If you invested $1,000 in JEF — what it would be worth today
A $1,000 investment in Jefferies Financial Group Inc. (JEF) in January 2016 would be worth $3,768 as of August 2026 with dividends reinvested — 13.4% a year. Use the dropdowns above to try any amount, ticker, or starting month back to May 1980.
Over the same period, the same $1,000 would be worth $4,747 in the S&P 500 (SPY) and $7,578 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#
monthlyJefferies Financial Group Inc. (JEF). Total return approximated via dividend- and split-adjusted closes (no taxes or fees). Not investment advice.
Growth of $1,000 in JEF by starting month#
$1,000 invested in JEF, by starting year#
| Invested in | Worth today | Same in QQQ | Multiple | Annualized |
|---|---|---|---|---|
| 2016 | $3,768 | $7,578 | 3.8× | 13.4% |
| 2017 | $2,616 | $6,265 | 2.6× | 10.6% |
| 2018 | $2,305 | $4,565 | 2.3× | 10.3% |
| 2019 | $2,999 | $4,561 | 3.0× | 15.7% |
| 2020 | $2,700 | $3,472 | 2.7× | 16.4% |
| 2021 | $2,502 | $2,401 | 2.5× | 18.0% |
| 2022 | $1,595 | $2,070 | 1.6× | 10.8% |
| 2023 | $1,422 | $2,533 | 1.4× | 10.5% |
| 2024 | $1,370 | $1,777 | 1.4× | 13.3% |
| 2025 | $726 | $1,411 | 0.7× | -18.8% |
Methodology#
Investments are assumed made at the first trading day's close of the chosen year. "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 August 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 $3,768 as of August 2026, with dividends reinvested. That works out to about 13.4% a year.
- 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.