Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| XCSQX (Calamos Strategic Total Return Fund) | 14.71% | 37.46% | 25.78% | 14.04% | 14.36% | 10.54% | 6.12% | … | … |
Data as of 06/03/2026, Common starting date is 04/16/2004
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| XCSQX (Calamos Strategic Total Return Fund) | 04/16/2004 | 06/03/2026 |
| 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 (%) | 0.57 | 37.46 | 25.78 | 14.04 | 14.36 | 10.54 | 6.12 | … | … | 14.71 | 21.83 | 26.48 | 27.14 | -24.35 | 28.95 | 24.53 | 28.69 | -8.52 | 14.54 | 3.87 | -9.16 | 6.88 | 25.02 | 7.29 | -7.67 | 7.01 | 32.49 | -51.13 | -4.52 | 10.99 | -4.96 | 7.51 |
| Sharpe Ratio | NA | 2.43 | 1.39 | 0.60 | 0.63 | NA | NA | … | … | 2.13 | 0.94 | 1.61 | 1.62 | -0.94 | 1.95 | 0.62 | 2.01 | -0.55 | 1.83 | 0.25 | -0.57 | 0.55 | 2.24 | 0.63 | -0.34 | 0.44 | 1.39 | -1.35 | -0.52 | 0.79 | -0.78 | 1.06 |
| Standard Deviation(%) | NA | 15.19 | 16.74 | 19.06 | 20.27 | NA | NA | … | … | 17.73 | 20.35 | 14.23 | 14.65 | 27.55 | 14.83 | 39.03 | 13.57 | 17.97 | 7.64 | 14.44 | 15.99 | 12.55 | 11.16 | 11.59 | 22.67 | 15.60 | 23.22 | 38.56 | 14.75 | 9.65 | 9.26 | 9.10 |
| Draw Down(%) | NA | 11.53 | 23.08 | 30.74 | 40.61 | NA | NA | … | … | 11.53 | 23.08 | 10.04 | 11.66 | 30.74 | 5.39 | 40.61 | 7.47 | 22.62 | 4.06 | 13.95 | 15.84 | 10.08 | 7.95 | 11.01 | 23.22 | 16.64 | 28.61 | 61.31 | 11.74 | 8.91 | 9.40 | 5.33 |
| Yield(%) | 0.00 | 7.48 | 8.83 | 7.21 | 8.47 | 6.79 | 3.71 | … | … | 2.38 | 6.99 | 8.15 | 9.47 | 6.46 | 7.97 | 8.01 | 2.74 | 7.62 | 2.75 | 0.00 | 0.00 | 7.28 | 7.15 | 0.69 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/03/2026, Common starting date is 04/16/2004
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| XCSQX (Calamos Strategic Total Return Fund) |
-25.87%
Feb 2006 – Feb 2009 |
-10.56%
Jun 2004 – Jun 2009 |
-2.49%
Feb 2006 – Feb 2016 |
-0.59%
Mar 2005 – Mar 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| XCSQX (Calamos Strategic Total Return Fund) |
27.37%
Dec 2018 – Dec 2021 |
19.46%
Mar 2020 – Mar 2025 |
14.34%
May 2016 – May 2026 |
11.08%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart