All charts and data below are with dividends reinvested. (Inflation adjustment is OFF !)
CSQ total return snapshot: CSQ returned +16.13% over the past year and +8.50% YTD, with dividends reinvested. Since Mar. 26, 2004, CSQ is up +762.08% in nominal total return, or +10.13%/yr, and is currently −3.05% below its total-return high on Jul. 15, 2026.
Data ending Mon Jul. 27, 2026
| Fri 2004-03-26💬 to Mon 2026-07-27 |
Overall
Return |
Exponential
Trendline |
||||
|---|---|---|---|---|---|---|
| CSQ × |
+762.08%
+10.13%/yr |
+11.08%/yr
R2=0.906 |
||||
| Calamos Strategic Total Return Closed Fund NASDAQ Mutual Fund | ||||||
| Fri 2004-03-26💬 to Mon 2026-07-27 |
Start
Value |
End
Value |
|---|---|---|
| CSQ × |
$10,000.00
2004-03-26 |
$86,208.38
2026-07-27 |
| YTD | YoY | |
|---|---|---|
| CSQ × | +8.50% | +16.13% |
|
Current
Drawdown |
Worst
Drawdown |
|
|---|---|---|
| CSQ × |
−3.05%
on 2026-07-27 from 2026-07-15 peak |
−67.15%
on 2008-11-20 from 2007-05-22 peak |
| Period ending Mon 2026-07-27 | 1 yr | 2 yr | 3 yr | 5 yr | 10 yr |
|---|---|---|---|---|---|
| CSQ × | +16.13% |
+38.47% +17.67%/yr |
+67.84% +18.84%/yr |
+61.92% +10.12%/yr |
+327.38% +15.63%/yr |
| Year | CSQ |
|---|---|
| 2026 (YTD) | +8.50% |
| 2025 | +16.29% |
| 2024 | +28.16% |
| 2023 | +20.87% |
| 2022 | −24.23% |
| 2021 | +30.81% |
| 2020 | +26.34% |
| 2019 | +38.87% |
| 2018 | −4.84% |
| 2017 | +28.05% |
| 2016 | +14.81% |
| 2015 | −4.93% |
| 2014 | +14.25% |
| 2013 | +20.35% |
| 2012 | +28.04% |
| 2011 | −3.22% |
| 2010 | +13.79% |
| 2009 | +56.81% |
| 2008 | −49.44% |
| 2007 | −2.75% |
| 2006 | +25.61% |
| 2005 | +4.02% |
| 2004 | −2.37% |
