Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SF-PB (Stifel Financial Corp) | 1.38% | 7.80% | 5.55% | 3.35% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 02/25/2019
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SF-PB (Stifel Financial Corp) | 02/25/2019 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.09 | 7.80 | 5.55 | 3.35 | NA | NA | NA | … | … | 1.38 | 3.80 | 5.24 | 14.68 | -9.29 | 2.80 | 10.42 | 12.26 |
| Sharpe Ratio | NA | 0.70 | 0.38 | 0.06 | NA | NA | NA | … | … | 0.26 | 0.08 | 0.15 | 0.51 | -0.62 | 0.31 | 0.21 | 2.12 |
| Standard Deviation(%) | NA | 8.22 | 11.76 | 14.62 | NA | NA | NA | … | … | 7.34 | 10.79 | 10.49 | 21.92 | 17.43 | 8.93 | 48.19 | 6.19 |
| Draw Down(%) | NA | 4.72 | 8.61 | 17.68 | NA | NA | NA | … | … | 3.23 | 8.61 | 5.75 | 15.71 | 17.57 | 5.25 | 40.30 | 3.92 |
| Yield(%) | 1.65 | 6.78 | 6.50 | 5.75 | 4.64 | 3.09 | 2.32 | … | … | 3.29 | 6.33 | 6.38 | 6.63 | 5.80 | 5.65 | 6.76 | 4.92 |
Data as of 06/04/2026, Common starting date is 02/25/2019
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SF-PB (Stifel Financial Corp) |
-0.53%
Oct 2020 – Oct 2023 |
3.16%
Dec 2020 – Dec 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SF-PB (Stifel Financial Corp) |
9.89%
Oct 2022 – Oct 2025 |
6.32%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart