PAX vs STEW

Comparison between Patria Investments Ltd - Class A (PAX, Company) and SRH Total Return Fund Inc (STEW, Company).

Both PAX and STEW are from the Financial Services sector.

PAX vs STEW - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	PAX(COMPANY)	STEW(COMPANY)
Market Cap	$1.80B	$1.80B
Max Drawdown	57.32%	26.58%
Sharpe Ratio	-0.54	0.70
5Y Beta	1.05	0.60
Industry	Asset Management	Asset Management
P/E Ratio	28.77	2.50
Forward P/E	8.14	N/A
PEG Ratio	N/A	0.02
Dividend Yield	5.36%	3.52%
5Y EPS CAGR	-16.03%	N/A
Debt to Equity	46.14%	10.04%
Free Cash Flow Yield	7.74%	2.06%
P/S Ratio	4.28	55.64
P/B Ratio	3.14	0.80

Market Cap

PAX

$1.80B

Winner

STEW

$1.80B

Max Drawdown

PAX

57.32%

Winner

STEW

26.58%

Sharpe Ratio

PAX

-0.54

Winner

STEW

0.70

5Y Beta

PAX

1.05

Winner

STEW

0.60

Industry

PAX

Asset Management

STEW

Asset Management

P/E Ratio

PAX

28.77

Winner

STEW

2.50

Forward P/E

PAX

8.14

STEW

N/A

PEG Ratio

PAX

N/A

STEW

0.02

Dividend Yield

Winner

PAX

5.36%

STEW

3.52%

5Y EPS CAGR

PAX

-16.03%

STEW

N/A

Debt to Equity

PAX

46.14%

Winner

STEW

10.04%

Free Cash Flow Yield

Winner

PAX

7.74%

STEW

2.06%

P/S Ratio

Winner

PAX

4.28

STEW

55.64

P/B Ratio

PAX

3.14

Winner

STEW

0.80

PAX vs STEW - Historical Returns

Returns include dividend reinvestment.

Period	PAX	STEW
1 month	+0.72%	+3.42%
3 months	-11.81%	+7.28%
6 months	-18.67%	+4.31%
1 year	-14.54%	+11.25%
5 years(CAGR)	-1.45%	+10.13%
Max(CAGR)	-4.96%	+10.13%

PAX

+0.72%

Winner

STEW

+3.42%

PAX

-11.81%

Winner

STEW

+7.28%

PAX

-18.67%

Winner

STEW

+4.31%

PAX

-14.54%

Winner

STEW

+11.25%

5Y(CAGR)

PAX

-1.45%

Winner

STEW

+10.13%

Max(CAGR)

PAX

-4.96%

Winner

STEW

+10.13%

PAX vs STEW - Annual Returns (2021 - 2026)

Returns include dividend reinvestment.

Year	PAX	STEW
2026	-27.66%	+5.60%
2025	+45.52%	+20.85%
2024	-19.14%	+19.63%
2023	+19.76%	+13.36%
2022	-10.94%	-11.18%
2021	-15.04%	N/A

PAX vs STEW Drawdown Comparison

The maximum drawdown for PAX was -46.15%, occurring on Apr 8, 2025. Recovery took 1234 trading sessions.

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

The current PAX drawdown is -34.53%. The current STEW drawdown is -0.11%.

Rank	PAX	STEW
#1	-46.15% Feb 8, 2021 - Jan 7, 2026	-25.24% Apr 4, 2022 - Dec 14, 2023
#2	-37.74% Jan 8, 2026 - Jul 29, 2026	-10.50% Apr 2, 2025 - May 1, 2025
#3	-10.30% Jan 22, 2021 - Feb 2, 2021	-9.68% Feb 6, 2026 - Jul 6, 2026
#4	N/A	-7.07% Jul 31, 2024 - Aug 19, 2024
#5	N/A	-5.92% Nov 29, 2024 - Jan 28, 2025
#6	N/A	-5.70% Sep 4, 2025 - Dec 15, 2025
#7	N/A	-5.64% Mar 28, 2024 - Jul 12, 2024
#8	N/A	-5.53% Feb 19, 2025 - Mar 26, 2025
#9	N/A	-4.32% Jan 6, 2026 - Feb 6, 2026
#10	N/A	-4.15% May 16, 2025 - Jul 1, 2025
#11	N/A	-3.82% Sep 4, 2024 - Oct 17, 2024
#12	N/A	-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