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Jackson Financial Inc. (JXN)
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Company Info

ISIN

US46817M1071

CUSIP

46817M107

Sector

Financial Services

IPO Date

Sep 1, 2021

Highlights

Market Cap

$7.62B

EPS (TTM)

-$11.55

Total Revenue (TTM)

$2.54B

Gross Profit (TTM)

-$249.00M

EBITDA (TTM)

-$1.20B

Year Range

$45.49 - $115.22

Target Price

$101.20

Short %

4.82%

Short Ratio

5.37

Share Price Chart


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Compare to other instruments

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


Popular comparisons:
JXN vs. AOS JXN vs. CIO JXN vs. GSL JXN vs. TSM JXN vs. IWF JXN vs. NEE JXN vs. ABR JXN vs. MAIN JXN vs. SCHD JXN vs. PSEC
Popular comparisons:
JXN vs. AOS JXN vs. CIO JXN vs. GSL JXN vs. TSM JXN vs. IWF JXN vs. NEE JXN vs. ABR JXN vs. MAIN JXN vs. SCHD JXN vs. PSEC

Performance

Performance Chart

The chart shows the growth of an initial investment of $10,000 in Jackson Financial Inc., comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.


0.00%50.00%100.00%150.00%200.00%250.00%300.00%350.00%JuneJulyAugustSeptemberOctoberNovember
289.48%
32.34%
JXN (Jackson Financial Inc.)
Benchmark (^GSPC)

Returns By Period

Jackson Financial Inc. had a return of 107.67% year-to-date (YTD) and 131.75% in the last 12 months.


JXN

YTD

107.67%

1M

5.05%

6M

34.70%

1Y

131.75%

5Y (annualized)

N/A

10Y (annualized)

N/A

^GSPC (Benchmark)

YTD

25.53%

1M

3.09%

6M

12.87%

1Y

31.32%

5Y (annualized)

13.73%

10Y (annualized)

11.25%

Monthly Returns

The table below presents the monthly returns of JXN, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2024-2.21%9.95%21.59%3.30%11.26%-1.37%18.58%2.17%2.25%9.56%107.67%
202326.59%3.04%-16.27%-3.74%-21.42%10.51%7.87%15.69%1.65%-3.95%31.75%7.27%57.22%
2022-8.27%6.57%9.69%-4.34%-13.94%-25.40%2.84%15.68%-11.23%38.23%-1.20%-6.85%-11.54%
2021-17.33%4.12%18.59%32.12%34.86%

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

The current risk-adjusted rank of JXN is 97, placing it in the top 3% of stocks on our website in terms of risk-adjusted performance. This ranking is based on the combined values of the indicators listed below.


The Risk-Adjusted Performance Rank of JXN is 9797
Overall Rank
The Sharpe Ratio Rank of JXN is 9898
Sharpe Ratio Rank
The Sortino Ratio Rank of JXN is 9595
Sortino Ratio Rank
The Omega Ratio Rank of JXN is 9696
Omega Ratio Rank
The Calmar Ratio Rank of JXN is 9898
Calmar Ratio Rank
The Martin Ratio Rank of JXN is 9898
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

Risk-Adjusted Performance Indicators

The charts below present risk-adjusted performance metrics for Jackson Financial Inc. (JXN) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.


Sharpe ratio
The chart of Sharpe ratio for JXN, currently valued at 3.45, compared to the broader market-4.00-2.000.002.004.003.452.56
The chart of Sortino ratio for JXN, currently valued at 3.84, compared to the broader market-4.00-2.000.002.004.003.843.42
The chart of Omega ratio for JXN, currently valued at 1.56, compared to the broader market0.501.001.502.001.561.48
The chart of Calmar ratio for JXN, currently valued at 6.12, compared to the broader market0.002.004.006.006.123.69
The chart of Martin ratio for JXN, currently valued at 27.80, compared to the broader market0.0010.0020.0030.0027.8016.38
JXN
^GSPC

The current Jackson Financial Inc. Sharpe ratio is 3.45. This value is calculated based on the past 1 year of trading data and takes into account price changes and dividends.

Use the chart below to compare the Sharpe ratio of Jackson Financial Inc. with the selected benchmark, providing insights into the investment's historical performance in terms of risk-adjusted returns. Go to the Sharpe ratio tool for more fine-grained control over the calculation options.


Rolling 12-month Sharpe Ratio1.002.003.004.005.006.00JuneJulyAugustSeptemberOctoberNovember
3.45
2.56
JXN (Jackson Financial Inc.)
Benchmark (^GSPC)

Dividends

Dividend History

Jackson Financial Inc. provided a 2.64% dividend yield over the last twelve months, with an annual payout of $2.72 per share. The company has been increasing its dividends for 2 consecutive years.


1.00%2.00%3.00%4.00%5.00%6.00%$0.00$0.50$1.00$1.50$2.00$2.50202120222023
Dividends
Dividend Yield
PeriodTTM202320222021
Dividend$2.72$2.48$2.20$0.50

Dividend yield

2.64%4.84%6.32%1.20%

Monthly Dividends

The table displays the monthly dividend distributions for Jackson Financial Inc.. The dividends shown in the table have been adjusted to account for any splits that may have occurred.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2024$0.00$0.00$0.70$0.00$0.00$0.70$0.00$0.00$0.70$0.00$0.00$2.10
2023$0.00$0.00$0.62$0.00$0.62$0.00$0.00$0.62$0.00$0.00$0.62$0.00$2.48
2022$0.00$0.00$0.55$0.00$0.00$0.55$0.00$0.55$0.00$0.00$0.55$0.00$2.20
2021$0.50$0.00$0.50

Dividend Yield & Payout


Dividend Yield
5.0%10.0%15.0%2.6%
Jackson Financial Inc. has a dividend yield of 2.64%, which is quite average when compared to the overall market.
Payout Ratio
200.0%400.0%600.0%800.0%16.3%
Jackson Financial Inc. has a payout ratio of 16.31%, which is below the market average. This means Jackson Financial Inc. returns a smaller proportion of its earnings to shareholders as dividends, suggesting it retains a higher portion for reinvestment, growth, or debt payment.

Drawdowns

Drawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.


-20.00%-15.00%-10.00%-5.00%0.00%JuneJulyAugustSeptemberOctoberNovember
-9.26%
-0.23%
JXN (Jackson Financial Inc.)
Benchmark (^GSPC)

Worst Drawdowns

The table below displays the maximum drawdowns of the Jackson Financial Inc.. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the Jackson Financial Inc. was 48.34%, occurring on Jul 14, 2022. Recovery took 139 trading sessions.

The current Jackson Financial Inc. drawdown is 9.26%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-48.34%Mar 28, 202275Jul 14, 2022139Feb 1, 2023214
-41.52%Feb 21, 202370May 31, 2023124Nov 27, 2023194
-23%Jan 11, 202238Mar 7, 202214Mar 25, 202252
-21.53%Aug 1, 20243Aug 5, 20249Aug 16, 202412
-21.46%Sep 2, 202110Sep 16, 202140Nov 11, 202150

Volatility

Volatility Chart

The current Jackson Financial Inc. volatility is 17.52%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.


0.00%5.00%10.00%15.00%20.00%JuneJulyAugustSeptemberOctoberNovember
17.52%
3.97%
JXN (Jackson Financial Inc.)
Benchmark (^GSPC)

Financials

Financial Performance

The chart below illustrates the trends in the financial health of Jackson Financial Inc. over time, highlighting three key metrics: Total Revenue, Earnings Before Interest and Taxes (EBIT), and Net Income.

Annual
Quarterly

0.0

Historical P/E Ratio Chart

The chart below displays the historical trend of the price-to-earnings (P/E) ratio for Jackson Financial Inc..


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Income Statement



TTM
Revenue

Total Revenue

Cost Of Revenue

Gross Profit

Operating Expenses

Selling, General & Admin Expenses

R&D Expenses

Depreciation And Amortization

Total Operating Expenses

Income

Income Before Tax

Operating Income

EBITDA

EBIT

Earnings From Continuing Operations

Net Income

Income Tax Expense

Other Non-Operating Income (Expenses)

Extraordinary Items

Discontinued Operations

Effect Of Accounting Charges

Non Recurring

Minority Interest

Other Items

Interest Income

Interest Expense

Net Interest Income

Values in undefined except per share items
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The information contained herein does not constitute investment advice and made available for educational purposes only. Prices and returns on equities are listed without consideration of fees, commissions, taxes, penalties, or interest payable due to purchasing, holding, or selling.

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