SRH Total Return Fund, (SRH Total Return Fund,) Momentum Rank : 2 (As of May. 02, 2024)

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What is SRH Total Return Fund, Momentum Rank?

SRH Total Return Fund, has the Momentum Rank of 2.

For Momentum Rank, we considered the residual momentum concept that was widely studied by Blitz and his colleagues as well as by Nobel Prize laureates Fama and French. However, we did not find any significant differences in the performances of stocks with different ranks of residual momentum. Therefore, we use traditional momentum instead.

Momentum Rank is determined using the standardized momentum ratio and other momentum indicators. The standardized momentum ratio is the average of the performances from 12 months ago to 1 month ago and 6 months ago to 1 month ago, divided by the beta of the stock over the past 12 months. To calculate the momentum ratio today, we would use the average of the two performance numbers.

For momentum, we found that stock price performance does not have a monotonic correlation with the momentum ratio. The stocks with the highest momentum ratios perform worse than those at about the 70th percentile. Therefore, for the momentum rank, we ranked the stocks at about the 70th percentile of the momentum ratio as the highest at 10.

Please click GF Score to see more details on the GF Score's 5 Key Aspects of Analysis.

Competitive Comparison of SRH Total Return Fund,'s Momentum Rank

For the Asset Management subindustry, SRH Total Return Fund,'s Momentum Rank, along with its competitors' market caps and Momentum Rank data, can be viewed below:

* Competitive companies are chosen from companies within the same industry, with headquarter located in same country, with closest market capitalization; x-axis shows the market cap, and y-axis shows the term value; the bigger the dot, the larger the market cap. Note that "N/A" values will not show up in the chart.

SRH Total Return Fund,'s Momentum Rank Distribution in the Asset Management Industry

For the Asset Management industry and Financial Services sector, SRH Total Return Fund,'s Momentum Rank distribution charts can be found below:

* The bar in red indicates where SRH Total Return Fund,'s Momentum Rank falls into.

SRH Total Return Fund, Momentum Rank Related Terms

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SRH Total Return Fund, (SRH Total Return Fund,) Business Description

Industry

GURUFOCUS.COM » STOCK LIST » Financial Services » Asset Management » SRH Total Return Fund, Inc. (NYSE:STEW) » Definitions » Momentum Rank

Comparable Companies

Traded in Other Exchanges

N/A

Address

1700 Broadway, Suite 1850, Denver, CO, USA, 80290

Website

https://www.srhtotalreturnfund.com

SRH Total Return Fund, Inc. is a non-diversified closed-end management investment company. The company's investment objective is to seek total return. Its fund utilizes a bottom-up, value-driven investment process to identify securities of good quality businesses trading below estimated intrinsic value.

Executives

Thomas Jack Moore	director	1700 BROADWAY, SUITE 1850, DENVER CO 80290
Jonathan Albro Vickery	other: Officer of Advisor	1700 BROADWAY, SUITE 1230, DENVER CO 80290
Advisors Paralel	other: Investment Adviser	1700 BROADWAY, SUITE 1850, DENVER CO 80290
Jill Kerschen	officer: Treasurer	1700 BROADWAY, SUITE 1850, DENVER CO 80290
Stephen C Miller	director, officer: President	2344 SPRUCE STREET, SUITE A, BOULDER CO 80302
Massachusetts Mutual Life Insurance Co	10 percent owner	1295 STATE STREET, SPRINGFIELD MA 01111
Guardian Life Insurance Co Of America	10 percent owner	10 HUDSON YARDS, NY NY 10001
Sun Life Financial Inc	10 percent owner	SUN LIFE ASSURANCE CO OF CANADA, ONE YORK STREET, TORONTO A6 M5J 0B6
Sun Life Assurance Co Of Canada	10 percent owner	ONE YORK STREET, TORONTO A6 M5J 0B6
Ernest Horejsi Trust No 1b	10 percent owner	C/O ALASKA TRUST COMPANY, 1029 WEST 3RD AVENUE, SUITE 400, ANCHORAGE AK 99501
Stewart R. Horejsi Trust No. 2	10 percent owner	C/O ALASKA TRUST COMPANY, 1029 WEST 3RD AVENUE, SUITE 400, ANCHORAGE AK 99501
Mildred B. Horejsi Trust	10 percent owner	C/O ALASKA TRUST COMPANY, 1029 WEST 3RD AVENUE, SUITE 400, ANCHORAGE AK 99501
Susan L Ciciora Trust	10 percent owner	C/O ALASKA TRUST COMPANY, 1029 WEST 3RD AVENUE, SUITE 400, ANCHORAGE AK 99501
Stewart West Indies Trust	10 percent owner	C/O ALASKA TRUST COMPANY, 1029 WEST 3RD AVENUE, SUITE 400, ANCHORAGE AK 99501
Lola Brown Trust 1b	10 percent owner	C/O ALASKA TRUST COMPANY, 1029 WEST 3RD AVENUE, SUITE 400, ANCHORAGE AK 99501