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
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.
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%.
Average
6.86%
Median
6.20%
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 = Infinity%
Maximum Annual ROE = 34.56%
Minimum Annual Increase = -180.89%
Minimum Annual ROE = -27.96%
Year | ROE | Change |
---|---|---|
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% |
2015 | 1.32% | Infinity% |
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’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%),
Company | ROE | Market cap |
---|---|---|
12.37% | $899.41M | |
9.67% | $644.94M | |
18.32% | $444.91M | |
3.28% | $299.39M | |
10.07% | $934.15M | |
16.16% | $1.42B | |
-0.51% | $786.23M | |
14.84% | $419.54M | |
30.38% | $1.69B |
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