All charts and data below are CPI-U inflation-adjusted and with dividends reinvested. (Why?)
CSQ real return snapshot: after CPI-U inflation, CSQ returned +21.08% over the past year and +6.08% YTD, with dividends reinvested. Since Mar. 26, 2004, CSQ is up +386.91% in real purchasing-power return, or +7.38%/yr, and is currently −0.88% below its real total-return high on Jun. 2, 2026.
Data ending Mon Jun. 15, 2026
| Fri 2004-03-26💬 to Mon 2026-06-15 |
YTD
Return |
1 Year
Return |
||||
|---|---|---|---|---|---|---|
| CSQ × |
+6.08%
2026-06-15 |
+21.08%
2026-06-15 |
||||
| Calamos Strategic Total Return Closed Fund NASDAQ Mutual Fund | ||||||
| Fri 2004-03-26💬 to Mon 2026-06-15 |
Overall
Return |
Exponential
Trendline |
||||
|---|---|---|---|---|---|---|
| CSQ × |
+386.91%
+7.38%/yr |
+8.52%/yr
(R2=0.858) |
||||
| Calamos Strategic Total Return Closed Fund NASDAQ Mutual Fund | ||||||
| Fri 2004-03-26💬 to Mon 2026-06-15 |
Start
Value |
End
Value |
||||
|---|---|---|---|---|---|---|
| CSQ × |
$10,000.00
2004-03-26 |
$48,691.46
2026-06-15 |
||||
| Calamos Strategic Total Return Closed Fund NASDAQ Mutual Fund | ||||||
| Year | CSQ |
|---|---|
| 2026 (YTD) | +6.08% |
| 2025 | +13.26% |
| 2024 | +24.57% |
| 2023 | +16.95% |
| 2022 | −28.83% |
| 2021 | +22.21% |
| 2020 | +24.64% |
| 2019 | +35.77% |
| 2018 | −6.62% |
| 2017 | +25.40% |
| 2016 | +12.49% |
| 2015 | −5.63% |
| 2014 | +13.39% |
| 2013 | +18.57% |
| 2012 | +25.85% |
| 2011 | −6.01% |
| 2010 | +12.11% |
| 2009 | +52.65% |
| 2008 | −49.48% |
| 2007 | −6.58% |
| 2006 | +22.52% |
| 2005 | +0.58% |
| 2004 | −3.96% |
| Fri 2004-03-26💬 to Mon 2026-06-15 |
Current
Drawdown |
Worst
Drawdown |
||||
|---|---|---|---|---|---|---|
| CSQ × |
−0.88%
from 2026-06-02 peak |
−68.10%
2008-11-20 from 2007-05-22 peak |
||||
| Calamos Strategic Total Return Closed Fund NASDAQ Mutual Fund | ||||||
| Period ending Mon 2026-06-15 |
1
Year |
2
Years |
3
Years |
5
Years |
10
Years |
|
|---|---|---|---|---|---|---|
| CSQ × | +21.08% |
+31.62% +14.73%/yr |
+59.11% +16.74%/yr |
+36.15% +6.37%/yr |
+230.23% +12.69%/yr |
|
| Calamos Strategic Total Return Closed Fund NASDAQ Mutual Fund | ||||||