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STEW vs FRT-P-C

Comparison between SRH Total Return Fund Inc (STEW, Company) and Federal Realty Investment Trust. (FRT-P-C, Company).

STEW vs FRT-P-C - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Market Cap
Winner
STEW
$1.76B
FRT-P-C
$1.76B
Max Drawdown
Winner
STEW
26.58%
FRT-P-C
30.45%
Sharpe Ratio
Winner
STEW
0.43
FRT-P-C
-0.13
5Y Beta
STEW
0.61
Winner
FRT-P-C
0.23
Industry
STEW
Asset Management
FRT-P-C
Other
P/E Ratio
Winner
STEW
2.44
FRT-P-C
4.28
PEG Ratio
Winner
STEW
0.02
FRT-P-C
0.12
Dividend Yield
STEW
3.62%
FRT-P-C
N/A
5Y Dividends CAGR
STEW
N/A
FRT-P-C
4.56%
5Y EPS CAGR
STEW
N/A
FRT-P-C
22.55%
Debt to Equity
Winner
STEW
10.04%
FRT-P-C
152.79%
Free Cash Flow Yield
STEW
2.12%
Winner
FRT-P-C
35.40%
P/S Ratio
STEW
54.15
FRT-P-C
N/A
P/B Ratio
STEW
0.79
FRT-P-C
N/A

STEW vs FRT-P-C - Historical Returns

Returns include dividend reinvestment.

1M
Winner
STEW
+3.16%
FRT-P-C
-0.17%
3M
STEW
+2.42%
Winner
FRT-P-C
+2.50%
6M
Winner
STEW
+3.23%
FRT-P-C
-0.07%
1Y
Winner
STEW
+7.78%
FRT-P-C
+2.06%
5Y(CAGR)
Winner
STEW
+9.28%
FRT-P-C
-0.03%
10Y(CAGR)
STEW
N/A
FRT-P-C
+2.61%
Max(CAGR)
Winner
STEW
+9.28%
FRT-P-C
+2.61%

STEW vs FRT-P-C - Annual Returns (2017 - 2026)

Returns include dividend reinvestment.

YearSTEWFRT-P-C
2026+1.71%+0.63%
2025+20.85%-2.16%
2024+19.63%-1.76%
2023+13.36%+16.50%
2022-11.18%-16.34%
2021N/A+3.95%
2020N/A+4.48%
2019N/A+28.40%
2018N/A-11.86%
2017N/A+1.93%

STEW vs FRT-P-C Drawdown Comparison

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

The maximum drawdown for FRT-P-C was -28.33%, occurring on Mar 23, 2020. Recovery took 121 trading sessions.

The current STEW drawdown is -0.38%. The current FRT-P-C drawdown is -6.69%.

RankSTEWFRT-P-C
#1-25.24%
Apr 4, 2022 - Dec 14, 2023
-28.33%
Feb 18, 2020 - Aug 10, 2020
#2-10.50%
Apr 2, 2025 - May 1, 2025
-24.15%
Aug 3, 2022 - Jan 30, 2024
#3-9.68%
Feb 6, 2026 - Jul 6, 2026
-15.21%
Jun 18, 2018 - Feb 5, 2019
#4-7.07%
Jul 31, 2024 - Aug 19, 2024
-13.81%
Dec 29, 2017 - Jun 18, 2018
#5-5.92%
Nov 29, 2024 - Jan 28, 2025
-12.96%
Oct 18, 2024 - Apr 7, 2025
#6-5.70%
Sep 4, 2025 - Dec 15, 2025
-12.59%
Jan 30, 2024 - Sep 20, 2024
#7-5.64%
Mar 28, 2024 - Jul 12, 2024
-10.87%
Jul 7, 2021 - Jul 29, 2022
#8-5.53%
Feb 19, 2025 - Mar 26, 2025
-6.00%
Oct 7, 2020 - Apr 1, 2021
#9-4.32%
Jan 6, 2026 - Feb 6, 2026
-5.25%
Feb 6, 2019 - Apr 3, 2019
#10-4.15%
May 16, 2025 - Jul 1, 2025
-3.67%
Oct 23, 2019 - Jan 2, 2020
#11-3.82%
Sep 4, 2024 - Oct 17, 2024
-3.54%
Apr 13, 2021 - Jul 7, 2021
#12-3.71%
Oct 21, 2024 - Nov 6, 2024
-2.80%
Sep 26, 2017 - Dec 15, 2017
#13-2.78%
Jan 8, 2024 - Jan 24, 2024
-2.54%
Aug 18, 2020 - Sep 15, 2020
#14-2.63%
Jul 1, 2025 - Jul 23, 2025
-2.32%
Sep 22, 2020 - Sep 28, 2020
#15-2.40%
May 2, 2025 - May 12, 2025
-1.96%
Sep 4, 2019 - Oct 11, 2019

Correlation

Correlation between STEW and FRT-P-C is 0.52 which considered as a moderate positive correlation - the stocks show some tendency to move together.

0.52
-101

Dividend Comparison (2017 - 2026)

STEW vs FRT-P-C dividend yield comparison.

YearSTEWFRT-P-C
20262.19%4.82%
20253.56%6.22%
20243.43%4.36%
20233.60%5.48%
20222.83%6.19%
20210.00%4.91%
20200.00%4.83%
20190.00%4.86%
20180.00%6.00%
20170.00%1.24%

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