STEW ETF

$18.76

Returns Overview

1 Month
+4.79%
3 Months
+8.04%
6 Months
+3.33%
YTD
+3.42%
1 Year
+10.25%
3 Years (annualized)
+16.34%
5 Years (annualized)
+11.97%
10 Years (annualized)
+12.51%

Risk Metrics (1-Year)

No risk data available for this ETF

Stress Test Scenarios

How would STEW have held up?
🦠COVID-19 Crash33 days
Market peak to trough during pandemic sell-off
Run Analysis
📈2022 Rate Hikes9 months
Fed aggressive rate hiking cycle bear market
PROUpgrade to run
📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
S&P 500 Total Return Index(^SP500TR:SP)
This ETF (YTD)
+3.42%
Peer Avg (YTD)
+8.61%
vs Peers
-5.18%

STEW ETF Performance

STEW performance across multiple time periods: 1-month 4.79%, YTD 3.42%, 1-year 10.25%, 3-year 16.34%, 5-year 11.97%, 10-year 12.51%.

STEW returns trail the peer average of 8.61% YTD. With an expense ratio of 2.28%, investors should weigh costs against performance when evaluating this ETF.

STEW performance comparison shows side-by-side returns with another fund. STEW alternatives are available in the ETF Screener.

Performance & Returns

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Performance Returns

PeriodTotal ReturnDate Range
1 Month+4.79%N/A
3 Months+8.04%N/A
6 Months+3.33%N/A
1 Year+10.25%N/A
3 Years+16.34%N/A
5 Years+11.97%N/A

Periods up to 1 year are total returns; 3, 5 and 10 year figures are annualized