STEW vs PAX

Comparison between SRH Total Return Fund Inc (STEW, Company) and Patria Investments Ltd - Class A (PAX, Company).

Both STEW and PAX are from the Financial Services sector.

STEW vs PAX - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	STEW(COMPANY)	PAX(COMPANY)
Market Cap	$1.80B	$1.80B
Max Drawdown	26.58%	57.32%
Sharpe Ratio	0.70	-0.54
5Y Beta	0.60	1.05
Industry	Asset Management	Asset Management
P/E Ratio	2.50	28.77
Forward P/E	N/A	8.14
PEG Ratio	0.02	N/A
Dividend Yield	3.52%	5.36%
5Y EPS CAGR	N/A	-16.03%
Debt to Equity	10.04%	46.14%
Free Cash Flow Yield	2.06%	7.74%
P/S Ratio	55.64	4.28
P/B Ratio	0.80	3.14

Market Cap

Winner

STEW

$1.80B

PAX

$1.80B

Max Drawdown

Winner

STEW

26.58%

PAX

57.32%

Sharpe Ratio

Winner

STEW

0.70

PAX

-0.54

5Y Beta

Winner

STEW

0.60

PAX

1.05

Industry

STEW

Asset Management

PAX

Asset Management

P/E Ratio

Winner

STEW

2.50

PAX

28.77

Forward P/E

STEW

N/A

PAX

8.14

PEG Ratio

STEW

0.02

PAX

N/A

Dividend Yield

STEW

3.52%

Winner

PAX

5.36%

5Y EPS CAGR

STEW

N/A

PAX

-16.03%

Debt to Equity

Winner

STEW

10.04%

PAX

46.14%

Free Cash Flow Yield

STEW

2.06%

Winner

PAX

7.74%

P/S Ratio

STEW

55.64

Winner

PAX

4.28

P/B Ratio

Winner

STEW

0.80

PAX

3.14

STEW vs PAX - Historical Returns

Returns include dividend reinvestment.

Period	STEW	PAX
1 month	+3.42%	+0.72%
3 months	+7.28%	-11.81%
6 months	+4.31%	-18.67%
1 year	+11.25%	-14.54%
5 years(CAGR)	+10.13%	-1.45%
Max(CAGR)	+10.13%	-4.96%

Winner

STEW

+3.42%

PAX

+0.72%

Winner

STEW

+7.28%

PAX

-11.81%

Winner

STEW

+4.31%

PAX

-18.67%

Winner

STEW

+11.25%

PAX

-14.54%

5Y(CAGR)

Winner

STEW

+10.13%

PAX

-1.45%

Max(CAGR)

Winner

STEW

+10.13%

PAX

-4.96%

STEW vs PAX - Annual Returns (2021 - 2026)

Returns include dividend reinvestment.

Year	STEW	PAX
2026	+5.60%	-27.66%
2025	+20.85%	+45.52%
2024	+19.63%	-19.14%
2023	+13.36%	+19.76%
2022	-11.18%	-10.94%
2021	N/A	-15.04%

STEW vs PAX Drawdown Comparison

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

The maximum drawdown for PAX was -46.15%, occurring on Apr 8, 2025. Recovery took 1234 trading sessions.

The current STEW drawdown is -0.11%. The current PAX drawdown is -34.53%.

Rank	STEW	PAX
#1	-25.24% Apr 4, 2022 - Dec 14, 2023	-46.15% Feb 8, 2021 - Jan 7, 2026
#2	-10.50% Apr 2, 2025 - May 1, 2025	-37.74% Jan 8, 2026 - Jul 29, 2026
#3	-9.68% Feb 6, 2026 - Jul 6, 2026	-10.30% Jan 22, 2021 - Feb 2, 2021
#4	-7.07% Jul 31, 2024 - Aug 19, 2024	N/A
#5	-5.92% Nov 29, 2024 - Jan 28, 2025	N/A
#6	-5.70% Sep 4, 2025 - Dec 15, 2025	N/A
#7	-5.64% Mar 28, 2024 - Jul 12, 2024	N/A
#8	-5.53% Feb 19, 2025 - Mar 26, 2025	N/A
#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