All charts and data below are with dividends reinvested. (Inflation adjustment is OFF !)
| Fri 2004-03-26? to Wed 2026-04-01 |
YTD
Return |
TR
Price |
||||
|---|---|---|---|---|---|---|
| SPY × |
−3.65%
2026-04-01 |
27.1 TR
2026-04-01 |
||||
| SPDR S&P 500 ETF Trust Exchange-Traded Fund | ||||||
| CSQ × |
−8.21%
2026-04-01 |
7.293 TR
2026-04-01 |
||||
| Calamos Strategic Total Return Closed Fund NASDAQ Mutual Fund | ||||||
| Fri 2004-03-26? to Wed 2026-04-01 |
Overall
Return |
Exponential
Trendline |
||||
|---|---|---|---|---|---|---|
| SPY × |
+785.98%
+10.42%/yr |
+10.93%/yr
(R2=0.931) |
||||
| SPDR S&P 500 ETF Trust Exchange-Traded Fund | ||||||
| CSQ × |
+629.32%
+9.45%/yr |
+10.97%/yr
(R2=0.902) |
||||
| Calamos Strategic Total Return Closed Fund NASDAQ Mutual Fund | ||||||
| Fri 2004-03-26? to Wed 2026-04-01 |
Start
Value |
End
Value |
||||
|---|---|---|---|---|---|---|
| SPY × |
$10,000.00
2004-03-26 |
$88,597.79
2026-04-01 |
||||
| SPDR S&P 500 ETF Trust Exchange-Traded Fund | ||||||
| CSQ × |
$10,000.00
2004-03-26 |
$72,932.39
2026-04-01 |
||||
| Calamos Strategic Total Return Closed Fund NASDAQ Mutual Fund | ||||||
| Year | SPY | CSQ |
|---|---|---|
| 2026 (YTD) | −3.65% | −8.21% |
| 2025 | +17.72% | +16.29% |
| 2024 | +24.89% | +28.16% |
| 2023 | +26.18% | +20.87% |
| 2022 | −18.18% | −24.23% |
| 2021 | +28.73% | +30.81% |
| 2020 | +18.33% | +26.34% |
| 2019 | +31.22% | +38.87% |
| 2018 | −4.57% | −4.84% |
| 2017 | +21.71% | +28.05% |
| 2016 | +12.00% | +14.81% |
| 2015 | +1.23% | −4.93% |
| 2014 | +13.46% | +14.25% |
| 2013 | +32.31% | +20.35% |
| 2012 | +15.99% | +28.03% |
| 2011 | +1.89% | −3.22% |
| 2010 | +15.06% | +13.79% |
| 2009 | +26.35% | +56.80% |
| 2008 | −36.79% | −49.43% |
| 2007 | +5.15% | −2.75% |
| 2006 | +15.85% | +25.61% |
| 2005 | +4.83% | +4.03% |
| 2004 | +10.70% | −2.37% |
| 2003 | +28.18% | — |
| 2002 | −21.58% | — |
| 2001 | −11.76% | — |
| 2000 | −9.74% | — |
| 1999 | +20.39% | — |
| 1998 | +28.69% | — |
| 1997 | +33.48% | — |
| 1996 | +22.56% | — |
| 1995 | +38.04% | — |
| 1994 | +0.40% | — |
| 1993 | +8.64% | — |
| Fri 2004-03-26? to Wed 2026-04-01 |
Current
Drawdown |
Worst
Drawdown |
||||
|---|---|---|---|---|---|---|
| SPY × | −5.53% |
−55.19%
2009-03-09 |
||||
| SPDR S&P 500 ETF Trust Exchange-Traded Fund | ||||||
| CSQ × | −10.67% |
−67.14%
2008-11-20 |
||||
| Calamos Strategic Total Return Closed Fund NASDAQ Mutual Fund | ||||||