(STEW) SRH Total Return Fund - Performance 19.7% in 12m
Compare STEW with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
81.85%
#17 in Group
Rel. Strength
77.78%
#1778 in Universe
Total Return 12m
19.71%
#33 in Group
Total Return 5y
106.82%
#44 in Group
P/E 2.92
3th Percentile in Group
P/E Forward -
(?) Percentile in Group
PEG -
(?) Percentile in Group
FCF Yield 3.92%
41th Percentile in Group
12m Total Return: STEW (19.7%) vs XLF (19.4%)
5y Drawdown (Underwater) Chart
Top Performers in Asset Management & Custody Banks
Overall best picks of Peer Group Selected by proven GARP Predictive Metrics, sorted by Growth Rating
| Symbol | 1m | 12m | 5y | P/E | P/E Forward | PEG | EPS Stability |
EPS CAGR |
|---|---|---|---|---|---|---|---|---|
| AMP NYSE Ameriprise Financial |
-5.99% | 14.2% | 359% | 14.2 | 12.5 | 0.94 | 30.9% | 31.1% |
| ARES NYSE Ares Management |
-5.11% | 9.48% | 418% | 57.9 | 22.9 | 0.63 | 31.5% | 29.5% |
| APO NYSE Apollo Global Management |
-9.73% | 17.7% | 284% | 17.2 | 15.1 | 1.37 | 22.6% | -4.44% |
| BCSF NYSE Bain Capital Specialty |
-11.7% | 4% | 153% | 9.01 | 10.4 | 1.07 | -1.20% | -8.73% |
| AGF-B TO AGF Management Limited |
-7.45% | 21.2% | 201% | 6.36 | 5.35 | 1.25 | 82.9% | 18.1% |
| TSLX NYSE Sixth Street Specialty |
-8.21% | 7.91% | 141% | 9.74 | 9.23 | 1.27 | -35.1% | -6.83% |
| PNNT NYSE PennantPark Investment |
-10.5% | 4.33% | 281% | 7.67 | 8.05 | 0.28 | -37.9% | -19.4% |
| FHI NYSE Federated Investors |
-5.31% | 13.6% | 132% | 11.7 | 9.27 | 1.78 | 45.6% | 9.29% |
Performance Comparison: STEW vs XLF vs S&P 500
XLF (Financial Sector SPDR Fund ETF) is the Sector Benchmark for STEW
| Total Return (including Dividends) | STEW | XLF | S&P 500 |
|---|---|---|---|
| 1 Month | -0.91% | -4.87% | -7.04% |
| 3 Months | 2.00% | -6.25% | -10.88% |
| 12 Months | 19.71% | 19.36% | 5.72% |
| 5 Years | 106.82% | 132.21% | 100.77% |
| Trend Score (consistency of price movement) | STEW | XLF | S&P 500 |
| 1 Month | -34.9% | -69.4% | -76.1% |
| 3 Months | 10.7% | -72.1% | -86.4% |
| 12 Months | 94.1% | 87.9% | 67.8% |
| 5 Years | 86.5% | 75.2% | 84.3% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. XLF | vs. S&P 500 |
| 1 Month | #28 | 4.17% | 6.59% |
| 3 Month | #20 | 8.79% | 14.5% |
| 12 Month | #32 | 0.29% | 13.2% |
| 5 Years | #54 | -10.9% | 3.01% |
FAQs
Does STEW SRH Total Return Fund outperforms the market?
Yes,
over the last 12 months STEW made 19.71%, while its related Sector, the Financial Sector SPDR Fund (XLF) made 19.36%.
Over the last 3 months STEW made 2.00%, while XLF made -6.25%.
Over the last 3 months STEW made 2.00%, while XLF made -6.25%.
Performance Comparison STEW vs Indeces and Sectors
STEW vs. Indices STEW is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | 2.04% | 6.13% | 14.0% | 14.0% |
| US NASDAQ 100 | QQQ | 2.53% | 6.95% | 14.1% | 16.1% |
| US Dow Jones Industrial 30 | DIA | 0.14% | 4.26% | 12.1% | 13.0% |
| German DAX 40 | DAX | -10.5% | 7.14% | -4.54% | 0.43% |
| Shanghai Shenzhen CSI 300 | CSI 300 | -4.96% | 6.84% | 9.19% | 11.8% |
| Hongkong Hang Seng | HSI | -5.63% | 10.2% | 12.7% | 3.57% |
| India NIFTY 50 | INDA | -1.97% | -4.33% | 14.6% | 19.0% |
| Brasil Bovespa | EWZ | -2.47% | 5.37% | 13.7% | 30.6% |
STEW vs. Sectors STEW is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | 2.23% | 6.67% | 5.84% | 6.45% |
| Consumer Discretionary | XLY | 3.63% | 5.31% | 11.8% | 12.4% |
| Consumer Staples | XLP | -3.22% | -0.80% | 6.39% | 7.22% |
| Energy | XLE | 1.08% | 11.0% | 15.1% | 32.5% |
| Financial | XLF | -0.67% | 3.96% | 6.12% | 0.35% |
| Health Care | XLV | -0.37% | 5.87% | 15.2% | 19.9% |
| Industrial | XLI | -0.46% | 5.06% | 14.7% | 15.8% |
| Materials | XLB | -1.46% | 6.53% | 21.5% | 27.7% |
| Real Estate | XLRE | -3.71% | 4.08% | 14.3% | 5.35% |
| Technology | XLK | 2.73% | 8.92% | 20.1% | 22.9% |
| Utilities | XLU | -3.48% | 1.20% | 9.81% | -6.68% |
| Aerospace & Defense | XAR | -2.62% | -0.30% | 4.63% | -3.45% |
| Biotech | XBI | -2.48% | 14.0% | 29.9% | 31.8% |
| Homebuilder | XHB | 2.65% | 8.30% | 33.5% | 31.4% |
| Retail | XRT | 2.28% | 4.84% | 21.3% | 26.7% |