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SF: Stifel Financial Corp. (STOCK)
Basic Info 70.72 0.7(0.98%) June 05
| Asset Class: | ROOT |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 07/19/1983 |
| Last Dividend Date: | 06/01/2026 |
| 12-Mo. Yield | 1.81% |
| Expenses | - |
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Performance Analytics (As of 05/29/2026)
Not up-to-date? Try| Last 1 Week* | YTD*(2026) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 07/19/1983 |
2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | 1992 | 1991 | 1990 | 1989 | 1988 | 1987 | 1986 | 1985 | 1984 | 1983 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 1.8 | -14.1 | 14.4 | 24.4 | 11.3 | 17.0 | 11.3 | 8.6 | 6.6 | 20.1 | 56.4 | 21.2 | -15.6 | 40.8 | 26.3 | 48.0 | -29.9 | 19.7 | 17.9 | -17.0 | 6.5 | 49.9 | -0.2 | -48.3 | 4.7 | 29.2 | -12.8 | 34.0 | 4.4 | 79.4 | 7.4 | 75.0 | 6.6 | -6.8 | 16.4 | 4.3 | -38.1 | 92.9 | 32.1 | 10.4 | -37.7 | 37.5 | -3.4 | 107.1 | -40.4 | -6.0 | -7.4 | -31.6 | 33.9 | 20.4 | -24.6 | -39.8 |
| Sharpe Ratio | NA | -1.21 | 0.39 | 0.75 | 0.26 | 0.43 | NA | NA | 0.1 | 0.51 | 2.11 | 0.61 | -0.46 | 1.36 | 0.4 | 1.71 | -1.09 | 0.73 | 0.43 | -0.62 | 0.26 | 2.13 | -0.01 | -0.79 | 0.16 | 0.59 | -0.17 | 0.69 | 0.03 | 2.16 | 0.15 | 3.15 | 0.29 | -0.38 | 0.32 | 0.03 | -1.01 | 2.1 | 1.06 | 0.22 | -1.6 | 1.15 | -0.1 | 2.37 | -1.16 | -0.38 | -0.28 | -0.51 | 0.78 | 0.35 | -0.72 | -1.78 |
| Draw Down(%) | NA | 21.0 | 21.0 | 34.7 | 36.3 | 51.9 | NA | NA | 78.4 | 34.7 | 12.8 | 18.9 | 36.3 | 15.2 | 51.9 | 17.4 | 42.1 | 23.6 | 36.9 | 31.5 | 16.5 | 20.3 | 28.4 | 67.2 | 27.1 | 36.9 | 45.2 | 28.0 | 31.5 | 14.3 | 34.9 | 7.7 | 24.6 | 28.1 | 24.5 | 18.4 | 50.3 | 23.8 | 20.0 | 19.3 | 47.0 | 19.8 | 39.8 | 25.8 | 46.0 | 24.2 | 38.2 | 62.4 | 31.8 | 24.6 | 44.3 | 48.1 |
| Standard Deviation(%) | NA | 30.0 | 25.9 | 28.7 | 31.2 | 35.3 | NA | NA | 39.5 | 33.8 | 25.0 | 28.9 | 37.5 | 30.1 | 64.3 | 27.2 | 28.7 | 26.2 | 41.2 | 27.4 | 24.8 | 23.4 | 31.9 | 61.4 | 29.6 | 49.6 | 78.6 | 44.8 | 34.1 | 35.7 | 43.5 | 23.6 | 18.6 | 24.9 | 37.7 | 33.8 | 41.4 | 42.3 | 26.6 | 28.7 | 25.4 | 30.5 | 57.4 | 43.3 | 39.5 | 31.8 | 43.3 | 69.5 | 37.8 | 42.1 | 44.1 | 41.3 |
| Treynor Ratio | NA | -0.33 | 0.08 | 0.17 | 0.06 | 0.11 | NA | NA | 0.04 | 0.12 | 0.5 | 0.13 | -0.14 | 0.29 | 0.18 | 0.3 | -0.26 | 0.08 | 0.09 | -0.14 | 0.04 | 0.38 | 0.0 | -0.3 | 0.05 | 0.21 | -0.12 | 0.18 | 0.0 | 0.5 | 0.09 | 4.89 | 0.69 | -0.31 | 0.3 | 0.06 | -0.48 | 1.82 | 2.83 | -2.07 | -1.41 | 0.81 | -0.05 | 1.94 | -1.16 | -1.28 | -3.32 | -0.47 | 0.63 | 0.54 | -0.52 | -1.94 |
| Alpha | NA | -0.27 | -0.06 | -0.01 | -0.01 | 0.0 | NA | NA | 0.01 | 0.0 | 0.09 | -0.03 | 0.05 | 0.01 | 0.04 | 0.0 | -0.11 | -0.09 | 0.0 | -0.07 | -0.05 | 0.02 | -0.09 | -0.22 | -0.02 | 0.0 | 0.24 | 0.12 | -0.07 | 0.23 | 0.03 | 0.22 | 0.04 | -0.01 | 0.09 | 0.02 | -0.25 | 0.23 | 0.1 | 0.04 | -0.18 | 0.12 | 0.01 | 0.26 | -0.18 | -0.03 | -0.01 | -0.09 | 0.12 | 0.07 | -0.09 | -0.42 |
| Beta | NA | 1.1 | 1.2 | 1.29 | 1.28 | 1.39 | NA | NA | 0.95 | 1.45 | 1.06 | 1.33 | 1.22 | 1.39 | 1.47 | 1.55 | 1.21 | 2.25 | 2.03 | 1.23 | 1.55 | 1.32 | 1.72 | 1.61 | 0.96 | 1.39 | 1.15 | 1.76 | 2.15 | 1.54 | 0.71 | 0.15 | 0.08 | 0.3 | 0.41 | 0.17 | 0.86 | 0.49 | 0.1 | -0.03 | 0.29 | 0.44 | 1.24 | 0.53 | 0.39 | 0.09 | 0.04 | 0.77 | 0.47 | 0.28 | 0.6 | 0.38 |
| RSquared | NA | 0.25 | 0.3 | 0.44 | 0.48 | 0.51 | NA | NA | 0.19 | 0.65 | 0.28 | 0.36 | 0.62 | 0.36 | 0.63 | 0.51 | 0.52 | 0.33 | 0.42 | 0.49 | 0.51 | 0.39 | 0.47 | 0.43 | 0.34 | 0.58 | 0.38 | 0.39 | 0.4 | 0.19 | 0.04 | 0.01 | 0.01 | 0.07 | 0.06 | 0.01 | 0.18 | 0.04 | 0.0 | 0.0 | 0.01 | 0.02 | 0.04 | 0.03 | 0.03 | 0.0 | 0.0 | 0.13 | 0.04 | 0.01 | 0.03 | 0.01 |
| Yield(%) | N/A | 0.5 | 1.7 | 2.9 | 2.2 | 2.5 | 1.7 | 3.0 | N/A | 1.7 | 2.4 | 2.4 | 1.7 | 1.2 | 1.1 | 1.4 | 0.8 | 0.4 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.6 | 1.1 | 1.2 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Dividend Growth(%) | N/A | -63.0 | -9.1 | 72.0 | 215.9 | N/A | 9300.0 | 9300.0 | N/A | 9.5 | 16.7 | 20.0 | 100.0 | -11.8 | 13.3 | 25.0 | 140.0 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | -100.0 | -50.0 | 0.0 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 07/19/1983
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