All charts and data below are with dividends reinvested. (Inflation adjustment is OFF !)

Total Real Returns

CSQ: Total Return Chart (with Dividends Reinvested)

CSQ total return snapshot: CSQ returned +22.16% over the past year and +11.91% YTD, with dividends reinvested. Since Mar. 26, 2004, CSQ is up +789.19% in nominal total return, or +10.29%/yr, and is currently at its total-return high.

Data ending Wed Jul. 15, 2026

Fri 2004-03-26💬 to Wed 2026-07-15 YTD
Return
1 Year
Return
CSQ
×
+11.91%
2026-07-15
+22.16%
2026-07-15
Calamos Strategic Total Return Closed Fund NASDAQ Mutual Fund

Returns

Fri 2004-03-26💬 to Wed 2026-07-15 Overall
Return
Exponential
Trendline
CSQ
×
+789.19%
+10.29%/yr
+11.07%/yr
(R2=0.906)
Calamos Strategic Total Return Closed Fund NASDAQ Mutual Fund

Growth of $10,000

Fri 2004-03-26💬 to Wed 2026-07-15 Start
Value
End
Value
CSQ
×
$10,000.00
2004-03-26
$88,918.52
2026-07-15
Calamos Strategic Total Return Closed Fund NASDAQ Mutual Fund

Annual Returns

Year CSQ
2026 (YTD) +11.91%
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%

Drawdowns

Fri 2004-03-26💬 to Wed 2026-07-15 Current
Drawdown
Worst
Drawdown
CSQ
×
−67.15%
2008-11-20
from 2007-05-22 peak
Calamos Strategic Total Return Closed Fund NASDAQ Mutual Fund

Rolling Returns

Period ending Wed 2026-07-15 1
Year
2
Years
3
Years
5
Years
10
Years
CSQ
×
+22.16% +38.76%
+17.79%/yr
+74.35%
+20.36%/yr
+66.46%
+10.73%/yr
+346.81%
+16.15%/yr
Calamos Strategic Total Return Closed Fund NASDAQ Mutual Fund