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 Mon 2025-09-29 YTD
Return
TRR
Price
CSQ
×
+10.53%
2025-09-29
4.481 TRR
2025-09-29
Calamos Strategic Total Return Closed Fund NASDAQ Mutual Fund

Returns

Fri 2004-03-26? to Mon 2025-09-29 Overall
Return
Exponential
Trendline
CSQ
×
+348.10%
+7.22%/yr
+8.37%/yr
(R2=0.843)
Calamos Strategic Total Return Closed Fund NASDAQ Mutual Fund

Growth of $10,000

Fri 2004-03-26? to Mon 2025-09-29 Start
Value
End
Value
CSQ
×
$10,000.00
2004-03-26
$44,809.89
2025-09-29
Calamos Strategic Total Return Closed Fund NASDAQ Mutual Fund

Annual Returns

Year CSQ
2025 (YTD) +10.53%
2024 +24.59%
2023 +16.93%
2022 −28.82%
2021 +22.25%
2020 +24.64%
2019 +35.75%
2018 −6.63%
2017 +25.40%
2016 +12.48%
2015 −5.63%
2014 +13.39%
2013 +18.58%
2012 +25.82%
2011 −6.00%
2010 +12.12%
2009 +52.65%
2008 −49.48%
2007 −6.56%
2006 +22.53%
2005 +0.56%
2004 −3.94%

Drawdowns

Fri 2004-03-26? to Mon 2025-09-29 Current
Drawdown
Worst
Drawdown
CSQ
×
−1.84% −68.09%
2008-11-20
Calamos Strategic Total Return Closed Fund NASDAQ Mutual Fund