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

Total Real Returns

STEW: Total Return Chart (with Dividends Reinvested)

STEW total return snapshot: STEW returned +7.00% over the past year and −2.05% YTD, with dividends reinvested. Since Mar. 17, 1980, STEW is up +5,932.61% in nominal total return, or +9.27%/yr, and is currently −2.29% below its total-return high on Feb. 6, 2026.

Data ending Fri Jun. 12, 2026

Mon 1980-03-17💬 to Fri 2026-06-12 YTD
Return
1 Year
Return
STEW
×
−2.05%
2026-06-12
+7.00%
2026-06-12
SRH Total Return Fund Inc. NYSE Common Stock

Returns

Mon 1980-03-17💬 to Fri 2026-06-12 Overall
Return
Exponential
Trendline
STEW
×
+5,932.61%
+9.27%/yr
+7.54%/yr
(R2=0.949)
SRH Total Return Fund Inc. NYSE Common Stock

Growth of $10,000

Mon 1980-03-17💬 to Fri 2026-06-12 Start
Value
End
Value
STEW
×
$10,000.00
1980-03-17
$603,260.87
2026-06-12
SRH Total Return Fund Inc. NYSE Common Stock

Annual Returns

Year STEW
2026 (YTD) −2.05%
2025 +20.28%
2024 +19.92%
2023 +13.54%
2022 −7.28%
2021 +31.66%
2020 −1.64%
2019 +17.34%
2018 −2.99%
2017 +29.34%
2016 +21.39%
2015 −12.72%
2014 +17.02%
2013 +34.35%
2012 +15.34%
2011 −6.05%
2010 +10.10%
2009 +23.39%
2008 −43.34%
2007 +13.19%
2006 +50.32%
2005 −1.40%
2004 +14.31%
2003 +43.71%
2002 −37.19%
2001 −1.24%
2000 +17.17%
1999 −14.04%
1998 +12.25%
1997 +16.14%
1996 +0.74%
1995 +26.92%
1994 −11.85%
1993 +10.14%
1992 +23.32%
1991 +35.45%
1990 −7.71%
1989 +15.60%
1988 +10.83%
1987 −15.14%
1986 +17.16%
1985 +29.15%
1984 +9.19%
1983 +19.51%
1982 +38.81%
1981 +7.90%
1980 +10.87%

Drawdowns

Mon 1980-03-17💬 to Fri 2026-06-12 Current
Drawdown
Worst
Drawdown
STEW
×
−2.29%
from 2026-02-06 peak
−72.28%
2009-03-09
from 2007-04-26 peak
SRH Total Return Fund Inc. NYSE Common Stock

Rolling Returns

Period ending Fri 2026-06-12 1
Year
2
Years
3
Years
5
Years
10
Years
STEW
×
+7.00% +32.32%
+15.03%/yr
+53.43%
+15.34%/yr
+56.16%
+9.32%/yr
+222.17%
+12.41%/yr
SRH Total Return Fund Inc. NYSE Common Stock