Jefferson Capital, Inc. (JCAP) Stock Total Returns
Growth of $10,000 chart
2025-06-26 to 2026-06-03 to
$
%
%
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Investment Performance
Final Value
$8,710
Total Return
-12.90%
CAGR
-13.71%
Dividends
$525.30
Yield on Cost
5.25%
Rolling Returns
1-Month (21 Trading Days)
| Average | +1.08% |
| Median | +0.87% |
| Best | +25.07% |
| Worst | -21.97% |
| % of Windows Positive | 54.0% |
1-Year (252 Trading Days)
3-Year (756 Trading Days)
Risk Metrics
| Maximum Drawdown | -32.19% |
| Average Drawdown | -8.76% |
| Drawdown Duration | 97 Trading Days (Unrecovered) |
| Sortino Ratio | -0.34 |
| Calmar Ratio | -0.43 |
| CVaR (5%) | -4.66% |
Yearly Returns
| Year | Percentage | Abs. Return | Dividends | Taxes | Trans. Costs |
|---|---|---|---|---|---|
| 2026 partial | -29.06% (-55.71% ann.) | $2906.09 | $215.93 | $43.18 | $0.34 |
| 2025 partial | +22.79% (+49.00% ann.) | +$2278.60 | $260.17 | $52.03 | $0.42 |
Market Regimes
about| Regime | Period | Percentage | Annual | Abs. Return | Dividends | Taxes | Trans. Costs |
|---|---|---|---|---|---|---|---|
| Disinflationary easing / resilient growth / AI capex under oil-shock test partial | June 26, 2025 – June 3, 2026 | -12.90% | -13.71% | $1289.67 | $525.30 | $105.05 | $0.84 |
Dividend History
Annual Dividends Per Share
TTM Yield
—
Consecutive Years Paid
— current
Consecutive Years of Growth
— current
| Date | Per Share | Yield % |
|---|---|---|
| 2025-08-25 | $0.2400 | 1.27% |
| 2025-11-25 | $0.2400 | 1.12% |
| 2026-03-24 | $0.2400 | 1.23% |
| 2026-05-26 | $0.2400 | 1.39% |
| Total | 4 payments |
Portfolio Dividend Returns
Based on $10,000 initial investment, 20% tax rate, 0.2% transaction cost. Showing 2025-06-26 to 2026-06-03. Change
| Date | Total Yield | Tax | Trans. Cost | Shares Bought |
|---|---|---|---|---|
| 2025-08-25 | $129.45 | $25.89 | $0.21 | 5.3056 |
| 2025-11-25 | $130.72 | $26.14 | $0.21 | 4.9441 |
| 2026-03-24 | $131.91 | $26.38 | $0.21 | 5.4568 |
| 2026-05-26 | $133.22 | $26.64 | $0.21 | 6.1517 |
| Total | $525.30 | $105.05 | $0.84 | 21.8582 |
All calculations use split-adjusted closing prices. Dividends are reinvested on the ex-dividend date at that day's closing price.
For each rolling window, returns are calculated at every possible starting point:
return = (value[i] ÷ value[i − windowSize] − 1) × 100
- Windows
- 1-month = 21 trading days, 1-year = 252 trading days, 3-year = 756 trading days.
- Statistics
- Average: arithmetic mean. Median: middle value when sorted. Best / Worst: max and min. % Positive: share of windows with return > 0.
The series is segmented by calendar year:
return = (endValue ÷ startValue − 1) × 100
startValue is the last value of the prior year (or the first value for the initial year). Partial first/last years are flagged. Dividends, taxes, and transaction costs are scaled proportionally to the initial investment.