FRT-P-C vs STEW

Comparison between Federal Realty Investment Trust. (FRT-P-C, Company) and SRH Total Return Fund Inc (STEW, Company).

FRT-P-C vs STEW - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	FRT-P-C(COMPANY)	STEW(COMPANY)
Market Cap	$1.76B	$1.76B
Max Drawdown	30.45%	26.58%
Sharpe Ratio	-0.26	0.25
5Y Beta	0.23	0.62
Industry	Other	Asset Management
P/E Ratio	4.28	2.44
PEG Ratio	0.12	0.02
Dividend Yield	N/A	3.61%
5Y Dividends CAGR	4.56%	N/A
5Y EPS CAGR	22.55%	N/A
Debt to Equity	152.79%	10.04%
Free Cash Flow Yield	35.40%	2.12%
P/S Ratio	N/A	54.21
P/B Ratio	N/A	0.79

Market Cap

FRT-P-C

$1.76B

Winner

STEW

$1.76B

Max Drawdown

FRT-P-C

30.45%

Winner

STEW

26.58%

Sharpe Ratio

FRT-P-C

-0.26

Winner

STEW

0.25

5Y Beta

Winner

FRT-P-C

0.23

STEW

0.62

Industry

FRT-P-C

Other

STEW

Asset Management

P/E Ratio

FRT-P-C

4.28

Winner

STEW

2.44

PEG Ratio

FRT-P-C

0.12

Winner

STEW

0.02

Dividend Yield

FRT-P-C

N/A

STEW

3.61%

5Y Dividends CAGR

FRT-P-C

4.56%

STEW

N/A

5Y EPS CAGR

FRT-P-C

22.55%

STEW

N/A

Debt to Equity

FRT-P-C

152.79%

Winner

STEW

10.04%

Free Cash Flow Yield

Winner

FRT-P-C

35.40%

STEW

2.12%

P/S Ratio

FRT-P-C

N/A

STEW

54.21

P/B Ratio

FRT-P-C

N/A

STEW

0.79

FRT-P-C vs STEW - Historical Returns

Returns include dividend reinvestment.

Period	FRT-P-C	STEW
1 month	-0.84%	+1.46%
3 months	+1.26%	+2.15%
6 months	-1.31%	+3.24%
1 year	+1.40%	+5.11%
5 years(CAGR)	-0.14%	+9.02%
10 years(CAGR)	+2.52%	N/A
Max(CAGR)	+2.52%	+9.02%

FRT-P-C

-0.84%

Winner

STEW

+1.46%

FRT-P-C

+1.26%

Winner

STEW

+2.15%

FRT-P-C

-1.31%

Winner

STEW

+3.24%

FRT-P-C

+1.40%

Winner

STEW

+5.11%

5Y(CAGR)

FRT-P-C

-0.14%

Winner

STEW

+9.02%

10Y(CAGR)

FRT-P-C

+2.52%

STEW

N/A

Max(CAGR)

FRT-P-C

+2.52%

Winner

STEW

+9.02%

FRT-P-C vs STEW - Annual Returns (2017 - 2026)

Returns include dividend reinvestment.

Year	FRT-P-C	STEW
2026	-0.12%	+0.71%
2025	-2.16%	+20.85%
2024	-1.76%	+19.63%
2023	+16.50%	+13.36%
2022	-16.34%	-11.18%
2021	+3.95%	N/A
2020	+4.48%	N/A
2019	+28.40%	N/A
2018	-11.86%	N/A
2017	+1.93%	N/A

FRT-P-C vs STEW Drawdown Comparison

The maximum drawdown for FRT-P-C was -28.33%, occurring on Mar 23, 2020. Recovery took 121 trading sessions.

The maximum drawdown for STEW was -25.24%, occurring on Oct 12, 2022. Recovery took 427 trading sessions.

The current FRT-P-C drawdown is -7.38%. The current STEW drawdown is -1.36%.

Rank	FRT-P-C	STEW
#1	-28.33% Feb 18, 2020 - Aug 10, 2020	-25.24% Apr 4, 2022 - Dec 14, 2023
#2	-24.15% Aug 3, 2022 - Jan 30, 2024	-10.50% Apr 2, 2025 - May 1, 2025
#3	-15.21% Jun 18, 2018 - Feb 5, 2019	-9.68% Feb 6, 2026 - Jul 6, 2026
#4	-13.81% Dec 29, 2017 - Jun 18, 2018	-7.07% Jul 31, 2024 - Aug 19, 2024
#5	-12.96% Oct 18, 2024 - Apr 7, 2025	-5.92% Nov 29, 2024 - Jan 28, 2025
#6	-12.59% Jan 30, 2024 - Sep 20, 2024	-5.70% Sep 4, 2025 - Dec 15, 2025
#7	-10.87% Jul 7, 2021 - Jul 29, 2022	-5.64% Mar 28, 2024 - Jul 12, 2024
#8	-6.00% Oct 7, 2020 - Apr 1, 2021	-5.53% Feb 19, 2025 - Mar 26, 2025
#9	-5.25% Feb 6, 2019 - Apr 3, 2019	-4.32% Jan 6, 2026 - Feb 6, 2026
#10	-3.67% Oct 23, 2019 - Jan 2, 2020	-4.15% May 16, 2025 - Jul 1, 2025
#11	-3.54% Apr 13, 2021 - Jul 7, 2021	-3.82% Sep 4, 2024 - Oct 17, 2024
#12	-2.80% Sep 26, 2017 - Dec 15, 2017	-3.71% Oct 21, 2024 - Nov 6, 2024
#13	-2.54% Aug 18, 2020 - Sep 15, 2020	-2.78% Jan 8, 2024 - Jan 24, 2024
#14	-2.32% Sep 22, 2020 - Sep 28, 2020	-2.63% Jul 1, 2025 - Jul 23, 2025
#15	-1.96% Sep 4, 2019 - Oct 11, 2019	-2.40% May 2, 2025 - May 12, 2025

Correlation

Correlation between FRT-P-C and STEW is 0.52 which considered as a moderate positive correlation - the stocks show some tendency to move together.

0.52

-101