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)

CSQ real return snapshot: after CPI-U inflation, CSQ returned +24.83% over the past year and +5.93% YTD, with dividends reinvested. Since Mar. 26, 2004, CSQ is up +386.24% in real purchasing-power return, or +7.40%/yr, and is currently āˆ’0.37% below its real total-return high on May 14, 2026.

Fri 2004-03-26? to Tue 2026-05-26 YTD
Return 		1 Year
Return
CSQ × 		+5.93%
2026-05-26 		+24.83%
2026-05-26
Calamos Strategic Total Return Closed Fund NASDAQ Mutual Fund

Returns

Fri 2004-03-26? to Tue 2026-05-26 Overall
Return 		Exponential
Trendline
CSQ × 		+386.24%
+7.40%/yr 		+8.51%/yr
(R2=0.857)
Calamos Strategic Total Return Closed Fund NASDAQ Mutual Fund

Growth of $10,000

Fri 2004-03-26? to Tue 2026-05-26 Start
Value 		End
Value
CSQ × 		$10,000.00
2004-03-26 		$48,623.61
2026-05-26
Calamos Strategic Total Return Closed Fund NASDAQ Mutual Fund

Annual Returns

Year CSQ
2026 (YTD) +5.93%
2025 +13.26%
2024 +24.57%
2023 +16.95%
2022 āˆ’28.83%
2021 +22.21%
2020 +24.64%
2019 +35.77%
2018 āˆ’6.62%
2017 +25.40%
2016 +12.49%
2015 āˆ’5.63%
2014 +13.39%
2013 +18.57%
2012 +25.85%
2011 āˆ’6.01%
2010 +12.12%
2009 +52.64%
2008 āˆ’49.48%
2007 āˆ’6.58%
2006 +22.53%
2005 +0.58%
2004 āˆ’3.96%

Drawdowns

Fri 2004-03-26? to Tue 2026-05-26 Current
Drawdown 		Worst
Drawdown
CSQ × 		āˆ’0.37%
from 2026-05-14 peak 		āˆ’68.10%
2008-11-20
from 2007-05-22 peak
Calamos Strategic Total Return Closed Fund NASDAQ Mutual Fund

Rolling Returns

Period ending Tue 2026-05-26 1
Year 		2
Years 		3
Years 		5
Years 		10
Years
CSQ × 		+24.83% +34.67%
+16.01%/yr 		+70.71%
+19.51%/yr 		+37.02%
+6.50%/yr 		+230.73%
+12.71%/yr
Calamos Strategic Total Return Closed Fund NASDAQ Mutual Fund