Calamos Strategic Total Return Fund

Calamos Strategic Total Return Fundverified

CSQ

Price:

$20.1

Market Cap:

$3.22B

The Calamos Strategic Total Return Fund functions as a closed-end balanced mutual fund, originally launched by Calamos Investments LLC and currently managed by Calamos Advisors LLC. This fund primarily allocates capital within the public equity and fixed income markets of the United States, targeting investments in companies operating across a wide range of sectors. Its portfolio predominantly features common and preferred stocks from businesses of all market capitalizations, alongside convertible securities and high-yield corporate bonds, which typically maintain an average S&P credit rating of BB. To construct its investment holdings, the fund utilizes a comprehensive analytical framework,...[Read more]

Industry

Asset Management

IPO Date

2004-04-01

Stock Exchange

NASDAQ

Ticker

CSQ

The Enterprise Value as of June 2026 (TTM) for Calamos Strategic Total Return Fund (CSQ) is 4.46B

According to Calamos Strategic Total Return Fund’s latest financial reports and current stock price. The company's current Enterprise Value is 4.46B. This represents a change of 15.05% compared to the average of 3.88B of the last 4 quarters.

Calamos Strategic Total Return Fund (CSQ) Historical Enterprise Value (quarterly & annually)

How has CSQ Enterprise Value performed in the past?

The mean historical Enterprise Value of Calamos Strategic Total Return Fund over the last ten years is 3.02B. The current 4.46B Enterprise Value has changed 14.64% with respect to the historical average. Over the past ten years (40 quarters), CSQ's Enterprise Value was at its highest in in the October 2025 quarter at 4.33B. The Enterprise Value was at its lowest in in the April 2018 quarter at 688.00M.

Quarterly (TTM)
Annual

Average

3.02B

Median

2.79B

Minimum

2.22B

Maximum

4.33B

Calamos Strategic Total Return Fund (CSQ) Enterprise Value by Quarter and Year

Discovering the peaks and valleys of Calamos Strategic Total Return Fund Enterprise Value, unveiling quarterly and yearly fluctuations to gain insights into the company’s financial performance and market dynamics, offering valuable data for investors and analysts alike.

Maximum Annual Increase = 40.78%

Maximum Annual Enterprise Value = 4.33B

Minimum Annual Increase = -23.06%

Minimum Annual Enterprise Value = 2.22B

Quarterly (TTM)
Annual
YearEnterprise ValueChange
20254.33B11.45%
20243.89B40.78%
20232.76B-2.12%
20222.82B-23.06%
20213.66B25.21%
20202.93B9.11%
20192.68B6.94%
20182.51B2.47%
20172.45B10.23%
20162.22B-3.10%

Calamos Strategic Total Return Fund (CSQ) Average Enterprise Value

How has CSQ Enterprise Value performed in the past?

The current Enterprise Value of Calamos Strategic Total Return Fund (CSQ) is greater than its 3-year, greater than its 5-year, and greater than its 10-year historical averages

3-year avg

3.66B

5-year avg

3.49B

10-year avg

3.02B

Calamos Strategic Total Return Fund (CSQ) Enterprise Value vs. Peers

How is CSQ’s Enterprise Value compared to its peers?

Calamos Strategic Total Return Fund’s Enterprise Value is greater than John Hancock Balanced Fund (0), greater than Guggenheim Strategic Opportunities Fund (2.05B), greater than iShares Russell 2000 Small-Cap Index Fund (0), greater than iShares Russell 2000 Small-Cap Index Fund (0), greater than T. Rowe Price Large-Cap Value Fund (0), greater than MFS Aggressive Growth Allocation Fund (0), greater than T. Rowe Price Total Equity Market Index Fund (0), greater than PIMCO Corporate & Income Opportunity Fund (3.00B), less than Nuveen Preferred & Income Opportunities Fund (4.56B), greater than Janus Henderson Small Cap Value Fund (0),

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Frequently asked questions❓

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How does the current Enterprise Value for Calamos Strategic Total Return Fund (CSQ) compare to its historical average?