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 Fri 2025-12-12 YTD
Return
TRR
Price
CSQ
×
+10.64%
2025-12-12
4.484 TRR
2025-12-12
Calamos Strategic Total Return Closed Fund NASDAQ Mutual Fund

Returns

Fri 2004-03-26? to Fri 2025-12-12 Overall
Return
Exponential
Trendline
CSQ
×
+348.40%
+7.15%/yr
+8.42%/yr
(R2=0.848)
Calamos Strategic Total Return Closed Fund NASDAQ Mutual Fund

Growth of $10,000

Fri 2004-03-26? to Fri 2025-12-12 Start
Value
End
Value
CSQ
×
$10,000.00
2004-03-26
$44,839.77
2025-12-12
Calamos Strategic Total Return Closed Fund NASDAQ Mutual Fund

Annual Returns

Year CSQ
2025 (YTD) +10.64%
2024 +24.55%
2023 +16.93%
2022 −28.81%
2021 +22.16%
2020 +24.70%
2019 +35.75%
2018 −6.62%
2017 +25.40%
2016 +12.48%
2015 −5.62%
2014 +13.41%
2013 +18.56%
2012 +25.85%
2011 −6.01%
2010 +12.13%
2009 +52.64%
2008 −49.48%
2007 −6.59%
2006 +22.54%
2005 +0.56%
2004 −3.93%

Drawdowns

Fri 2004-03-26? to Fri 2025-12-12 Current
Drawdown
Worst
Drawdown
CSQ
×
−1.75% −68.11%
2008-11-20
Calamos Strategic Total Return Closed Fund NASDAQ Mutual Fund