #13 | -9.90% May 17, 2013 - Oct 25, 2013 | -3.14% Feb 1, 2013 - Mar 1, 2013 |
| #14 | -9.75% Jul 10, 2024 - Sep 23, 2024 | -2.48% Sep 18, 2017 - Oct 13, 2017 |
| #15 | -9.53% Apr 15, 2021 - Jun 29, 2021 | -2.22% Apr 12, 2013 - Apr 19, 2013 |
Correlation
Correlation between CSQ and VNQI is 0.67 which considered as a moderate positive correlation - the stocks show some tendency to move together.
Dividend Comparison (2004 - 2026)
CSQ vs VNQI dividend yield comparison.
| Year | CSQ | VNQI |
|---|---|---|
| 2026 | 3.00% | 0.00% |
| 2025 | 6.51% | 4.70% |
| 2024 | 6.95% | 5.16% |
| 2023 | 8.27% | 3.74% |
| 2022 | 9.17% | 0.57% |
| 2021 | 6.38% | 6.48% |
| 2020 | 7.03% | 0.93% |
| 2019 | 7.14% | 7.58% |
| 2018 | 9.35% | 4.62% |
| 2017 | 8.20% | 3.86% |
| 2016 | 9.64% | 5.18% |
| 2015 | 10.00% | 2.86% |
| 2014 | 8.44% | 4.11% |
| 2013 | 7.71% | 3.27% |
| 2012 | 8.56% | 5.58% |
| 2011 | 7.54% | 3.28% |
| 2010 | 6.80% | 0.88% |
| 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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