EIT-UN.TO vs. STEW
EIT-UN.TO (Canoe EIT Income Fund) and STEW (SRH Total Return Fund Inc.) are both Diversified Portfolio funds. Over the past 3 years, EIT-UN.TO returned 20.27%/yr vs 18.21%/yr for STEW. At a 0.48 correlation, their price movements are largely independent. EIT-UN.TO charges 1.10%/yr vs 2.28%/yr for STEW.
Performance
EIT-UN.TO vs. STEW - Performance Comparison
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Different Trading Currencies
EIT-UN.TO is traded in CAD, while STEW is traded in USD. To make them comparable, the STEW values have been converted to CAD using the latest available exchange rates.
Returns By Period
In the year-to-date period, EIT-UN.TO achieves a 15.56% return, which is significantly higher than STEW's 3.70% return.
EIT-UN.TO
- 1D
- 0.23%
- 1M
- 1.10%
- 6M
- 12.34%
- YTD
- 15.56%
- 1Y
- 20.66%
- 3Y*
- 20.27%
- 5Y*
- 17.11%
- 10Y*
- 15.73%
STEW
- 1D
- 0.34%
- 1M
- 3.76%
- 6M
- 2.23%
- YTD
- 3.70%
- 1Y
- 11.47%
- 3Y*
- 18.21%
- 5Y*
- —
- 10Y*
- —
EIT-UN.TO vs. STEW - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|
EIT-UN.TO Canoe EIT Income Fund | 15.56% | 11.81% | 27.99% | 5.94% | 1.06% |
STEW SRH Total Return Fund Inc. | 3.70% | 14.79% | 30.06% | 10.84% | -2.78% |
Correlation
The correlation between EIT-UN.TO and STEW is 0.42, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.42 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.42 |
Correlation (All Time) Calculated using the full available price history since Apr 4, 2022 | 0.48 |
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Return for Risk
EIT-UN.TO vs. STEW — Risk / Return Rank
EIT-UN.TO
STEW
EIT-UN.TO vs. STEW - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Canoe EIT Income Fund (EIT-UN.TO) and SRH Total Return Fund Inc. (STEW). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| EIT-UN.TO | STEW | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +1.39 | ||
| Sortino ratioReturn per unit of downside risk | +2.14 | ||
| Omega ratioGain probability vs. loss probability | 1.44 | 1.17 | +0.27 |
| Calmar ratioReturn relative to maximum drawdown | 3.50 | 1.19 | +2.31 |
| Martin ratioReturn relative to average drawdown | 13.26 | 3.41 | +9.86 |
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Drawdowns
EIT-UN.TO vs. STEW - Drawdown Comparison
The maximum EIT-UN.TO drawdown since its inception was -63.56%, which is greater than STEW's maximum drawdown of -19.12%. Use the drawdown chart below to compare losses from any high point for EIT-UN.TO and STEW.
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Drawdown Indicators
| EIT-UN.TO | STEW | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -63.56% | -19.12% | -44.44% |
Max Drawdown (1Y)Largest decline over 1 year | -5.93% | -9.72% | +3.79% |
Max Drawdown (3Y)Largest decline over 3 years | -9.45% | -11.07% | +1.62% |
Max Drawdown (5Y)Largest decline over 5 years | -15.57% | — | — |
Max Drawdown (10Y)Largest decline over 10 years | -50.36% | — | — |
Current DrawdownCurrent decline from peak | 0.00% | -1.10% | +1.10% |
Average DrawdownAverage peak-to-trough decline | -8.81% | -3.70% | -5.11% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.56% | 3.37% | -1.81% |
Volatility
EIT-UN.TO vs. STEW - Volatility Comparison
The current volatility for Canoe EIT Income Fund (EIT-UN.TO) is 1.50%, while SRH Total Return Fund Inc. (STEW) has a volatility of 2.97%. This indicates that EIT-UN.TO experiences smaller price fluctuations and is considered to be less risky than STEW based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| EIT-UN.TO | STEW | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.50% | 2.97% | -1.47% |
Volatility (6M)Calculated over the trailing 6-month period | 7.42% | 9.05% | -1.63% |
Volatility (1Y)Calculated over the trailing 1-year period | 8.76% | 11.75% | -2.99% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 12.08% | 16.02% | -3.94% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.47% | 16.02% | +1.45% |
EIT-UN.TO vs. STEW - Expense Ratio Comparison
EIT-UN.TO has a 1.10% expense ratio, which is lower than STEW's 2.28% expense ratio.
Dividends
EIT-UN.TO vs. STEW - Dividend Comparison
EIT-UN.TO's dividend yield for the trailing twelve months is around 6.85%, more than STEW's 4.02% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
EIT-UN.TO Canoe EIT Income Fund | 6.85% | 7.64% | 7.90% | 9.29% | 8.97% | 9.08% | 12.20% | 11.53% | 11.65% | 10.16% | 10.06% | 10.71% |
STEW SRH Total Return Fund Inc. | 4.02% | 3.56% | 3.43% | 3.60% | 2.83% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
EIT-UN.TO and STEW have a correlation of 0.42, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
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