All charts and data below are CPI-U inflation-adjusted and with dividends reinvested. (Why?)

Total Real Returns

SJGAX: Total Real Return Chart (Dividends Reinvested, Inflation Adjusted)

SJGAX real return snapshot: after CPI-U inflation, SJGAX returned +24.21% over the past year and +10.89% YTD, with dividends reinvested. Since Nov. 16, 2021, SJGAX is up +62.48% in real purchasing-power return, or +10.39%/yr, and is currently −2.15% below its real 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 × 		+62.48%
+10.39%/yr 		+17.88%/yr
R2=0.823
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 		$16,248.25
2026-10-15

This Year’s Performance

through 2026-10-15

  YTD YoY
SJGAX × 		+10.89% +24.21%

Drawdowns

  Current
Drawdown 		Worst
Drawdown
SJGAX × 		−2.15%
on 2026-10-15
from 2026-10-06 peak 		−33.98%
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 × 		+24.21% +45.33%
+20.55%/yr 		+97.79%
+25.53%/yr 		— —

Annual Returns

Year SJGAX
2026 (YTD) +10.89%
2025 +17.54%
2024 +35.76%
2023 +30.98%
2022 −29.69%
2021 −0.31%