Jefferies Financial Group Inc. (JEF) Stock Total Returns
Growth of $10,000 chart
2021-04-21 to 2026-04-21 to
$
%
%
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Investment Performance
Final Value
$17,339
Total Return
73.39%
CAGR
11.64%
Dividends
$2,178.40
Yield on Cost
21.78%
Rolling Returns
1-Month (21 Trading Days)
| Average | +1.41% |
| Median | +2.58% |
| Best | +29.43% |
| Worst | -39.69% |
| % of Windows Positive | 60.1% |
1-Year (252 Trading Days)
| Average | +19.94% |
| Median | +9.64% |
| Best | +133.67% |
| Worst | -35.79% |
| % of Windows Positive | 70.1% |
3-Year (756 Trading Days)
| Average | +87.32% |
| Median | +85.56% |
| Best | +149.29% |
| Worst | +4.96% |
| % of Windows Positive | 100.0% |
Risk Metrics
| Maximum Drawdown | -54.68% |
| Average Drawdown | -16.14% |
| Drawdown Duration | 334 Trading Days (Unrecovered) |
| Sortino Ratio | 0.68 |
| Calmar Ratio | 0.21 |
| CVaR (5%) | -5.47% |
Yearly Returns
| Year | Percentage | Abs. Return | Dividends | Taxes | Trans. Costs |
|---|---|---|---|---|---|
| 2026 partial | -22.68% (-57.11% ann.) | $2268.42 | $64.55 | $12.91 | $0.10 |
| 2025 | -19.20% | $1919.56 | $205.68 | $41.14 | $0.33 |
| 2024 | +97.83% | +$9782.51 | $324.45 | $64.89 | $0.52 |
| 2023 | +26.81% | +$2681.38 | $369.98 | $74.00 | $0.59 |
| 2022 | -9.18% | $918.24 | $312.51 | $62.50 | $0.50 |
| 2021 | +61.04% | +$6103.75 | $369.04 | $73.81 | $0.59 |
| 2020 | +18.21% | +$1821.12 | $283.68 | $56.74 | $0.45 |
| 2019 | +34.24% | +$3423.85 | $295.22 | $59.04 | $0.47 |
| 2018 | -33.43% | $3342.64 | $170.85 | $34.17 | $0.27 |
| 2017 | +15.12% | +$1512.23 | $140.75 | $28.15 | $0.23 |
| 2016 | +35.16% | +$3516.36 | $145.58 | $29.12 | $0.23 |
| 2015 | -21.70% | $2169.50 | $112.76 | $22.55 | $0.18 |
| 2014 | -20.25% | $2025.17 | $89.18 | $17.84 | $0.14 |
| 2013 | +23.24% | +$2323.72 | $109.09 | $21.82 | $0.17 |
| 2012 | +5.52% | +$551.67 | $109.94 | $21.99 | $0.18 |
| 2011 | -21.36% | $2136.38 | $85.68 | $17.14 | $0.14 |
| 2010 | +23.53% | +$2353.06 | $105.09 | $21.02 | $0.17 |
| 2009 | +20.15% | +$2015.15 | $0.00 | $0.00 | $0.00 |
| 2008 | -57.96% | $5796.18 | $0.00 | $0.00 | $0.00 |
| 2007 | +67.70% | +$6770.20 | $88.65 | $17.73 | $0.14 |
| 2006 | +19.70% | +$1969.82 | $105.35 | $21.07 | $0.17 |
| 2005 | +2.90% | +$290.33 | $53.97 | $10.79 | $0.09 |
| 2004 | +51.37% | +$5136.79 | $81.34 | $16.27 | $0.13 |
| 2003 | +24.14% | +$2414.23 | $67.01 | $13.40 | $0.11 |
| 2002 | +29.40% | +$2939.82 | $21.82 | $4.36 | $0.03 |
| 2001 | -17.94% | $1793.92 | $70.55 | $14.11 | $0.11 |
| 2000 | +54.27% | +$5427.14 | $108.11 | $21.62 | $0.17 |
| 1999 | +13.72% | +$1371.71 | $4542.71 | $908.54 | $7.27 |
| 1998 | -8.55% | $854.59 | $17.97 | $3.59 | $0.03 |
| 1997 | +29.72% | +$2972.36 | $93.46 | $18.69 | $0.15 |
| 1996 | +7.80% | +$780.21 | $100.00 | $20.00 | $0.16 |
| 1995 | +13.19% | +$1319.40 | $112.36 | $22.47 | $0.18 |
| 1994 | +9.04% | +$903.75 | $60.97 | $12.19 | $0.10 |
| 1993 | +4.32% | +$431.70 | $63.29 | $12.66 | $0.10 |
| 1992 | +114.33% | +$11432.76 | $10.85 | $2.17 | $0.02 |
| 1991 | +62.09% | +$6208.79 | $0.00 | $0.00 | $0.00 |
| 1990 | +6.43% | +$643.27 | $0.00 | $0.00 | $0.00 |
| 1989 | +48.70% | +$4869.56 | $0.00 | $0.00 | $0.00 |
| 1988 | +47.44% | +$4743.60 | $0.00 | $0.00 | $0.00 |
| 1987 | -42.65% | $4264.71 | $0.00 | $0.00 | $0.00 |
| 1986 | +46.24% | +$4623.65 | $0.00 | $0.00 | $0.00 |
| 1985 | +21.30% | +$2130.43 | $0.00 | $0.00 | $0.00 |
| 1984 | +69.12% | +$6911.77 | $0.00 | $0.00 | $0.00 |
| 1983 | +47.03% | +$4702.71 | $0.00 | $0.00 | $0.00 |
| 1982 | +76.19% | +$7619.03 | $0.00 | $0.00 | $0.00 |
| 1981 | +98.11% | +$9811.35 | $0.00 | $0.00 | $0.00 |
| 1980 partial | +32.50% (+42.71% ann.) | +$3250.01 | $0.00 | $0.00 | $0.00 |
Market Regimes
about| Regime | Period | Percentage | Annual | Abs. Return | Dividends | Taxes | Trans. Costs |
|---|---|---|---|---|---|---|---|
| Dot-com bubble / TMT mania | August 9, 1995 – March 10, 2000 | +18.01% | +3.68% | +$1801.45 | $5433.45 | $1086.69 | $8.69 |
| Dot-com bust / post-bubble disinflation scare | March 13, 2000 – October 9, 2002 | +59.22% | +19.81% | +$5922.27 | $237.48 | $47.50 | $0.38 |
| China-WTO / housing-credit / commodity boom | October 10, 2002 – October 9, 2007 | +355.08% | +35.43% | +$35507.71 | $526.30 | $105.26 | $0.84 |
| GFC / deleveraging / dollar shortage | October 10, 2007 – March 9, 2009 | -78.48% | -66.29% | $7847.85 | $48.98 | $9.80 | $0.08 |
| Policy-led rebound / euro-sovereign-crisis overlay | March 10, 2009 – July 25, 2012 | +68.71% | +16.76% | +$6870.57 | $396.67 | $79.33 | $0.63 |
| Secular stagnation / QE / low inflation / duration bull | July 26, 2012 – February 19, 2020 | +32.53% | +3.79% | +$3252.85 | $1342.60 | $268.52 | $2.15 |
| Pandemic shock / liquidity crash | February 20, 2020 – March 23, 2020 | -48.36% | -99.95% | $4835.58 | $0.00 | $0.00 | $0.00 |
| Policy bazooka / monetary euphoria | March 25, 2020 – November 6, 2020 | +55.80% | +104.75% | +$5580.05 | $220.35 | $44.07 | $0.35 |
| Reopening reflation / fiscal boom / supply bottlenecks | November 9, 2020 – November 29, 2021 | +78.67% | +73.43% | +$7867.39 | $482.10 | $96.42 | $0.77 |
| Inflation shock / duration crash / aggressive tightening | November 30, 2021 – November 9, 2022 | -8.10% | -8.58% | $809.77 | $241.13 | $48.23 | $0.39 |
| Disinflation rebound / AI-led narrow bull / higher-for-longer | November 10, 2022 – September 17, 2024 | +82.82% | +38.47% | +$8282.10 | $713.50 | $142.70 | $1.14 |
| Disinflationary easing / resilient growth / AI capex under oil-shock test partial | September 18, 2024 – April 21, 2026 | -19.11% | -12.50% | $1910.92 | $391.42 | $78.28 | $0.63 |
Dividend History
Annual Dividends Per Share
TTM Yield
—
Consecutive Years Paid
— current
Consecutive Years of Growth
— current
| Date | Per Share | Yield % |
|---|---|---|
| 1992-12-24 | $0.0029 | 0.05% |
| 1993-11-24 | $0.0363 | 0.63% |
| 1994-12-09 | $0.0363 | 0.58% |
| 1995-12-13 | $0.0726 | 0.92% |
| 1996-12-04 | $0.0726 | 0.95% |
| 1997-12-03 | $0.0726 | 0.73% |
| 1998-12-03 | $0.0180 | 0.20% |
| 1999-05-24 | $3.4865 | 37.43% |
| 1999-12-15 | $0.4591 | 7.10% |
| 2000-12-06 | $0.0726 | 0.83% |
| 2001-12-05 | $0.0726 | 0.93% |
| 2002-12-05 | $0.0183 | 0.16% |
| 2003-12-17 | $0.0726 | 0.59% |
| 2004-12-21 | $0.1090 | 0.55% |
| 2005-12-19 | $0.1090 | 0.54% |
| 2006-12-14 | $0.2179 | 0.91% |
| 2007-12-13 | $0.2179 | 0.51% |
| 2010-12-15 | $0.2179 | 0.89% |
| 2011-12-14 | $0.2179 | 1.12% |
| 2012-12-13 | $0.2179 | 1.05% |
| 2013-03-14 | $0.0564 | 0.24% |
| 2013-06-13 | $0.0564 | 0.23% |
| 2013-09-12 | $0.0564 | 0.23% |
| 2013-12-12 | $0.0564 | 0.23% |
| 2014-03-13 | $0.0564 | 0.24% |
| 2014-06-12 | $0.0564 | 0.24% |
| 2014-09-11 | $0.0564 | 0.24% |
| 2014-12-11 | $0.0564 | 0.28% |
| 2015-03-12 | $0.0564 | 0.27% |
| 2015-06-11 | $0.0564 | 0.26% |
| 2015-09-10 | $0.0564 | 0.30% |
| 2015-12-10 | $0.0564 | 0.36% |
| 2016-03-10 | $0.0564 | 0.41% |
| 2016-06-09 | $0.0564 | 0.35% |
| 2016-09-15 | $0.0564 | 0.33% |
| 2016-12-12 | $0.0564 | 0.26% |
| 2017-03-16 | $0.0564 | 0.23% |
| 2017-06-15 | $0.0564 | 0.24% |
| 2017-09-15 | $0.0895 | 0.43% |
| 2017-12-12 | $0.0895 | 0.38% |
| 2018-03-16 | $0.0895 | 0.41% |
| 2018-06-15 | $0.0895 | 0.44% |
| 2018-09-14 | $0.1119 | 0.55% |
| 2018-11-16 | $0.1119 | 0.59% |
| 2019-02-14 | $0.1119 | 0.61% |
| 2019-05-17 | $0.1119 | 0.66% |
| 2019-08-16 | $0.1119 | 0.69% |
| 2019-11-15 | $0.1195 | 0.65% |
| 2020-02-13 | $0.1434 | 0.64% |
| 2020-05-15 | $0.1434 | 1.17% |
| 2020-08-14 | $0.1434 | 0.85% |
| 2020-11-12 | $0.1434 | 0.64% |
| 2021-02-11 | $0.1912 | 0.72% |
| 2021-05-14 | $0.1912 | 0.63% |
| 2021-08-13 | $0.2390 | 0.70% |
| 2021-11-12 | $0.2390 | 0.58% |
| 2022-02-11 | $0.2868 | 0.78% |
| 2022-05-13 | $0.2868 | 0.99% |
| 2022-08-12 | $0.2868 | 0.87% |
| 2022-11-10 | $0.2868 | 0.89% |
| 2023-02-10 | $0.3000 | 0.77% |
| 2023-05-12 | $0.3000 | 1.00% |
| 2023-08-11 | $0.3000 | 0.86% |
| 2023-11-10 | $0.3000 | 0.89% |
| 2024-02-15 | $0.3000 | 0.74% |
| 2024-05-17 | $0.3000 | 0.63% |
| 2024-08-19 | $0.3500 | 0.61% |
| 2024-11-18 | $0.3500 | 0.47% |
| 2025-02-14 | $0.4000 | 0.56% |
| 2025-05-19 | $0.4000 | 0.76% |
| 2025-08-18 | $0.4000 | 0.66% |
| 2025-11-17 | $0.4000 | 0.72% |
| 2026-02-17 | $0.4000 | 0.74% |
| Total | 73 payments |
Portfolio Dividend Returns
Based on $10,000 initial investment, 20% tax rate, 0.2% transaction cost. Showing 2021-04-21 to 2026-04-21. Change
| Date | Total Yield | Tax | Trans. Cost | Shares Bought |
|---|---|---|---|---|
| 2021-05-14 | $61.84 | $12.37 | $0.10 | 1.5935 |
| 2021-08-13 | $77.68 | $15.54 | $0.12 | 1.8489 |
| 2021-11-12 | $78.13 | $15.63 | $0.13 | 1.5159 |
| 2022-02-11 | $94.19 | $18.84 | $0.15 | 2.0931 |
| 2022-05-13 | $94.79 | $18.96 | $0.15 | 2.5793 |
| 2022-08-12 | $95.53 | $19.11 | $0.15 | 2.2885 |
| 2022-11-10 | $96.18 | $19.24 | $0.15 | 2.2092 |
| 2023-02-10 | $101.27 | $20.25 | $0.16 | 2.0839 |
| 2023-05-12 | $101.90 | $20.38 | $0.16 | 2.7475 |
| 2023-08-11 | $102.72 | $20.54 | $0.16 | 2.3418 |
| 2023-11-10 | $103.42 | $20.68 | $0.17 | 2.4336 |
| 2024-02-15 | $104.15 | $20.83 | $0.17 | 2.0188 |
| 2024-05-17 | $104.76 | $20.95 | $0.17 | 1.7675 |
| 2024-08-19 | $122.84 | $24.57 | $0.20 | 1.7032 |
| 2024-11-18 | $123.43 | $24.69 | $0.20 | 1.3348 |
| 2025-02-14 | $141.60 | $28.32 | $0.23 | 1.5816 |
| 2025-05-19 | $142.23 | $28.45 | $0.23 | 2.2132 |
| 2025-08-18 | $143.12 | $28.62 | $0.23 | 1.9035 |
| 2025-11-17 | $143.88 | $28.78 | $0.23 | 2.1885 |
| 2026-02-17 | $144.75 | $28.95 | $0.23 | 2.2234 |
| Total | $2178.40 | $435.68 | $3.49 | 40.6696 |
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.