IMCR vs STEW

Comparison between Immunocore Holdings plc (IMCR, Company) and SRH Total Return Fund Inc (STEW, Company).

IMCR is from the Healthcare sector, while STEW is from the Financial Services sector.

IMCR vs STEW - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	IMCR(COMPANY)	STEW(COMPANY)
Market Cap	$1.76B	$1.76B
Max Drawdown	67.45%	26.58%
Sharpe Ratio	-0.05	0.43
5Y Beta	0.70	0.61
Industry	Biotechnology	Asset Management
P/E Ratio	-63.54	2.44
Forward P/E	232.56	N/A
PEG Ratio	-2.42	0.02
Dividend Yield	N/A	3.62%
Debt to Equity	0.00%	10.04%
Free Cash Flow Yield	-1.74%	2.12%
P/S Ratio	4.27	54.15
P/B Ratio	4.33	0.79

Market Cap

Winner

IMCR

$1.76B

STEW

$1.76B

Max Drawdown

IMCR

67.45%

Winner

STEW

26.58%

Sharpe Ratio

IMCR

-0.05

Winner

STEW

0.43

5Y Beta

IMCR

0.70

Winner

STEW

0.61

Industry

IMCR

Biotechnology

STEW

Asset Management

P/E Ratio

Winner

IMCR

-63.54

STEW

2.44

Forward P/E

IMCR

232.56

STEW

N/A

PEG Ratio

Winner

IMCR

-2.42

STEW

0.02

Dividend Yield

IMCR

N/A

STEW

3.62%

Debt to Equity

Winner

IMCR

0.00%

STEW

10.04%

Free Cash Flow Yield

IMCR

-1.74%

Winner

STEW

2.12%

P/S Ratio

Winner

IMCR

4.27

STEW

54.15

P/B Ratio

IMCR

4.33

Winner

STEW

0.79

IMCR vs STEW - Historical Returns

Returns include dividend reinvestment.

Period	IMCR	STEW
1 month	+17.48%	+3.16%
3 months	+16.80%	+2.42%
6 months	-2.30%	+3.23%
1 year	-6.63%	+7.78%
5 years(CAGR)	-0.69%	+9.28%
Max(CAGR)	-4.05%	+9.28%

Winner

IMCR

+17.48%

STEW

+3.16%

Winner

IMCR

+16.80%

STEW

+2.42%

IMCR

-2.30%

Winner

STEW

+3.23%

IMCR

-6.63%

Winner

STEW

+7.78%

5Y(CAGR)

IMCR

-0.69%

Winner

STEW

+9.28%

Max(CAGR)

IMCR

-4.05%

Winner

STEW

+9.28%

IMCR vs STEW - Annual Returns (2021 - 2026)

Returns include dividend reinvestment.

Year	IMCR	STEW
2026	+2.07%	+1.71%
2025	+16.40%	+20.85%
2024	-58.82%	+19.63%
2023	+23.28%	+13.36%
2022	+66.43%	-11.18%
2021	-20.74%	N/A

IMCR vs STEW Drawdown Comparison

The maximum drawdown for IMCR was -67.45%, occurring on Apr 8, 2025. This drawdown has not yet recovered.

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

The current IMCR drawdown is -54.25%. The current STEW drawdown is -0.38%.

Rank	IMCR	STEW
#1	-67.45% Feb 7, 2024 - Apr 8, 2025	-25.24% Apr 4, 2022 - Dec 14, 2023
#2	-66.38% Feb 8, 2021 - Sep 8, 2022	-10.50% Apr 2, 2025 - May 1, 2025
#3	-35.66% Aug 1, 2023 - Dec 26, 2023	-9.68% Feb 6, 2026 - Jul 6, 2026
#4	-29.81% Feb 13, 2023 - Jul 28, 2023	-7.07% Jul 31, 2024 - Aug 19, 2024
#5	-29.70% Sep 8, 2022 - Oct 25, 2022	-5.92% Nov 29, 2024 - Jan 28, 2025
#6	-20.97% Nov 15, 2022 - Feb 13, 2023	-5.70% Sep 4, 2025 - Dec 15, 2025
#7	-8.33% Jan 11, 2024 - Feb 1, 2024	-5.64% Mar 28, 2024 - Jul 12, 2024
#8	-7.10% Jan 2, 2024 - Jan 9, 2024	-5.53% Feb 19, 2025 - Mar 26, 2025
#9	-4.61% Oct 25, 2022 - Nov 11, 2022	-4.32% Jan 6, 2026 - Feb 6, 2026
#10	-1.95% Feb 1, 2024 - Feb 7, 2024	-4.15% May 16, 2025 - Jul 1, 2025
#11	-1.70% Dec 27, 2023 - Jan 2, 2024	-3.82% Sep 4, 2024 - Oct 17, 2024
#12	-1.33% Jan 9, 2024 - Jan 11, 2024	-3.71% Oct 21, 2024 - Nov 6, 2024
#13	N/A	-2.78% Jan 8, 2024 - Jan 24, 2024
#14	N/A	-2.63% Jul 1, 2025 - Jul 23, 2025
#15	N/A	-2.40% May 2, 2025 - May 12, 2025

Correlation

Correlation between IMCR and STEW is -0.66 which considered as a moderate negative correlation - the stocks show some tendency to move in opposite directions.

-0.66

-101