Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SF (Stifel Financial Corp.) | -13.63% | 16.76% | 25.43% | 11.83% | 17.00% | 11.21% | 8.60% | … | … |
Data as of 06/04/2026, Common starting date is 07/19/1983
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SF (Stifel Financial Corp.) | 07/19/1983 | 06/04/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | 1992 | 1991 | 1990 | 1989 | 1988 | 1987 | 1986 | 1985 | 1984 | 1983 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 2.02 | 16.76 | 25.43 | 11.83 | 17.00 | 11.21 | 8.60 | … | … | -13.63 | 20.07 | 56.37 | 21.24 | -15.57 | 40.79 | 26.32 | 47.99 | -29.86 | 19.71 | 17.92 | -16.97 | 6.47 | 49.89 | -0.25 | -48.34 | 4.73 | 29.20 | -12.78 | 34.00 | 4.36 | 79.43 | 7.44 | 75.04 | 6.61 | -6.77 | 16.38 | 4.31 | -38.15 | 92.86 | 32.08 | 10.42 | -37.66 | 37.50 | -3.45 | 107.14 | -40.43 | -6.00 | -7.41 | -31.65 | 33.90 | 20.41 | -24.62 | -39.81 |
| Sharpe Ratio | NA | 0.39 | 0.75 | 0.26 | 0.43 | NA | NA | … | … | -1.21 | 0.51 | 2.11 | 0.61 | -0.46 | 1.36 | 0.40 | 1.71 | -1.09 | 0.73 | 0.43 | -0.62 | 0.26 | 2.13 | -0.01 | -0.79 | 0.16 | 0.59 | -0.17 | 0.69 | 0.03 | 2.16 | 0.15 | 3.15 | 0.29 | -0.38 | 0.32 | 0.03 | -1.01 | 2.10 | 1.06 | 0.22 | -1.60 | 1.15 | -0.10 | 2.37 | -1.16 | -0.38 | -0.28 | -0.51 | 0.78 | 0.35 | -0.72 | -1.78 |
| Standard Deviation(%) | NA | 25.91 | 28.68 | 31.21 | 35.28 | NA | NA | … | … | 30.04 | 33.76 | 24.96 | 28.94 | 37.49 | 30.08 | 64.32 | 27.19 | 28.72 | 26.20 | 41.17 | 27.36 | 24.79 | 23.40 | 31.92 | 61.40 | 29.60 | 49.63 | 78.57 | 44.84 | 34.09 | 35.66 | 43.48 | 23.62 | 18.56 | 24.86 | 37.75 | 33.78 | 41.38 | 42.31 | 26.60 | 28.73 | 25.45 | 30.54 | 57.35 | 43.35 | 39.46 | 31.83 | 43.28 | 69.45 | 37.80 | 42.05 | 44.09 | 41.34 |
| Draw Down(%) | NA | 21.01 | 34.67 | 36.25 | 51.89 | NA | NA | … | … | 21.01 | 34.67 | 12.81 | 18.95 | 36.25 | 15.20 | 51.89 | 17.37 | 42.10 | 23.64 | 36.90 | 31.51 | 16.45 | 20.33 | 28.40 | 67.23 | 27.09 | 36.90 | 45.19 | 27.97 | 31.50 | 14.30 | 34.92 | 7.69 | 24.58 | 28.14 | 24.52 | 18.42 | 50.34 | 23.83 | 20.00 | 19.30 | 46.99 | 19.78 | 39.76 | 25.81 | 46.00 | 24.19 | 38.16 | 62.40 | 31.82 | 24.62 | 44.29 | 48.15 |
| Yield(%) | 0.48 | 1.71 | 2.85 | 2.13 | 2.47 | 1.68 | 3.01 | … | … | 0.53 | 1.73 | 2.42 | 2.42 | 1.68 | 1.23 | 1.11 | 1.45 | 0.80 | 0.40 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.58 | 1.08 | 1.25 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/04/2026, Common starting date is 07/19/1983
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SF (Stifel Financial Corp.) |
-33.96%
Sep 1987 – Sep 1990 |
-16.59%
Feb 2011 – Feb 2016 |
-4.98%
Mar 1986 – Mar 1996 |
-1.15%
Aug 1983 – Aug 1998 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SF (Stifel Financial Corp.) |
54.86%
Mar 2003 – Mar 2006 |
36.39%
Dec 2002 – Dec 2007 |
24.07%
May 1997 – May 2007 |
18.63%
Feb 1996 – Feb 2011 |
Annualized Rolling Returns Comparison Chart