Srh Total Return Etf Performance

STEW Etf  USD 17.94  0.12  0.66%   
The entity has a beta of 0.63, which indicates possible diversification benefits within a given portfolio. As returns on the market increase, SRH Total's returns are expected to increase less than the market. However, during the bear market, the loss of holding SRH Total is expected to be smaller as well.

Risk-Adjusted Performance

Weak

 
Weak
 
Strong
Compared to the overall equity markets, risk-adjusted returns on investments in SRH Total Return are ranked lower than 1 (%) of all global equities and portfolios over the last 90 days. In spite of fairly stable technical and fundamental indicators, SRH Total is not utilizing all of its potentials. The current stock price fuss, may contribute to near-short-term losses for the sophisticated investors. ...more
Forward Dividend Yield
0.0446
Payout Ratio
0.384
Last Split Factor
1037:1000
Forward Dividend Rate
0.8
Ex Dividend Date
2026-04-23
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Sector ETF Data Correlates with Strength in Sahasra Electronic Solutions Limited - Quarterly Earnings Review Exceptional Return Investment - Bollywood Helpline
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3
Acquisition by Amanda N. Ciciora Trust of 223419 shares of SRH Total at 9.5657 subject to Rule 16b-3
01/02/2026
4
Insider Trading
01/23/2026
 
SRH Total dividend paid on 30th of January 2026
01/30/2026
5
Disposition of 10146367 shares by Lola Brown Trust 1b of SRH Total at 6.5643 subject to Rule 16b-3
02/05/2026
6
SRH Total Return Fund, Inc. Plans Quarterly Dividend of 0.20
02/13/2026

SRH Total Relative Risk vs. Return Landscape

If you would invest  1,786  in SRH Total Return on December 2, 2025 and sell it today you would earn a total of  8.00  from holding SRH Total Return or generate 0.45% return on investment over 90 days. SRH Total Return is currently generating 0.0096% in daily expected returns and assumes 0.6852% risk (volatility on return distribution) over the 90 days horizon. In different words, 6% of etfs are less volatile than SRH, and 99% of all traded equity instruments are projected to make higher returns than the company over the 90 days investment horizon.
  Expected Return   
       Risk  
Given the investment horizon of 90 days SRH Total is expected to generate 5.61 times less return on investment than the market. But when comparing it to its historical volatility, the company is 1.11 times less risky than the market. It trades about 0.01 of its potential returns per unit of risk. The Dow Jones Industrial is currently generating roughly 0.07 of returns per unit of risk over similar time horizon.
Below is the normalized historical share price chart for SRH Total Return extending back to March 17, 1980. This chart has been adjusted for all splits and dividends and is plotted against all major global economic recessions. As of today, the current price of SRH Total stands at 17.94, as last reported on the 2nd of March, with the highest price reaching 17.97 and the lowest price hitting 17.88 during the day.
IPO Date
4th of April 2022
200 Day MA
17.9116
50 Day MA
18.1612
Beta
0.894
 
Black Monday
 
Oil Shock
 
Dot-com Bubble
 
Housing Crash
 
Credit Downgrade
 
Yuan Drop
 
Covid
 
Interest Hikes

SRH Total Target Price Odds to finish over Current Price

The tendency of SRH Etf price to converge on an average value over time is a known aspect in finance that investors have used since the beginning of the stock market for forecasting. However, many studies suggest that some traded equity instruments are consistently mispriced before traders' demand and supply correct the spread. One possible conclusion to this anomaly is that these stocks have additional risk, for which investors demand compensation in the form of extra returns.
Current PriceHorizonTarget PriceOdds to move above the current price in 90 days
 17.94 90 days 17.94 
about 63.06
Based on a normal probability distribution, the odds of SRH Total to move above the current price in 90 days from now is about 63.06 (This SRH Total Return probability density function shows the probability of SRH Etf to fall within a particular range of prices over 90 days) .
Given the investment horizon of 90 days SRH Total has a beta of 0.63. This usually implies as returns on the market go up, SRH Total average returns are expected to increase less than the benchmark. However, during the bear market, the loss on holding SRH Total Return will be expected to be much smaller as well. Additionally SRH Total Return has a negative alpha, implying that the risk taken by holding this instrument is not justified. The company is significantly underperforming the Dow Jones Industrial.
   SRH Total Price Density   
       Price  

Predictive Modules for SRH Total

There are currently many different techniques concerning forecasting the market as a whole, as well as predicting future values of individual securities such as SRH Total Return. Regardless of method or technology, however, to accurately forecast the etf market is more a matter of luck rather than a particular technique. Nevertheless, trying to predict the etf market accurately is still an essential part of the overall investment decision process. Using different forecasting techniques and comparing the results might improve your chances of accuracy even though unexpected events may often change the market sentiment and impact your forecasting results.
Sophisticated investors, who have witnessed many market ups and downs, anticipate that the market will even out over time. This tendency of SRH Total's price to converge to an average value over time is called mean reversion. However, historically, high market prices usually discourage investors that believe in mean reversion to invest, while low prices are viewed as an opportunity to buy.
Hype
Prediction
LowEstimatedHigh
17.2617.9418.62
Details
Intrinsic
Valuation
LowRealHigh
17.2717.9518.63
Details
Naive
Forecast
LowNextHigh
16.8717.5518.23
Details
Bollinger
Band Projection (param)
LowerMiddle BandUpper
17.9417.9417.94
Details

SRH Total Risk Indicators

For the most part, the last 10-20 years have been a very volatile time for the stock market. SRH Total is not an exception. The market had few large corrections towards the SRH Total's value, including both sudden drops in prices as well as massive rallies. These swings have made and broken many portfolios. An investor can limit the violent swings in their portfolio by implementing a hedging strategy designed to limit downside losses. If you hold SRH Total Return, one way to have your portfolio be protected is to always look up for changing volatility and market elasticity of SRH Total within the framework of very fundamental risk indicators.
α
Alpha over Dow Jones
-0.03
β
Beta against Dow Jones0.63
σ
Overall volatility
0.21
Ir
Information ratio -0.09

SRH Total Alerts and Suggestions

In today's market, stock alerts give investors the competitive edge they need to time the market and increase returns. Checking the ongoing alerts of SRH Total for significant developments is a great way to find new opportunities for your next move. Suggestions and notifications for SRH Total Return can help investors quickly react to important events or material changes in technical or fundamental conditions and significant headlines that can affect investment decisions.
SRH Total Return currently holds 223.74 M in liabilities with Debt to Equity (D/E) ratio of 0.14, which may suggest the company is not taking enough advantage from borrowing. SRH Total Return has a current ratio of 0.67, indicating that it has a negative working capital and may not be able to pay financial obligations when due. Debt can assist SRH Total until it has trouble settling it off, either with new capital or with free cash flow. So, SRH Total's shareholders could walk away with nothing if the company can't fulfill its legal obligations to repay debt. However, a more frequent occurrence is when companies like SRH Total Return sell additional shares at bargain prices, diluting existing shareholders. Debt, in this case, can be an excellent and much better tool for SRH to invest in growth at high rates of return. When we think about SRH Total's use of debt, we should always consider it together with cash and equity.
About 47.0% of SRH Total outstanding shares are owned by corporate insiders
On 30th of January 2026 SRH Total paid $ 0.2 per share dividend to its current shareholders
Latest headline from thelincolnianonline.com: SRH Total Return Fund, Inc. Plans Quarterly Dividend of 0.20
The fund maintains all of the assets in different exotic instruments

SRH Total Price Density Drivers

Market volatility will typically increase when nervous long traders begin to feel the short-sellers pressure to drive the market lower. The future price of SRH Etf often depends not only on the future outlook of the current and potential SRH Total's investors but also on the ongoing dynamics between investors with different trading styles. Because the market risk indicators may have small false signals, it is better to identify suitable times to hedge a portfolio using different long/short signals. SRH Total's indicators that are reflective of the short sentiment are summarized in the table below.
Common Stock Shares Outstanding96.4 M
Cash And Short Term Investments108.1 M

SRH Total Fundamentals Growth

SRH Etf prices reflect investors' perceptions of the future prospects and financial health of SRH Total, and SRH Total fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on SRH Etf performance.

About SRH Total Performance

Evaluating SRH Total's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if SRH Total has a high ROA and ROE, it suggests that the company is efficiently using its assets and equity to generate substantial profits, making it an attractive investment. Conversely, if SRH Total has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements. Please also refer to our technical analysis and fundamental analysis pages.
SRH Total Return Fund, Inc. is a closed-ended balanced mutual fund launched and managed by Boulder Investment Advisers, L.L.C. SRH Total Return Fund, Inc. was formed on December 7, 1972 and is domiciled in the United States. Srh Total operates under Asset Management classification in the United States and is traded on New York Stock Exchange.
SRH Total Return currently holds 223.74 M in liabilities with Debt to Equity (D/E) ratio of 0.14, which may suggest the company is not taking enough advantage from borrowing. SRH Total Return has a current ratio of 0.67, indicating that it has a negative working capital and may not be able to pay financial obligations when due. Debt can assist SRH Total until it has trouble settling it off, either with new capital or with free cash flow. So, SRH Total's shareholders could walk away with nothing if the company can't fulfill its legal obligations to repay debt. However, a more frequent occurrence is when companies like SRH Total Return sell additional shares at bargain prices, diluting existing shareholders. Debt, in this case, can be an excellent and much better tool for SRH to invest in growth at high rates of return. When we think about SRH Total's use of debt, we should always consider it together with cash and equity.
About 47.0% of SRH Total outstanding shares are owned by corporate insiders
On 30th of January 2026 SRH Total paid $ 0.2 per share dividend to its current shareholders
Latest headline from thelincolnianonline.com: SRH Total Return Fund, Inc. Plans Quarterly Dividend of 0.20
The fund maintains all of the assets in different exotic instruments

Other Information on Investing in SRH Etf

SRH Total financial ratios help investors to determine whether SRH Etf is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in SRH with respect to the benefits of owning SRH Total security.