CODI-P-B vs STEW
Comparison between Compass Diversified Holdings (CODI-P-B, Company) and SRH Total Return Fund Inc (STEW, Company).
CODI-P-B vs STEW - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Market Cap
Winner
CODI-P-B
$1.69B
STEW
$1.69B
Max Drawdown
CODI-P-B
53.91%
Winner
STEW
26.58%
Sharpe Ratio
Winner
CODI-P-B
1.48
STEW
0.22
5Y Beta
Winner
CODI-P-B
0.23
STEW
0.62
Industry
CODI-P-B
Other
STEW
Asset Management
P/E Ratio
Winner
CODI-P-B
-23.54
STEW
2.35
PEG Ratio
CODI-P-B
N/A
STEW
0.02
Dividend Yield
CODI-P-B
N/A
STEW
3.76%
5Y Dividends CAGR
CODI-P-B
4.56%
STEW
N/A
Debt to Equity
CODI-P-B
464.24%
Winner
STEW
10.04%
Free Cash Flow Yield
CODI-P-B
0.60%
Winner
STEW
2.20%
P/S Ratio
CODI-P-B
N/A
STEW
52.72
P/B Ratio
CODI-P-B
N/A
STEW
0.76
CODI-P-B vs STEW - Historical Returns
Returns include dividend reinvestment.
1M
Winner
CODI-P-B
+1.01%
STEW
+0.45%
3M
Winner
CODI-P-B
+14.37%
STEW
+5.22%
6M
Winner
CODI-P-B
+25.53%
STEW
-0.20%
1Y
Winner
CODI-P-B
+40.31%
STEW
+7.01%
5Y(CAGR)
CODI-P-B
+5.43%
Winner
STEW
+8.81%
10Y(CAGR)
CODI-P-B
+7.32%
STEW
N/A
Max(CAGR)
CODI-P-B
+7.32%
Winner
STEW
+8.81%
CODI-P-B vs STEW - Annual Returns (2018 - 2026)
Returns include dividend reinvestment.
| Year | CODI-P-B | STEW |
|---|---|---|
| 2026 | +30.22% | -1.07% |
| 2025 | -19.19% | +20.85% |
| 2024 | +5.44% | +19.63% |
| 2023 | +12.08% | +13.36% |
| 2022 | -10.58% | -11.18% |
| 2021 | +18.18% | N/A |
| 2020 | +6.78% | N/A |
| 2019 | +44.67% | N/A |
| 2018 | -18.92% | N/A |
CODI-P-B vs STEW Drawdown Comparison
The maximum drawdown for CODI-P-B was -45.93%, occurring on May 21, 2025. Recovery took 316 trading sessions.
The maximum drawdown for STEW was -25.24%, occurring on Oct 12, 2022. Recovery took 427 trading sessions.
The current CODI-P-B drawdown is -0.87%. The current STEW drawdown is -2.28%.
| Rank | CODI-P-B | STEW |
|---|---|---|
| #1 | -45.93% Jan 16, 2025 - Apr 22, 2026 | -25.24% Apr 4, 2022 - Dec 14, 2023 |
| #2 | -44.32% Jan 31, 2020 - Nov 16, 2020 | -10.50% Apr 2, 2025 - May 1, 2025 |
| #3 | -25.94% Mar 6, 2018 - Feb 13, 2019 | -9.68% Feb 6, 2026 - Mar 27, 2026 |
| #4 | -13.09% Aug 2, 2022 - Jun 30, 2023 | -7.07% Jul 31, 2024 - Aug 19, 2024 |
| #5 | -8.35% Jun 30, 2023 - Jan 26, 2024 | -5.92% Nov 29, 2024 - Jan 28, 2025 |
| #6 | -7.82% Feb 15, 2019 - Jun 7, 2019 | -5.70% Sep 4, 2025 - Dec 15, 2025 |
| #7 | -7.30% Dec 23, 2021 - Jul 29, 2022 | -5.64% Mar 28, 2024 - Jul 12, 2024 |
| #8 | -5.88% Jul 30, 2024 - Jan 16, 2025 | -5.53% Feb 19, 2025 - Mar 26, 2025 |
| #9 | -4.25% Mar 20, 2024 - Apr 30, 2024 | -4.32% Jan 6, 2026 - Feb 6, 2026 |
| #10 | -3.94% Apr 30, 2024 - Jul 26, 2024 | -4.15% May 16, 2025 - Jul 1, 2025 |
| #11 | -3.79% Sep 29, 2021 - Nov 3, 2021 | -3.82% Sep 4, 2024 - Oct 17, 2024 |
| #12 | -3.71% Nov 10, 2021 - Dec 2, 2021 | -3.71% Oct 21, 2024 - Nov 6, 2024 |
| #13 | -3.66% Apr 23, 2026 - May 20, 2026 | -2.78% Jan 8, 2024 - Jan 24, 2024 |
| #14 | -2.80% Feb 29, 2024 - Mar 20, 2024 | -2.63% Jul 1, 2025 - Jul 23, 2025 |
| #15 | -2.75% Jul 12, 2021 - Aug 4, 2021 | -2.40% May 2, 2025 - May 12, 2025 |
Correlation
Correlation between CODI-P-B and STEW is 0.09 which considered as a very weak or no correlation - the stocks move independently of each other.
0.09
-101
Dividend Comparison (2018 - 2026)
CODI-P-B vs STEW dividend yield comparison.
| Year | CODI-P-B | STEW |
|---|---|---|
| 2026 | 4.36% | 2.25% |
| 2025 | 11.09% | 3.56% |
| 2024 | 8.12% | 3.43% |
| 2023 | 8.07% | 3.60% |
| 2022 | 8.54% | 2.83% |
| 2021 | 7.06% | 0.00% |
| 2020 | 7.75% | 0.00% |
| 2019 | 7.63% | 0.00% |
| 2018 | 6.47% | 0.00% |
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