STEW vs V: Correlation
How closely do SRH Total Return Fund, Inc. (STEW) and Visa Inc. (V) trade together? Their weekly returns over three years give a correlation of 0.59, which is moderate.
Data as of 2026-08-27 · refreshed every trading day · weekly returns · methodology
How correlated are STEW and V?
On 3 years of weekly data the STEW/V correlation comes out at 0.59, moderate. Little has changed lately, as the 1-year reading of 0.53 lands near the 3-year figure. The 5-year figure is 0.61, and annualized covariance runs at 159.0 %².
Among the 26 assets we track against STEW, V ranks #16 by 3-year correlation. Their 12-month results are close: +5.2% for STEW against +9.2% for V.
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.
STEW vs V: side by side
| STEW (SRH Total Return Fund, Inc.) | V (Visa Inc.) | |
|---|---|---|
| 1-year return | +5.2% | +9.2% |
| 5-year return | +61.2% | +70.5% |
| Volatility (ann.) | 14.1% | 19.1% |
| Beta vs S&P 500 | 0.67 | 0.72 |
| Max drawdown (3Y) | -10.5% | -20.4% |
| Market cap | $1.8B | $708.8B |
| P/E (trailing) | 12.1 | 32.7 |
| Dividend yield | 3.91% | 0.70% |
| Sector / category | US Listed | Financials |
Year-by-year returns
| Year | STEW | V |
|---|---|---|
| 2022 | -7.3% | -3.4% |
| 2023 | +13.5% | +26.3% |
| 2024 | +19.9% | +22.3% |
| 2025 | +20.3% | +11.8% |
| 2026 | +3.5% | +8.9% |
Calendar-year price returns; the current year is year-to-date as of the data date above.
Are STEW and V good diversifiers for each other?
Only partially. A correlation of 0.59 means STEW and V share most of their swings. Pairing them dampens volatility somewhat, but it will not protect against a common drawdown.
FAQ
What is the correlation between STEW and V?
As of 2026-08-27, the correlation of weekly returns between STEW and V is 0.59 over 3 years, 0.53 over 1 year and 0.61 over 5 years.
Is V a good diversifier for STEW?
Only partially. A correlation of 0.59 means STEW and V share most of their swings. Pairing them dampens volatility somewhat, but it will not protect against a common drawdown.
What does a correlation of 0.59 mean?
Correlation ranges from −1 to +1. Values near +1 mean two assets move together, near 0 that they move independently, and negative values that they tend to move in opposite directions. It measures co-movement, not performance.
Use this data
$ curl https://www.pairbook.io/api/v1/pairs/stew-vs-v.json
Embed this badge (it refreshes with the data), with attribution:
[](https://www.pairbook.io/pair/stew-vs-v/)
Free with attribution; caching and terms are described in the API documentation.
Related comparisons
Hubs: STEW correlations · V correlations
