Calamos Strategic Total Return Fund

Calamos Strategic Total Return Fundverified

CSQ

Price:

$18.19

Market Cap:

$2.88B

Calamos Strategic Total Return Fund is a closed ended balanced mutual fund launched by Calamos Investments LLC. The fund is managed by Calamos Advisors LLC. It invests in the public equity and fixed income markets of the United States. The fund seeks to invest in securities of companies operating across diversified sectors. It primarily invests in common and preferred stocks of companies across all market capitalizations, convertible securities, and high yield corporate bonds with an average credit rating of BB as rated by S&P. The fund employs both fundamental and quantitative analysis with a combination of bottom-up and top-down security picking approaches to create its portfolio. Calamos ...[Read more]

Industry

Asset Management

IPO Date

2004-04-01

Stock Exchange

NASDAQ

Ticker

CSQ

The ROE as of December 2024 (TTM) for Calamos Strategic Total Return Fund (CSQ) is 20.66%

According to Calamos Strategic Total Return Fund’s latest financial reports and current stock price. The company's current ROE is 20.66%. This represents a change of 382.46% compared to the average of 4.28% of the last 4 quarters.

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

How has CSQ ROE performed in the past?

The mean historical ROE of Calamos Strategic Total Return Fund over the last ten years is 6.86%. The current 20.66% ROE has changed 201.26% 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%.

Quarterly (TTM)
Annual

Average

6.86%

Median

6.20%

Minimum

-27.96%

Maximum

34.56%

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

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 = Infinity%

Maximum Annual ROE = 34.56%

Minimum Annual Increase = -180.89%

Minimum Annual ROE = -27.96%

Quarterly (TTM)
Annual
YearROEChange
20237.89%-128.22%
2022-27.96%-180.89%
202134.56%217.35%
202010.89%-15.74%
201912.92%233.67%
20183.87%-81.16%
201720.56%355.93%
20164.51%241.96%
20151.32%Infinity%

Calamos Strategic Total Return Fund (CSQ) Average ROE

How has CSQ ROE performed in the past?

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

4.83%

5-year avg

7.66%

10-year avg

6.86%

Calamos Strategic Total Return Fund (CSQ) ROE vs. Peers

How is CSQ’s ROE compared to its peers?

Calamos Strategic Total Return Fund’s ROE is less than Calamos Convertible Opportunities and Income Fund (12.37%), less than Calamos Dynamic Convertible and Income Fund (9.67%), less than Calamos Global Dynamic Income Fund (18.32%), less than Calamos Long/Short Equity & Dynamic Income Term Trust (3.28%), less than Calamos Convertible and High Income Fund (10.07%), less than Eaton Vance Tax-Advantaged Global Dividend Income Fund (16.16%), greater than John Hancock Tax-Advantaged Dividend Income Fund (-0.51%), less than Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund (14.84%), less than Eaton Vance Tax-Managed Buy-Write Opportunities Fund (30.38%),

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