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SRH Total Return Fund Inc. (STEW)
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Upturn Advisory Summary
12/12/2025: STEW (1-star) has a low Upturn Star Rating. Not recommended to BUY.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
Analysis of Past Performance
Type Stock | Historic Profit 18.87% | Avg. Invested days 58 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  3.0 | Stock Returns Performance  2.0 |
| Profits based on simulation | Last Close 12/12/2025 |
Key Highlights
Company Size Small-Cap Stock | Market Capitalization 1.69B USD | Price to earnings Ratio 3.1 | 1Y Target Price - |
Price to earnings Ratio 3.1 | 1Y Target Price - | ||
Volume (30-day avg) - | Beta 0.96 | 52 Weeks Range 14.32 - 17.89 | Updated Date 06/29/2025 |
52 Weeks Range 14.32 - 17.89 | Updated Date 06/29/2025 | ||
Dividends yield (FY) 3.76% | Basic EPS (TTM) 5.66 |
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin 1538.12% | Operating Margin (TTM) 33.15% |
Management Effectiveness
Return on Assets (TTM) 0.42% | Return on Equity (TTM) 29.18% |
Valuation
Trailing PE 3.1 | Forward PE - | Enterprise Value 1539207424 | Price to Sales(TTM) 47.56 |
Enterprise Value 1539207424 | Price to Sales(TTM) 47.56 | ||
Enterprise Value to Revenue 3.48 | Enterprise Value to EBITDA - | Shares Outstanding 96441504 | Shares Floating - |
Shares Outstanding 96441504 | Shares Floating - | ||
Percent Insiders 47.14 | Percent Institutions 16.36 |
About SRH Total Return Fund Inc.
Exchange NYSE | Headquaters Denver, CO, United States | ||
IPO Launch date 2022-04-04 | CEO - | ||
Sector Financial Services | Industry Asset Management | Full time employees - | Website https://srhtotalreturnfund.com |
Full time employees - | Website https://srhtotalreturnfund.com | ||
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 fund invests in 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. is domiciled in the United States.
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