Performance analysis of Jefferies Financial Group (JEF)
Annual Return
Over the past 3 years, JEF has had an average annual return of +22.48%, outperforming the benchmark SPY, which returned +22.45% annual.
Over the past 5 years, JEF has had an average annual return of +14.94%, outperforming the benchmark SPY, which returned +13.88% annual.
Over the past 10 years, JEF has had an average annual return of +16.71%, outperforming the benchmark SPY, which returned +15.44% annual.
Since Nov 1, 1999, JEF has had an average annual return of +10.19%, outperforming the benchmark SPY, which returned +8.56% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| -13.43% | -18.75% | +98.80% | +27.71% | -8.55% | +61.88% | +19% | +44.43% | -33.16% | +15.42% | +35.52% | -21.52% |
| 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 |
| -20.10% | +23.50% | +5.74% | -21.19% | +23.75% | +20.15% | -57.96% | +67.87% | +19.92% | +3.02% | +51.54% | +24.29% |
| 2002 | 2001 | 2000 | 1999 | ||||||||
| +30.05% | -17.79% | +54.51% | +6.92% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | -1.27% | -26.87% | -7.05% | +16.84% | +10.18% | +0.21% | -13.43% | ||||||
| 2025 | -1.93% | -13.42% | -19.08% | -12.77% | +4.81% | +12.53% | +5.43% | +13.22% | +0.88% | -19.24% | +9.78% | +7.66% | -18.75% |
| 2024 | +0.87% | +3.35% | +5.45% | -2.36% | +8.72% | +6.97% | +17.50% | +3.15% | +2.67% | +3.95% | +24.28% | -0.93% | +98.80% |
| 2023 | +19.86% | -3.05% | -16.01% | +0.91% | -5.17% | +10.31% | +10.91% | -2.16% | +2.63% | -12.15% | +11.10% | +14.02% | +27.71% |
| 2022 | -5.57% | -2.23% | -7.57% | -6.36% | +8.40% | -16.35% | +17.92% | -0.63% | -8.07% | +16.65% | +11.31% | -9.77% | -8.55% |
| 2021 | -5.08% | +25.24% | +3.65% | +8.01% | -0.56% | +6.44% | -2.95% | +12.15% | +0.46% | +15.81% | -12.10% | +3.25% | +61.88% |
| 2020 | +1.26% | -8.33% | -30.64% | +0.37% | +8.06% | +6.14% | +4.18% | +9.18% | +2.62% | +8.39% | +17.26% | +8.23% | +19% |
| 2019 | +19.87% | -2.00% | -7.30% | +9.47% | -13.52% | +8.83% | +10.92% | -12.02% | +12.84% | +1.47% | +12.68% | +2.25% | +44.43% |
| 2018 | +2.19% | -11.38% | -4.87% | +5.76% | -8.98% | +4.40% | +6.64% | -4.25% | -4.92% | -2.23% | +2.36% | -20.55% | -33.16% |
| 2017 | +2.58% | +11.62% | -2.10% | -2.35% | -3.94% | +7.52% | -0.50% | -9.03% | +7.09% | +0.20% | +3.99% | +1.07% | +15.42% |
Drawdown analysis of Jefferies Financial Group (JEF)
The maximum drawdown for the JEF was -80.74%, occurring on Mar 6, 2009. Recovery took 3171 trading sessions.
The current JEF drawdown is -32.54%.
Since Nov 1, 1999 JEF has experienced the following drawdowns:
- 50% or more: 2 times
- 40% or more: 2 times
- 30% or more: 3 times
- 20% or more: 7 times
- 10% or more: 14 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -80.74% | May 16, 2008 | 202 | Mar 6, 2009 | 3171 | Oct 8, 2021 | 3373 |
| -54.36% | Dec 16, 2024 | 308 | Mar 12, 2026 | Ongoing | Ongoing | Ongoing |
| -38.96% | Nov 3, 2021 | 155 | Jun 16, 2022 | 381 | Dec 21, 2023 | 536 |
| -29.89% | Dec 22, 2004 | 41 | Feb 22, 2005 | 190 | Nov 21, 2005 | 231 |
| -28.64% | Dec 28, 2000 | 227 | Nov 28, 2001 | 88 | Apr 8, 2002 | 315 |
| -25.81% | Apr 17, 2002 | 67 | Jul 23, 2002 | 61 | Oct 17, 2002 | 128 |
| -21.28% | May 25, 2006 | 63 | Aug 24, 2006 | 173 | May 4, 2007 | 236 |
| -19.27% | Oct 9, 2007 | 74 | Jan 25, 2008 | 48 | Apr 4, 2008 | 122 |
| -18.51% | Apr 13, 2004 | 24 | May 17, 2004 | 90 | Sep 24, 2004 | 114 |
| -17.08% | Dec 11, 2002 | 57 | Mar 6, 2003 | 155 | Oct 15, 2003 | 212 |
| -16.61% | Aug 1, 2000 | 54 | Oct 17, 2000 | 30 | Nov 29, 2000 | 84 |
| -14.35% | Jun 2, 2000 | 20 | Jun 30, 2000 | 20 | Jul 31, 2000 | 40 |
| -12.90% | Aug 9, 2007 | 5 | Aug 16, 2007 | 22 | Sep 18, 2007 | 27 |
| -11.03% | Mar 27, 2024 | 13 | Apr 16, 2024 | 18 | May 10, 2024 | 31 |
| -9.66% | Jul 31, 2024 | 3 | Aug 5, 2024 | 14 | Aug 23, 2024 | 17 |
| -9.42% | Nov 1, 1999 | 15 | Nov 22, 1999 | 17 | Dec 16, 1999 | 32 |
| -9.20% | Dec 31, 1999 | 15 | Jan 24, 2000 | 48 | Mar 31, 2000 | 63 |
| -8.62% | May 17, 2024 | 16 | Jun 11, 2024 | 11 | Jun 27, 2024 | 27 |
| -7.41% | Apr 12, 2000 | 26 | May 19, 2000 | 5 | May 26, 2000 | 31 |
| -7.18% | Dec 8, 2000 | 5 | Dec 15, 2000 | 4 | Dec 21, 2000 | 9 |
| -7.09% | Jul 19, 2007 | 6 | Jul 27, 2007 | 6 | Aug 6, 2007 | 12 |
| -6.91% | Nov 5, 2003 | 11 | Nov 20, 2003 | 23 | Dec 24, 2003 | 34 |
| -6.59% | Mar 5, 2004 | 11 | Mar 22, 2004 | 7 | Mar 31, 2004 | 18 |
| -6.39% | Aug 30, 2024 | 4 | Sep 6, 2024 | 7 | Sep 17, 2024 | 11 |
| -6.05% | Jan 26, 2004 | 7 | Feb 4, 2004 | 5 | Feb 11, 2004 | 12 |