Stifel Financial Corp. is a financial holding company with its main subsidiary, Stifel, Nicolaus & Company, Incorporated, offering full-service retail and institutional wealth management and investment banking. It operates through segments like Global Wealth Management and Institutional Group. The Global Wealth Management segment includes the Private Client Group, which provides securities brokerage services and banking products through its subsidiaries, and Stifel Bancorp. The Institutional Group handles institutional sales and trading. The Other segment covers interest income from stock borrow activities, unallocated interest expense, and gains and losses from investments. The SF YTD return is shown above.
The YTD Return on the SF YTD return page and across the coverage universe of our site,
is a measure of the total return for a given investment year-to-date for the current calendar year
(up to the end of prior trading session). Arguably, choosing the current calendar year for a measurement
period is on the one hand completely arbitrary, but on the other hand a year-to-date look can be extremely
useful in the context of our country's tax system which taxes gains and income on a calendar year basis.
Thus, researching Year-To-Date Returns is good practice for investors — whether SF YTD return or other benchmarks/peers
— and when doing so it is also important to factor in dividends, because a financial instrument's YTD return is
more than just the change in price if that instrument pays a dividend or coupon. Our website aims to empower investors
by performing the SF YTD return calculation (with any dividends reinvested as applicable), and to provide a
coverage universe of many stocks and ETFs to be able to compare YTD returns.
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