All charts and data below are CPI-U inflation-adjusted and with dividends reinvested. (Why?)
SEEKX real return snapshot: after CPI-U inflation, SEEKX returned +12.19% over the past year and +7.74% YTD, with dividends reinvested. Since Oct. 1, 2004, SEEKX is up +410.79% in real purchasing-power return, or +7.66%/yr, and is currently −2.47% below its real total-return high on Aug. 13, 2026.
Data ending Wed Nov. 4, 2026
| Fri 2004-10-01💬 to Wed 2026-11-04 |
Overall
Return |
Exponential
Trendline |
||||
|---|---|---|---|---|---|---|
| SEEKX × |
+410.79%
+7.66%/yr |
+8.00%/yr
R2=0.901 |
||||
| Steward Large Cap Enhanced Index Fund Individual Class Mutual Fund | ||||||
| Fri 2004-10-01💬 to Wed 2026-11-04 |
Start
Value |
End
Value |
|---|---|---|
| SEEKX × |
$10,000.00
2004-10-01 |
$51,079.25
2026-11-04 |
| YTD | YoY | |
|---|---|---|
| SEEKX × | +7.74% | +12.19% |
|
Current
Drawdown |
Worst
Drawdown |
|
|---|---|---|
| SEEKX × |
−2.47%
on 2026-11-04 from 2026-08-13 peak |
−58.99%
on 2009-03-09 from 2007-10-09 peak |
| Period ending Wed 2026-11-04 | 1 yr | 2 yr | 3 yr | 5 yr | 10 yr |
|---|---|---|---|---|---|
| SEEKX × | +12.19% |
+30.33% +14.16%/yr |
+66.76% +18.58%/yr |
+38.92% +6.80%/yr |
+173.04% +10.57%/yr |
| Year | SEEKX |
|---|---|
| 2026 (YTD) | +7.74% |
| 2025 | +17.25% |
| 2024 | +19.73% |
| 2023 | +20.97% |
| 2022 | −24.78% |
| 2021 | +21.78% |
| 2020 | +10.81% |
| 2019 | +26.24% |
| 2018 | −8.99% |
| 2017 | +18.48% |
| 2016 | +8.41% |
| 2015 | −3.02% |
| 2014 | +11.90% |
| 2013 | +34.26% |
| 2012 | +14.03% |
| 2011 | −3.07% |
| 2010 | +16.56% |
| 2009 | +33.02% |
| 2008 | −39.65% |
| 2007 | +0.92% |
| 2006 | +10.39% |
| 2005 | +3.17% |
| 2004 | +7.60% |
