PRI vs STEW: Correlation
How closely do Primerica, Inc. (PRI) and SRH Total Return Fund, Inc. (STEW) trade together? Their weekly returns over three years give a correlation of 0.61, which is strong.
Data as of 2026-08-27 · refreshed every trading day · weekly returns · methodology
How correlated are PRI and STEW?
Over the past 3 years, PRI and STEW moved with a correlation of 0.61, which is strong. The relationship has been stable: the 1-year correlation (0.53) sits close to the 3-year figure. Over 5 years the correlation is 0.58, and the annualized covariance of weekly returns is 188.5 %².
Within PRI's tracked universe of 14 assets, STEW comes in at #4 by 3-year correlation. Neither side won the trailing year by much: +9.9% against +5.2%. Risk is not evenly split, since PRI carries 1.5 times the volatility of the other side.
How is this computed?
Pearson correlation on weekly returns: ρ(A,B) = cov(rA, rB) / (σA · σB), over windows of 52, 156 and 260 weeks. Covariance is annualized (×52) and expressed in %². Full definitions on the methodology page.
PRI vs STEW: side by side
| PRI (Primerica, Inc.) | STEW (SRH Total Return Fund, Inc.) | |
|---|---|---|
| 1-year return | +9.9% | +5.2% |
| 5-year return | +105.4% | +61.2% |
| Volatility (ann.) | 21.7% | 14.1% |
| Beta vs S&P 500 | 0.77 | 0.67 |
| Max drawdown (3Y) | -19.6% | -10.5% |
| Market cap | $9.0B | $1.8B |
| P/E (trailing) | 11.7 | 12.1 |
| Dividend yield | 1.54% | 3.91% |
| Sector / category | US Listed | US Listed |
Year-by-year returns
| Year | PRI | STEW |
|---|---|---|
| 2022 | -5.9% | -7.3% |
| 2023 | +47.1% | +13.5% |
| 2024 | +33.6% | +19.9% |
| 2025 | -3.3% | +20.3% |
| 2026 | +14.3% | +3.5% |
Calendar-year price returns; the current year is year-to-date as of the data date above.
Are PRI and STEW good diversifiers for each other?
Somewhat, no more. With 0.61 correlation, most large moves hit both names, and the diversification benefit stays modest.
FAQ
What is the correlation between PRI and STEW?
Using weekly returns as of 2026-08-27: 0.61 over 3 years, with 0.53 over the last year and 0.58 over 5 years.
Is STEW a good diversifier for PRI?
Somewhat, no more. With 0.61 correlation, most large moves hit both names, and the diversification benefit stays modest.
What does a correlation of 0.61 mean?
On the −1 to +1 scale, 0.61 describes how much the two returns move together: +1 is lockstep, 0 is independence, negative values mean opposite directions. It says nothing about which performed better.
Use this data
$ curl https://www.pairbook.io/api/v1/pairs/pri-vs-stew.json
Drop this badge in a README or notebook; it updates with the data:
[](https://www.pairbook.io/pair/pri-vs-stew/)
Free with attribution; caching and terms are described in the API documentation.
Related comparisons
Hubs: PRI correlations · STEW correlations
