SATA vs. TEI

Last updated Aug 1, 2026

SATA (Strive, Inc. Variable Rate Series A Perpetual Preferred Stock) is a stock, while TEI (Templeton Emerging Markets Income Fund) is Emerging Markets Bonds fund managed by Franklin Templeton. Their 0.10 correlation means their historical movements had little consistent relationship.

Performance

SATA vs. TEI - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Strive, Inc. Variable Rate Series A Perpetual Preferred Stock (SATA) and Templeton Emerging Markets Income Fund (TEI). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

In the year-to-date period, SATA achieves a 7.73% return, which is significantly lower than TEI's 8.44% return.

SATA

• 1D: -0.27%
• 1M: -0.20%
• 6M: 6.87%
• YTD: 7.73%
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —
• ALL TIME*: —

TEI

• 1D: 0.00%
• 1M: -0.68%
• 6M: 3.04%
• YTD: 8.44%
• 1Y: 28.19%
• 3Y*: 22.48%
• 5Y*: 8.56%
• 10Y*: 4.67%
• ALL TIME*: 8.59%

*Multi-year figures are annualized to reflect compound growth (CAGR)

Liquidity Comparison

Position	Avg. Volume Value (2W)	Avg. Volume Value (1M)	Avg. Volume Value (3M)
SATA Strive, Inc. Variable Rate Series A Perpetual Preferred Stock	$12.77M	$15.04M	$42.11M
TEI Templeton Emerging Markets Income Fund	$669.38K	$686.53K	$867.72K

SATA vs. TEI - Yearly Performance Comparison

	2026 (YTD)	2025
SATA Strive, Inc. Variable Rate Series A Perpetual Preferred Stock	7.73%	6.92%
TEI Templeton Emerging Markets Income Fund	8.44%	9.28%

Correlation

The correlation between SATA and TEI is 0.10, which is low. Their historical price movements had little consistent relationship.

	Correlation
Correlation (All Time) Calculated using the full available price history since Nov 10, 2025	0.10

Return for Risk

SATA vs. TEI — Risk / Return Rank

Compare historical risk-adjusted metric ranks over the past 12 months.

SATA

Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.

TEI

TEI Risk / Return Rank: 64
TEI Sharpe Ratio Rank: 77
TEI Sortino Ratio Rank: 74
TEI Omega Ratio Rank: 73
TEI Calmar Ratio Rank: 53
TEI Martin Ratio Rank: 44

The rank (0–100) uses a weighted average of the Sharpe, Sortino, Omega, Calmar, and Martin percentile ranks for the trailing 12 months. Higher means stronger historical risk-adjusted performance within the peer group.

SATA vs. TEI - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Strive, Inc. Variable Rate Series A Perpetual Preferred Stock (SATA) and Templeton Emerging Markets Income Fund (TEI). 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.

	SATA	TEI	Difference
Sharpe ratio: Return per unit of total volatility	—	1.83	—
Sortino ratio: Return per unit of downside risk	—	2.52	—
Omega ratio: Gain probability vs. loss probability	—	1.32	—
Calmar ratio: Return relative to maximum drawdown	—	1.92	—
Martin ratio: Return relative to average drawdown	—	6.23	—

Drawdowns

SATA vs. TEI - Drawdown Comparison

The maximum SATA drawdown since its inception was -17.06%, smaller than the maximum TEI drawdown of -51.50%. Use the drawdown chart below to compare losses from any high point for SATA and TEI.

Drawdown Indicators

	SATA	TEI	Difference
Max Drawdown Largest peak-to-trough decline	-17.06%	-51.50%	+34.44%
Max Drawdown (1Y) Largest decline over 1 year	—	-14.49%	—
Max Drawdown (3Y) Largest decline over 3 years	—	-14.49%	—
Max Drawdown (5Y) Largest decline over 5 years	—	-39.74%	—
Max Drawdown (10Y) Largest decline over 10 years	—	-43.83%	—
Current Drawdown Current decline from peak	-3.01%	-1.84%	-1.17%
Average Drawdown Average peak-to-trough decline	-2.71%	-10.72%	+8.01%
Ulcer Index Depth and duration of drawdowns from previous peaks	—	4.47%	—

Volatility

Volatility by Period

	SATA	TEI	Difference
Volatility (1M) Calculated over the trailing 1-month period	—	3.44%	—
Volatility (6M) Calculated over the trailing 6-month period	—	11.90%	—
Volatility (1Y) Calculated over the trailing 1-year period	27.50%	15.26%	+12.24%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	27.50%	19.43%	+8.07%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	27.50%	17.55%	+9.95%

Dividends

SATA vs. TEI - Dividend Comparison

SATA's dividend yield for the trailing twelve months is around 7.84%, less than TEI's 13.28% yield.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
SATA Strive, Inc. Variable Rate Series A Perpetual Preferred Stock	7.84%	2.27%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%
TEI Templeton Emerging Markets Income Fund	13.28%	13.57%	11.11%	11.09%	11.88%	10.44%	7.34%	8.51%	9.27%	5.56%	7.33%	8.24%

Frequently Asked Questions

Can I hold both SATA and TEI in my portfolio?

SATA and TEI have a correlation of 0.10, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.