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 2026-02-02 YTD
Return
TRR
Price
CSQ
×
+0.62%
2026-02-02
4.618 TRR
2026-02-02
Calamos Strategic Total Return Closed Fund NASDAQ Mutual Fund

Returns

Fri 2004-03-26? to Mon 2026-02-02 Overall
Return
Exponential
Trendline
CSQ
×
+361.83%
+7.25%/yr
+8.45%/yr
(R2=0.851)
Calamos Strategic Total Return Closed Fund NASDAQ Mutual Fund

Growth of $10,000

Fri 2004-03-26? to Mon 2026-02-02 Start
Value
End
Value
CSQ
×
$10,000.00
2004-03-26
$46,183.21
2026-02-02
Calamos Strategic Total Return Closed Fund NASDAQ Mutual Fund

Annual Returns

Year CSQ
2026 (YTD) +0.62%
2025 +13.24%
2024 +24.56%
2023 +16.98%
2022 −28.86%
2021 +22.22%
2020 +24.63%
2019 +35.81%
2018 −6.62%
2017 +25.39%
2016 +12.48%
2015 −5.62%
2014 +13.40%
2013 +18.56%
2012 +25.86%
2011 −6.01%
2010 +12.11%
2009 +52.65%
2008 −49.48%
2007 −6.57%
2006 +22.52%
2005 +0.60%
2004 −3.96%

Drawdowns

Fri 2004-03-26? to Mon 2026-02-02 Current
Drawdown
Worst
Drawdown
CSQ
×
−2.02% −68.09%
2008-11-20
Calamos Strategic Total Return Closed Fund NASDAQ Mutual Fund