STEW Alternatives & Similar Mutual Funds

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 a closer substitute for your current allocation.

Cheapest Alternatives to STEW

STEW charges 2.28% annually. There are 536 mutual funds in the Diversified Portfolio category with lower expense ratios, going as low as 0.02%.

Symbol	Name	Expense Ratio	AUM	Inception
HEQ	John Hancock Diversified Income Fund	0.02%	—	May 2011	STEW vs HEQ
HFRO	Highland Funds I - Highland Opportunities and Inco...	0.02%	—	Jan 2000	STEW vs HFRO
FRGAX	Fidelity 70% Allocation Fund	0.02%	—	Jan 2022	STEW vs FRGAX
PALDX	PGIM 60/40 Allocation Fund	0.03%	—	Sep 2017	STEW vs PALDX
DMA	Dimensional Managed Account Fund	0.03%	—	Mar 2012	STEW vs DMA

Best Risk-Adjusted Alternatives to STEW

STEW has a PortfoliosLab risk / return rank of 8. There are 543 mutual funds in the Diversified Portfolio category with higher risk-adjusted ranks, going as high as 99.

Symbol	Name	Risk / Return Rank	AUM	Inception
STDAX	SEI Asset Allocation Trust Defensive Strategy Allo...	99	—	Nov 2003	STEW vs STDAX
TIBIX	Thornburg Investment Income Builder Fund Class I	98	—	Dec 2002	STEW vs TIBIX
NWQIX	Nuveen Flexible Income Fund	97	—	Dec 2009	STEW vs NWQIX
EKBAX	Allspring Diversified Capital Builder Fund	95	—	Jan 1998	STEW vs EKBAX
AYBLX	Pioneer Balanced ESG Fund	95	—	Dec 1991	STEW vs AYBLX

Top Performing STEW Alternatives (YTD)

STEW is at -1.72% YTD. There are 550 mutual funds in the Diversified Portfolio category with higher YTD returns, going as high as 38.34%.

Symbol	Name	YTD Return	AUM	Inception
EKBAX	Allspring Diversified Capital Builder Fund	38.34%	—	Jan 1998	STEW vs EKBAX
HRNOX	Hood River New Opportunities Fund Institutional Cl...	31.43%	—	—	STEW vs HRNOX
HFRO	Highland Funds I - Highland Opportunities and Inco...	27.67%	—	Jan 2000	STEW vs HFRO
GRSPX	Greenspring Fund	21.91%	—	Jun 1983	STEW vs GRSPX
MHELX	MH Elite Small Cap Fund of Funds Fund	20.27%	—	Aug 1998	STEW vs MHELX

Lowest Volatility Alternatives to STEW

STEW has 11.05% 1-year volatility. There are 448 mutual funds in the Diversified Portfolio category with lower 1-year volatility, going as low as 0.85%.

Symbol	Name	Volatility 1Y	AUM	Inception
STDAX	SEI Asset Allocation Trust Defensive Strategy Allo...	0.85%	—	Nov 2003	STEW vs STDAX
SCLAX	SEI Institutional Managed Trust Multi-Asset Capita...	2.83%	—	Apr 2012	STEW vs SCLAX
SICIX	SEI Asset Allocation Trust Conservative Strategy F...	2.86%	—	Nov 2003	STEW vs SICIX
AVEFX	Ave Maria Bond Fund	2.99%	—	Apr 2003	STEW vs AVEFX
CSTAX	American Funds College 2027 Fund	3.14%	—	Sep 2012	STEW vs CSTAX

Lowest Drawdown Alternatives to STEW

STEW has a 1-year max drawdown of -9.68%. There are 521 mutual funds in the Diversified Portfolio category with shallower 1-year drawdowns, going as shallow as -0.36%.

Symbol	Name	Max Drawdown 1Y	AUM	Inception
STDAX	SEI Asset Allocation Trust Defensive Strategy Allo...	-0.36%	—	Nov 2003	STEW vs STDAX
SCLAX	SEI Institutional Managed Trust Multi-Asset Capita...	-2.32%	—	Apr 2012	STEW vs SCLAX
DGTSX	DFA Global Allocation 25/75 Portfolio	-2.64%	—	Dec 2003	STEW vs DGTSX
SICIX	SEI Asset Allocation Trust Conservative Strategy F...	-2.65%	—	Nov 2003	STEW vs SICIX
FSRKX	Fidelity Strategic Real Return Fund Class K6	-2.68%	—	Sep 2005	STEW vs FSRKX

Often Compared With STEW

Investors most often compare STEW with ADX, PMFKX, AAAAX. These 20 comparison targets span 9 categories, based on PortfoliosLab usage data.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
ADX	Adams Diversified Equity Fund, Inc.	Large Cap Blend Equities	61	11.06%	—	Jan 1990	STEW vs ADX
PMFKX	Victory Pioneer Multi-Asset Income Class R-6	Diversified Portfolio	81	4.57%	—	Dec 2011	STEW vs PMFKX
AAAAX	DWS RREEF Real Assets Fund - Class A	Diversified Portfolio	36	8.59%	—	Jul 2007	STEW vs AAAAX
ZTR	Virtus Total Return Fund	Diversified Portfolio	50	11.79%	—	Feb 2005	STEW vs ZTR
EIT-UN.TO	Canoe EIT Income Fund	Diversified Portfolio	79	13.25%	—	Aug 1997	STEW vs EIT-UN.TO
BERIX	Chartwell Income Fund	Diversified Portfolio	57	2.36%	—	Sep 1987	STEW vs BERIX
SPG	Simon Property Group, Inc.		89	19.74%	—	—	STEW vs SPG
EUFN	iShares MSCI Europe Financials ETF	Financials Equities	47	7.49%	3.69B	Jan 2010	STEW vs EUFN
FLJH	Franklin FTSE Japan Hedged ETF	Japan Equities	82	20.28%	171.61M	Nov 2017	STEW vs FLJH
JEPQ	JPMorgan Nasdaq Equity Premium Income ETF	Nasdaq-100, Derivative Income	63	7.85%	40.03B	May 2022	STEW vs JEPQ
IDVO	Amplify CWP International Enhanced Dividend Income...	Derivative Income, Dividend, Foreign Large Cap Equities	64	11.71%	1.27B	Sep 2022	STEW vs IDVO
CII	BlackRock Enhanced Large Cap Core Fund	Derivative Income	79	9.01%	—	Apr 2004	STEW vs CII
FCSRX	Fidelity Advisor Strategic Real Return Fund Class ...	Diversified Portfolio	82	6.09%	—	Sep 2005	STEW vs FCSRX
CONWX	Concorde Wealth Management Fund	Diversified Portfolio	55	5.63%	—	Dec 1987	STEW vs CONWX
EWO	iShares MSCI Austria ETF	Europe Equities	83	22.29%	143.84M	Mar 1996	STEW vs EWO
PUDZX	PGIM Real Assets Fund	Diversified Portfolio	76	10.63%	—	Dec 2010	STEW vs PUDZX
MAIN	Main Street Capital Corporation		29	-13.89%	—	—	STEW vs MAIN
SIFAX	SEI Institutional Managed Trust Multi-Asset Inflat...	Diversified Portfolio	31	5.43%	—	Apr 2012	STEW vs SIFAX
FSRRX	Fidelity Strategic Real Return Fund	Diversified Portfolio	87	6.54%	—	Sep 2005	STEW vs FSRRX
FIQDX	Fidelity Advisor Strategic Real Return Fund Class ...	Diversified Portfolio	88	6.68%	—	Oct 2018	STEW vs FIQDX

Compare STEW with Any Fund or Stock

Compare STEW with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.

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Pair STEW with funds that move differently

SRH Total Return Fund Inc. alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to STEW.

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SRH Total Return Fund Inc. (STEW) Alternatives