CRBG vs. JEF
CRBG (Corebridge Financial Inc.) and JEF (Jefferies Financial Group Inc.) are both stocks. Both are in the Financial Services sector — CRBG in Asset Management, JEF in Financial Conglomerates. Over the past 3 years, CRBG returned 25.45%/yr vs 19.44%/yr for JEF. A 0.53 correlation means they provide meaningful diversification when combined.
Performance
CRBG vs. JEF - Performance Comparison
Loading charts...
Returns By Period
In the year-to-date period, CRBG achieves a 0.55% return, which is significantly higher than JEF's -13.79% return.
CRBG
- 1D
- 3.55%
- 1M
- 10.96%
- 6M
- 0.55%
- YTD
- 0.55%
- 1Y
- -12.89%
- 3Y*
- 25.45%
- 5Y*
- —
- 10Y*
- —
JEF
- 1D
- 2.57%
- 1M
- -2.99%
- 6M
- -13.79%
- YTD
- -13.79%
- 1Y
- -4.32%
- 3Y*
- 19.44%
- 5Y*
- 13.68%
- 10Y*
- 16.67%
CRBG vs. JEF - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|
CRBG Corebridge Financial Inc. | 0.55% | 3.88% | 42.84% | 25.26% | 0.10% |
JEF Jefferies Financial Group Inc. | -13.79% | -18.78% | 98.84% | 27.74% | 4.94% |
Correlation
The correlation between CRBG and JEF is 0.48, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.48 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.49 |
Correlation (All Time) Calculated using the full available price history since Sep 15, 2022 | 0.53 |
The correlation between CRBG and JEF has been stable across timeframes, ranging from 0.48 to 0.53 - a consistent structural relationship.
Fundamentals
CRBG:
$13.41B
JEF:
$10.76B
CRBG:
$0.48
JEF:
$5.09
CRBG:
61.80
JEF:
10.34
CRBG:
0.23
JEF:
0.74
CRBG:
2.43
JEF:
0.74
CRBG:
$6.22B
JEF:
$11.85B
CRBG:
$4.84B
JEF:
$6.99B
CRBG:
$1.41B
JEF:
$1.30B
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Return for Risk
CRBG vs. JEF — Risk / Return Rank
CRBG
JEF
CRBG vs. JEF - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Corebridge Financial Inc. (CRBG) and Jefferies Financial Group Inc. (JEF). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| CRBG | JEF | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.28 | ||
| Sortino ratioReturn per unit of downside risk | -0.47 | ||
| Omega ratioGain probability vs. loss probability | 0.96 | 1.02 | -0.06 |
| Calmar ratioReturn relative to maximum drawdown | -0.36 | -0.09 | -0.27 |
| Martin ratioReturn relative to average drawdown | -0.73 | -0.20 | -0.53 |
Loading charts...
Drawdowns
CRBG vs. JEF - Drawdown Comparison
The maximum CRBG drawdown since its inception was -36.35%, smaller than the maximum JEF drawdown of -80.74%. Use the drawdown chart below to compare losses from any high point for CRBG and JEF.
Loading charts...
Drawdown Indicators
| CRBG | JEF | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -36.35% | -80.74% | +44.39% |
Max Drawdown (1Y)Largest decline over 1 year | -36.35% | -48.05% | +11.70% |
Max Drawdown (3Y)Largest decline over 3 years | -36.35% | -54.39% | +18.04% |
Max Drawdown (5Y)Largest decline over 5 years | — | -54.39% | — |
Max Drawdown (10Y)Largest decline over 10 years | — | -54.39% | — |
Current DrawdownCurrent decline from peak | -14.32% | -32.85% | +18.53% |
Average DrawdownAverage peak-to-trough decline | -10.79% | -25.54% | +14.75% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 17.73% | 21.92% | -4.19% |
Volatility
CRBG vs. JEF - Volatility Comparison
The current volatility for Corebridge Financial Inc. (CRBG) is 8.91%, while Jefferies Financial Group Inc. (JEF) has a volatility of 16.65%. This indicates that CRBG experiences smaller price fluctuations and is considered to be less risky than JEF based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading charts...
Volatility by Period
| CRBG | JEF | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 8.91% | 16.65% | -7.74% |
Volatility (6M)Calculated over the trailing 6-month period | 27.95% | 33.44% | -5.49% |
Volatility (1Y)Calculated over the trailing 1-year period | 33.54% | 42.54% | -9.00% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 34.29% | 36.21% | -1.92% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 34.29% | 35.06% | -0.77% |
Dividends
CRBG vs. JEF - Dividend Comparison
CRBG's dividend yield for the trailing twelve months is around 3.29%, more than JEF's 3.04% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CRBG Corebridge Financial Inc. | 3.29% | 3.18% | 3.07% | 12.47% | 2.29% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
JEF Jefferies Financial Group Inc. | 3.04% | 2.58% | 1.66% | 2.97% | 3.50% | 2.32% | 2.44% | 8.07% | 2.59% | 1.23% | 1.08% | 1.44% |
Financials
CRBG vs. JEF - Financials Comparison
This section allows you to compare key financial metrics between Corebridge Financial Inc. and Jefferies Financial Group Inc.. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.
Total Revenue: Total amount of money received from sales and other business activities
CRBG vs. JEF - Profitability Comparison
CRBG - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jul 2026, Corebridge Financial Inc. reported a gross profit of 3.06B and revenue of 4.04B. Therefore, the gross margin over that period was 75.7%.
JEF - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jul 2026, Jefferies Financial Group Inc. reported a gross profit of 1.86B and revenue of 3.12B. Therefore, the gross margin over that period was 59.5%.
CRBG - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jul 2026, Corebridge Financial Inc. reported an operating income of 97.00M and revenue of 4.04B, resulting in an operating margin of 2.4%.
JEF - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jul 2026, Jefferies Financial Group Inc. reported an operating income of -1.19B and revenue of 3.12B, resulting in an operating margin of -38.1%.
CRBG - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jul 2026, Corebridge Financial Inc. reported a net income of -53.00M and revenue of 4.04B, resulting in a net margin of -1.3%.
JEF - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jul 2026, Jefferies Financial Group Inc. reported a net income of 206.96M and revenue of 3.12B, resulting in a net margin of 6.6%.
Frequently Asked Questions
CRBG and JEF have a correlation of 0.48, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
JEF has higher volatility (16.65%) compared to CRBG (8.91%). In terms of maximum drawdown, CRBG dropped -36.35% vs JEF's -80.74%.
JEF currently has the higher Sharpe Ratio (-0.10 vs -0.39), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
Find the right allocation for CRBG and JEF
Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.
Open Portfolio Optimizer