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 +20.89% over the past year and +10.37% YTD, with dividends reinvested. Since Mar. 26, 2004, CSQ is up +776.92% in nominal total return, or +10.24%/yr, and is currently −0.53% below its total-return high on Jul. 1, 2026.

Data ending Thu Jul. 2, 2026

Fri 2004-03-26💬 to Thu 2026-07-02 YTD
Return
1 Year
Return
CSQ
×
+10.37%
2026-07-02
+20.89%
2026-07-02
Calamos Strategic Total Return Closed Fund NASDAQ Mutual Fund

Returns

Fri 2004-03-26💬 to Thu 2026-07-02 Overall
Return
Exponential
Trendline
CSQ
×
+776.92%
+10.24%/yr
+11.05%/yr
(R2=0.905)
Calamos Strategic Total Return Closed Fund NASDAQ Mutual Fund

Growth of $10,000

Fri 2004-03-26💬 to Thu 2026-07-02 Start
Value
End
Value
CSQ
×
$10,000.00
2004-03-26
$87,692.31
2026-07-02
Calamos Strategic Total Return Closed Fund NASDAQ Mutual Fund

Annual Returns

Year CSQ
2026 (YTD) +10.37%
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 +28.03%
2011 −3.21%
2010 +13.79%
2009 +56.80%
2008 −49.43%
2007 −2.75%
2006 +25.61%
2005 +4.03%
2004 −2.37%

Drawdowns

Fri 2004-03-26💬 to Thu 2026-07-02 Current
Drawdown
Worst
Drawdown
CSQ
×
−0.53%
from 2026-07-01 peak
−67.15%
2008-11-20
from 2007-05-22 peak
Calamos Strategic Total Return Closed Fund NASDAQ Mutual Fund

Rolling Returns

Period ending Thu 2026-07-02 1
Year
2
Years
3
Years
5
Years
10
Years
CSQ
×
+20.89% +39.69%
+18.19%/yr
+74.31%
+20.35%/yr
+65.55%
+10.61%/yr
+358.54%
+16.45%/yr
Calamos Strategic Total Return Closed Fund NASDAQ Mutual Fund