SRH Total Return Fund Inc. (STEW) — Long-term Investment Intensity

Latest as of May 2025: 99.9%

SRH Total Return Fund Inc. (STEW) has a Long-term Investment Intensity of 99.9% as of May 2025. Long-term investments of $2.31 Billion represent 99.9% of total assets of $2.31 Billion. A higher ratio indicates a company with significant capital committed to long-duration strategic positions. See working capital position of SRH Total Return Fund Inc. to evaluate short-term liquidity relative to the company's equity base.

LT Investment Intensity

99.9%
LT Investments / Total Assets

Long-term Investments

$2.31 Billion
USD

Total Assets

$2.31 Billion
USD

Country

USA
NYSE

SRH Total Return Fund Inc. Long-term Investment Intensity (2018–2024)

This chart shows how SRH Total Return Fund Inc.'s Long-term Investment Intensity has evolved across 7 annual periods from 2018 to 2024. As of May 2025, the intensity stands at 99.9%, reflecting long-term investments of $2.31 Billion against total assets of $2.31 Billion USD. See operational self-sufficiency of SRH Total Return Fund Inc. to measure how many days the company can operate on defensive assets alone.

Annual Long-term Investment Intensity for SRH Total Return Fund Inc. (2018–2024)

The table below presents the year-by-year Long-term Investment Intensity for SRH Total Return Fund Inc. from 2018 to 2024, covering 7 annual filings. Each row shows total assets, long-term investments, the intensity percentage, and the change in percentage points compared to the prior year. For the complete balance sheet picture, see SRH Total Return Fund Inc. assets under control.

Year LT Investment Intensity LT Investments (USD) Total Assets Change (pp)
2024 99.9% $2.35 Billion $2.35 Billion ▲ +0.1 pp
2023 99.9% $1.86 Billion $1.86 Billion ▲ +0.0 pp
2022 99.8% $1.77 Billion $1.77 Billion ▼ 0.0 pp
2021 99.9% $1.76 Billion $1.76 Billion ▲ +0.3 pp
2020 99.5% $1.56 Billion $1.57 Billion ▼ -0.3 pp
2019 99.9% $1.39 Billion $1.39 Billion ▲ +0.0 pp
2018 99.9% $1.41 Billion $1.41 Billion —
pp = percentage points