SRH Total Return Fund Inc. - Asset Resilience Ratio

Latest as of May 2025: 3.45%

SRH Total Return Fund Inc. (STEW) has an Asset Resilience Ratio of 3.45% as of May 2025. The Asset Resilience Ratio measures the percentage of a company's total assets that are held in liquid form (cash and short-term investments). This metric indicates how well-positioned the company is to handle unexpected financial challenges, economic downturns, or strategic opportunities without requiring external financing. Read SRH Total Return Fund Inc. total liabilities for a breakdown of total debt and financial obligations.

Liquid Assets

$79.61 Million
Cash + Short-term Investments

Total Assets

$2.31 Billion
All company assets

Resilience Assessment

Low
Financial Resilience Level

Asset Resilience Ratio Trend (2020–2024)

This chart shows how SRH Total Return Fund Inc.'s Asset Resilience Ratio has changed over time. See SRH Total Return Fund Inc. shareholders equity for net asset value and shareholders' equity analysis.

Liquid Assets Composition Over Time

This chart breaks down SRH Total Return Fund Inc.'s liquid assets into cash & equivalents and short-term investments, showing how the composition has evolved over time. For market capitalisation and broader financial context, see STEW stock market capitalisation.

Current Liquid Assets Breakdown

Component Amount % of Total Assets
Cash & Equivalents $0.00 0%
Short-term Investments $79.61 Million 3.45%
Total Liquid Assets $79.61 Million 3.45%

Asset Resilience Insights

  • Limited Liquidity: SRH Total Return Fund Inc. maintains only 3.45% of assets in liquid form.
  • This low level may indicate efficient asset utilization but could pose risks during economic downturns.
  • The company has significant short-term investments, indicating active treasury management.

SRH Total Return Fund Inc. Industry Peers by Asset Resilience Ratio

Compare SRH Total Return Fund Inc.'s asset resilience ratio with other companies in the same industry.

Company Industry Asset Resilience Ratio
BlackRock Technology and Private Equity Term Trust
NYSE:BTX
Asset Management 5.59%
Sprott Physical Silver
TO:PSLV
Asset Management 99.90%
Groep Brussel Lambert NV
BR:GBLB
Asset Management 6.95%
Sprott Physical Gold and Silver Trust
TO:CEF
Asset Management 99.91%
Australian Foundation Investment Company Ltd
AU:AFI
Asset Management 0.00%
Argo Investments Ltd
AU:ARG
Asset Management 0.46%
Norte Grande
SN:NORTEGRAN
Asset Management 0.00%
Cuprum
SN:CUPRUM
Asset Management 5.84%

Annual Asset Resilience Ratio for SRH Total Return Fund Inc. (2020–2024)

The table below shows the annual Asset Resilience Ratio data for SRH Total Return Fund Inc..

Year Asset Resilience Ratio (%) Liquid Assets Total Assets Change
2024-11-30 3.67% $86.33 Million $2.35 Billion -3.91pp
2023-11-30 7.58% $141.03 Million $1.86 Billion +1.55pp
2022-11-30 6.03% $106.85 Million $1.77 Billion -13.61pp
2020-11-30 19.65% $308.41 Million $1.57 Billion --
pp = percentage points

About SRH Total Return Fund Inc.

NYSE:STEW USA Asset Management
Market Cap
$1.72 Billion
Market Cap Rank
#6822 Global
#2005 in USA
Share Price
$17.83
Change (1 day)
+0.17%
52-Week Range
$16.60 - $18.57
All Time High
$18.57
About

SRH Total Return Fund, Inc. is a closed-ended balanced mutual fund launched and managed by Paralel Advisors LLC. Rocky Mountain Advisers, LLC serves as the Fund's sub-adviser. The fund invests in equity and fixed-income markets across the globe. It seeks to invest in securities of companies operating across diversified industries. The fund primarily invests in dividend-paying value stocks of comp… Read more