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Equity
SRH Total Return Fund Inc.(STEW)
USD --+0.00%
Reward55Moderate
Risk59Medium-High
📊75%Data
Strong 537% profit margin · 3.6% dividend yield · Revenue down 12% YoY
STEW
+0.0 · +0.00%
USD · NYSE
SRH Total Return Fund Inc. | Financial Services
Balanced
Market Cap:1.73Bn
ℹ️
Reward Rating
55
Moderate
Bottom 50% (model universe)
75% data coverage
ℹ️
Risk Rating
59
Medium-High
Risk Assessment
ℹ️

Educational tool only – Scores are based on historical data and financial metrics for informational purposes. This is not financial advice or a recommendation to buy or sell any security. Always conduct your own research or consult a qualified financial adviser.

ℹ️ Educational tool only · More
Limited data coverage
We don't have enough public data on STEW to score it reliably yet — Reward, Risk, Forecasts and Dividends tabs aren't available for this stock. The price chart and basic profile are still shown.
OTC / ADR stock — scores and fundamentals use data tagged in USD by our provider. The issuer may report in a different home currency (e.g. JPY), so treat figures as directional rather than precise.
Not available for limited-coverage stocks
The overview tab requires fundamentals and price history we don't have for this stock. The price chart is the most reliable view we have — try the Chart tab.

Market Performance

Stock returned +10.0% over the past year, broadly in line with market conditions.

What is SRH Total Return Fund Inc.?

is a closed-ended balanced mutual fund launched and managed by Paralel Advisors LLC.

STEW · Verdict

Solid reward · elevated risk

STEW's standout is growth; balance sheet and valuation weigh on the picture.

Based on 88% data coverage

STEW · Verdict

What’s working & what to watch

Strengths 1

  • Growth66/100

    Rev +15.3% CAGR · earnings +39.7%

Watchouts 2

  • Balance sheet26/100

    Net debt/EBITDA 1.2×

  • Valuation31/100

    Below average

Model-based scoring. For information only — not financial advice.

What is SRH Total Return Fund Inc.?

is a closed-ended balanced mutual fund launched and managed by Paralel Advisors LLC. Rocky Mountain Advisers, LLC serves as the Fund's sub-adviser. The company is listed on the NYSE in USA, operating in the Financial Services sector, with a market capitalisation of 1.73B, and a P/E ratio of 10.0x.

Financial Highlights

Investment Breakdown

📈 Growth
Moderate growth momentum — positive trajectory without breakout acceleration.
💰 Profitability
Adequate profitability with some margin variability in recent periods.
⚠️ Risk
Performance tied to macro conditions — sensitive to interest rate cycles.
💸 Valuation
Premium valuation reflects strong growth expectations already priced in.

OpenBook Logo Analysis

Reward: Moderate (55)

The scoring profile indicates moderate reward potential, with growth and profitability as the leading contributors. Risk indicators are elevated — volatility and macro sensitivity warrant consideration.

For informational purposes only. Not financial advice.

Company Information
SectorFinancial Services
Market Cap1.73B
P/E Ratio9.9667
Dividend Yield3.65%
52 Week High18.5
52 Week Low14.416
Last AnnualNovember
IPO Date4/4/2022
IncorporatedUSA
Shares Outstanding96M
No. of EmployeesN/A
IndustryAsset Management
ExchangeNYSE
Beta0.894
CurrencyUSD
Websitesrhtotalreturnfund.com
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