Strive, Inc. Variable Rate Series A Perpetual Preferred Stock (SATA)

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Strive, Inc. Variable Rate Series A Perpetual Preferred Stock (SATA) is up 8.5% since the beginning of the year. At $98 per share, SATA is trading 3.6% below its 52-week high of $101.

Based on dividend-adjusted daily data since Nov 10, 2025, SATA's average daily return is +0.11%, while the average monthly return is +1.89%. At this rate, an investment would double in approximately 3.1 years.

Historically, 88% of months were positive and 13% were negative. The best month was Mar 2026 with a return of +5.2%, while the worst month was Jun 2026 at -1.2%. The longest winning streak lasted 7 consecutive months, and the longest losing streak was 1 months.

On a daily basis, SATA closed higher 54% of trading days. The best single day was Feb 6, 2026 with a return of +7.5%, while the worst single day was Feb 5, 2026 at -8.4%.

Strive, Inc. Variable Rate Series A Perpetual Preferred Stock has an annualized alpha of 20.51%, beta of 0.52, and R2 of 0.09 versus S&P 500 Index. Calculated based on daily prices since November 10, 2025.

• This stock captured 28.32% of S&P 500 Index gains and tended to rise during its downturns (downside capture of -135.37%) - a profile typical of hedging or uncorrelated assets.
• Beta of 0.52 may look defensive, but with R2 of 0.09 this stock is largely uncorrelated with S&P 500 Index - low beta reflects independence, not downside protection. See the Volatility section for a true picture of this stock's risk.
• R2 of 0.09 means this stock moves largely independently of S&P 500 Index - capture ratios reflect limited market correlation rather than active downside protection. Consider using a more representative benchmark.

Strive, Inc. Variable Rate Series A Perpetual Preferred Stock provided a 7.68% dividend yield over the last twelve months, with an annual payout of $7.50 per share.

The table displays the monthly dividend distributions for Strive, Inc. Variable Rate Series A Perpetual Preferred Stock. The dividends shown in the table have been adjusted to account for any splits that may have occurred.

The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.

The table below displays the maximum drawdowns of the Strive, Inc. Variable Rate Series A Perpetual Preferred Stock. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the Strive, Inc. Variable Rate Series A Perpetual Preferred Stock was 17.06%, occurring on Feb 5, 2026. Recovery took 27 trading sessions.

The current Strive, Inc. Variable Rate Series A Perpetual Preferred Stock drawdown is 2.30%.

The chart below shows the rolling one-month volatility.

The chart below illustrates the trends in the financial health of Strive, Inc. Variable Rate Series A Perpetual Preferred Stock over time, highlighting three key metrics: Total Revenue, Earnings Before Interest and Taxes (EBIT), and Net Income.

The Valuation section provides an overview of how Strive, Inc. Variable Rate Series A Perpetual Preferred Stock is priced in the market compared to other companies in the Asset Management industry. It includes key financial ratios that help investors assess whether the stock is undervalued or overvalued.