Raymond James Financial is a bank holding company and financial holding company. Through its subsidiaries, Co. is engaged in various financial services activities. Co. has five segments: Private Client Group, which provides financial planning, investment advisory and securities transaction services; Capital Markets, which conducts investment banking, institutional sales, securities trading, equity research, and the syndication and management of investments; Asset Management, which provides asset management, portfolio management and related administrative services; Bank, which consists of Raymond James Bank, Fed member bank, and TriState Capital Bank; and Other. The RJF YTD return is shown above.
The YTD Return on the RJF 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 RJF 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 RJF 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.
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