Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CSQ (Calamos Strategic Total Return Closed Fund) | 10.39% | 26.96% | 22.66% | 11.32% | 16.54% | 14.42% | 11.32% | … | … |
Data as of 06/04/2026, Common starting date is 04/01/2004
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CSQ (Calamos Strategic Total Return Closed Fund) | 04/01/2004 | 06/04/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.39 | 26.96 | 22.66 | 11.32 | 16.54 | 14.42 | 11.32 | … | … | 10.39 | 16.27 | 28.15 | 20.85 | -24.23 | 30.81 | 26.28 | 38.78 | -4.86 | 29.30 | 14.82 | -4.93 | 14.26 | 20.32 | 28.04 | -3.16 | 18.32 | 56.89 | -49.19 | -2.69 | 25.60 | 4.03 | -3.64 |
| Sharpe Ratio | NA | 1.81 | 1.19 | 0.44 | 0.65 | NA | NA | … | … | 1.44 | 0.64 | 1.84 | 1.02 | -0.87 | 2.10 | 0.52 | 2.81 | -0.28 | 2.67 | 0.92 | -0.30 | 1.02 | 1.52 | 1.88 | -0.15 | 1.01 | 1.54 | -0.90 | -0.32 | 2.76 | 0.12 | -0.31 |
| Standard Deviation(%) | NA | 14.37 | 17.29 | 20.00 | 23.32 | NA | NA | … | … | 17.43 | 20.86 | 13.35 | 17.08 | 29.76 | 14.63 | 49.38 | 13.28 | 22.03 | 10.78 | 15.88 | 16.29 | 14.02 | 13.35 | 15.02 | 21.66 | 18.13 | 36.99 | 55.70 | 18.17 | 8.06 | 14.39 | 19.02 |
| Draw Down(%) | NA | 15.25 | 24.18 | 33.07 | 48.21 | NA | NA | … | … | 15.25 | 24.18 | 9.74 | 16.17 | 32.69 | 9.53 | 48.21 | 8.12 | 29.02 | 4.72 | 17.37 | 17.94 | 14.58 | 9.90 | 12.20 | 20.89 | 17.49 | 35.83 | 65.50 | 15.75 | 3.00 | 10.69 | 17.11 |
| Yield(%) | 0.00 | 7.65 | 9.05 | 7.07 | 11.38 | 11.14 | 7.37 | … | … | 2.57 | 7.15 | 8.40 | 9.34 | 6.42 | 8.07 | 8.16 | 9.33 | 8.32 | 9.49 | 10.22 | 8.73 | 8.96 | 8.42 | 9.94 | 6.80 | 7.16 | 11.89 | 8.33 | 7.87 | 8.58 | 7.41 | 3.95 |
Data as of 06/04/2026, Common starting date is 04/01/2004
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CSQ (Calamos Strategic Total Return Closed Fund) |
-20.49%
Feb 2006 – Feb 2009 |
-3.27%
May 2004 – May 2009 |
4.59%
Feb 2006 – Feb 2016 |
7.33%
Mar 2005 – Mar 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CSQ (Calamos Strategic Total Return Closed Fund) |
34.97%
Feb 2009 – Feb 2012 |
27.09%
Feb 2009 – Feb 2014 |
19.23%
Feb 2009 – Feb 2019 |
17.46%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart