Performance analysis of Stifel Financial (SF-P-C)
Annual Return
Over the past 3 years, SF-P-C has had an average annual return of +2.82%, underperforming the benchmark SPY, which returned +19.27% annual.
Over the past 5 years, SF-P-C has had an average annual return of +1.22%, underperforming the benchmark SPY, which returned +12.50% annual.
Since May 13, 2020, SF-P-C has had an average annual return of +3.73%, underperforming the benchmark SPY, which returned +18.49% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |||||
|---|---|---|---|---|---|---|---|---|---|---|---|
| -3.63% | +0.06% | +4.78% | +11.39% | -5.92% | +2.09% | +16.06% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +1.34% | +1.91% | +1.53% | -3.04% | -2.11% | -2.18% | -1.00% | -3.63% | |||||
| 2025 | +0.36% | -0.08% | -3.92% | -4.51% | -0.05% | +2.54% | +5.18% | +2.27% | +0.42% | +3.53% | -3.21% | -1.97% | +0.06% |
| 2024 | -2.27% | +3.64% | -0.08% | -7.23% | +10.67% | -7.52% | +3.59% | +3.29% | +5.55% | -5.02% | +2.50% | -0.83% | +4.78% |
| 2023 | +3.87% | +2.42% | -4.45% | +1.09% | -2.37% | +4.62% | -0.82% | +1.66% | +0% | -10.60% | +13.02% | +4.19% | +11.39% |
| 2022 | -4.68% | +0.59% | +1.56% | -3.41% | +1.08% | +0.12% | +2.35% | -2.24% | -3.45% | -6.17% | +12.80% | -3.34% | -5.92% |
| 2021 | -3.81% | +1.26% | +2.08% | +0.87% | -1.43% | +2.59% | +1.01% | +1.77% | +0.36% | -0.43% | -3.05% | +1.08% | +2.09% |
| 2020 | +5.19% | -3.08% | +5.02% | +2.44% | +1.56% | -1.39% | +2.24% | +3.35% | +16.06% |
Drawdown analysis of Stifel Financial (SF-P-C)
The maximum drawdown for the SF-P-C was -19.96%, occurring on Oct 24, 2022. Recovery took 288 trading sessions.
The current SF-P-C drawdown is -8.92%.
Since May 13, 2020 SF-P-C has experienced the following drawdowns:
- 10% or more: 2 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -19.96% | Nov 5, 2021 | 242 | Oct 24, 2022 | 288 | Dec 15, 2023 | 530 |
| -13.43% | Sep 20, 2024 | 139 | Apr 11, 2025 | 100 | Sep 5, 2025 | 239 |
| -9.63% | Oct 29, 2025 | 163 | Jun 25, 2026 | Ongoing | Ongoing | Ongoing |
| -8.41% | Mar 21, 2024 | 27 | Apr 30, 2024 | 22 | May 31, 2024 | 49 |
| -7.63% | May 31, 2024 | 20 | Jul 1, 2024 | 34 | Aug 19, 2024 | 54 |
| -5.68% | Dec 24, 2020 | 11 | Jan 12, 2021 | 57 | Apr 6, 2021 | 68 |
| -4.46% | May 7, 2021 | 8 | May 19, 2021 | 31 | Jul 2, 2021 | 39 |
| -3.95% | May 28, 2020 | 11 | Jun 12, 2020 | 26 | Jul 21, 2020 | 37 |
| -3.94% | Sep 2, 2020 | 14 | Sep 23, 2020 | 4 | Sep 29, 2020 | 18 |
| -3.91% | Sep 3, 2021 | 16 | Sep 28, 2021 | 28 | Nov 5, 2021 | 44 |
| -3.50% | Oct 8, 2020 | 15 | Oct 29, 2020 | 18 | Nov 24, 2020 | 33 |
| -3.26% | Sep 5, 2025 | 17 | Sep 30, 2025 | 19 | Oct 27, 2025 | 36 |
| -3.10% | Jul 7, 2021 | 24 | Aug 10, 2021 | 13 | Aug 27, 2021 | 37 |
| -2.98% | Jan 26, 2024 | 6 | Feb 5, 2024 | 13 | Feb 23, 2024 | 19 |
| -2.81% | Mar 8, 2024 | 4 | Mar 14, 2024 | 5 | Mar 21, 2024 | 9 |
| -2.07% | Aug 27, 2024 | 3 | Aug 30, 2024 | 2 | Sep 4, 2024 | 5 |
| -1.89% | Sep 13, 2024 | 3 | Sep 18, 2024 | 1 | Sep 19, 2024 | 4 |
| -1.60% | Dec 15, 2023 | 5 | Dec 22, 2023 | 4 | Dec 29, 2023 | 9 |
| -1.52% | Apr 26, 2021 | 4 | Apr 30, 2021 | 5 | May 7, 2021 | 9 |
| -1.51% | Dec 29, 2023 | 4 | Jan 5, 2024 | 14 | Jan 26, 2024 | 18 |
| -1.50% | Feb 23, 2024 | 3 | Feb 28, 2024 | 1 | Feb 29, 2024 | 4 |
| -1.49% | Jul 31, 2020 | 1 | Aug 3, 2020 | 1 | Aug 4, 2020 | 2 |
| -1.46% | Sep 30, 2020 | 3 | Oct 5, 2020 | 3 | Oct 8, 2020 | 6 |
| -1.28% | Jul 23, 2020 | 1 | Jul 24, 2020 | 4 | Jul 30, 2020 | 5 |
| -1.12% | Apr 6, 2021 | 1 | Apr 7, 2021 | 4 | Apr 13, 2021 | 5 |