Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SF-PC (Stifel Financial Corp) | -0.51% | 6.51% | 3.43% | 2.33% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 05/13/2020
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SF-PC (Stifel Financial Corp) | 05/13/2020 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.77 | 6.51 | 3.43 | 2.33 | NA | NA | NA | … | … | -0.51 | 0.09 | 4.81 | 11.51 | -5.90 | 2.09 | 16.05 |
| Sharpe Ratio | NA | 0.39 | 0.17 | 0.00 | NA | NA | NA | … | … | -0.44 | -0.22 | 0.09 | 0.33 | -0.40 | 0.20 | 2.30 |
| Standard Deviation(%) | NA | 9.94 | 13.65 | 16.31 | NA | NA | NA | … | … | 8.33 | 12.93 | 12.78 | 24.06 | 18.57 | 10.35 | 11.38 |
| Draw Down(%) | NA | 6.20 | 13.40 | 19.99 | NA | NA | NA | … | … | 5.34 | 12.34 | 8.43 | 17.39 | 19.46 | 5.44 | 3.95 |
| Yield(%) | 1.67 | 6.83 | 6.25 | 5.63 | 3.72 | 2.48 | 1.86 | … | … | 3.26 | 6.19 | 6.13 | 6.36 | 5.66 | 5.44 | 3.50 |
Data as of 06/04/2026, Common starting date is 05/13/2020
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SF-PC (Stifel Financial Corp) |
-1.33%
Oct 2020 – Oct 2023 |
2.36%
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-PC (Stifel Financial Corp) |
10.38%
Oct 2022 – Oct 2025 |
4.59%
Oct 2020 – Oct 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart