SFB DCA Calculator
Dollar Cost Averaging — Stifel Financial Corporation 5.20% Senior Notes due 2047
Historical data shows that a consistent $500 monthly investment into Stifel Financial Corporation 5.20% Senior Notes due 2047 (SFB) starting in 2020 would have turned a total investment of $49K into $52K today. This represents a total return of 7.7% over the 6-year period, compounding through dividend reinvestment and market growth.
The Impact of Dividend Reinvestment (DRIP)
Stifel Financial Corporation 5.20% Senior Notes due 2047 does not currently pay a notable dividend. For growth-focused stocks like SFB, dollar cost averaging relies entirely on price appreciation. Over the 6-year period, the strategy successfully captured the stock's price movements, resulting in a final portfolio value of $52K without the need for dividend reinvestment.
SFB vs. S&P 500 (SPY) Benchmark
When comparing this dollar cost averaging strategy against a broad market index,SFB underperformed the S&P 500 ETF (SPY). The same $500 monthly contributions into SPY would have grown to $85K, compared to SFB's $52K.