JEF vs. JXN
JEF (Jefferies Financial Group Inc.) and JXN (Jackson Financial Inc.) are both stocks. Both are in the Financial Services sector — JEF in Financial Conglomerates, JXN in Asset Management. Over the past 3 years, JEF returned 29.57%/yr vs 62.08%/yr for JXN. A 0.58 correlation means they provide meaningful diversification when combined.
Performance
JEF vs. JXN - Performance Comparison
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Returns By Period
In the year-to-date period, JEF achieves a 2.90% return, which is significantly lower than JXN's 4.33% return.
JEF
- 1D
- 1.14%
- 1M
- 20.83%
- YTD
- 2.90%
- 6M
- 0.74%
- 1Y
- 22.33%
- 3Y*
- 29.57%
- 5Y*
- 20.00%
- 10Y*
- 19.59%
JXN
- 1D
- 2.41%
- 1M
- 3.14%
- YTD
- 4.33%
- 6M
- 3.41%
- 1Y
- 33.58%
- 3Y*
- 62.08%
- 5Y*
- —
- 10Y*
- —
JEF vs. JXN - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|
JEF Jefferies Financial Group Inc. | 2.90% | -18.78% | 98.84% | 27.74% | -8.46% | 5.59% |
JXN Jackson Financial Inc. | 4.33% | 26.93% | 76.45% | 57.22% | -11.54% | 69.65% |
Correlation
The correlation between JEF and JXN is 0.47, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.47 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.55 |
Correlation (All Time) Calculated using the full available price history since Sep 1, 2021 | 0.58 |
The correlation between JEF and JXN shifts across timeframes, from 0.47 (1 year) to 0.58 (all time), reflecting how their relationship changes across market environments.
Fundamentals
JEF:
$4.87
JXN:
-$7.23
JEF:
0.83
JXN:
0.99
JEF:
$11.22B
JXN:
$5.86B
JEF:
$6.66B
JXN:
$5.39B
JEF:
$1.12B
JXN:
-$22.00M
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Return for Risk
JEF vs. JXN — Risk / Return Rank
JEF
JXN
JEF vs. JXN - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Jefferies Financial Group Inc. (JEF) and Jackson Financial Inc. (JXN). 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.
| JEF | JXN | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.51 | ||
| Sortino ratioReturn per unit of downside risk | -0.60 | ||
| Omega ratioGain probability vs. loss probability | 1.13 | 1.19 | -0.06 |
| Calmar ratioReturn relative to maximum drawdown | 0.47 | 2.07 | -1.60 |
| Martin ratioReturn relative to average drawdown | 1.04 | 4.59 | -3.55 |
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Drawdowns
JEF vs. JXN - Drawdown Comparison
The maximum JEF drawdown since its inception was -80.74%, which is greater than JXN's maximum drawdown of -48.34%. Use the drawdown chart below to compare losses from any high point for JEF and JXN.
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Drawdown Indicators
| JEF | JXN | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -80.74% | -48.34% | -32.40% |
Max Drawdown (1Y)Largest decline over 1 year | -48.05% | -16.31% | -31.74% |
Max Drawdown (3Y)Largest decline over 3 years | -54.39% | -37.09% | -17.30% |
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 | -19.85% | -8.95% | -10.90% |
Average DrawdownAverage peak-to-trough decline | -25.53% | -15.05% | -10.48% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 21.50% | 7.34% | +14.16% |
Volatility
JEF vs. JXN - Volatility Comparison
Jefferies Financial Group Inc. (JEF) has a higher volatility of 8.07% compared to Jackson Financial Inc. (JXN) at 6.89%. This indicates that JEF's price experiences larger fluctuations and is considered to be riskier than JXN based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| JEF | JXN | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 8.07% | 6.89% | +1.18% |
Volatility (6M)Calculated over the trailing 6-month period | 30.60% | 23.26% | +7.34% |
Volatility (1Y)Calculated over the trailing 1-year period | 40.63% | 31.74% | +8.89% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 35.89% | 45.41% | -9.52% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 35.01% | 45.41% | -10.40% |
Dividends
JEF vs. JXN - Dividend Comparison
JEF's dividend yield for the trailing twelve months is around 2.55%, less than JXN's 3.11% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
JEF Jefferies Financial Group Inc. | 2.55% | 2.58% | 1.66% | 2.97% | 3.50% | 2.32% | 2.44% | 8.07% | 2.59% | 1.23% | 1.08% | 1.44% |
JXN Jackson Financial Inc. | 3.11% | 3.00% | 3.22% | 4.84% | 6.32% | 1.20% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Financials
JEF vs. JXN - Financials Comparison
This section allows you to compare key financial metrics between Jefferies Financial Group Inc. and Jackson Financial 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
JEF vs. JXN - Profitability Comparison
JEF - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Jefferies Financial Group Inc. reported a gross profit of 1.68B and revenue of 2.87B. Therefore, the gross margin over that period was 58.5%.
JXN - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Jackson Financial Inc. reported a gross profit of 0.00 and revenue of 2.90B. Therefore, the gross margin over that period was 0.0%.
JEF - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Jefferies Financial Group Inc. reported an operating income of 0.00 and revenue of 2.87B, resulting in an operating margin of 0.0%.
JXN - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Jackson Financial Inc. reported an operating income of 0.00 and revenue of 2.90B, resulting in an operating margin of 0.0%.
JEF - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Jefferies Financial Group Inc. reported a net income of 155.70M and revenue of 2.87B, resulting in a net margin of 5.4%.
JXN - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Jackson Financial Inc. reported a net income of -435.00M and revenue of 2.90B, resulting in a net margin of -15.0%.
Frequently Asked Questions
JEF and JXN have a correlation of 0.47, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
JEF has higher volatility (8.07%) compared to JXN (6.89%). In terms of maximum drawdown, JEF dropped -80.74% vs JXN's -48.34%.
JXN currently has the higher Sharpe Ratio (1.06 vs 0.55), 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.
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