SRH Total Return Fund Inc. (STEW) Alternatives
SRH Total Return Fund Inc. (STEW) belongs to the Diversified Portfolio category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with STEW. Use the tables to find lower-cost options, better risk-adjusted returns, or funds that fit a different role in your portfolio.
Cheapest Alternatives to STEW
STEW charges 2.28% annually. Among mutual funds in the Diversified Portfolio category, these options have the lowest expense ratios among STEW alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| John Hancock Diversified Income Fund | 0.02% | May 26, 2011 | STEW vs HEQ | |
| Highland Funds I - Highland Opportunities and Inco... | 0.02% | Jan 13, 2000 | STEW vs HFRO | |
| Fidelity 70% Allocation Fund | 0.02% | Jan 1, 2022 | STEW vs FRGAX | |
| PGIM 60/40 Allocation Fund | 0.03% | Sep 12, 2017 | STEW vs PALDX | |
| Dimensional Managed Account Fund | 0.03% | Mar 16, 2012 | STEW vs DMA |
Best Risk-Adjusted Alternatives to STEW
Among mutual funds in the Diversified Portfolio category, these options rank highest on PortfoliosLab's risk-adjusted score, which accounts for volatility, drawdown, and return consistency over a 1-year period.
| Symbol | Name | Risk / Return Rank | Inception | |
|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | 99 | Nov 16, 2003 | STEW vs STDAX | |
| Thornburg Investment Income Builder Fund Class I | 98 | Dec 24, 2002 | STEW vs TIBIX | |
| Chartwell Income Fund | 96 | Sep 2, 1987 | STEW vs BERIX | |
| Nuveen Flexible Income Fund | 95 | Dec 8, 2009 | STEW vs NWQIX | |
| Victory Pioneer Multi-Asset Income Class R-6 | 93 | Dec 22, 2011 | STEW vs PMFKX |
Top Performing STEW Alternatives (YTD)
STEW alternatives from the Diversified Portfolio category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| SEI Institutional Managed Trust Multi-Asset Inflat... | 9.34% | Apr 8, 2012 | STEW vs SIFAX | |
| PGIM Real Assets Fund | 9.23% | Dec 29, 2010 | STEW vs PUDZX | |
| ICON Equity Income Fund | 8.64% | May 9, 2004 | STEW vs IOEZX | |
| DWS RREEF Real Assets Fund - Class A | 8.59% | Jul 30, 2007 | STEW vs AAAAX | |
| Canoe EIT Income Fund | 8.56% | Aug 6, 1997 | STEW vs EIT-UN.TO |
Lowest Volatility Alternatives to STEW
STEW alternatives from the Diversified Portfolio category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | 0.93% | Nov 16, 2003 | STEW vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | 2.64% | Apr 8, 2012 | STEW vs SCLAX | |
| Ave Maria Bond Fund | 3.44% | Apr 30, 2003 | STEW vs AVEFX | |
| American Funds College 2027 Fund | 3.47% | Sep 13, 2012 | STEW vs CSTAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | 3.66% | Nov 16, 2003 | STEW vs SICIX |
Lowest Drawdown Alternatives to STEW
STEW alternatives from the Diversified Portfolio category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | -0.59% | Nov 16, 2003 | STEW vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | -2.32% | Apr 8, 2012 | STEW vs SCLAX | |
| Ave Maria Bond Fund | -2.52% | Apr 30, 2003 | STEW vs AVEFX | |
| American Funds College 2027 Fund | -2.72% | Sep 13, 2012 | STEW vs CSTAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | -2.73% | Nov 16, 2003 | STEW vs SICIX |
Often Compared With STEW
What investors most often compare with STEW, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Adams Diversified Equity Fund, Inc. | Large Cap Growth Equities | 83 | -4.23% | Jan 2, 1990 | STEW vs ADX |
Compare STEW with Any Fund or Stock
Compare STEW with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.