Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SIEB (Siebert Financial Corp.) | -43.87% | -63.31% | -9.30% | -14.41% | 6.74% | 1.57% | -0.57% | … | … |
Data as of 06/04/2026, Common starting date is 03/18/1980
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SIEB (Siebert Financial Corp.) | 03/18/1980 | 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 | 1982 | 1981 | 1980 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.55 | -63.31 | -9.30 | -14.41 | 6.74 | 1.57 | -0.57 | … | … | -43.87 | 16.14 | 80.95 | 23.53 | -41.38 | -44.76 | -51.45 | -40.18 | 7.11 | 353.02 | 131.01 | -41.36 | 36.65 | -3.59 | 16.78 | -16.86 | -25.54 | 20.31 | -40.56 | -16.54 | 62.61 | -38.18 | 9.37 | 61.47 | -47.47 | 0.61 | -72.03 | 57.33 | 316.67 | -6.49 | 6.94 | -5.26 | -9.52 | 5.00 | 11.11 | 24.14 | -35.56 | 26.76 | 18.33 | -14.29 | -10.26 | 44.44 | -3.57 | 111.32 | 3.92 | 15.91 | -10.20 |
| Sharpe Ratio | NA | -1.06 | -0.18 | -0.28 | 0.05 | NA | NA | … | … | -1.59 | 0.20 | 1.17 | 0.33 | -0.72 | -0.41 | -0.51 | -1.20 | -0.18 | 3.07 | 1.10 | -0.82 | 0.20 | -0.44 | -0.02 | -0.42 | -0.73 | 0.02 | -0.57 | -0.79 | 0.80 | -1.12 | -0.20 | 0.75 | -0.81 | -0.30 | -1.62 | 0.56 | 2.33 | -0.89 | 0.10 | -1.54 | -0.18 | 0.13 | 0.28 | 1.99 | -1.40 | 1.34 | 1.41 | -0.46 | -0.54 | 2.43 | -0.31 | 3.37 | 0.21 | 0.84 | -0.75 |
| Standard Deviation(%) | NA | 64.62 | 60.73 | 61.50 | 81.93 | NA | NA | … | … | 51.32 | 67.85 | 64.05 | 58.79 | 59.41 | 108.10 | 100.96 | 53.06 | 82.52 | 109.55 | 87.70 | 73.44 | 92.09 | 50.60 | 77.34 | 83.67 | 60.22 | 99.40 | 104.89 | 49.06 | 50.54 | 53.05 | 51.12 | 56.45 | 82.99 | 70.04 | 87.03 | 146.08 | 150.23 | 59.54 | 89.55 | 43.59 | 42.34 | 39.38 | 38.72 | 12.09 | 25.25 | 19.97 | 12.92 | 31.26 | 18.94 | 18.29 | 11.48 | 32.83 | 18.26 | 18.78 | 17.08 |
| Draw Down(%) | NA | 68.75 | 68.75 | 76.54 | 94.06 | NA | NA | … | … | 53.93 | 53.86 | 40.96 | 45.49 | 50.81 | 74.94 | 63.64 | 43.22 | 53.07 | 32.50 | 29.70 | 54.40 | 47.01 | 27.07 | 27.84 | 33.67 | 47.18 | 36.50 | 59.57 | 32.55 | 29.64 | 40.00 | 45.33 | 46.81 | 65.23 | 40.55 | 76.98 | 73.77 | 64.18 | 55.56 | 53.85 | 23.91 | 22.45 | 18.18 | 18.18 | 0.00 | 44.44 | 13.64 | 5.56 | 42.31 | 26.09 | 5.88 | 12.50 | 10.71 | 15.09 | 16.39 | 20.00 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.00 | 1.68 | 0.74 | 0.89 | … | … | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 15.50 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 3.10 | 3.48 | 3.35 | 0.00 | 0.00 | 0.00 | 0.00 | 0.95 | 0.28 | 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 | 0.00 | 0.00 | 0.00 |
Data as of 06/04/2026, Common starting date is 03/18/1980
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SIEB (Siebert Financial Corp.) |
-50.47%
Jun 1999 – Jun 2002 |
-36.81%
Dec 2017 – Dec 2022 |
-25.74%
Apr 1999 – Apr 2009 |
-14.22%
Feb 1999 – Feb 2014 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SIEB (Siebert Financial Corp.) |
135.58%
Oct 2015 – Oct 2018 |
62.71%
Jun 1994 – Jun 1999 |
27.61%
Apr 1989 – Apr 1999 |
21.92%
Jun 1984 – Jun 1999 |
Annualized Rolling Returns Comparison Chart