Jefferies Financial Group (JEF) Total Return Calculator
$10,000 since Dec 2007, with and without reinvesting · data through Oct 2026
$10,000 invested in Jefferies Financial Group (JEF) ten years ago, at the end of Oct 2016, was worth $36,059 at the end of Oct 2026 with every dividend reinvested: 13.7% a year, against $41,633 in the S&P 500. Since Dec 2007, $10,000 became $15,800 reinvested (2.5% a year), or $13,947 taking the dividends as cash, $2,696 of it paid out along the way.
JEF became
$15,800
S&P 500: $72,756
Return a year
2.5%
S&P 500: 11.1%
Payouts reinvested
$3,309
bought more shares
Worst drop
-73.1%
S&P 500: -48.2%
$10,000, Dec 2007 to Oct 2026
Payouts reinvested · S&P 500 reinvested
| Year | JEF total return | Paid out | S&P 500 |
|---|---|---|---|
| 2026 (part) | −23.9% | $386 | +11.7% |
| 2025 | −18.8% | $535 | +17.7% |
| 2024 | +98.9% | $444 | +24.9% |
| 2023 | +27.8% | $385 | +26.2% |
| 2022 | −8.5% | $358 | −18.2% |
| 2021 | +61.9% | $253 | +28.7% |
| 2020 | +18.9% | $169 | +18.3% |
| 2019 | +35.1% | $136 | +31.2% |
| 2018 | −33.2% | $109 | −4.6% |
| 2017 | +15.5% | $88 | +21.7% |
| 2016 | +35.5% | $61 | +12.0% |
| 2015 | −21.5% | $61 | +1.2% |
| 2014 | −20.1% | $63 | +13.5% |
| 2013 | +23.5% | $62 | +32.3% |
| 2012 | +5.8% | $64 | +16.0% |
| 2011 | −21.2% | $60 | +1.9% |
| 2010 | +23.7% | $63 | +15.1% |
| 2009 | +20.1% | $7 | +26.4% |
| 2008 | −58.0% | $5 | −36.8% |
"Paid out" is what your holding received that year. Month-end prices; no costs or taxes.
Key facts: JEF total return
Data as of · Source: SmarterDividends data
- $10,000 invested in Jefferies Financial Group (JEF) at the end of Dec 2007, with dividends reinvested, was worth $15,800 at the end of Oct 2026: 2.5% a year, against $72,756 (11.1% a year) in the S&P 500.
- Over the 10 years to Oct 2026, JEF turned $10,000 into $36,059 with dividends reinvested, 13.7% a year.
- Over the 5 years to Oct 2026, JEF returned 5.5% a year with dividends reinvested (S&P 500: 12.0%).
- Taking JEF's dividends as cash instead of reinvesting them, the same $10,000 ended at $13,947, including $2,696 of cash received; reinvesting added $1,852.
- JEF's best calendar year in that time was 2024 (98.9%) and its worst 2008 (-58.0%), with dividends reinvested.
Cite this page
SmarterDividends, "Jefferies Financial Group (JEF) Total Return Calculator," updated Nov 5, 2026, https://smarterdividends.com/stocks/JEF/total-return
JEF total return questions
If I invested $10,000 in JEF 10 years ago, how much would I have?
About $36,059 at the end of Oct 2026, with every dividend reinvested: 13.7% a year. Taking them as cash, you'd have shares worth $27,617 or so plus the cash you received. The same $10,000 in the S&P 500 became $41,633.
What is JEF's total return since Dec 2007?
58% in total, or 2.5% a year, through Oct 2026 with dividends reinvested. The share price alone rose 13%.
How much of JEF's return came from dividends?
About 74% of its yearly return since Dec 2007. Reinvesting them, rather than taking cash, left you $1,852 better off on a $10,000 start.
What was JEF's worst year?
2008, at -58.0% with dividends reinvested (S&P 500: -36.8%). Its deepest fall from a peak, on month-end values, was -73.1%.
How is total return calculated here?
From month-end prices: the adjusted price counts every dividend reinvested in the month it was paid; the plain price doesn't. The S&P 500 is SPY with its dividends reinvested. No trading costs or taxes.