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 2025-10-24 YTD
Return
TRR
Price
CSQ
×
+10.10%
2025-10-24
4.462 TRR
2025-10-24
Calamos Strategic Total Return Closed Fund NASDAQ Mutual Fund

Returns

Fri 2004-03-26? to Fri 2025-10-24 Overall
Return
Exponential
Trendline
CSQ
×
+346.19%
+7.18%/yr
+8.39%/yr
(R2=0.845)
Calamos Strategic Total Return Closed Fund NASDAQ Mutual Fund

Growth of $10,000

Fri 2004-03-26? to Fri 2025-10-24 Start
Value
End
Value
CSQ
×
$10,000.00
2004-03-26
$44,618.62
2025-10-24
Calamos Strategic Total Return Closed Fund NASDAQ Mutual Fund

Annual Returns

Year CSQ
2025 (YTD) +10.10%
2024 +24.60%
2023 +16.90%
2022 −28.85%
2021 +22.24%
2020 +24.61%
2019 +35.82%
2018 −6.62%
2017 +25.40%
2016 +12.49%
2015 −5.63%
2014 +13.40%
2013 +18.56%
2012 +25.86%
2011 −6.02%
2010 +12.13%
2009 +52.66%
2008 −49.48%
2007 −6.58%
2006 +22.53%
2005 +0.58%
2004 −3.98%

Drawdowns

Fri 2004-03-26? to Fri 2025-10-24 Current
Drawdown
Worst
Drawdown
CSQ
×
−2.25% −68.09%
2008-11-20
Calamos Strategic Total Return Closed Fund NASDAQ Mutual Fund