# SRH Total Return Fund, Inc. (STEW) vs State Street SPDR S&P 500 ETF Trust (SPY) · total-return overlay

LOPJLB holding-return compare (5Y). Dividends and splits. Each path starts at 0% from the first adjusted close in the window.

SRH Total Return Fund, Inc. (STEW) vs State Street SPDR S&P 500 ETF Trust (SPY) total return over 5Y: STEW +60.74%, SPY +88.08%. Regime STEW BEAR · SPY BULL. As of Oct 12, 2026. Research only.

- Interactive: https://www.lopjlb.com/vs/STEW/SPY
- API: `GET /bff/api/bigfive/compare-series?symbols=STEW%2CSPY&range=5y`

## Window

| Symbol | Window % | Worst drawdown | YTD |
|---|---:|---:|---:|
| STEW | +60.74% | -26.53% | -0.22% |
| SPY | +88.08% | -24.49% | +14.79% |

## Periods (calendar lookback)

| Symbol | 1Y | 2Y | 3Y | 5Y |
|---|---:|---:|---:|---:|
| STEW | +4.47% | +21.35% | +53.99% | +60.74% |
| SPY | +18.62% | +36.24% | +86.06% | +88.08% |

## Annual

| Year | STEW | SPY |
|---|---:|---:|
| YTD | -0.22% | +14.79% |
| 2025 | +20.89% | +18.01% |
| 2024 | +19.67% | +25.59% |
| 2023 | +13.41% | +26.73% |
| 2022 | -7.94% | -18.64% |
| 2021 | +7.01% | +7.72% |

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Research context only. Not personalized investment advice.