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JEF: Jefferies Financial Group Inc. (STOCK)
Basic Info
| Asset Class: | ROOT |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 04/22/1999 |
| Last Dividend Date: | 02/17/2026 |
| 12-Mo. Yield | 2.08% |
| Expenses | - |
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Performance Analytics (As of 03/16/2026)
Not up-to-date? Try| Last 1 Week* | YTD*(2026) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 04/22/1999 |
2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -3.6 | -40.2 | -33.3 | 8.5 | 5.1 | 12.6 | 2.8 | 2.9 | 8.5 | -19.4 | 98.8 | 22.1 | -7.7 | 62.0 | 19.0 | 35.0 | -33.1 | 14.0 | 33.7 | -22.4 | -20.9 | 22.5 | 4.6 | -22.1 | 22.7 | 20.1 | -58.0 | 67.0 | 18.8 | 2.5 | 50.8 | 23.5 | 29.3 | -18.6 | 95.6 | 4.8 |
| Sharpe Ratio | NA | -1.69 | -0.72 | 0.14 | 0.07 | 0.31 | NA | NA | 0.2 | -0.47 | 3.7 | 0.61 | -0.25 | 2.07 | 0.34 | 1.28 | -1.18 | 0.7 | 1.14 | -1.0 | -1.07 | 1.02 | 0.15 | -0.48 | 0.69 | 0.29 | -0.79 | 2.12 | 0.79 | 0.01 | 2.55 | 1.28 | 1.2 | -0.85 | 2.22 | 0.09 |
| Draw Down(%) | NA | 45.2 | 48.4 | 54.7 | 54.7 | 54.7 | NA | NA | 80.7 | 49.2 | 11.0 | 26.5 | 35.3 | 17.5 | 49.0 | 16.2 | 40.3 | 18.1 | 16.9 | 36.2 | 26.5 | 22.7 | 33.2 | 47.6 | 32.7 | 52.0 | 76.0 | 17.1 | 21.3 | 29.1 | 18.5 | 14.3 | 25.8 | 25.7 | 16.6 | 38.5 |
| Standard Deviation(%) | NA | 55.8 | 50.2 | 37.1 | 36.1 | 35.1 | NA | NA | 36.0 | 47.4 | 25.7 | 30.5 | 36.9 | 29.9 | 55.4 | 26.3 | 29.2 | 19.0 | 29.2 | 22.5 | 19.5 | 22.0 | 29.9 | 46.3 | 32.6 | 69.5 | 74.0 | 30.3 | 19.6 | 21.9 | 19.5 | 17.7 | 23.6 | 25.1 | 41.3 | 39.4 |
| Treynor Ratio | NA | -0.32 | -0.18 | 0.03 | 0.02 | 0.08 | NA | NA | 0.06 | -0.12 | 0.81 | 0.14 | -0.08 | 0.56 | 0.15 | 0.23 | -0.34 | 0.09 | 0.22 | -0.24 | -0.17 | 0.18 | 0.03 | -0.12 | 0.14 | 0.09 | -0.45 | 0.55 | 0.18 | 0.0 | 0.55 | 0.37 | 0.45 | -0.39 | 1.47 | 0.08 |
| Alpha | NA | -0.84 | -0.26 | -0.06 | -0.02 | -0.01 | NA | NA | 0.01 | -0.17 | 0.18 | -0.03 | 0.07 | 0.1 | 0.01 | -0.02 | -0.13 | -0.06 | 0.06 | -0.1 | -0.15 | -0.06 | -0.07 | -0.09 | 0.01 | -0.07 | -0.04 | 0.19 | 0.02 | 0.0 | 0.13 | 0.02 | 0.17 | -0.05 | 0.31 | 0.02 |
| Beta | NA | 2.94 | 1.97 | 1.67 | 1.38 | 1.33 | NA | NA | 1.24 | 1.86 | 1.18 | 1.37 | 1.13 | 1.11 | 1.28 | 1.44 | 1.03 | 1.54 | 1.52 | 0.94 | 1.2 | 1.28 | 1.74 | 1.77 | 1.56 | 2.18 | 1.31 | 1.17 | 0.86 | 0.86 | 0.91 | 0.61 | 0.63 | 0.55 | 0.62 | 0.46 |
| RSquared | NA | 0.45 | 0.52 | 0.45 | 0.42 | 0.47 | NA | NA | 0.44 | 0.56 | 0.33 | 0.34 | 0.55 | 0.23 | 0.64 | 0.47 | 0.36 | 0.29 | 0.46 | 0.42 | 0.49 | 0.42 | 0.55 | 0.81 | 0.75 | 0.72 | 0.54 | 0.38 | 0.19 | 0.16 | 0.27 | 0.34 | 0.48 | 0.22 | 0.11 | 0.04 |
| Yield(%) | N/A | 0.6 | 2.1 | 4.1 | 3.8 | 5.6 | 1.7 | 1.5 | N/A | 1.5 | 3.2 | 3.5 | 3.8 | 3.6 | 2.8 | 2.9 | 1.7 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Dividend Growth(%) | N/A | -66.7 | -14.3 | 20.6 | 269.5 | N/A | N/A | N/A | N/A | -7.7 | 8.3 | -20.0 | 66.7 | 50.0 | 26.1 | 11.0 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 04/22/1999
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