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)

CSQ real return snapshot: after CPI-U inflation, CSQ returned +17.91% over the past year and +8.44% YTD, with dividends reinvested. Since Mar. 26, 2004, CSQ is up +397.74% in real purchasing-power return, or +7.46%/yr, and is currently −0.02% below its real total-return high on Jul. 10, 2026.

Data ending Wed Jul. 15, 2026

Fri 2004-03-26💬 to Wed 2026-07-15 YTD
Return
1 Year
Return
CSQ
×
+8.44%
2026-07-15
+17.91%
2026-07-15
Calamos Strategic Total Return Closed Fund NASDAQ Mutual Fund

Returns

Fri 2004-03-26💬 to Wed 2026-07-15 Overall
Return
Exponential
Trendline
CSQ
×
+397.74%
+7.46%/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 Wed 2026-07-15 Start
Value
End
Value
CSQ
×
$10,000.00
2004-03-26
$49,773.86
2026-07-15
Calamos Strategic Total Return Closed Fund NASDAQ Mutual Fund

Annual Returns

Year CSQ
2026 (YTD) +8.44%
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 +12.48%
2015 −5.62%
2014 +13.40%
2013 +18.57%
2012 +25.85%
2011 −6.01%
2010 +12.11%
2009 +52.66%
2008 −49.48%
2007 −6.58%
2006 +22.53%
2005 +0.57%
2004 −3.96%

Drawdowns

Fri 2004-03-26💬 to Wed 2026-07-15 Current
Drawdown
Worst
Drawdown
CSQ
×
−0.02%
from 2026-07-10 peak
−68.10%
2008-11-20
from 2007-05-22 peak
Calamos Strategic Total Return Closed Fund NASDAQ Mutual Fund

Rolling Returns

Period ending Wed 2026-07-15 1
Year
2
Years
3
Years
5
Years
10
Years
CSQ
×
+17.91% +30.43%
+14.20%/yr
+59.19%
+16.76%/yr
+35.55%
+6.27%/yr
+221.76%
+12.40%/yr
Calamos Strategic Total Return Closed Fund NASDAQ Mutual Fund