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 Tue 2025-05-20 YTD
Return
TRR
Price
CSQ
×
−1.42%
2025-05-20
3.967 TRR
2025-05-20
Calamos Strategic Total Return Closed Fund NASDAQ Mutual Fund

Returns

Fri 2004-03-26? to Tue 2025-05-20 Overall
Return
Exponential
Trendline
CSQ
×
+296.75%
+6.73%/yr
+8.25%/yr
(R2=0.834)
Calamos Strategic Total Return Closed Fund NASDAQ Mutual Fund

Growth of $10,000

Fri 2004-03-26? to Tue 2025-05-20 Start
Value
End
Value
CSQ
×
$10,000.00
2004-03-26
$39,674.91
2025-05-20
Calamos Strategic Total Return Closed Fund NASDAQ Mutual Fund

Annual Returns

Year CSQ
2025 (YTD) −1.42%
2024 +24.50%
2023 +16.89%
2022 −28.86%
2021 +22.16%
2020 +24.66%
2019 +35.86%
2018 −6.68%
2017 +25.34%
2016 +12.42%
2015 −5.68%
2014 +13.34%
2013 +18.56%
2012 +25.87%
2011 −6.07%
2010 +12.02%
2009 +52.63%
2008 −49.51%
2007 −6.60%
2006 +22.48%
2005 +0.52%
2004 −3.94%

Drawdowns

Fri 2004-03-26? to Tue 2025-05-20 Current
Drawdown
Worst
Drawdown
CSQ
×
−5.20% −68.12%
2008-11-20
Calamos Strategic Total Return Closed Fund NASDAQ Mutual Fund