CSQ Stock Chart (Dividends Reinvested, Inflation Adjusted)

All charts and data below are CPI-U inflation-adjusted and with dividends reinvested. (Why?)

CSQ: Total Real Return Chart (Dividends Reinvested, Inflation Adjusted)

CSQ real return snapshot: after CPI-U inflation, CSQ returned +15.96% over the past year and +6.35% YTD, with dividends reinvested. Since Mar. 26, 2004, CSQ is up +388.14% in real purchasing-power return, or +7.38%/yr, and is currently −0.63% below its real total-return high on Jun. 2, 2026.

Data ending Thu Jul. 2, 2026

Dividends Reinvested:

Fri 2004-03-26^💬 to Thu 2026-07-02	YTD Return	1 Year Return
CSQ ^×	+6.35% 2026-07-02	+15.96% 2026-07-02
Calamos Strategic Total Return Closed Fund NASDAQ Mutual Fund

Returns

Fri 2004-03-26^💬 to Thu 2026-07-02	Overall Return	Exponential Trendline
CSQ ^×	+388.14% +7.38%/yr	+8.54%/yr (R²=0.859)
Calamos Strategic Total Return Closed Fund NASDAQ Mutual Fund

Growth of $10,000

Fri 2004-03-26^💬 to Thu 2026-07-02	Start Value	End Value
CSQ ^×	$10,000.00 2004-03-26	$48,814.29 2026-07-02
Calamos Strategic Total Return Closed Fund NASDAQ Mutual Fund

Annual Returns

Year	CSQ
2026 (YTD)	+6.35%
2025	+13.26%
2024	+24.57%
2023	+16.95%
2022	−28.83%
2021	+22.21%
2020	+24.64%
2019	+35.77%
2018	−6.62%
2017	+25.40%
2016	+12.49%
2015	−5.63%
2014	+13.39%
2013	+18.57%
2012	+25.85%
2011	−6.01%
2010	+12.11%
2009	+52.65%
2008	−49.48%
2007	−6.58%
2006	+22.52%
2005	+0.58%
2004	−3.96%

Drawdowns

Fri 2004-03-26^💬 to Thu 2026-07-02	Current Drawdown	Worst Drawdown
CSQ ^×	−0.63% from 2026-06-02 peak	−68.10% 2008-11-20 from 2007-05-22 peak
Calamos Strategic Total Return Closed Fund NASDAQ Mutual Fund

Rolling Returns

Period ending Thu 2026-07-02	1 Year	2 Years	3 Years	5 Years	10 Years
CSQ ^×	+15.96%	+30.51% +14.24%/yr	+58.14% +16.51%/yr	+33.79% +5.99%/yr	+228.60% +12.63%/yr
Calamos Strategic Total Return Closed Fund NASDAQ Mutual Fund