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 +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

Growth of $10,000

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

Growth of $10,000 Summary

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

This Year’s Performance

through 2026-07-27

  YTD YoY
CSQ
×
+8.50% +16.13%

Drawdowns

  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

Rolling Returns

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

Annual Returns

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%