Performance analysis of Stifel Financial (SF-P-B)
Annual Return
Over the past 3 years, SF-P-B has had an average annual return of +5.39%, underperforming the benchmark SPY, which returned +19.27% annual.
Over the past 5 years, SF-P-B has had an average annual return of +2.41%, underperforming the benchmark SPY, which returned +12.50% annual.
Since Mar 11, 2019, SF-P-B has had an average annual return of +4.55%, underperforming the benchmark SPY, which returned +15.90% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | ||||
|---|---|---|---|---|---|---|---|---|---|---|---|
| -2.63% | +3.76% | +5.23% | +14.55% | -9.36% | +2.77% | +9.33% | +11.95% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +1.47% | +0.25% | -1.53% | +1.07% | +0.51% | -3.34% | -1.01% | -2.63% | |||||
| 2025 | +1.19% | +1.70% | -2.28% | -5.88% | +1.36% | +4.10% | +2.84% | +3.54% | +0.92% | -0.64% | -2.14% | -0.59% | +3.76% |
| 2024 | -0.41% | +1.51% | +1.06% | -2.74% | +3.68% | -3.44% | +3.45% | +1.21% | +1.96% | +0.80% | +0.67% | -2.36% | +5.23% |
| 2023 | +9.60% | +1.31% | -5.61% | +3.46% | -1.99% | -3.85% | +2.63% | +0.73% | +2.08% | -6.05% | +7.57% | +5.11% | +14.55% |
| 2022 | -3.59% | -0.35% | +1.41% | -2.51% | +0.80% | -1.08% | +5.65% | -3.43% | -3.58% | -5.54% | +12.61% | -8.54% | -9.36% |
| 2021 | -2.95% | +0.48% | +2.06% | +0.22% | +0.62% | +0.99% | +1.10% | +1.44% | -1.73% | -0.66% | -1.92% | +3.25% | +2.77% |
| 2020 | +3.31% | -5.34% | -6.81% | +4.01% | +3.18% | +0.04% | +5.20% | +2.04% | -1.91% | +2.03% | +2.47% | +1.53% | +9.33% |
| 2019 | +1.66% | +1.95% | +0% | +0.97% | +5.74% | +0.52% | +1.10% | -0.61% | -1.72% | +1.92% | +11.95% |
Drawdown analysis of Stifel Financial (SF-P-B)
The maximum drawdown for the SF-P-B was -40.29%, occurring on Mar 18, 2020. Recovery took 106 trading sessions.
The current SF-P-B drawdown is -6.96%.
Since Mar 11, 2019 SF-P-B has experienced the following drawdowns:
- 40% or more: 1 time
- 30% or more: 1 time
- 20% or more: 1 time
- 10% or more: 3 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -40.29% | Feb 14, 2020 | 22 | Mar 18, 2020 | 106 | Aug 18, 2020 | 128 |
| -17.77% | Aug 3, 2022 | 189 | May 4, 2023 | 165 | Dec 29, 2023 | 354 |
| -11.50% | Sep 16, 2021 | 189 | Jun 16, 2022 | 31 | Aug 2, 2022 | 220 |
| -8.60% | Mar 5, 2025 | 23 | Apr 7, 2025 | 80 | Aug 1, 2025 | 103 |
| -6.96% | Sep 5, 2025 | 221 | Jul 24, 2026 | Ongoing | Ongoing | Ongoing |
| -5.75% | Mar 21, 2024 | 21 | Apr 22, 2024 | 28 | May 31, 2024 | 49 |
| -4.96% | Dec 28, 2020 | 10 | Jan 12, 2021 | 56 | Apr 5, 2021 | 66 |
| -4.28% | Jan 25, 2024 | 9 | Feb 7, 2024 | 12 | Feb 26, 2024 | 21 |
| -4.08% | Dec 2, 2024 | 27 | Jan 13, 2025 | 25 | Feb 19, 2025 | 52 |
| -3.92% | Oct 16, 2019 | 35 | Dec 5, 2019 | 19 | Jan 3, 2020 | 54 |
| -3.49% | Aug 23, 2019 | 14 | Sep 13, 2019 | 9 | Sep 26, 2019 | 23 |
| -3.44% | May 31, 2024 | 19 | Jun 28, 2024 | 9 | Jul 12, 2024 | 28 |
| -3.28% | Sep 10, 2020 | 10 | Sep 24, 2020 | 11 | Oct 9, 2020 | 21 |
| -3.28% | Apr 9, 2021 | 24 | May 13, 2021 | 33 | Jun 30, 2021 | 57 |
| -2.85% | Oct 23, 2020 | 4 | Oct 29, 2020 | 2 | Nov 2, 2020 | 6 |
| -2.62% | Aug 27, 2020 | 7 | Sep 8, 2020 | 2 | Sep 10, 2020 | 9 |
| -2.54% | Jul 26, 2024 | 6 | Aug 5, 2024 | 9 | Aug 16, 2024 | 15 |
| -2.54% | Oct 9, 2020 | 4 | Oct 15, 2020 | 6 | Oct 23, 2020 | 10 |
| -2.37% | Jul 31, 2019 | 5 | Aug 7, 2019 | 7 | Aug 16, 2019 | 12 |
| -1.91% | Jul 7, 2021 | 8 | Jul 19, 2021 | 9 | Jul 30, 2021 | 17 |
| -1.90% | Dec 29, 2023 | 5 | Jan 8, 2024 | 2 | Jan 10, 2024 | 7 |
| -1.89% | Feb 26, 2024 | 2 | Feb 28, 2024 | 7 | Mar 8, 2024 | 9 |
| -1.78% | Sep 24, 2024 | 40 | Nov 19, 2024 | 7 | Nov 29, 2024 | 47 |
| -1.71% | Nov 3, 2020 | 11 | Nov 18, 2020 | 4 | Nov 24, 2020 | 15 |
| -1.70% | Jul 30, 2021 | 7 | Aug 10, 2021 | 9 | Aug 23, 2021 | 16 |