STEW vs. FBCKX
STEW (SRH Total Return Fund Inc.) and FBCKX (Fidelity Advisor Blue Chip Growth Fund Class Z) are both Diversified Portfolio funds. Over the past year, STEW returned 2.27% vs 45.08% for FBCKX. At a 0.38 correlation, their price movements are largely independent. STEW charges 2.28%/yr vs 0.61%/yr for FBCKX.
Performance
STEW vs. FBCKX - Performance Comparison
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Returns By Period
In the year-to-date period, STEW achieves a -4.92% return, which is significantly lower than FBCKX's 18.59% return.
STEW
- 1D
- -0.40%
- 1M
- -2.05%
- YTD
- -4.92%
- 6M
- -2.72%
- 1Y
- 2.27%
- 3Y*
- 15.15%
- 5Y*
- —
- 10Y*
- —
FBCKX
- 1D
- 0.76%
- 1M
- 9.11%
- YTD
- 18.59%
- 6M
- 19.80%
- 1Y
- 45.08%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
STEW vs. FBCKX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | |
|---|---|---|---|
STEW SRH Total Return Fund Inc. | -4.92% | 20.28% | 2.08% |
FBCKX Fidelity Advisor Blue Chip Growth Fund Class Z | 18.59% | 19.99% | 7.26% |
Correlation
The correlation between STEW and FBCKX is 0.32, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.32 |
Correlation (All Time) Calculated using the full available price history since Oct 15, 2024 | 0.38 |
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Return for Risk
STEW vs. FBCKX — Risk / Return Rank
STEW
FBCKX
STEW vs. FBCKX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for SRH Total Return Fund Inc. (STEW) and Fidelity Advisor Blue Chip Growth Fund Class Z (FBCKX). 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.
| STEW | FBCKX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -2.47 | ||
| Sortino ratioReturn per unit of downside risk | -3.05 | ||
| Omega ratioGain probability vs. loss probability | 1.04 | 1.45 | -0.41 |
| Calmar ratioReturn relative to maximum drawdown | 0.24 | 3.68 | -3.45 |
| Martin ratioReturn relative to average drawdown | 0.73 | 15.61 | -14.88 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| STEW | FBCKX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.21 | 2.67 | -2.47 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.53 | 1.25 | -0.72 |
Drawdowns
STEW vs. FBCKX - Drawdown Comparison
The maximum STEW drawdown since its inception was -25.25%, smaller than the maximum FBCKX drawdown of -27.06%. Use the drawdown chart below to compare losses from any high point for STEW and FBCKX.
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Drawdown Indicators
| STEW | FBCKX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -25.25% | -27.06% | +1.81% |
Max Drawdown (1Y)Largest decline over 1 year | -9.68% | -12.63% | +2.95% |
Max Drawdown (3Y)Largest decline over 3 years | -11.30% | — | — |
Current DrawdownCurrent decline from peak | -5.15% | 0.00% | -5.15% |
Average DrawdownAverage peak-to-trough decline | -5.34% | -4.04% | -1.30% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.11% | 2.97% | +0.14% |
Volatility
STEW vs. FBCKX - Volatility Comparison
The current volatility for SRH Total Return Fund Inc. (STEW) is 2.42%, while Fidelity Advisor Blue Chip Growth Fund Class Z (FBCKX) has a volatility of 4.14%. This indicates that STEW experiences smaller price fluctuations and is considered to be less risky than FBCKX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| STEW | FBCKX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.42% | 4.14% | -1.72% |
Volatility (6M)Calculated over the trailing 6-month period | 8.27% | 13.00% | -4.73% |
Volatility (1Y)Calculated over the trailing 1-year period | 11.08% | 17.43% | -6.35% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.47% | 23.92% | -8.45% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 15.47% | 23.92% | -8.45% |
STEW vs. FBCKX - Expense Ratio Comparison
STEW has a 2.28% expense ratio, which is higher than FBCKX's 0.61% expense ratio.
Dividends
STEW vs. FBCKX - Dividend Comparison
STEW's dividend yield for the trailing twelve months is around 4.23%, more than FBCKX's 1.60% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 |
|---|---|---|---|---|---|
FBCKX Fidelity Advisor Blue Chip Growth Fund Class Z | 1.60% | 1.90% | 2.12% | 0.00% | 0.00% |
STEW SRH Total Return Fund Inc. | 4.23% | 3.56% | 3.43% | 3.60% | 2.83% |
Frequently Asked Questions
STEW and FBCKX have a correlation of 0.32, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
FBCKX has higher volatility (4.14%) compared to STEW (2.42%). In terms of maximum drawdown, STEW dropped -25.25% vs FBCKX's -27.06%.
FBCKX currently has the higher Sharpe Ratio (2.67 vs 0.21), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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