STEW vs IMCR

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

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

STEW vs IMCR - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

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

Market Cap

STEW

$1.76B

Winner

IMCR

$1.76B

Max Drawdown

Winner

STEW

26.58%

IMCR

67.45%

Sharpe Ratio

Winner

STEW

0.43

IMCR

-0.05

5Y Beta

Winner

STEW

0.61

IMCR

0.70

Industry

STEW

Asset Management

IMCR

Biotechnology

P/E Ratio

STEW

2.44

Winner

IMCR

-63.54

Forward P/E

STEW

N/A

IMCR

232.56

PEG Ratio

STEW

0.02

Winner

IMCR

-2.42

Dividend Yield

STEW

3.62%

IMCR

N/A

Debt to Equity

STEW

10.04%

Winner

IMCR

0.00%

Free Cash Flow Yield

Winner

STEW

2.12%

IMCR

-1.74%

P/S Ratio

STEW

54.15

Winner

IMCR

4.27

P/B Ratio

Winner

STEW

0.79

IMCR

4.33

STEW vs IMCR - Historical Returns

Returns include dividend reinvestment.

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

STEW

+3.16%

Winner

IMCR

+17.48%

STEW

+2.42%

Winner

IMCR

+16.80%

Winner

STEW

+3.23%

IMCR

-2.30%

Winner

STEW

+7.78%

IMCR

-6.63%

5Y(CAGR)

Winner

STEW

+9.28%

IMCR

-0.69%

Max(CAGR)

Winner

STEW

+9.28%

IMCR

-4.05%

STEW vs IMCR - Annual Returns (2021 - 2026)

Returns include dividend reinvestment.

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

STEW vs IMCR Drawdown Comparison

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

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

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

Rank	STEW	IMCR
#1	-25.24% Apr 4, 2022 - Dec 14, 2023	-67.45% Feb 7, 2024 - Apr 8, 2025
#2	-10.50% Apr 2, 2025 - May 1, 2025	-66.38% Feb 8, 2021 - Sep 8, 2022
#3	-9.68% Feb 6, 2026 - Jul 6, 2026	-35.66% Aug 1, 2023 - Dec 26, 2023
#4	-7.07% Jul 31, 2024 - Aug 19, 2024	-29.81% Feb 13, 2023 - Jul 28, 2023
#5	-5.92% Nov 29, 2024 - Jan 28, 2025	-29.70% Sep 8, 2022 - Oct 25, 2022
#6	-5.70% Sep 4, 2025 - Dec 15, 2025	-20.97% Nov 15, 2022 - Feb 13, 2023
#7	-5.64% Mar 28, 2024 - Jul 12, 2024	-8.33% Jan 11, 2024 - Feb 1, 2024
#8	-5.53% Feb 19, 2025 - Mar 26, 2025	-7.10% Jan 2, 2024 - Jan 9, 2024
#9	-4.32% Jan 6, 2026 - Feb 6, 2026	-4.61% Oct 25, 2022 - Nov 11, 2022
#10	-4.15% May 16, 2025 - Jul 1, 2025	-1.95% Feb 1, 2024 - Feb 7, 2024
#11	-3.82% Sep 4, 2024 - Oct 17, 2024	-1.70% Dec 27, 2023 - Jan 2, 2024
#12	-3.71% Oct 21, 2024 - Nov 6, 2024	-1.33% Jan 9, 2024 - Jan 11, 2024
#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 IMCR is -0.66 which considered as a moderate negative correlation - the stocks show some tendency to move in opposite directions.

-0.66

-101