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Raymond James Financial RJF

equity

Price History

$0.244$60.56$120.87$181.18
1983-07 · DCA start$0.546

Time underwater

How far below its previous all-time high the price sat, each month. 0% means a new high.

-62.5%-41.7%-20.8%0.0%
1983-072026-08 · 0.0%

Worst drawdown: −63%, peaking Oct 2007 and bottoming Feb 2009 — 40 months below the prior high before recovering.

DCA Backtest

Invested
$51,800
Value today
$4,563,139
Return
+8709.1%
Months invested
518

Scenarios

Inflation — the same contributions merely keeping pace with CPI would be $96,738 today, so the real (inflation-adjusted) return is +4617.0%.

Lump sum instead — $51,800 all at once in Jul 1983: $17,180,753 (+33067.5%) — lump sum came out ahead.

Worst timing — same monthly amount started at the all-time high (Jul 2026): $202.95 on $200 invested (+1.5%).

⚠ Price returns only — dividends are not included. This understates the true return of dividend-paying shares, and any comparison against crypto (which pays no dividends) is biased against equities by roughly the dividend yield, compounded.

If this saved you a spreadsheet — buy me a coffee.

Every start month at once

Each cell is the return-to-date of £/$/€100-a-month DCA started that month. Click a cell to load it in the backtest above. The ringed cell is the all-time-high start — the worst timing scenario.

JFMAMJJASOND
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Legend:−50%−20%0%+50%+200%+1000%worst timing (ATH)Selected 1983-07: +8709.1%

About Raymond James Financial

Raymond James Financial, Inc. is an American multinational independent investment bank and financial services company providing financial services to individuals, corporations, and municipalities through its subsidiary companies that engage primarily in investment and financial planning, in addition to investment banking and asset management. The company is headquartered in St. Petersburg, Florida. (Wikipedia)

It's a listed company categorised under financials and investment banking & brokerage, with a market cap of about $34.9B.

It rates Medium-High Risk at 2.4/5, meaning real but ordinary risk — the kind most mainstream assets carry, with some factors scoring poorly.

What pushes the score up: sector / regulatory (4.0/5) and market / volatility (3.0/5).

Scoring well: liquidity at 1.0/5.

Not yet researched: leverage / financial, concentration, governance. These are excluded from the score rather than guessed, so the real risk may be higher than what’s shown.

Ratings summarise sourced facts against fixed rules — not investment advice, and no substitute for your own diligence.

Risk Profile

Medium-High Risk(2.4/5)60% rated

How these ratings work

Market / Volatility3.0/5 · weight 20%
  • Annualised volatility (3yr)3/525.7
  • Max drawdown from ATH3/562.5
  • Beta vs S&P 5003/51.3
Liquidity1.0/5 · weight 15%
  • Avg daily $ volume1/5220.5m
  • Float % of shares outstandingnot yet researched
Leverage / Financialunrated · weight 20%
  • Debt / equitynot yet researched
  • Interest coverage (EBIT / interest)not yet researched
Earnings Quality2.0/5 · weight 15%
  • 3yr EPS volatility2/511.0
Concentrationunrated · weight 10%
  • Largest customer, % of revenuenot yet researched
  • Geographic revenue concentrationnot yet researched
Governanceunrated · weight 10%
  • Board independence %not yet researched
  • Share structurenot yet researched
  • Litigation / audit historynot yet researched
Sector / Regulatory4.0/5 · weight 10%
  • Sector regulatory exposure4/5high

Linked Assets

Same sector, or return-correlated — worth knowing what else might move if this one does.