All charts and data below are with dividends reinvested. (Inflation adjustment is OFF !)

Total Real Returns

SJGAX: Total Return Chart (with Dividends Reinvested)

SJGAX total return snapshot: SJGAX returned +29.11% over the past year and +15.47% YTD, with dividends reinvested. Since Nov. 16, 2021, SJGAX is up +97.71% in nominal total return, or +14.89%/yr, and is currently −2.06% below its total-return high on Oct. 6, 2026.

Data ending Thu Oct. 15, 2026

Growth of $10,000

Tue 2021-11-16💬 to Thu 2026-10-15 Overall
Return 		Exponential
Trendline
SJGAX × 		+97.71%
+14.89%/yr 		+21.87%/yr
R2=0.885
Steward Large Cap Growth Fund Class A Mutual Fund

Growth of $10,000 Summary

Tue 2021-11-16💬 to Thu 2026-10-15 Start
Value 		End
Value
SJGAX × 		$10,000.00
2021-11-16 		$19,771.20
2026-10-15

This Year’s Performance

through 2026-10-15

  YTD YoY
SJGAX × 		+15.47% +29.11%

Drawdowns

  Current
Drawdown 		Worst
Drawdown
SJGAX × 		−2.06%
on 2026-10-15
from 2026-10-06 peak 		−29.56%
on 2022-10-14
from 2021-12-27 peak

Rolling Returns

Period ending Thu 2026-10-15 1 yr 2 yr 3 yr 5 yr 10 yr
SJGAX × 		+29.11% +55.45%
+24.68%/yr 		+116.88%
+29.44%/yr 		— —

Annual Returns

Year SJGAX
2026 (YTD) +15.47%
2025 +20.69%
2024 +39.68%
2023 +35.37%
2022 −25.14%
2021 +0.23%