JEF vs BJ
Comparison between Jefferies Financial Group Inc (JEF, Company) and BJ`s Wholesale Club Holdings Inc (BJ, Company).
JEF is from the Financial Services sector, while BJ is from the Consumer Defensive sector.
5-Year PerformanceJEF has outperformed BJ, delivering a return of +15.5% compared to +13.1%
JEF vs BJ - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
JEF vs BJ - Historical Returns
Returns include dividend reinvestment.
JEF vs BJ - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | JEF | BJ |
|---|---|---|
| 2026 | -9.21% | +0.49% |
| 2025 | -19.38% | +2.07% |
| 2024 | +98.75% | +32.72% |
| 2023 | +27.94% | -1.81% |
| 2022 | -10.19% | +0.72% |
| 2021 | +60.45% | +79.35% |
| 2020 | +16.82% | +64.96% |
| 2019 | +41.66% | -1.22% |
| 2018 | -33.89% | +0.73% |
| 2017 | +15.17% | N/A |
| 2016 | +38.47% | N/A |
| 2015 | -22.24% | N/A |
| 2014 | -20.55% | N/A |
| 2013 | +21.31% | N/A |
| 2012 | +0.11% | N/A |
| 2011 | -23.65% | N/A |
| 2010 | +18.95% | N/A |
| 2009 | +10.60% | N/A |
| 2008 | -56.58% | N/A |
| 2007 | +65.18% | N/A |
| 2006 | +19.69% | N/A |
| 2005 | +4.78% | N/A |
| 2004 | +51.07% | N/A |
| 2003 | +21.97% | N/A |
| 2002 | +30.64% | N/A |
| 2001 | -15.70% | N/A |
| 2000 | +64.31% | N/A |
| 1999 | +6.92% | N/A |
JEF vs BJ Drawdown Comparison
The maximum drawdown for JEF was -80.74%, occurring on Mar 6, 2009. Recovery took 3373 trading sessions.
The maximum drawdown for BJ was -38.76%, occurring on Feb 28, 2020. Recovery took 429 trading sessions.
The current JEF drawdown is -27.55%. The current BJ drawdown is -22.99%.
| Rank | JEF | BJ |
|---|---|---|
| #1 | -80.74% May 16, 2008 - Oct 8, 2021 | -38.76% Sep 6, 2018 - May 21, 2020 |
| #2 | -54.36% Dec 16, 2024 - Mar 12, 2026 | -30.12% Apr 14, 2025 - Jun 22, 2026 |
| #3 | -38.96% Nov 3, 2021 - Dec 21, 2023 | -27.30% Nov 18, 2021 - Aug 18, 2022 |
| #4 | -29.89% Dec 22, 2004 - Nov 21, 2005 | -23.67% Nov 10, 2022 - May 20, 2024 |
| #5 | -28.64% Dec 28, 2000 - Apr 8, 2002 | -21.78% Jan 27, 2021 - Jul 20, 2021 |
| #6 | -25.81% Apr 17, 2002 - Oct 17, 2002 | -21.29% Aug 24, 2020 - Jan 27, 2021 |
| #7 | -21.28% May 25, 2006 - May 4, 2007 | -15.92% Jul 16, 2024 - Nov 21, 2024 |
| #8 | -19.27% Oct 9, 2007 - Apr 4, 2008 | -11.78% Dec 11, 2024 - Jan 30, 2025 |
| #9 | -18.51% Apr 13, 2004 - Sep 24, 2004 | -11.63% Sep 9, 2022 - Nov 10, 2022 |
| #10 | -17.08% Dec 11, 2002 - Oct 15, 2003 | -9.98% May 22, 2020 - Jun 22, 2020 |
| #11 | -16.61% Aug 1, 2000 - Nov 29, 2000 | -9.95% Sep 3, 2021 - Oct 21, 2021 |
| #12 | -14.35% Jun 2, 2000 - Jul 31, 2000 | -9.65% Jul 13, 2018 - Aug 23, 2018 |
| #13 | -12.90% Aug 9, 2007 - Sep 18, 2007 | -7.41% Aug 24, 2018 - Aug 30, 2018 |
| #14 | -11.03% Mar 27, 2024 - May 10, 2024 | -7.07% Feb 11, 2025 - Mar 6, 2025 |
| #15 | -9.66% Jul 31, 2024 - Aug 23, 2024 | -6.47% Mar 7, 2025 - Apr 3, 2025 |
Correlation
Correlation between JEF and BJ is 0.89 which considered as a strong positive correlation - the stocks tend to move together.
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