Performance analysis of Stifel Financial Corporation Depositary Shares Series D (SF-P-D)
Annual Return
Over the past 3 years, SF-P-D has had an average annual return of +5.83%, underperforming the benchmark SPY, which returned +19.27% annual.
Since Jul 28, 2021, SF-P-D has had an average annual return of -4.27%, underperforming the benchmark SPY, which returned +12.52% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | ||||||
|---|---|---|---|---|---|---|---|---|---|---|---|
| -3.17% | +3.46% | +8.86% | +13.62% | -35.17% | +0.09% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +1.64% | -0.12% | +0.70% | -1.80% | -1.31% | -1.90% | -0.37% | -3.17% | |||||
| 2025 | +1.02% | +3.21% | -4.65% | +0.75% | -4.95% | +4.23% | +6.55% | +0.61% | +4.54% | -2.89% | -2.92% | -1.32% | +3.46% |
| 2024 | +5.59% | +1.94% | +6.16% | -8.75% | +2.95% | -4.11% | +7.17% | +4.46% | +11.67% | -2.36% | -1.90% | -11.70% | +8.86% |
| 2023 | +19.06% | -0.45% | -13.73% | +0.66% | -2.92% | +4.29% | -0.12% | +1.42% | +1.55% | -5.95% | +9.61% | +2.82% | +13.62% |
| 2022 | -35.17% | -35.17% | |||||||||||
| 2021 | +0.16% | +1.33% | -0.94% | +0.76% | -2.55% | +1.39% | +0.09% |
Drawdown analysis of Stifel Financial Corporation Depositary Shares Series D (SF-P-D)
The maximum drawdown for the SF-P-D was -41.43%, occurring on May 4, 2023. This drawdown has not yet recovered.
The current SF-P-D drawdown is -21.48%.
Since Jul 28, 2021 SF-P-D has experienced the following drawdowns:
- 40% or more: 1 time
- 30% or more: 1 time
- 20% or more: 1 time
- 10% or more: 1 time
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -41.43% | Aug 27, 2021 | 163 | May 4, 2023 | Ongoing | Ongoing | Ongoing |
| -1.17% | Aug 6, 2021 | 3 | Aug 11, 2021 | 2 | Aug 13, 2021 | 5 |
| -0.63% | Jul 29, 2021 | 1 | Jul 30, 2021 | 1 | Aug 2, 2021 | 2 |
| -0.27% | Aug 23, 2021 | 3 | Aug 26, 2021 | 1 | Aug 27, 2021 | 4 |
| -0.19% | Aug 19, 2021 | 1 | Aug 20, 2021 | 1 | Aug 23, 2021 | 2 |
| -0.16% | Aug 3, 2021 | 1 | Aug 4, 2021 | 1 | Aug 5, 2021 | 2 |