CSQ vs. BUI
Compare and contrast key facts about Calamos Strategic Total Return Fund (CSQ) and BlackRock Utilities, Infrastructure & Power Opportunities Trust (BUI).
CSQ is an actively managed fund by Calamos. It was launched on Mar 26, 2004.
Performance
CSQ vs. BUI - Performance Comparison
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CSQ vs. BUI - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
CSQ Calamos Strategic Total Return Fund | -9.64% | 16.25% | 28.11% | 20.80% | -24.26% | 30.77% | 26.22% | 38.62% | -4.89% | 27.98% |
BUI BlackRock Utilities, Infrastructure & Power Opportunities Trust | 4.23% | 21.79% | 14.62% | 12.29% | -16.77% | 12.48% | 20.30% | 20.60% | -1.81% | 26.06% |
Returns By Period
In the year-to-date period, CSQ achieves a -9.64% return, which is significantly lower than BUI's 4.23% return. Over the past 10 years, CSQ has outperformed BUI with an annualized return of 14.80%, while BUI has yielded a comparatively lower 11.44% annualized return.
CSQ
- 1D
- 3.76%
- 1M
- -9.32%
- YTD
- -9.64%
- 6M
- -8.01%
- 1Y
- 13.61%
- 3Y*
- 15.37%
- 5Y*
- 7.59%
- 10Y*
- 14.80%
BUI
- 1D
- 2.01%
- 1M
- -13.33%
- YTD
- 4.23%
- 6M
- 8.05%
- 1Y
- 29.10%
- 3Y*
- 11.67%
- 5Y*
- 8.28%
- 10Y*
- 11.44%
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Return for Risk
CSQ vs. BUI — Risk / Return Rank
CSQ
BUI
CSQ vs. BUI - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Calamos Strategic Total Return Fund (CSQ) and BlackRock Utilities, Infrastructure & Power Opportunities Trust (BUI). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
| CSQ | BUI | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.65 | 1.64 | -0.99 |
Sortino ratioReturn per unit of downside risk | 1.01 | 2.17 | -1.15 |
Omega ratioGain probability vs. loss probability | 1.16 | 1.34 | -0.18 |
Calmar ratioReturn relative to maximum drawdown | 0.83 | 1.89 | -1.06 |
Martin ratioReturn relative to average drawdown | 3.29 | 7.41 | -4.11 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| CSQ | BUI | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.65 | 1.64 | -0.99 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.38 | 0.48 | -0.10 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.65 | 0.52 | +0.12 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.39 | 0.49 | -0.10 |
Correlation
The correlation between CSQ and BUI is 0.37, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Dividends
CSQ vs. BUI - Dividend Comparison
CSQ's dividend yield for the trailing twelve months is around 7.54%, less than BUI's 10.12% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CSQ Calamos Strategic Total Return Fund | 7.54% | 6.51% | 6.95% | 8.27% | 9.17% | 6.38% | 7.03% | 7.14% | 9.35% | 8.20% | 9.64% | 10.00% |
BUI BlackRock Utilities, Infrastructure & Power Opportunities Trust | 10.12% | 10.39% | 6.26% | 6.65% | 6.99% | 5.45% | 5.80% | 6.51% | 7.35% | 6.72% | 7.89% | 8.65% |
Drawdowns
CSQ vs. BUI - Drawdown Comparison
The maximum CSQ drawdown since its inception was -67.17%, which is greater than BUI's maximum drawdown of -46.49%. Use the drawdown chart below to compare losses from any high point for CSQ and BUI.
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Drawdown Indicators
| CSQ | BUI | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -67.17% | -46.49% | -20.68% |
Max Drawdown (1Y)Largest decline over 1 year | -15.59% | -15.68% | +0.09% |
Max Drawdown (5Y)Largest decline over 5 years | -33.09% | -27.41% | -5.68% |
Max Drawdown (10Y)Largest decline over 10 years | -48.21% | -46.49% | -1.72% |
Current DrawdownCurrent decline from peak | -12.07% | -13.41% | +1.34% |
Average DrawdownAverage peak-to-trough decline | -9.40% | -6.01% | -3.39% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.94% | 4.01% | -0.07% |
Volatility
CSQ vs. BUI - Volatility Comparison
The current volatility for Calamos Strategic Total Return Fund (CSQ) is 6.85%, while BlackRock Utilities, Infrastructure & Power Opportunities Trust (BUI) has a volatility of 8.40%. This indicates that CSQ experiences smaller price fluctuations and is considered to be less risky than BUI based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| CSQ | BUI | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.85% | 8.40% | -1.55% |
Volatility (6M)Calculated over the trailing 6-month period | 11.54% | 13.80% | -2.26% |
Volatility (1Y)Calculated over the trailing 1-year period | 21.12% | 17.83% | +3.29% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 20.00% | 17.21% | +2.79% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 22.93% | 21.90% | +1.03% |