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STEW vs FIVN

Comparison between SRH Total Return Fund Inc (STEW, Company) and Five9 Inc (FIVN, Company).

STEW is from the Financial Services sector, while FIVN is from the Technology sector.

STEW vs FIVN - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Market Cap
Winner
STEW
$1.76B
FIVN
$1.76B
Max Drawdown
Winner
STEW
26.58%
FIVN
93.51%
Sharpe Ratio
Winner
STEW
0.25
FIVN
-0.18
5Y Beta
Winner
STEW
0.62
FIVN
1.50
Industry
STEW
Asset Management
FIVN
Software - Infrastructure
P/E Ratio
Winner
STEW
2.44
FIVN
47.29
Forward P/E
STEW
N/A
FIVN
7.75
PEG Ratio
Winner
STEW
0.02
FIVN
0.51
Dividend Yield
STEW
3.61%
FIVN
N/A
Debt to Equity
STEW
10.04%
Winner
FIVN
0.00%
Free Cash Flow Yield
STEW
2.12%
Winner
FIVN
12.31%
P/S Ratio
STEW
54.21
Winner
FIVN
1.50
P/B Ratio
Winner
STEW
0.79
FIVN
2.33

STEW vs FIVN - Historical Returns

Returns include dividend reinvestment.

1M
STEW
+1.46%
Winner
FIVN
+14.09%
3M
STEW
+2.15%
Winner
FIVN
+40.65%
6M
STEW
+3.24%
Winner
FIVN
+18.70%
1Y
Winner
STEW
+5.11%
FIVN
-25.43%
5Y(CAGR)
Winner
STEW
+9.02%
FIVN
-35.26%
10Y(CAGR)
STEW
N/A
FIVN
+6.06%
Max(CAGR)
Winner
STEW
+9.02%
FIVN
+8.88%

STEW vs FIVN - Annual Returns (2014 - 2026)

Returns include dividend reinvestment.

YearSTEWFIVN
2026+0.71%+15.60%
2025+20.85%-50.42%
2024+19.63%-46.52%
2023+13.36%+13.16%
2022-11.18%-51.16%
2021N/A-20.69%
2020N/A+161.23%
2019N/A+53.98%
2018N/A+82.55%
2017N/A+75.33%
2016N/A+72.00%
2015N/A+93.76%
2014N/A-41.36%

STEW vs FIVN Drawdown Comparison

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

The maximum drawdown for FIVN was -93.51%, occurring on Apr 10, 2026. This drawdown has not yet recovered.

The current STEW drawdown is -1.36%. The current FIVN drawdown is -89.63%.

RankSTEWFIVN
#1-25.24%
Apr 4, 2022 - Dec 14, 2023
-93.51%
Aug 4, 2021 - Apr 10, 2026
#2-10.50%
Apr 2, 2025 - May 1, 2025
-55.42%
Jun 9, 2014 - Dec 24, 2015
#3-9.68%
Feb 6, 2026 - Jul 6, 2026
-30.73%
Dec 29, 2015 - Mar 24, 2016
#4-7.07%
Jul 31, 2024 - Aug 19, 2024
-28.72%
Apr 15, 2014 - Jun 9, 2014
#5-5.92%
Nov 29, 2024 - Jan 28, 2025
-28.32%
Feb 19, 2020 - Apr 8, 2020
#6-5.70%
Sep 4, 2025 - Dec 15, 2025
-26.78%
Sep 4, 2018 - Jan 30, 2019
#7-5.64%
Mar 28, 2024 - Jul 12, 2024
-23.43%
Mar 1, 2021 - Jul 26, 2021
#8-5.53%
Feb 19, 2025 - Mar 26, 2025
-19.26%
Oct 4, 2016 - Jan 10, 2017
#9-4.32%
Jan 6, 2026 - Feb 6, 2026
-18.78%
Aug 13, 2019 - Nov 15, 2019
#10-4.15%
May 16, 2025 - Jul 1, 2025
-18.23%
Jun 18, 2018 - Aug 7, 2018
#11-3.82%
Sep 4, 2024 - Oct 17, 2024
-18.15%
Jun 8, 2017 - Oct 2, 2017
#12-3.71%
Oct 21, 2024 - Nov 6, 2024
-16.98%
Mar 21, 2019 - Aug 1, 2019
#13-2.78%
Jan 8, 2024 - Jan 24, 2024
-15.84%
Nov 6, 2020 - Dec 15, 2020
#14-2.63%
Jul 1, 2025 - Jul 23, 2025
-15.41%
May 11, 2016 - May 26, 2016
#15-2.40%
May 2, 2025 - May 12, 2025
-15.26%
Dec 22, 2020 - Feb 19, 2021

Correlation

Correlation between STEW and FIVN is -0.90 which considered as a strong negative correlation - the stocks tend to move in opposite directions.

-0.90
-101

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