If you invested $1,000 in JEF — what it would be worth today
$1,000
once in
Dollar-cost averaging invests the same amount every period, so the chart compares value against what you put in.January 2016
Priced at a real closing price — the month's last trading day, or that exact day's close when you pick one.today
Monthly data: valued at the closing price on the last trading day of that month.A $1,000 investment in Jefferies Financial Group Inc. (JEF) in January 2016 would be worth $4,373 as of October 2026 with dividends reinvested — 14.8% a year compounded (CAGR). Use the dropdowns above to try any amount or starting month back to May 1980.
Over the same period, the same $1,000 would be worth $4,724 in the S&P 500 (SPY) and $7,777 in the Nasdaq-100 (QQQ). JEF trailed both the S&P 500 and the Nasdaq-100 over that period.
Growth of $1,000 in JEF since January 2016— monthly
Jefferies Financial Group Inc. (JEF). Total return approximated via dividend- and split-adjusted closes (no taxes or fees). Not investment advice.
What $1,000 in JEF would be worth today, by starting month— each bar = one starting month, held to today
$1,000 invested in JEF, by year— dividends reinvested, held to today
| Invested in | Worth today | Multiple | Annualized |
|---|---|---|---|
| 2016 | $4,373 | 4.4× | 14.8% |
| 2017 | $2,995 | 3.0× | 12.0% |
| 2018 | $2,605 | 2.6× | 11.7% |
| 2019 | $3,322 | 3.3× | 16.9% |
| 2020 | $2,727 | 2.7× | 16.2% |
| 2021 | $2,445 | 2.4× | 17.1% |
| 2022 | $1,517 | 1.5× | 9.3% |
| 2023 | $1,306 | 1.3× | 7.5% |
| 2024 | $1,215 | 1.2× | 7.6% |
| 2025 | $628 | 0.6× | -24.3% |
Methodology
Investments are assumed made at the chosen month's last trading day close, or that exact day's close when a day is picked. "Dividends reinvested" uses split- and dividend-adjusted closes (a standard total-return approximation; taxes and fees excluded). "Price-only" uses split-adjusted closes. JEF data begins May 1980; values as of October 2026 and refresh daily. Past performance does not predict future returns; not investment advice.
See the live JEF chart and fundamentals on the JEF quote page or compare with the same investment in SPY.
FAQ#
- How much would $1,000 invested in JEF be worth today?
- A $1,000 investment in Jefferies Financial Group Inc. (JEF) in January 2016 would be worth about $4,373 as of October 2026, with dividends reinvested. That works out to about 14.8% a year compounded (CAGR).
- How far back does the JEF calculation go?
- JEF data begins May 1980. You can pick any starting month from then to the present and see what your investment would be worth today.
- Does this include dividends?
- Yes. The default "dividends reinvested" view uses split- and dividend-adjusted closing prices — a standard total-return approximation that excludes taxes and fees. A price-only view (split-adjusted, no dividends) is also available.