STEW vs AGL

Comparison between SRH Total Return Fund Inc (STEW, Company) and Agilon Health Inc (AGL, Company).

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

STEW vs AGL - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	STEW(COMPANY)	AGL(COMPANY)
Market Cap	$1.69B	$1.69B
Max Drawdown	26.58%	99.27%
Sharpe Ratio	0.22	1.12
5Y Beta	0.62	0.70
Industry	Asset Management	Medical Care Facilities
P/E Ratio	2.35	-4.76
Forward P/E	N/A	178.57
PEG Ratio	0.02	-0.10
Dividend Yield	3.76%	N/A
Debt to Equity	10.04%	16.55%
Free Cash Flow Yield	2.20%	-3.70%
P/S Ratio	52.72	0.29
P/B Ratio	0.76	9.35

Market Cap

Winner

STEW

$1.69B

AGL

$1.69B

Max Drawdown

Winner

STEW

26.58%

AGL

99.27%

Sharpe Ratio

STEW

0.22

Winner

AGL

1.12

5Y Beta

Winner

STEW

0.62

AGL

0.70

Industry

STEW

Asset Management

AGL

Medical Care Facilities

P/E Ratio

STEW

2.35

Winner

AGL

-4.76

Forward P/E

STEW

N/A

AGL

178.57

PEG Ratio

STEW

0.02

Winner

AGL

-0.10

Dividend Yield

STEW

3.76%

AGL

N/A

Debt to Equity

Winner

STEW

10.04%

AGL

16.55%

Free Cash Flow Yield

Winner

STEW

2.20%

AGL

-3.70%

P/S Ratio

STEW

52.72

Winner

AGL

0.29

P/B Ratio

Winner

STEW

0.76

AGL

9.35

STEW vs AGL - Historical Returns

Returns include dividend reinvestment.

Period	STEW	AGL
1 month	+0.45%	+61.99%
3 months	+5.22%	+644.92%
6 months	-0.20%	+526.70%
1 year	+7.01%	+105.75%
5 years(CAGR)	+8.81%	-34.29%
Max(CAGR)	+8.81%	-31.19%

STEW

+0.45%

Winner

AGL

+61.99%

STEW

+5.22%

Winner

AGL

+644.92%

STEW

-0.20%

Winner

AGL

+526.70%

STEW

+7.01%

Winner

AGL

+105.75%

5Y(CAGR)

Winner

STEW

+8.81%

AGL

-34.29%

Max(CAGR)

Winner

STEW

+8.81%

AGL

-31.19%

STEW vs AGL - Annual Returns (2021 - 2026)

Returns include dividend reinvestment.

Year	STEW	AGL
2026	-1.07%	+568.94%
2025	+20.85%	-64.13%
2024	+19.63%	-85.31%
2023	+13.36%	-21.76%
2022	-11.18%	-41.84%
2021	N/A	-12.90%

STEW vs AGL Drawdown Comparison

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

The maximum drawdown for AGL was -99.27%, occurring on Mar 31, 2026. This drawdown has not yet recovered.

The current STEW drawdown is -2.28%. The current AGL drawdown is -89.58%.

Rank	STEW	AGL
#1	-25.24% Apr 4, 2022 - Dec 14, 2023	-99.27% Jun 18, 2021 - Mar 31, 2026
#2	-10.50% Apr 2, 2025 - May 1, 2025	-12.99% May 7, 2021 - May 21, 2021
#3	-9.68% Feb 6, 2026 - Mar 27, 2026	-9.56% Jun 1, 2021 - Jun 15, 2021
#4	-7.07% Jul 31, 2024 - Aug 19, 2024	-5.62% Apr 20, 2021 - May 5, 2021
#5	-5.92% Nov 29, 2024 - Jan 28, 2025	-3.23% Apr 15, 2021 - Apr 19, 2021
#6	-5.70% Sep 4, 2025 - Dec 15, 2025	-2.29% May 5, 2021 - May 7, 2021
#7	-5.64% Mar 28, 2024 - Jul 12, 2024	-2.20% May 27, 2021 - Jun 1, 2021
#8	-5.53% Feb 19, 2025 - Mar 26, 2025	-2.05% May 25, 2021 - May 27, 2021
#9	-4.32% Jan 6, 2026 - Feb 6, 2026	-0.29% May 21, 2021 - May 25, 2021
#10	-4.15% May 16, 2025 - Jul 1, 2025	N/A
#11	-3.82% Sep 4, 2024 - Oct 17, 2024	N/A
#12	-3.71% Oct 21, 2024 - Nov 6, 2024	N/A
#13	-2.78% Jan 8, 2024 - Jan 24, 2024	N/A
#14	-2.63% Jul 1, 2025 - Jul 23, 2025	N/A
#15	-2.40% May 2, 2025 - May 12, 2025	N/A

Correlation

Correlation between STEW and AGL is -0.92 which considered as a very strong negative correlation - the stocks move almost identically in opposite directions.

-0.92

-101