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CURO vs. JEPI
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

Correlation

The correlation between CURO and JEPI is 0.34, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.


-0.50.00.51.00.3

Performance

CURO vs. JEPI - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in CURO Group Holdings Corp. (CURO) and JPMorgan Equity Premium Income ETF (JEPI). The values are adjusted to include any dividend payments, if applicable.

0.00%2.00%4.00%6.00%8.00%10.00%SeptemberOctoberNovemberDecember2025February0
9.19%
CURO
JEPI

Key characteristics

Returns By Period


CURO

YTD

N/A

1M

N/A

6M

N/A

1Y

N/A

5Y*

N/A

10Y*

N/A

JEPI

YTD

3.20%

1M

2.96%

6M

9.19%

1Y

13.15%

5Y*

N/A

10Y*

N/A

*Annualized

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Risk-Adjusted Performance

CURO vs. JEPI — Risk-Adjusted Performance Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

CURO
The Risk-Adjusted Performance Rank of CURO is 66
Overall Rank
The Sharpe Ratio Rank of CURO is 1919
Sharpe Ratio Rank
The Sortino Ratio Rank of CURO is 55
Sortino Ratio Rank
The Omega Ratio Rank of CURO is 55
Omega Ratio Rank
The Calmar Ratio Rank of CURO is 22
Calmar Ratio Rank
The Martin Ratio Rank of CURO is 22
Martin Ratio Rank

JEPI
The Risk-Adjusted Performance Rank of JEPI is 7474
Overall Rank
The Sharpe Ratio Rank of JEPI is 7373
Sharpe Ratio Rank
The Sortino Ratio Rank of JEPI is 7070
Sortino Ratio Rank
The Omega Ratio Rank of JEPI is 7676
Omega Ratio Rank
The Calmar Ratio Rank of JEPI is 7878
Calmar Ratio Rank
The Martin Ratio Rank of JEPI is 7070
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.

CURO vs. JEPI - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for CURO Group Holdings Corp. (CURO) and JPMorgan Equity Premium Income ETF (JEPI). 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.


Sharpe ratio
The chart of Sharpe ratio for CURO, currently valued at -0.78, compared to the broader market-2.000.002.004.00-0.781.76
The chart of Sortino ratio for CURO, currently valued at -1.56, compared to the broader market-4.00-2.000.002.004.00-1.562.37
The chart of Omega ratio for CURO, currently valued at 0.55, compared to the broader market0.501.001.502.000.551.34
The chart of Calmar ratio for CURO, currently valued at -0.87, compared to the broader market0.002.004.006.00-0.872.76
The chart of Martin ratio for CURO, currently valued at -1.06, compared to the broader market-10.000.0010.0020.0030.00-1.068.93
CURO
JEPI


Rolling 12-month Sharpe Ratio-1.000.001.002.003.00SeptemberOctoberNovemberDecember2025February
-0.78
1.76
CURO
JEPI

Dividends

CURO vs. JEPI - Dividend Comparison

CURO has not paid dividends to shareholders, while JEPI's dividend yield for the trailing twelve months is around 7.18%.


TTM20242023202220212020
CURO
CURO Group Holdings Corp.
0.00%0.00%0.00%9.30%2.40%1.54%
JEPI
JPMorgan Equity Premium Income ETF
7.18%7.33%8.40%11.67%6.59%5.79%

Drawdowns

CURO vs. JEPI - Drawdown Comparison


-100.00%-80.00%-60.00%-40.00%-20.00%0.00%SeptemberOctoberNovemberDecember2025February
-99.68%
-1.08%
CURO
JEPI

Volatility

CURO vs. JEPI - Volatility Comparison

The current volatility for CURO Group Holdings Corp. (CURO) is 0.00%, while JPMorgan Equity Premium Income ETF (JEPI) has a volatility of 2.36%. This indicates that CURO experiences smaller price fluctuations and is considered to be less risky than JEPI based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


0.00%1.00%2.00%3.00%4.00%SeptemberOctoberNovemberDecember2025February0
2.36%
CURO
JEPI
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Disclaimer

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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