All charts and data below are with dividends reinvested. (Inflation adjustment is OFF !)
CSQ total return snapshot: CSQ returned +14.97% over the past year and +12.11% YTD, with dividends reinvested. Since Mar. 26, 2004, CSQ is up +790.75% in nominal total return, or +10.20%/yr, and is currently −2.94% below its total-return high on Sep. 22, 2026.
Data ending Mon Sep. 28, 2026
| Fri 2004-03-26💬 to Mon 2026-09-28 |
Overall
Return |
Exponential
Trendline |
||||
|---|---|---|---|---|---|---|
| CSQ × |
+790.75%
+10.20%/yr |
+11.14%/yr
R2=0.908 |
||||
| Calamos Strategic Total Return Closed Fund NASDAQ Mutual Fund | ||||||
| Fri 2004-03-26💬 to Mon 2026-09-28 |
Start
Value |
End
Value |
|---|---|---|
| CSQ × |
$10,000.00
2004-03-26 |
$89,074.82
2026-09-28 |
| YTD | YoY | |
|---|---|---|
| CSQ × | +12.11% | +14.97% |
|
Current
Drawdown |
Worst
Drawdown |
|
|---|---|---|
| CSQ × |
−2.94%
on 2026-09-28 from 2026-09-22 peak |
−67.15%
on 2008-11-20 from 2007-05-22 peak |
| Period ending Mon 2026-09-28 | 1 yr | 2 yr | 3 yr | 5 yr | 10 yr |
|---|---|---|---|---|---|
| CSQ × | +14.97% |
+36.79% +16.96%/yr |
+80.26% +21.70%/yr |
+68.99% +11.06%/yr |
+339.82% +15.97%/yr |
| Year | CSQ |
|---|---|
| 2026 (YTD) | +12.11% |
| 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 | −3.22% |
| 2010 | +13.79% |
| 2009 | +56.80% |
| 2008 | −49.43% |
| 2007 | −2.75% |
| 2006 | +25.61% |
| 2005 | +4.03% |
| 2004 | −2.37% |
