Raymond James Financial, Inc. (RJF) Stock Total Returns
Growth of $10,000 chart
2021-04-14 to 2026-04-14 to
$
%
%
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Investment Performance
Final Value
$18,807
Total Return
88.07%
CAGR
13.47%
Dividends
$1,008.63
Yield on Cost
10.09%
Rolling Returns
1-Month (21 Trading Days)
| Average | +1.26% |
| Median | +1.29% |
| Best | +28.73% |
| Worst | -23.15% |
| % of Windows Positive | 55.3% |
1-Year (252 Trading Days)
| Average | +16.08% |
| Median | +12.63% |
| Best | +67.55% |
| Worst | -18.89% |
| % of Windows Positive | 82.3% |
3-Year (756 Trading Days)
| Average | +52.89% |
| Median | +50.97% |
| Best | +89.24% |
| Worst | +14.78% |
| % of Windows Positive | 100.0% |
Risk Metrics
| Maximum Drawdown | -32.23% |
| Average Drawdown | -9.46% |
| Drawdown Duration | 338 Trading Days |
| Sortino Ratio | 0.84 |
| Calmar Ratio | 0.42 |
| CVaR (5%) | -4.06% |
Yearly Returns
| Year | Percentage | Abs. Return | Dividends | Taxes | Trans. Costs |
|---|---|---|---|---|---|
| 2026 partial | -4.04% (-13.50% ann.) | $404.40 | $67.34 | $13.47 | $0.11 |
| 2025 | +4.47% | +$447.14 | $129.28 | $25.86 | $0.21 |
| 2024 | +40.52% | +$4051.58 | $121.42 | $24.28 | $0.19 |
| 2023 | +5.76% | +$575.60 | $160.88 | $32.18 | $0.26 |
| 2022 | +7.93% | +$792.82 | $178.29 | $35.66 | $0.29 |
| 2021 | +59.08% | +$5907.52 | $163.77 | $32.75 | $0.26 |
| 2020 | +8.34% | +$834.07 | $124.64 | $24.93 | $0.20 |
| 2019 | +22.26% | +$2226.49 | $234.13 | $46.83 | $0.37 |
| 2018 | -15.86% | $1585.78 | $123.64 | $24.73 | $0.20 |
| 2017 | +29.77% | +$2976.51 | $95.50 | $19.10 | $0.15 |
| 2016 | +20.93% | +$2093.19 | $142.16 | $28.43 | $0.23 |
| 2015 | +2.26% | +$226.30 | $129.68 | $25.94 | $0.21 |
| 2014 | +10.84% | +$1084.37 | $126.93 | $25.39 | $0.20 |
| 2013 | +36.84% | +$3683.57 | $151.12 | $30.22 | $0.24 |
| 2012 | +25.92% | +$2591.95 | $171.96 | $34.39 | $0.27 |
| 2011 | -4.08% | $407.81 | $159.76 | $31.95 | $0.26 |
| 2010 | +39.41% | +$3940.97 | $194.54 | $38.91 | $0.31 |
| 2009 | +41.18% | +$4118.20 | $258.69 | $51.74 | $0.41 |
| 2008 | -46.58% | $4658.07 | $169.51 | $33.90 | $0.27 |
| 2007 | +8.58% | +$858.47 | $99.24 | $19.85 | $0.16 |
| 2006 | +21.71% | +$2171.02 | $125.03 | $25.01 | $0.20 |
| 2005 | +22.68% | +$2267.75 | $116.62 | $23.32 | $0.19 |
| 2004 | +24.35% | +$2434.74 | $115.78 | $23.16 | $0.18 |
| 2003 | +28.57% | +$2856.51 | $122.14 | $24.43 | $0.20 |
| 2002 | -15.99% | $1598.52 | $97.44 | $19.49 | $0.16 |
| 2001 | +2.85% | +$285.30 | $103.61 | $20.72 | $0.17 |
| 2000 | +89.10% | +$8909.88 | $169.86 | $33.97 | $0.27 |
| 1999 | -10.79% | $1078.88 | $135.50 | $27.10 | $0.22 |
| 1998 | -19.49% | $1948.91 | $94.76 | $18.95 | $0.15 |
| 1997 | +99.37% | +$9937.08 | $164.93 | $32.99 | $0.26 |
| 1996 | +43.66% | +$4365.86 | $186.87 | $37.37 | $0.30 |
| 1995 | +54.76% | +$5476.25 | $327.90 | $65.58 | $0.52 |
| 1994 | -14.41% | $1440.90 | $193.63 | $38.72 | $0.31 |
| 1993 | +12.66% | +$1265.85 | $143.59 | $28.72 | $0.23 |
| 1992 | +10.11% | +$1010.98 | $117.42 | $23.48 | $0.19 |
| 1991 | +152.77% | +$15276.50 | $141.87 | $28.38 | $0.23 |
| 1990 | +21.20% | +$2119.93 | $209.31 | $41.85 | $0.35 |
| 1989 | +40.87% | +$4086.76 | $136.74 | $27.36 | $0.20 |
| 1988 | +19.66% | +$1966.40 | $268.84 | $53.76 | $0.40 |
| 1987 | -22.29% | $2229.00 | $99.15 | $19.83 | $0.15 |
| 1986 | +8.05% | +$805.35 | $35.56 | $7.12 | $0.05 |
| 1985 | +80.00% | +$7999.98 | $0.00 | $0.00 | $0.00 |
| 1984 | -32.43% | $3243.25 | $0.00 | $0.00 | $0.00 |
| 1983 partial | -39.34% (-63.33% ann.) | $3934.42 | $0.00 | $0.00 | $0.00 |
Market Regimes
| Regime | Period | Percentage | Annual | Abs. Return | Dividends | Taxes | Trans. Costs |
|---|---|---|---|---|---|---|---|
| Dot-com bubble / TMT mania | August 9, 1995 – March 10, 2000 | +112.44% | +17.86% | +$11243.98 | $1107.80 | $221.56 | $1.77 |
| Dot-com bust / post-bubble disinflation scare | March 13, 2000 – October 9, 2002 | +26.76% | +9.65% | +$2676.41 | $507.14 | $101.43 | $0.81 |
| China-WTO / housing-credit / commodity boom | October 10, 2002 – October 9, 2007 | +234.79% | +27.36% | +$23479.44 | $1164.27 | $232.85 | $1.86 |
| GFC / deleveraging / dollar shortage | October 10, 2007 – March 9, 2009 | -64.06% | -51.54% | $6406.19 | $158.17 | $31.63 | $0.25 |
| Policy-led rebound / euro-sovereign-crisis overlay | March 10, 2009 – July 25, 2012 | +137.83% | +29.26% | +$13783.40 | $1185.05 | $237.01 | $1.90 |
| Secular stagnation / QE / low inflation / duration bull | July 26, 2012 – February 19, 2020 | +245.73% | +17.81% | +$24572.50 | $2160.63 | $432.13 | $3.46 |
| Pandemic shock / liquidity crash | February 20, 2020 – March 23, 2020 | -45.59% | -99.90% | $4558.56 | $0.00 | $0.00 | $0.00 |
| Policy bazooka / monetary euphoria | March 24, 2020 – November 6, 2020 | +32.15% | +56.60% | +$3215.08 | $187.66 | $37.53 | $0.30 |
| Reopening reflation / fiscal boom / supply bottlenecks | November 9, 2020 – November 29, 2021 | +78.11% | +72.91% | +$7811.07 | $183.06 | $36.61 | $0.29 |
| Inflation shock / duration crash / aggressive tightening | November 30, 2021 – November 9, 2022 | +24.99% | +26.72% | +$2498.90 | $138.92 | $27.78 | $0.22 |
| Disinflation rebound / AI-led narrow bull / higher-for-longer | November 10, 2022 – September 17, 2024 | -0.48% | -0.26% | $47.62 | $246.86 | $49.37 | $0.39 |
| Disinflationary easing / resilient growth / AI capex under oil-shock test partial | September 18, 2024 – April 14, 2026 | +28.94% | +17.59% | +$2893.64 | $293.91 | $58.78 | $0.47 |
Dividend History
Annual Dividends Per Share
TTM Yield
—
Consecutive Years Paid
— current
Consecutive Years of Growth
— current
| Date | Per Share | Yield % |
|---|---|---|
| 1986-12-23 | $0.0016 | 0.32% |
| 1987-03-03 | $0.0016 | 0.18% |
| 1987-06-08 | $0.0016 | 0.21% |
| 1987-09-08 | $0.0016 | 0.22% |
| 1988-01-05 | $0.0016 | 0.41% |
| 1988-03-08 | $0.0016 | 0.35% |
| 1988-06-14 | $0.0016 | 0.39% |
| 1988-09-06 | $0.0016 | 0.42% |
| 1988-10-11 | $0.0016 | 0.42% |
| 1988-12-20 | $0.0020 | 0.50% |
| 1989-02-27 | $0.0020 | 0.37% |
| 1989-06-06 | $0.0020 | 0.33% |
| 1989-09-12 | $0.0020 | 0.27% |
| 1990-01-02 | $0.0023 | 0.39% |
| 1990-03-06 | $0.0023 | 0.32% |
| 1990-05-29 | $0.0023 | 0.30% |
| 1990-09-04 | $0.0023 | 0.34% |
| 1990-12-31 | $0.0031 | 0.44% |
| 1991-02-26 | $0.0031 | 0.34% |
| 1991-06-04 | $0.0035 | 0.26% |
| 1991-09-10 | $0.0035 | 0.26% |
| 1992-01-07 | $0.0053 | 0.27% |
| 1992-03-03 | $0.0053 | 0.24% |
| 1992-06-02 | $0.0053 | 0.29% |
| 1992-09-08 | $0.0053 | 0.31% |
| 1993-01-05 | $0.0070 | 0.36% |
| 1993-03-09 | $0.0070 | 0.33% |
| 1993-06-01 | $0.0070 | 0.34% |
| 1993-08-24 | $0.0070 | 0.33% |
| 1994-01-04 | $0.0105 | 0.50% |
| 1994-03-08 | $0.0105 | 0.49% |
| 1994-05-31 | $0.0105 | 0.53% |
| 1994-09-06 | $0.0105 | 0.52% |
| 1995-01-03 | $0.0119 | 0.64% |
| 1995-03-07 | $0.0119 | 0.51% |
| 1995-06-08 | $0.0119 | 0.48% |
| 1995-09-07 | $0.0119 | 0.40% |
| 1995-12-07 | $0.0125 | 0.38% |
| 1996-03-14 | $0.0125 | 0.44% |
| 1996-06-13 | $0.0125 | 0.41% |
| 1996-09-13 | $0.0125 | 0.40% |
| 1996-12-11 | $0.0145 | 0.40% |
| 1997-03-05 | $0.0158 | 0.35% |
| 1997-06-11 | $0.0158 | 0.29% |
| 1997-09-15 | $0.0158 | 0.25% |
| 1997-12-15 | $0.0178 | 0.24% |
| 1998-03-06 | $0.0178 | 0.23% |
| 1998-06-05 | $0.0178 | 0.20% |
| 1998-09-09 | $0.0178 | 0.31% |
| 1998-12-08 | $0.0207 | 0.30% |
| 1999-03-12 | $0.0207 | 0.37% |
| 1999-06-14 | $0.0207 | 0.33% |
| 1999-09-14 | $0.0207 | 0.35% |
| 1999-12-10 | $0.0222 | 0.42% |
| 2000-03-17 | $0.0222 | 0.37% |
| 2000-06-16 | $0.0222 | 0.35% |
| 2000-09-15 | $0.0222 | 0.24% |
| 2000-12-11 | $0.0267 | 0.27% |
| 2001-03-19 | $0.0267 | 0.30% |
| 2001-06-18 | $0.0267 | 0.32% |
| 2001-09-17 | $0.0267 | 0.33% |
| 2001-12-12 | $0.0267 | 0.26% |
| 2002-03-18 | $0.0267 | 0.25% |
| 2002-06-17 | $0.0267 | 0.29% |
| 2002-09-26 | $0.0267 | 0.34% |
| 2002-12-26 | $0.0222 | 0.24% |
| 2003-03-27 | $0.0267 | 0.33% |
| 2003-06-26 | $0.0267 | 0.27% |
| 2003-09-25 | $0.0267 | 0.25% |
| 2003-12-31 | $0.0267 | 0.24% |
| 2004-03-30 | $0.0311 | 0.28% |
| 2004-06-24 | $0.0311 | 0.27% |
| 2004-09-23 | $0.0311 | 0.29% |
| 2004-12-30 | $0.0356 | 0.26% |
| 2005-03-24 | $0.0356 | 0.26% |
| 2005-06-23 | $0.0356 | 0.29% |
| 2005-09-29 | $0.0356 | 0.25% |
| 2005-12-29 | $0.0533 | 0.31% |
| 2006-03-30 | $0.0353 | 0.18% |
| 2006-06-29 | $0.0533 | 0.28% |
| 2006-09-28 | $0.0533 | 0.28% |
| 2006-12-28 | $0.0667 | 0.33% |
| 2007-03-30 | $0.0667 | 0.34% |
| 2007-06-29 | $0.0667 | 0.32% |
| 2007-09-28 | $0.0667 | 0.30% |
| 2008-01-02 | $0.0733 | 0.34% |
| 2008-03-28 | $0.0733 | 0.48% |
| 2008-06-27 | $0.0733 | 0.40% |
| 2008-09-29 | $0.0733 | 0.36% |
| 2008-12-31 | $0.0733 | 0.67% |
| 2009-03-30 | $0.0733 | 0.56% |
| 2009-06-29 | $0.0733 | 0.65% |
| 2009-09-29 | $0.0733 | 0.46% |
| 2009-12-30 | $0.0733 | 0.46% |
| 2010-03-30 | $0.0733 | 0.40% |
| 2010-06-29 | $0.0733 | 0.41% |
| 2010-09-29 | $0.0733 | 0.43% |
| 2010-12-30 | $0.0867 | 0.39% |
| 2011-03-30 | $0.0867 | 0.35% |
| 2011-06-29 | $0.0867 | 0.41% |
| 2011-09-29 | $0.0867 | 0.49% |
| 2011-12-29 | $0.0867 | 0.42% |
| 2012-03-29 | $0.0867 | 0.35% |
| 2012-06-28 | $0.0867 | 0.39% |
| 2012-09-27 | $0.0867 | 0.36% |
| 2012-12-28 | $0.0933 | 0.37% |
| 2013-03-27 | $0.0933 | 0.30% |
| 2013-06-27 | $0.0933 | 0.33% |
| 2013-09-27 | $0.0933 | 0.33% |
| 2013-12-30 | $0.1067 | 0.31% |
| 2014-03-28 | $0.1067 | 0.30% |
| 2014-06-27 | $0.1067 | 0.32% |
| 2014-09-29 | $0.1067 | 0.29% |
| 2014-12-30 | $0.1200 | 0.31% |
| 2015-03-30 | $0.1200 | 0.32% |
| 2015-06-29 | $0.1200 | 0.29% |
| 2015-09-29 | $0.1200 | 0.37% |
| 2015-12-30 | $0.1333 | 0.34% |
| 2016-03-30 | $0.1333 | 0.42% |
| 2016-06-29 | $0.1333 | 0.42% |
| 2016-09-29 | $0.1333 | 0.35% |
| 2016-12-29 | $0.1467 | 0.31% |
| 2017-03-30 | $0.1467 | 0.29% |
| 2017-06-29 | $0.1467 | 0.27% |
| 2017-09-29 | $0.1467 | 0.26% |
| 2018-01-02 | $0.1667 | 0.28% |
| 2018-03-29 | $0.1667 | 0.28% |
| 2018-06-29 | $0.2000 | 0.33% |
| 2018-09-28 | $0.2000 | 0.32% |
| 2019-01-02 | $0.2267 | 0.46% |
| 2019-03-29 | $0.2267 | 0.43% |
| 2019-06-28 | $0.2267 | 0.41% |
| 2019-09-30 | $0.2267 | 0.41% |
| 2019-12-31 | $0.2467 | 0.41% |
| 2020-03-31 | $0.2467 | 0.57% |
| 2020-06-30 | $0.2467 | 0.54% |
| 2020-09-30 | $0.2467 | 0.51% |
| 2021-01-04 | $0.2600 | 0.41% |
| 2021-03-31 | $0.2600 | 0.32% |
| 2021-06-30 | $0.2600 | 0.30% |
| 2021-09-30 | $0.2600 | 0.28% |
| 2022-01-03 | $0.3400 | 0.34% |
| 2022-04-01 | $0.3400 | 0.31% |
| 2022-06-30 | $0.3400 | 0.38% |
| 2022-09-30 | $0.3400 | 0.35% |
| 2022-12-30 | $0.4200 | 0.39% |
| 2023-03-31 | $0.4200 | 0.46% |
| 2023-06-30 | $0.4200 | 0.41% |
| 2023-09-29 | $0.4200 | 0.42% |
| 2023-12-29 | $0.4500 | 0.40% |
| 2024-03-28 | $0.4500 | 0.35% |
| 2024-07-01 | $0.4500 | 0.36% |
| 2024-10-01 | $0.4500 | 0.37% |
| 2025-01-02 | $0.5000 | 0.32% |
| 2025-04-01 | $0.5000 | 0.36% |
| 2025-07-01 | $0.5000 | 0.33% |
| 2025-10-01 | $0.5000 | 0.29% |
| 2026-01-02 | $0.5400 | 0.34% |
| 2026-04-01 | $0.5400 | 0.37% |
| Total | 159 payments |
Portfolio Dividend Returns
Based on $10,000 initial investment, 20% tax rate, 0.2% transaction cost. Showing 2021-04-14 to 2026-04-14. Change
| Date | Total Yield | Tax | Trans. Cost | Shares Bought |
|---|---|---|---|---|
| 2021-06-30 | $30.15 | $6.03 | $0.05 | 0.2780 |
| 2021-09-30 | $30.22 | $6.04 | $0.05 | 0.2615 |
| 2022-01-03 | $39.61 | $7.92 | $0.06 | 0.3075 |
| 2022-04-01 | $39.72 | $7.94 | $0.06 | 0.2911 |
| 2022-06-30 | $39.81 | $7.96 | $0.06 | 0.3555 |
| 2022-09-30 | $39.94 | $7.99 | $0.06 | 0.3227 |
| 2022-12-30 | $49.47 | $9.89 | $0.08 | 0.3696 |
| 2023-03-31 | $49.62 | $9.92 | $0.08 | 0.4248 |
| 2023-06-30 | $49.80 | $9.96 | $0.08 | 0.3832 |
| 2023-09-29 | $49.96 | $9.99 | $0.08 | 0.3972 |
| 2023-12-29 | $53.71 | $10.74 | $0.09 | 0.3846 |
| 2024-03-28 | $53.88 | $10.78 | $0.09 | 0.3350 |
| 2024-07-01 | $54.03 | $10.81 | $0.09 | 0.3502 |
| 2024-10-01 | $54.19 | $10.84 | $0.09 | 0.3518 |
| 2025-01-02 | $60.39 | $12.08 | $0.10 | 0.3111 |
| 2025-04-01 | $60.54 | $12.11 | $0.10 | 0.3500 |
| 2025-07-01 | $60.72 | $12.14 | $0.10 | 0.3135 |
| 2025-10-01 | $60.88 | $12.18 | $0.10 | 0.2930 |
| 2026-01-02 | $65.90 | $13.18 | $0.11 | 0.3216 |
| 2026-04-01 | $66.08 | $13.22 | $0.11 | 0.3679 |
| Total | $1008.63 | $201.73 | $1.61 | 6.7695 |
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.