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Performance analysis of SRH Total Return Fund (STEW)

Annual Return

Over the past 3 years, STEW has had an average annual return of +15.15%, underperforming the benchmark SPY, which returned +22.45% annual.

Since Apr 4, 2022, STEW has had an average annual return of +8.08%, underperforming the benchmark SPY, which returned +14.29% annual.

20262025202420232022
-4.90%+20.25%+19.88%+13.54%-11.18%

Monthly Return

YearJanFebMarAprMayJunJulAugSepOctNovDecAnnually Total
2026-3.35%+1.25%-4.68%+5.27%-2.41%-0.75%-4.90%
2025+4.53%+2.11%+1.89%+0.33%+2.80%+0.34%+1.04%+4.57%-1.89%-3.35%+5.06%+1.48%+20.25%
2024+2.38%+5.19%+1.82%-4.48%+2.10%-0%+6.95%+2.92%-0.44%-1.04%+7.93%-4.25%+19.88%
2023+2.57%-3.18%-1.68%+5.35%-3.04%+6.92%+4.19%-1.38%-4.00%-2.72%+7.36%+3.35%+13.54%
2022-8.00%+0.22%-11.15%+7.57%-4.48%-10.53%+14.59%+7.87%-4.59%-11.18%

Drawdown analysis of SRH Total Return Fund (STEW)

The maximum drawdown for the STEW was -25.24%, occurring on Oct 12, 2022. Recovery took 295 trading sessions.

The current STEW drawdown is -5.15%.

Since Apr 4, 2022 STEW has experienced the following drawdowns:

  • 20% or more: 1 time
  • 10% or more: 2 times
DepthStartTo BottomBottomTo RecoverEndTotal
-25.24%Apr 4, 2022132Oct 12, 2022295Dec 14, 2023427
-10.49%Apr 2, 20253Apr 7, 202517May 1, 202520
-9.69%Feb 6, 202634Mar 27, 2026OngoingOngoingOngoing
-7.06%Jul 31, 20243Aug 5, 202410Aug 19, 202413
-5.92%Nov 29, 202414Dec 19, 202424Jan 28, 202538
-5.70%Sep 4, 202542Nov 3, 202529Dec 15, 202571
-5.64%Mar 28, 202413Apr 17, 202459Jul 12, 202472
-5.53%Feb 19, 202514Mar 11, 202511Mar 26, 202525
-4.32%Jan 6, 202615Jan 28, 20267Feb 6, 202622
-4.15%May 16, 202521Jun 17, 20259Jul 1, 202530
-3.82%Sep 4, 20246Sep 12, 202425Oct 17, 202431
-3.71%Oct 21, 202410Nov 4, 20242Nov 6, 202412
-2.78%Jan 8, 20246Jan 17, 20245Jan 24, 202411
-2.62%Jul 1, 20259Jul 15, 20256Jul 23, 202515
-2.40%May 2, 20252May 6, 20254May 12, 20256
-1.77%Jul 25, 20257Aug 5, 20256Aug 13, 202513
-1.69%Mar 1, 20242Mar 5, 20245Mar 12, 20247
-1.68%Mar 13, 20242Mar 15, 20245Mar 22, 20247
-1.53%Nov 11, 20247Nov 20, 20243Nov 25, 202410
-1.45%Dec 19, 20231Dec 20, 20233Dec 26, 20234
-1.44%Jul 17, 20242Jul 19, 20247Jul 30, 20249
-1.20%Dec 15, 20252Dec 17, 20254Dec 23, 20256
-1.12%Feb 12, 20241Feb 13, 20242Feb 15, 20243
-0.98%Dec 31, 20251Jan 2, 20262Jan 6, 20263
-0.91%Jan 30, 20241Jan 31, 20242Feb 2, 20243