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

Total Real Returns

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

STEW real return snapshot: after CPI-U inflation, STEW returned +2.64% over the past year and −5.41% YTD, with dividends reinvested. Since Mar. 17, 1980, STEW is up +1,330.22% in real purchasing-power return, or +5.92%/yr, and is currently −5.41% below its real total-return high on Dec. 31, 2025.

Data ending Fri Jun. 12, 2026

Mon 1980-03-17💬 to Fri 2026-06-12 YTD
Return
1 Year
Return
STEW
×
−5.41%
2026-06-12
+2.64%
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
×
+1,330.22%
+5.92%/yr
+4.72%/yr
(R2=0.895)
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
$143,021.59
2026-06-12
SRH Total Return Fund Inc. NYSE Common Stock

Annual Returns

Year STEW
2026 (YTD) −5.41%
2025 +17.15%
2024 +16.56%
2023 +9.87%
2022 −12.91%
2021 +23.01%
2020 −2.96%
2019 +14.72%
2018 −4.81%
2017 +26.66%
2016 +18.93%
2015 −13.35%
2014 +16.14%
2013 +32.36%
2012 +13.37%
2011 −8.76%
2010 +8.48%
2009 +20.12%
2008 −43.39%
2007 +8.74%
2006 +46.62%
2005 −4.67%
2004 +10.71%
2003 +41.05%
2002 −38.65%
2001 −2.75%
2000 +13.33%
1999 −16.29%
1998 +10.47%
1997 +14.20%
1996 −2.50%
1995 +23.77%
1994 −14.15%
1993 +7.19%
1992 +19.85%
1991 +31.43%
1990 −13.03%
1989 +10.47%
1988 +6.14%
1987 −18.75%
1986 +15.89%
1985 +24.43%
1984 +5.04%
1983 +15.15%
1982 +33.69%
1981 −0.93%
1980 +2.21%

Drawdowns

Mon 1980-03-17💬 to Fri 2026-06-12 Current
Drawdown
Worst
Drawdown
STEW
×
−5.41%
from 2025-12-31 peak
−73.04%
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
×
+2.64% +23.87%
+11.29%/yr
+39.23%
+11.66%/yr
+25.70%
+4.68%/yr
+130.89%
+8.73%/yr
SRH Total Return Fund Inc. NYSE Common Stock