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 2025-11-21 YTD
Return
TRR
Price
CSQ
×
+4.58%
2025-11-21
4.237 TRR
2025-11-21
Calamos Strategic Total Return Closed Fund NASDAQ Mutual Fund

Returns

Fri 2004-03-26? to Fri 2025-11-21 Overall
Return
Exponential
Trendline
CSQ
×
+323.71%
+6.89%/yr
+8.40%/yr
(R2=0.847)
Calamos Strategic Total Return Closed Fund NASDAQ Mutual Fund

Growth of $10,000

Fri 2004-03-26? to Fri 2025-11-21 Start
Value
End
Value
CSQ
×
$10,000.00
2004-03-26
$42,370.89
2025-11-21
Calamos Strategic Total Return Closed Fund NASDAQ Mutual Fund

Annual Returns

Year CSQ
2025 (YTD) +4.58%
2024 +24.53%
2023 +16.96%
2022 −28.83%
2021 +22.16%
2020 +24.70%
2019 +35.76%
2018 −6.62%
2017 +25.39%
2016 +12.48%
2015 −5.62%
2014 +13.39%
2013 +18.58%
2012 +25.84%
2011 −6.02%
2010 +12.14%
2009 +52.61%
2008 −49.47%
2007 −6.58%
2006 +22.53%
2005 +0.59%
2004 −3.97%

Drawdowns

Fri 2004-03-26? to Fri 2025-11-21 Current
Drawdown
Worst
Drawdown
CSQ
×
−7.15% −68.11%
2008-11-20
Calamos Strategic Total Return Closed Fund NASDAQ Mutual Fund