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