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STEW | US
-0.07
-0.37%
November
November
30/11/2023
24/04/2026
17.64
17.68
17.80
17.61
SRH Total Return Fund Inc. is a closed-ended balanced mutual fund launched and managed by Boulder Investment Advisers L.L.C. It is co-managed by Stewart West Indies Trading Co Ltd. and Rocky Mountain Advisers Llc. The fund invests in public equity and fixed income markets across the globe. It seeks to invest in securities of companies operating across diversified industries. The fund primarily invests in dividend paying value stocks of companies across all capitalizations as well as in fixed income securities issued by companies. It employs both fundamental and quantitative analysis with a bottom-up security picking approach focusing on such factors as defensible businesses with solid financial positions and strong operating track records to create its portfolio. The fund benchmarks the performance of its portfolio against the S&P 500 Composite Index. SRH Total Return Fund Inc. was formed on December 7 1972 and is domiciled in the United States.
View LessLow 6-Month Volatility (<30%)
Good Dividend Yield (2% <= Dividend Yield <= 8%)
Value Stock (Price to Book < 3)
Strong Operating Margin (> 25%)
Weakness based on declining price with high volume
Price Below SMA10D
Smallcap (300M - 2B USD)
High Market Beta (> 0.8)
Declining Revenue (< 0%)
Bullish: Stable Volatility (6-month <= 1-month volatility) is positive for the stock performance.
10 days
9.7%1 month
16.0%3 months
13.6%6 months
12.3%3.98
-
0.85
-
-
-
4.50
-
-
1.71B
1.71B
3.43
45.58
7.12K
-4.70
23.66
0.04
0.03
Short-term: Bullish (SMA10D > SMA1M)
Intermediate-term: Bearish (SMA1M < SMA3M)
Long-term: Bullish (SMA6M > SMA12M)
Range10D
0.66
Range1M
1.71
Range3M
1.95
Rel. volume
1.04
Price X volume
1.32M
Name | Ticker | Industry | Close | Marketcap | Day Return | PE Ratio | Debt to Equity |
|---|---|---|---|---|---|---|---|
No data | |||||||
Name | Ticker | Industry | Close | Marketcap | Day Return | PE Ratio | Debt to Equity |
|---|---|---|---|---|---|---|---|
No data | |||||||
| Parameter | Company | Industry | Indicator |
|---|---|---|---|
| Enterprise to EBITDA | - | - | - |
| Ent. to Revenue | 4.50 | - | - |
| PE Ratio | 3.98 | - | - |
| Price to Book | 0.85 | - | - |
| Dividend Yield | 3.43 | - | - |
| Std. Deviation (3M) | 13.61 | - | - |
| Debt to Equity | - | - | - |
| Debt to Assets | - | - | - |
| Market Cap | 1.71B | - | - |