CSQ
Price:
$20.52
Market Cap:
$3.29B
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
According to Calamos Strategic Total Return Fund’s latest financial reports and current stock price. The company's current ROE is 24.17%. This represents a change of 81.12% compared to the average of 13.35% of the last 4 quarters.
The mean historical ROE of Calamos Strategic Total Return Fund over the last ten years is 11.95%. The current 24.17% ROE has changed 102.31% with respect to the historical average. Over the past ten years (40 quarters), CSQ's ROE was at its highest in in the April 2021 quarter at 27.04%. The ROE was at its lowest in in the April 2022 quarter at -15.86%.
Average
11.95%
Median
11.91%
Minimum
-27.96%
Maximum
34.56%
Discovering the peaks and valleys of Calamos Strategic Total Return Fund ROE, 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 = 355.93%
Maximum Annual ROE = 34.56%
Minimum Annual Increase = -180.89%
Minimum Annual ROE = -27.96%
| Year | ROE | Change |
|---|---|---|
| 2025 | 21.61% | -29.41% |
| 2024 | 30.62% | 288.03% |
| 2023 | 7.89% | -128.22% |
| 2022 | -27.96% | -180.89% |
| 2021 | 34.56% | 217.35% |
| 2020 | 10.89% | -15.74% |
| 2019 | 12.92% | 233.67% |
| 2018 | 3.87% | -81.16% |
| 2017 | 20.56% | 355.93% |
| 2016 | 4.51% | 241.96% |
The current ROE of Calamos Strategic Total Return Fund (CSQ) is less than than its 3-year, less than than its 5-year, and less than than its 10-year historical averages
3-year avg
20.04%
5-year avg
13.34%
10-year avg
11.95%
Calamos Strategic Total Return Fund’s ROE is greater than John Hancock Balanced Fund (0%), less than Guggenheim Strategic Opportunities Fund (8.37%), 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%), less than PIMCO Corporate & Income Opportunity Fund (8.42%), less than Nuveen Preferred & Income Opportunities Fund (10.79%), greater than Janus Henderson Small Cap Value Fund (0%),
| Company | ROE | Market cap |
|---|---|---|
| 0% | $3.06B | |
| 8.37% | $1.74B | |
| 0% | $3.73B | |
| 0% | $3.73B | |
| 0% | $2.88B | |
| 0% | $3.08B | |
| 0% | $3.37B | |
| 8.42% | $2.50B | |
| 10.79% | $2.80B | |
| 0% | $3.43B |
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