| Jefferies Financial Group is a financial holding company. Co.'s Jefferies Group segment operates in two business segments: Capital Markets, which includes investment banking, sales and trading and other related services; and Asset Management, which provides investment management services and overseas and makes capital investments in managed funds and accounts. Co.'s Merchant Banking consists of its various merchant banking businesses and investments, including National Beef Packing Company, Spectrum Brands Holdings, Inc., Linkem S.p.A., Vitesse Energy, LLC and JETX Energy LLC, WeWork, HomeFed Corporation, Idaho Timber, FXCM Group, LLC, Foursight Capital and Golden Queen Mining Company. The Jefferies Group YTD return is shown above.
The YTD Return on the Jefferies Group YTD return page and across the coverage universe of our site,
is a measure of the total return for a given investment year-to-date for the current calendar year
(up to the end of prior trading session). Arguably, choosing the current calendar year for a measurement
period is on the one hand completely arbitrary, but on the other hand a year-to-date look can be extremely
useful in the context of our country's tax system which taxes gains and income on a calendar year basis.
Thus, researching Year-To-Date Returns is good practice for investors — whether Jefferies Group YTD return or other benchmarks/peers
— and when doing so it is also important to factor in dividends, because a financial instrument's YTD return is
more than just the change in price if that instrument pays a dividend or coupon. Our website aims to empower investors
by performing the JEF YTD return calculation (with any dividends reinvested as applicable), and to provide a
coverage universe of many stocks and ETFs to be able to compare YTD returns.