Jefferson Capital, Inc. (JCAP) Stock Total Returns
Growth of $10,000 chart
2025-06-26 to 2026-04-14 to
$
%
%
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Investment Performance
Final Value
$11,379
Total Return
13.79%
CAGR
17.54%
Dividends
$392.08
Yield on Cost
3.92%
Rolling Returns
1-Month (21 Trading Days)
| Average | +2.07% |
| Median | +0.88% |
| Best | +25.07% |
| Worst | -13.66% |
| % of Windows Positive | 54.4% |
1-Year (252 Trading Days)
3-Year (756 Trading Days)
Risk Metrics
| Maximum Drawdown | -19.79% |
| Average Drawdown | -7.27% |
| Drawdown Duration | 62 Trading Days (Unrecovered) |
| Sortino Ratio | 0.94 |
| Calmar Ratio | 0.89 |
| CVaR (5%) | -4.58% |
Yearly Returns
| Year | Percentage | Abs. Return | Dividends | Taxes | Trans. Costs |
|---|---|---|---|---|---|
| 2026 partial | -7.33% (-23.45% ann.) | $732.53 | $107.43 | $21.48 | $0.17 |
| 2025 partial | +22.79% (+49.00% ann.) | +$2278.60 | $260.17 | $52.03 | $0.42 |
Market Regimes
| Regime | Period | Percentage | Annual | Abs. Return | Dividends | Taxes | Trans. Costs |
|---|---|---|---|---|---|---|---|
| Disinflationary easing / resilient growth / AI capex under oil-shock test partial | June 26, 2025 – April 14, 2026 | +13.79% | +17.54% | +$1379.16 | $392.08 | $78.41 | $0.63 |
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% |
| Total | 3 payments |
Portfolio Dividend Returns
Based on $10,000 initial investment, 20% tax rate, 0.2% transaction cost. Showing 2025-06-26 to 2026-04-14. 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 |
| Total | $392.08 | $78.41 | $0.63 | 15.7065 |
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.