Performance analysis of Stifel Financial (SFB)
Annual Return
Over the past 3 years, SFB has had an average annual return of +2.05%, underperforming the benchmark SPY, which returned +19.31% annual.
Over the past 5 years, SFB has had an average annual return of -0.56%, underperforming the benchmark SPY, which returned +12.55% annual.
Since Oct 17, 2017, SFB has had an average annual return of +1.28%, underperforming the benchmark SPY, which returned +14.71% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | ||
|---|---|---|---|---|---|---|---|---|---|---|---|
| -0.18% | +6.49% | +5.44% | +3.51% | -18.10% | +3.08% | +7.84% | +26.44% | -16.61% | +0.38% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +0.93% | -1.30% | -4.37% | +5.16% | -1.74% | +0.76% | +0.63% | -0.18% | |||||
| 2025 | +1.71% | +6.97% | -7.95% | -1.52% | +2.72% | +7.90% | -4.38% | +2.56% | +0.10% | +3.33% | -1.02% | -2.96% | +6.49% |
| 2024 | +0.29% | +5.73% | +10.44% | -8.93% | -0.09% | +1.81% | +2.46% | +4.68% | +1.16% | -3.62% | -0.41% | -6.67% | +5.44% |
| 2023 | +17.65% | -6.24% | -7.28% | +10.47% | -7.72% | +8.18% | -5.32% | -3.02% | +2.93% | -12.56% | +9.94% | +1% | +3.51% |
| 2022 | -3.88% | -2.43% | +3.01% | -12.83% | +7.56% | -3.41% | +12.79% | -11.95% | +5.53% | -10.76% | +8.01% | -7.35% | -18.10% |
| 2021 | -1.30% | -2.50% | +4.33% | +1.88% | -0.83% | +0.65% | +0.26% | +0.98% | +2.70% | -1.39% | -4.18% | +2.75% | +3.08% |
| 2020 | +3.67% | -3.84% | -11.92% | +14.06% | +2.30% | +0.36% | +3.87% | -0.72% | +4.03% | -3.13% | -0.08% | +1% | +7.84% |
| 2019 | +7.50% | +6.39% | +2.77% | +1.04% | +0.87% | +0.45% | +3.93% | +3.19% | -0.94% | -1.87% | +0.82% | -0.02% | +26.44% |
| 2018 | -3.01% | +0.78% | +2.49% | -1.85% | -0.22% | +0.74% | +1.85% | -0% | -3.92% | -6.77% | -5.18% | -2.47% | -16.61% |
| 2017 | -0.87% | +1.16% | +0.10% | +0.38% |
Drawdown analysis of Stifel Financial (SFB)
The maximum drawdown for the SFB was -39.13%, occurring on Mar 23, 2020. Recovery took 77 trading sessions.
The current SFB drawdown is -8.70%.
Since Oct 17, 2017 SFB has experienced the following drawdowns:
- 30% or more: 1 time
- 20% or more: 2 times
- 10% or more: 3 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -39.13% | Feb 11, 2020 | 28 | Mar 23, 2020 | 77 | Jul 13, 2020 | 105 |
| -28.05% | Sep 16, 2021 | 527 | Oct 20, 2023 | Ongoing | Ongoing | Ongoing |
| -19.73% | Nov 27, 2017 | 269 | Dec 21, 2018 | 121 | Jun 18, 2019 | 390 |
| -9.22% | Oct 7, 2020 | 96 | Feb 25, 2021 | 137 | Sep 13, 2021 | 233 |
| -5.57% | Sep 27, 2019 | 31 | Nov 11, 2019 | 51 | Jan 27, 2020 | 82 |
| -3.59% | Aug 12, 2020 | 18 | Sep 8, 2020 | 14 | Sep 28, 2020 | 32 |
| -2.77% | Jun 26, 2019 | 3 | Jul 1, 2019 | 13 | Jul 19, 2019 | 16 |
| -2.51% | Sep 6, 2019 | 5 | Sep 13, 2019 | 6 | Sep 23, 2019 | 11 |
| -1.14% | Jul 27, 2020 | 10 | Aug 10, 2020 | 2 | Aug 12, 2020 | 12 |
| -1.07% | Oct 19, 2017 | 13 | Nov 7, 2017 | 12 | Nov 24, 2017 | 25 |
| -0.92% | Jul 13, 2020 | 1 | Jul 14, 2020 | 1 | Jul 15, 2020 | 2 |
| -0.91% | Jul 19, 2019 | 1 | Jul 22, 2019 | 5 | Jul 29, 2019 | 6 |
| -0.90% | Jan 27, 2020 | 2 | Jan 29, 2020 | 7 | Feb 7, 2020 | 9 |
| -0.84% | Aug 6, 2019 | 1 | Aug 7, 2019 | 4 | Aug 13, 2019 | 5 |
| -0.58% | Oct 1, 2020 | 2 | Oct 5, 2020 | 1 | Oct 6, 2020 | 3 |
| -0.53% | Jul 20, 2020 | 2 | Jul 22, 2020 | 1 | Jul 23, 2020 | 3 |
| -0.52% | Aug 29, 2019 | 1 | Aug 30, 2019 | 1 | Sep 3, 2019 | 2 |
| -0.42% | Aug 16, 2019 | 1 | Aug 19, 2019 | 3 | Aug 22, 2019 | 4 |
| -0.24% | Jul 31, 2019 | 1 | Aug 1, 2019 | 1 | Aug 2, 2019 | 2 |
| -0.18% | Sep 13, 2021 | 1 | Sep 14, 2021 | 1 | Sep 15, 2021 | 2 |
| -0.16% | Aug 22, 2019 | 2 | Aug 26, 2019 | 1 | Aug 27, 2019 | 3 |
| -0.01% | Jul 23, 2020 | 1 | Jul 24, 2020 | 1 | Jul 27, 2020 | 2 |