STEW vs IOVA

Comparison between SRH Total Return Fund Inc (STEW, Company) and Iovance Biotherapeutics Inc (IOVA, Company).

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

STEW vs IOVA - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	STEW(COMPANY)	IOVA(COMPANY)
Market Cap	$1.74B	$1.74B
Max Drawdown	26.58%	99.37%
Sharpe Ratio	0.24	1.34
5Y Beta	0.61	1.62
Industry	Asset Management	Biotechnology
P/E Ratio	2.41	-4.32
PEG Ratio	0.02	0.00
Dividend Yield	3.66%	N/A
5Y EPS CAGR	N/A	-12.60%
Debt to Equity	10.04%	0.00%
Free Cash Flow Yield	2.14%	-17.54%
P/S Ratio	53.82	6.21
P/B Ratio	0.78	2.46

Market Cap

Winner

STEW

$1.74B

IOVA

$1.74B

Max Drawdown

Winner

STEW

26.58%

IOVA

99.37%

Sharpe Ratio

STEW

0.24

Winner

IOVA

1.34

5Y Beta

Winner

STEW

0.61

IOVA

1.62

Industry

STEW

Asset Management

IOVA

Biotechnology

P/E Ratio

STEW

2.41

Winner

IOVA

-4.32

PEG Ratio

STEW

0.02

Winner

IOVA

0.00

Dividend Yield

STEW

3.66%

IOVA

N/A

5Y EPS CAGR

STEW

N/A

IOVA

-12.60%

Debt to Equity

STEW

10.04%

Winner

IOVA

0.00%

Free Cash Flow Yield

Winner

STEW

2.14%

IOVA

-17.54%

P/S Ratio

STEW

53.82

Winner

IOVA

6.21

P/B Ratio

Winner

STEW

0.78

IOVA

2.46

STEW vs IOVA - Historical Returns

Returns include dividend reinvestment.

Period	STEW	IOVA
1 month	+4.97%	+5.12%
3 months	+6.46%	+25.66%
6 months	+1.21%	+71.03%
1 year	+6.59%	+146.29%
5 years(CAGR)	+9.28%	-30.44%
10 years(CAGR)	N/A	-6.50%
Max(CAGR)	+9.28%	-18.63%

STEW

+4.97%

Winner

IOVA

+5.12%

STEW

+6.46%

Winner

IOVA

+25.66%

STEW

+1.21%

Winner

IOVA

+71.03%

STEW

+6.59%

Winner

IOVA

+146.29%

5Y(CAGR)

Winner

STEW

+9.28%

IOVA

-30.44%

10Y(CAGR)

STEW

N/A

IOVA

-6.50%

Max(CAGR)

Winner

STEW

+9.28%

IOVA

-18.63%

STEW vs IOVA - Annual Returns (2010 - 2026)

Returns include dividend reinvestment.

Year	STEW	IOVA
2026	+1.21%	+71.03%
2025	+20.85%	-64.96%
2024	+19.63%	-8.64%
2023	+13.36%	+33.06%
2022	-11.18%	-66.54%
2021	N/A	-58.73%
2020	N/A	+73.91%
2019	N/A	+192.91%
2018	N/A	+9.26%
2017	N/A	+10.34%
2016	N/A	-5.44%
2015	N/A	-4.10%
2014	N/A	-19.28%
2013	N/A	-47.50%
2012	N/A	-78.00%
2011	N/A	-20.00%
2010	N/A	+13.64%

STEW vs IOVA Drawdown Comparison

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

The maximum drawdown for IOVA was -99.37%, occurring on Apr 12, 2013. This drawdown has not yet recovered.

The current STEW drawdown is -0.03%. The current IOVA drawdown is -97.29%.

Rank	STEW	IOVA
#1	-25.24% Apr 4, 2022 - Dec 14, 2023	-99.37% Jun 7, 2011 - Apr 12, 2013
#2	-10.50% Apr 2, 2025 - May 1, 2025	-13.51% Nov 15, 2010 - Dec 1, 2010
#3	-9.68% Feb 6, 2026 - Mar 27, 2026	-12.70% Feb 9, 2011 - Apr 29, 2011
#4	-7.07% Jul 31, 2024 - Aug 19, 2024	-9.09% Oct 15, 2010 - Nov 15, 2010
#5	-5.92% Nov 29, 2024 - Jan 28, 2025	-7.56% Dec 1, 2010 - Dec 14, 2010
#6	-5.70% Sep 4, 2025 - Dec 15, 2025	-6.99% May 25, 2011 - Jun 2, 2011
#7	-5.64% Mar 28, 2024 - Jul 12, 2024	-6.30% Apr 29, 2011 - May 17, 2011
#8	-5.53% Feb 19, 2025 - Mar 26, 2025	-2.22% May 18, 2011 - May 20, 2011
#9	-4.32% Jan 6, 2026 - Feb 6, 2026	N/A
#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 IOVA is -0.60 which considered as a moderate negative correlation - the stocks show some tendency to move in opposite directions.

-0.60

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