Siebert Financial is a holding company. Through its subsidiaries, Co. is a financial services firm and provides brokerage and financial advisory services including securities brokerage, investment advisory and insurance offerings, and corporate stock plan administration solutions. Co. conducts the following lines of business through its subsidiaries: Muriel Siebert & Co., Inc., which provides retail brokerage services; Siebert AdvisorNXT, Inc., which provides investment advisory services; Park Wilshire Companies, Inc., which provides insurance services; Siebert Technologies, LLC, which provides robo-advisory technology development; and RISE Financial Services, LLC, which is a broker-dealer. The SIEB YTD return is shown above.
The YTD Return on the SIEB 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 SIEB 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 SIEB 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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