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 +29.73% over the past year and +9.16% YTD, with dividends reinvested. Since Mar. 26, 2004, CSQ is up +767.28% in nominal total return, or +10.24%/yr, and is currently āˆ’0.24% below its total-return high on May 14, 2026.

Fri 2004-03-26? to Tue 2026-05-26 YTD
Return 		1 Year
Return
CSQ × 		+9.16%
2026-05-26 		+29.73%
2026-05-26
Calamos Strategic Total Return Closed Fund NASDAQ Mutual Fund

Returns

Fri 2004-03-26? to Tue 2026-05-26 Overall
Return 		Exponential
Trendline
CSQ × 		+767.28%
+10.24%/yr 		+11.02%/yr
(R2=0.904)
Calamos Strategic Total Return Closed Fund NASDAQ Mutual Fund

Growth of $10,000

Fri 2004-03-26? to Tue 2026-05-26 Start
Value 		End
Value
CSQ × 		$10,000.00
2004-03-26 		$86,727.54
2026-05-26
Calamos Strategic Total Return Closed Fund NASDAQ Mutual Fund

Annual Returns

Year CSQ
2026 (YTD) +9.16%
2025 +16.29%
2024 +28.16%
2023 +20.87%
2022 āˆ’24.23%
2021 +30.81%
2020 +26.34%
2019 +38.87%
2018 āˆ’4.84%
2017 +28.05%
2016 +14.81%
2015 āˆ’4.94%
2014 +14.25%
2013 +20.35%
2012 +28.03%
2011 āˆ’3.22%
2010 +13.80%
2009 +56.80%
2008 āˆ’49.43%
2007 āˆ’2.75%
2006 +25.61%
2005 +4.02%
2004 āˆ’2.37%

Drawdowns

Fri 2004-03-26? to Tue 2026-05-26 Current
Drawdown 		Worst
Drawdown
CSQ × 		āˆ’0.24%
from 2026-05-14 peak 		āˆ’67.15%
2008-11-20
from 2007-05-22 peak
Calamos Strategic Total Return Closed Fund NASDAQ Mutual Fund

Rolling Returns

Period ending Tue 2026-05-26 1
Year 		2
Years 		3
Years 		5
Years 		10
Years
CSQ × 		+29.73% +43.23%
+19.63%/yr 		+87.51%
+23.31%/yr 		+70.18%
+11.22%/yr 		+360.00%
+16.49%/yr
Calamos Strategic Total Return Closed Fund NASDAQ Mutual Fund