HERZ vs STRS

Comparison between Herzfeld Credit Income Fund Inc Com (HERZ, Company) and Stratus Properties Inc (STRS, Company).

HERZ is from the Financial Services sector, while STRS is from the Real Estate sector.

HERZ vs STRS - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	HERZ(COMPANY)	STRS(COMPANY)
Market Cap	$230M	$230M
Max Drawdown	46.61%	87.61%
Sharpe Ratio	0.45	1.08
5Y Beta	N/A	1.33
Industry	Asset Management	Real Estate - Diversified
P/E Ratio	-345.65	-560.90
Forward P/E	N/A	19.68
PEG Ratio	N/A	1.19
5Y Dividends CAGR	N/A	36.10%
5Y EPS CAGR	N/A	-40.78%
Debt to Equity	N/A	0.00%
Free Cash Flow Yield	N/A	-13.91%
P/S Ratio	203.38	7.96
P/B Ratio	5.13	1.08

Market Cap

HERZ

$230M

Winner

STRS

$230M

Max Drawdown

Winner

HERZ

46.61%

STRS

87.61%

Sharpe Ratio

HERZ

0.45

Winner

STRS

1.08

5Y Beta

HERZ

N/A

STRS

1.33

Industry

HERZ

Asset Management

STRS

Real Estate - Diversified

P/E Ratio

HERZ

-345.65

Winner

STRS

-560.90

Forward P/E

HERZ

N/A

STRS

19.68

PEG Ratio

HERZ

N/A

STRS

1.19

5Y Dividends CAGR

HERZ

N/A

STRS

36.10%

5Y EPS CAGR

HERZ

N/A

STRS

-40.78%

Debt to Equity

HERZ

N/A

STRS

0.00%

Free Cash Flow Yield

HERZ

N/A

STRS

-13.91%

P/S Ratio

HERZ

203.38

Winner

STRS

7.96

P/B Ratio

HERZ

5.13

Winner

STRS

1.08

HERZ vs STRS - Historical Returns

Returns include dividend reinvestment.

Period	HERZ	STRS
1 month	-4.36%	-3.07%
3 months	+5.76%	-8.62%
6 months	-12.65%	+21.97%
1 year	+14.11%	+44.01%
5 years(CAGR)	N/A	+6.75%
10 years(CAGR)	N/A	+7.68%
Max(CAGR)	+15.23%	+8.57%

HERZ

-4.36%

Winner

STRS

-3.07%

Winner

HERZ

+5.76%

STRS

-8.62%

HERZ

-12.65%

Winner

STRS

+21.97%

HERZ

+14.11%

Winner

STRS

+44.01%

5Y(CAGR)

HERZ

N/A

STRS

+6.75%

10Y(CAGR)

HERZ

N/A

STRS

+7.68%

Max(CAGR)

Winner

HERZ

+15.23%

STRS

+8.57%

HERZ vs STRS - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	HERZ	STRS
2026	-22.62%	+19.66%
2025	+49.49%	+18.12%
2024	N/A	-29.10%
2023	N/A	+48.69%
2022	N/A	-39.34%
2021	N/A	+51.37%
2020	N/A	-17.69%
2019	N/A	+24.27%
2018	N/A	-19.53%
2017	N/A	-6.96%
2016	N/A	+59.99%
2015	N/A	+48.98%
2014	N/A	-16.92%
2013	N/A	+98.95%
2012	N/A	+7.72%
2011	N/A	-17.79%
2010	N/A	-19.40%
2009	N/A	-22.92%
2008	N/A	-61.97%
2007	N/A	+8.19%
2006	N/A	+40.83%
2005	N/A	+48.03%
2004	N/A	+61.92%
2003	N/A	+8.65%
2002	N/A	+9.75%
2001	N/A	+70.00%
2000	N/A	+17.65%
1999	N/A	+7.99%

HERZ vs STRS Drawdown Comparison

The maximum drawdown for HERZ was -33.63%, occurring on Feb 27, 2026. This drawdown has not yet recovered.

The maximum drawdown for STRS was -87.61%, occurring on Mar 9, 2009. Recovery took 3493 trading sessions.

The current HERZ drawdown is -23.67%. The current STRS drawdown is -27.01%.

Rank	HERZ	STRS
#1	-33.63% Dec 31, 2025 - Feb 27, 2026	-87.61% Jun 6, 2007 - Apr 21, 2021
#2	-16.24% Jul 8, 2025 - Nov 21, 2025	-60.77% Jun 3, 2022 - May 1, 2025
#3	-3.99% Dec 29, 2025 - Dec 31, 2025	-34.02% Apr 27, 2021 - Dec 1, 2021
#4	-3.44% Dec 4, 2025 - Dec 26, 2025	-33.81% Jun 6, 2001 - Jan 16, 2004
#5	-1.16% Nov 21, 2025 - Dec 2, 2025	-26.32% Nov 15, 1999 - May 5, 2000
#6	N/A	-25.52% Mar 30, 2001 - May 29, 2001
#7	N/A	-19.53% May 18, 2000 - Jan 4, 2001
#8	N/A	-19.17% Dec 6, 2005 - Dec 28, 2005
#9	N/A	-18.08% Jan 18, 2001 - Mar 30, 2001
#10	N/A	-14.88% Mar 31, 2022 - Jun 1, 2022
#11	N/A	-14.88% Oct 2, 2006 - Jan 16, 2007
#12	N/A	-12.40% May 9, 2000 - May 18, 2000
#13	N/A	-12.05% May 10, 2005 - Sep 30, 2005
#14	N/A	-11.41% Mar 19, 2004 - Jul 29, 2004
#15	N/A	-11.26% Dec 27, 2021 - Feb 1, 2022