Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SFB (Stifel Financial Corporation 5.20% Senior Notes due 2047) | -2.13% | 1.10% | 1.45% | 0.02% | NA | NA | NA | … | … |
Data as of 06/09/2026, Common starting date is 03/04/2021
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SFB (Stifel Financial Corporation 5.20% Senior Notes due 2047) | 03/04/2021 | 06/09/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.35 | 1.10 | 1.45 | 0.02 | NA | NA | NA | … | … | -2.13 | 6.50 | 5.50 | 8.40 | -18.11 | 7.16 |
| Sharpe Ratio | NA | -0.22 | -0.14 | -0.14 | NA | NA | NA | … | … | -1.09 | 0.23 | 0.15 | 0.16 | -0.90 | 0.90 |
| Standard Deviation(%) | NA | 10.66 | 16.47 | 19.45 | NA | NA | NA | … | … | 7.62 | 15.54 | 12.83 | 30.72 | 21.77 | 9.56 |
| Draw Down(%) | NA | 10.97 | 18.21 | 25.59 | NA | NA | NA | … | … | 6.56 | 15.49 | 12.32 | 20.67 | 23.48 | 7.56 |
| Yield(%) | 0.00 | 6.27 | 5.74 | 4.93 | 2.67 | 1.78 | 1.33 | … | … | 1.57 | 6.23 | 6.35 | 6.33 | 5.03 | 5.08 |
Data as of 06/09/2026, Common starting date is 03/04/2021
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SFB (Stifel Financial Corporation 5.20% Senior Notes due 2047) |
-2.16%
Dec 2021 – Dec 2024 |
0.21%
May 2021 – May 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SFB (Stifel Financial Corporation 5.20% Senior Notes due 2047) |
8.27%
Oct 2022 – Oct 2025 |
0.39%
Apr 2021 – Apr 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart