Srh Total Return Etf Profile
| STEW Etf | USD 14.34 0.08 0.56% |
Performance4 of 100
| Odds Of DistressLess than 9
|
SRH Total is selling for under 14.34 as of the 5th of May 2024; that is 0.56 percent up since the beginning of the trading day. The etf's lowest day price was 14.26. SRH Total has less than a 9 % chance of experiencing financial distress in the next few years but had a somewhat insignificant performance during the last 90 days. Equity ratings for SRH Total Return are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 5th of April 2024 and ending today, the 5th of May 2024. Click here to learn more.
Business Domain Financial Services | IPO Date 4th of April 2022 | Classification Financials |
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.. The company has 97.07 M outstanding shares of which 19.34 K shares are at this time shorted by private and institutional investors with about 0.26 trading days to cover. More on SRH Total Return
Moving together with SRH Etf
| 0.62 | V | Visa Class A Financial Report 23rd of July 2024 | PairCorr |
| 0.73 | AB | AllianceBernstein | PairCorr |
| 0.7 | BN | Brookfield Corp | PairCorr |
SRH Etf Highlights
Most reasonable investors view market volatility as an opportunity to invest at a favorable price or to sell short against a bearish trend. SRH Total's investment highlights are automatically generated signals that are significant enough to either complement your investing judgment regarding SRH Total or challenge it. These highlights can help you better understand the position you are entering and avoid costly mistakes.
| President Manager | Joel CFP |
| Business Concentration | Asset Management & Custody Banks, Financial Services, Financials, Capital Markets, Asset Management, Financial Services (View all Sectors) |
| Average Analyst Recommendation Analysts covering SRH Total report their recommendations after researching SRH Total's financial statements, talking to executives and customers, or listening in on SRH Total's conference calls. The current trade recommendation is based on an ongoing consensus estimate among financial analysts covering SRH Total Return. The SRH consensus assessment is calculated by taking the average forecast from all of the analysts covering SRH Total. | |
| Total Stockholder Equity | 1.63 Billion |
| Currency Code | USD |
| Fiscal Year End | November |
| Net Debt | 223.36 Million |
| Accounts Payable | 436,964 |
| Quarterly Earnings Growth Y O Y | 71.151 |
| 50 Day M A | 14.6292 |
| Code | STEW |
| Common Stock Shares Outstanding | 97.07 Million |
SRH Total Return [STEW] is traded in USA and was established null. SRH Total is listed under Asset Management & Custody Banks category by Fama And French industry classification. The fund is listed under Financials category and is part of Capital Markets family. SRH Total Return at this time have 1.86 B in assets. with the current yeild of 0.04%.
SRH Total Return currently holds about 545.57 K in cash with 52.17 M of positive cash flow from operations. This results in cash-per-share (CPS) ratio of 0.01.
Check SRH Total Probability Of Bankruptcy
SRH Total Target Price Odds Analysis
Depending on a normal probability distribution, the odds of SRH Total jumping above the current price in 90 days from now is about 66.15%. The SRH Total Return probability density function shows the probability of SRH Total 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 0.8176. 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 NYSE Composite.
Based on a normal probability distribution, the odds of SRH Total to move above the current price in 90 days from now is about 66.15 (This SRH Total Return probability density function shows the probability of SRH Etf to fall within a particular range of prices over 90 days) .
SRH Total Return Risk Profiles
Investors will always prefer to have the highest possible return on investment while minimizing volatility. SRH Total market risk premium is the additional return an investor will receive from holding SRH Total long position in a well-diversified portfolio. The market premium is part of the Capital Asset Pricing Model (CAPM), which most analysts and investors use to calculate the acceptable rate of return on investment in SRH Total. At the center of the CAPM is the concept of risk and reward, which is usually communicated by investors using alpha and beta measures. Although SRH Total's alpha and beta are two of the key measurements used to evaluate SRH Total's performance over the market, the standard measures of volatility play an important role as well.
| Risk Adjusted Performance | 0.0456 | |||
| Jensen Alpha | (0.02) | |||
| Total Risk Alpha | (0.03) | |||
| Sortino Ratio | (0.05) |
SRH Total Against Markets
Picking the right benchmark for SRH Total etf is fundamental to making educated investment choices. Many naive investors compare their positions with the S&P 500 or with the Nasdaq. But these benchmarks are not all-inclusive and generally should be used only for large-capitalization equities or stock offerings from large companies. When the price of a selected benchmark declines in a down market, there may be an uptick in SRH Total etf price where buyers come in believing the asset is cheap. The opposite is true when the market is bullish; so, accurately picking the benchmark for SRH Total is critical whether you are bullish or bearish towards SRH Total Return at a given time. Please also check how SRH Total's historical prices are related to one of the top price index indicators.
Be your own money manager
Our tools can tell you how much better you can do entering a position in SRH Total without increasing your portfolio risk or giving up the expected return. As an individual investor, you need to find a reliable way to track all your investment portfolios. However, your requirements will often be based on how much of the process you decide to do yourself. In addition to allowing all investors analytical transparency into all their portfolios, our tools can evaluate risk-adjusted returns of your individual positions relative to your overall portfolio.Did you try this?
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How to buy SRH Etf?
Before investing in SRH Total, you must ensure you fully understand your financial goals and how diversified (or not) your overall investments are now. Then, after you clearly understand your investment objectives, consider investing in SRH Total. To buy SRH Total etf, you can follow these steps:- Choose a brokerage firm: You need to select a brokerage firm to buy shares of SRH Total. Some popular options include Charles Schwab, Fidelity, TD Ameritrade, and Robinhood.
- Open an account: Once you have chosen a brokerage firm, you will need to open an account. You will be required to provide personal information, such as your name, address, and Social Security number.
- Fund your account: You will need to deposit funds into your brokerage account to purchase SRH Total etf. You can do this by transferring funds from your bank account or other investment accounts.
- Place your order: Once you have located SRH Total Return etf in your brokerage account, you can place your order to buy it. You will need to specify the number of shares you want to buy and the price you are willing to pay.
- Monitor your investment: After you have purchased SRH Total Return etf, you should monitor your investment to track its performance and make informed decisions about buying, selling, or holding the etf
It's important to note that investing in stocks, such as SRH Total Return, carries risks, and you should carefully consider your investment goals and risk tolerance before making any investment decisions. Also, remember various factors, including economic indicators, change in net worth, political events, company-specific news, and investor sentiment, can influence the stock market. These factors can cause fluctuations in etf prices and lead to market volatility affecting your buy or sell decision. However, volatility can also present opportunities for investors to make gains by buying stocks when prices are low and selling when they are high. It's important for investors to have a long-term perspective and a well-diversified portfolio to manage the impact of stock market volatility on their investments.
Already Invested in SRH Total Return?
The danger of trading SRH Total Return is mainly related to its market volatility and ETF specific events. As an investor, you must understand the concept of risk-adjusted return before you start trading. The most common way to measure the risk of SRH Total is by using the Sharpe ratio. The ratio expresses how much excess return you acquire for the extra volatility you endure for holding a more risker asset than SRH Total. The Sharpe ratio is calculated by using standard deviation and excess return to determine reward per unit of risk. To understand how volatile SRH Total Return is, you must compare it to a benchmark. Traditionally, the risk-free rate of return is the rate of return on the shortest-dated U.S. Treasury, such as a 3-year bond.
Check out World Market Map to better understand how to build diversified portfolios, which includes a position in SRH Total Return. Also, note that the market value of any etf could be tightly coupled with the direction of predictive economic indicators such as signals in income. Note that the SRH Total Return information on this page should be used as a complementary analysis to other SRH Total's statistical models used to find the right mix of equity instruments to add to your existing portfolios or create a brand new portfolio. You can also try the Stock Screener module to find equities using a custom stock filter or screen asymmetry in trading patterns, price, volume, or investment outlook..
The market value of SRH Total Return is measured differently than its book value, which is the value of SRH that is recorded on the company's balance sheet. Investors also form their own opinion of SRH Total's value that differs from its market value or its book value, called intrinsic value, which is SRH Total's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because SRH Total's market value can be influenced by many factors that don't directly affect SRH Total's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between SRH Total's value and its price as these two are different measures arrived at by different means. Investors typically determine if SRH Total is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, SRH Total's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.