Performance analysis of Stifel Financial (SF)
Annual Return
Over the past 3 years, SF has had an average annual return of +24.53%, outperforming the benchmark SPY, which returned +19.63% annual.
Over the past 5 years, SF has had an average annual return of +14.77%, outperforming the benchmark SPY, which returned +12.73% annual.
Over the past 10 years, SF has had an average annual return of +19.35%, outperforming the benchmark SPY, which returned +15.04% annual.
Since Nov 1, 1999, SF has had an average annual return of +16.41%, outperforming the benchmark SPY, which returned +8.49% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| -5.73% | +20.09% | +56.41% | +21.25% | -15.57% | +40.80% | +26.37% | +48.01% | -29.86% | +19.70% | +17.92% | -16.97% |
| 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 |
| +6.47% | +49.89% | -0.25% | -22.51% | +4.73% | +29.20% | +30.83% | +34% | +4.36% | +79.43% | +43.25% | +75.03% |
| 2002 | 2001 | 2000 | 1999 | ||||||||
| +6.61% | -6.82% | +16.37% | -6.80% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | -1.53% | -9.91% | +0.27% | +6.62% | -10.99% | -0.05% | +11.74% | -5.73% | |||||
| 2025 | +9.21% | -8.34% | -10.84% | -9.09% | +9.95% | +10.69% | +9.96% | +1.03% | -1.18% | +4.37% | +3.01% | +3.03% | +20.09% |
| 2024 | +5.50% | +4.56% | +3.05% | +2.24% | +1.29% | +4.50% | +5.37% | -0.60% | +7.06% | +10.35% | +11.75% | -8.06% | +56.41% |
| 2023 | +15.49% | -0.33% | -11.58% | +1.49% | -6.74% | +7.38% | +6.49% | +2.90% | -5.51% | -7.23% | +7.68% | +13.32% | +21.25% |
| 2022 | +6.36% | -1.47% | -7.62% | -8.91% | +4.24% | -12.70% | +6.77% | -0.33% | -12.48% | +19.19% | +4.33% | -9.15% | -15.57% |
| 2021 | +2.70% | +18.16% | +4.88% | +8.01% | +0.35% | -6.38% | +2.59% | +4.07% | -1.65% | +7.22% | -2.35% | -0.83% | +40.80% |
| 2020 | +6.66% | -15.58% | -24.17% | +7.27% | +8.13% | -0.59% | +2.21% | +4.95% | -0.30% | +15.62% | +18.83% | +9.22% | +26.37% |
| 2019 | +15.57% | +14.02% | -3.07% | +13.10% | -9.87% | +10.12% | +1.27% | -10.43% | +7.41% | -2.44% | +11.95% | -2.99% | +48.01% |
| 2018 | +13.36% | -5.23% | -7.26% | -1.60% | +1.10% | -11.14% | +5.51% | +1.56% | -8.25% | -10.81% | +5.84% | -14.19% | -29.86% |
| 2017 | +0.76% | +7.21% | -6.99% | -2.63% | -12.77% | +7.86% | +10.59% | -5.90% | +11.96% | -0.80% | +6.24% | +5.90% | +19.70% |
Drawdown analysis of Stifel Financial (SF)
The maximum drawdown for the SF was -55.25%, occurring on Feb 24, 2016. Recovery took 449 trading sessions.
The current SF drawdown is -11.39%.
Since Nov 1, 1999 SF has experienced the following drawdowns:
- 50% or more: 3 times
- 40% or more: 6 times
- 30% or more: 10 times
- 20% or more: 14 times
- 10% or more: 26 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -55.25% | Jun 23, 2015 | 169 | Feb 24, 2016 | 449 | Dec 4, 2017 | 618 |
| -51.89% | Feb 20, 2020 | 19 | Mar 18, 2020 | 164 | Nov 9, 2020 | 183 |
| -50.85% | Mar 8, 2011 | 145 | Oct 3, 2011 | 575 | Jan 16, 2014 | 720 |
| -42.10% | Feb 1, 2018 | 224 | Dec 21, 2018 | 280 | Feb 4, 2020 | 504 |
| -41.41% | Sep 19, 2008 | 116 | Mar 9, 2009 | 39 | May 4, 2009 | 155 |
| -40.06% | Oct 11, 2007 | 102 | Mar 10, 2008 | 94 | Jul 23, 2008 | 196 |
| -36.25% | Feb 8, 2022 | 176 | Oct 20, 2022 | 360 | Mar 28, 2024 | 536 |
| -34.67% | Jan 30, 2025 | 47 | Apr 8, 2025 | 136 | Oct 22, 2025 | 183 |
| -32.45% | Oct 16, 2000 | 232 | Sep 24, 2001 | 532 | Nov 3, 2003 | 764 |
| -31.50% | Mar 30, 2006 | 91 | Aug 9, 2006 | 106 | Jan 11, 2007 | 197 |
| -27.20% | Dec 30, 2009 | 127 | Jul 2, 2010 | 114 | Dec 14, 2010 | 241 |
| -25.96% | Mar 9, 2004 | 39 | May 4, 2004 | 140 | Nov 22, 2004 | 179 |
| -22.74% | Jan 6, 2026 | 119 | Jun 29, 2026 | Ongoing | Ongoing | Ongoing |
| -21.42% | Feb 21, 2007 | 14 | Mar 13, 2007 | 52 | May 25, 2007 | 66 |
| -19.86% | Dec 3, 2004 | 34 | Jan 24, 2005 | 105 | Jun 23, 2005 | 139 |
| -19.70% | May 4, 2009 | 12 | May 20, 2009 | 57 | Aug 11, 2009 | 69 |
| -19.52% | Nov 16, 1999 | 134 | May 30, 2000 | 44 | Aug 1, 2000 | 178 |
| -16.45% | Mar 20, 2014 | 143 | Oct 13, 2014 | 47 | Dec 18, 2014 | 190 |
| -16.29% | Jul 17, 2007 | 13 | Aug 3, 2007 | 46 | Oct 9, 2007 | 59 |
| -15.20% | May 6, 2021 | 30 | Jun 18, 2021 | 77 | Oct 7, 2021 | 107 |
| -15.04% | Oct 25, 2021 | 39 | Dec 20, 2021 | 29 | Feb 1, 2022 | 68 |
| -14.30% | Aug 2, 2005 | 13 | Aug 19, 2005 | 15 | Sep 12, 2005 | 28 |
| -13.65% | Jan 22, 2014 | 8 | Feb 3, 2014 | 32 | Mar 20, 2014 | 40 |
| -12.81% | Nov 25, 2024 | 17 | Dec 19, 2024 | 25 | Jan 29, 2025 | 42 |
| -11.01% | Sep 8, 2009 | 41 | Nov 4, 2009 | 29 | Dec 16, 2009 | 70 |