All charts and data below are CPI-U inflation-adjusted and with dividends reinvested. (Why?)

Total Real Returns

CSQ: Total Real Return Chart (Dividends Reinvested, Inflation Adjusted)

Fri 2004-03-26? to Thu 2025-09-04 YTD
Return
TRR
Price
CSQ
×
+7.40%
2025-09-04
4.323 TRR
2025-09-04
Calamos Strategic Total Return Closed Fund NASDAQ Mutual Fund

Returns

Fri 2004-03-26? to Thu 2025-09-04 Overall
Return
Exponential
Trendline
CSQ
×
+332.33%
+7.07%/yr
+8.31%/yr
(R2=0.841)
Calamos Strategic Total Return Closed Fund NASDAQ Mutual Fund

Growth of $10,000

Fri 2004-03-26? to Thu 2025-09-04 Start
Value
End
Value
CSQ
×
$10,000.00
2004-03-26
$43,233.26
2025-09-04
Calamos Strategic Total Return Closed Fund NASDAQ Mutual Fund

Annual Returns

Year CSQ
2025 (YTD) +7.40%
2024 +24.50%
2023 +16.96%
2022 −28.88%
2021 +22.13%
2020 +24.59%
2019 +35.94%
2018 −6.67%
2017 +25.33%
2016 +12.41%
2015 −5.69%
2014 +13.36%
2013 +18.56%
2012 +25.86%
2011 −6.08%
2010 +12.05%
2009 +52.59%
2008 −49.51%
2007 −6.62%
2006 +22.48%
2005 +0.55%
2004 −3.95%

Drawdowns

Fri 2004-03-26? to Thu 2025-09-04 Current
Drawdown
Worst
Drawdown
CSQ
×
0.00% −68.11%
2008-11-20
Calamos Strategic Total Return Closed Fund NASDAQ Mutual Fund