Calamos Strategic Total Return Fund (CSQ) Total Return Calculator
$10,000 since Dec 2007, with and without reinvesting · data through Oct 2026
$10,000 invested in Calamos Strategic Total Return Fund (CSQ) ten years ago, at the end of Oct 2016, was worth $43,392 at the end of Oct 2026 with every dividend reinvested: 15.8% a year, against $41,633 in the S&P 500. Since Dec 2007, $10,000 became $68,667 reinvested (10.8% a year), or $27,838 taking the dividends as cash, $13,860 of it paid out along the way.
CSQ became
$68,667
S&P 500: $72,756
Return a year
10.8%
S&P 500: 11.1%
Payouts reinvested
$37,865
bought more shares
Worst drop
-57.5%
S&P 500: -48.2%
$10,000, Dec 2007 to Oct 2026
Payouts reinvested · S&P 500 reinvested
| Year | CSQ total return | Paid out | S&P 500 |
|---|---|---|---|
| 2026 (part) | +8.0% | $3,912 | +11.7% |
| 2025 | +16.3% | $4,074 | +17.7% |
| 2024 | +28.1% | $3,671 | +24.9% |
| 2023 | +20.8% | $3,372 | +26.2% |
| 2022 | −24.3% | $3,103 | −18.2% |
| 2021 | +30.8% | $2,898 | +28.7% |
| 2020 | +26.2% | $2,366 | +18.3% |
| 2019 | +38.7% | $1,994 | +31.2% |
| 2018 | −4.8% | $1,851 | −4.6% |
| 2017 | +27.9% | $1,679 | +21.7% |
| 2016 | +14.7% | $1,571 | +12.0% |
| 2015 | −4.8% | $1,409 | +1.2% |
| 2014 | +14.1% | $1,234 | +13.5% |
| 2013 | +20.4% | $1,015 | +32.3% |
| 2012 | +27.7% | $900 | +16.0% |
| 2011 | −3.1% | $653 | +1.9% |
| 2010 | +13.7% | $597 | +15.1% |
| 2009 | +56.9% | $702 | +26.4% |
| 2008 | −49.5% | $863 | −36.8% |
"Paid out" is what your holding received that year. Month-end prices; no costs or taxes.
Key facts: CSQ total return
Data as of · Source: SmarterDividends data
- $10,000 invested in Calamos Strategic Total Return Fund (CSQ) at the end of Dec 2007, with dividends reinvested, was worth $68,667 at the end of Oct 2026: 10.8% a year, against $72,756 (11.1% a year) in the S&P 500.
- Over the 10 years to Oct 2026, CSQ turned $10,000 into $43,392 with dividends reinvested, 15.8% a year.
- Over the 5 years to Oct 2026, CSQ returned 8.7% a year with dividends reinvested (S&P 500: 12.0%).
- Taking CSQ's dividends as cash instead of reinvesting them, the same $10,000 ended at $27,838, including $13,860 of cash received; reinvesting added $40,828.
- CSQ's best calendar year in that time was 2009 (56.9%) and its worst 2008 (-49.5%), with dividends reinvested.
Cite this page
SmarterDividends, "Calamos Strategic Total Return Fund (CSQ) Total Return Calculator," updated Nov 5, 2026, https://smarterdividends.com/stocks/CSQ/total-return
CSQ total return questions
If I invested $10,000 in CSQ 10 years ago, how much would I have?
About $43,392 at the end of Oct 2026, with every dividend reinvested: 15.8% a year. Taking them as cash, you'd have shares worth $19,649 or so plus the cash you received. The same $10,000 in the S&P 500 became $41,633.
What is CSQ's total return since Dec 2007?
587% in total, or 10.8% a year, through Oct 2026 with dividends reinvested. The share price alone rose 40%.
How much of CSQ's return came from dividends?
About 83% of its yearly return since Dec 2007. Reinvesting them, rather than taking cash, left you $40,828 better off on a $10,000 start.
What was CSQ's worst year?
2008, at -49.5% with dividends reinvested (S&P 500: -36.8%). Its deepest fall from a peak, on month-end values, was -57.5%.
How is total return calculated here?
From month-end prices: the adjusted price counts every dividend reinvested in the month it was paid; the plain price doesn't. The S&P 500 is SPY with its dividends reinvested. No trading costs or taxes.