JXN vs. FG
JXN (Jackson Financial Inc.) and FG (F&G Annuities & Life Inc. ) are both stocks. Both are in the Financial Services sector — JXN in Asset Management, FG in Insurance - Life. Over the past 3 years, JXN returned 58.94%/yr vs 11.36%/yr for FG. A 0.51 correlation means they provide meaningful diversification when combined.
Performance
JXN vs. FG - Performance Comparison
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Returns By Period
In the year-to-date period, JXN achieves a 0.70% return, which is significantly higher than FG's -9.91% return.
JXN
- 1D
- 1.80%
- 1M
- -6.76%
- YTD
- 0.70%
- 6M
- 11.07%
- 1Y
- 33.36%
- 3Y*
- 58.94%
- 5Y*
- —
- 10Y*
- —
FG
- 1D
- 0.92%
- 1M
- -3.88%
- YTD
- -9.91%
- 6M
- -13.59%
- 1Y
- -12.18%
- 3Y*
- 11.36%
- 5Y*
- —
- 10Y*
- —
JXN vs. FG - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|
JXN Jackson Financial Inc. | 0.70% | 26.93% | 76.45% | 57.22% | -6.05% |
FG F&G Annuities & Life Inc. | -9.91% | -23.60% | -7.98% | 137.11% | 4.60% |
Correlation
The correlation between JXN and FG is 0.54, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.54 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.55 |
Correlation (All Time) Calculated using the full available price history since Dec 2, 2022 | 0.51 |
The correlation between JXN and FG has been stable across timeframes, ranging from 0.51 to 0.55 - a consistent structural relationship.
Fundamentals
JXN:
-$7.23
FG:
$3.85
JXN:
0.96
FG:
0.65
JXN:
$5.86B
FG:
$5.86B
JXN:
$5.39B
FG:
$1.23B
JXN:
-$22.00M
FG:
$1.52B
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Return for Risk
JXN vs. FG — Risk / Return Rank
JXN
FG
JXN vs. FG - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Jackson Financial Inc. (JXN) and F&G Annuities & Life Inc. (FG). 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.
| JXN | FG | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.05 | -0.34 | +1.39 |
Sortino ratioReturn per unit of downside risk | 1.52 | -0.24 | +1.76 |
Omega ratioGain probability vs. loss probability | 1.19 | 0.97 | +0.22 |
Calmar ratioReturn relative to maximum drawdown | 2.12 | -0.27 | +2.39 |
Martin ratioReturn relative to average drawdown | 4.99 | -0.65 | +5.64 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| JXN | FG | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.05 | -0.34 | +1.39 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.81 | 0.32 | +0.49 |
Drawdowns
JXN vs. FG - Drawdown Comparison
The maximum JXN drawdown since its inception was -48.34%, smaller than the maximum FG drawdown of -56.24%. Use the drawdown chart below to compare losses from any high point for JXN and FG.
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Drawdown Indicators
| JXN | FG | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -48.34% | -56.24% | +7.90% |
Max Drawdown (1Y)Largest decline over 1 year | -16.31% | -40.92% | +24.61% |
Max Drawdown (3Y)Largest decline over 3 years | -37.09% | -56.24% | +19.15% |
Current DrawdownCurrent decline from peak | -12.12% | -41.22% | +29.10% |
Average DrawdownAverage peak-to-trough decline | -15.11% | -19.26% | +4.15% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 6.92% | 17.15% | -10.23% |
Volatility
JXN vs. FG - Volatility Comparison
Jackson Financial Inc. (JXN) and F&G Annuities & Life Inc. (FG) have volatilities of 11.53% and 11.85%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| JXN | FG | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 11.53% | 11.85% | -0.32% |
Volatility (6M)Calculated over the trailing 6-month period | 23.24% | 30.48% | -7.24% |
Volatility (1Y)Calculated over the trailing 1-year period | 31.83% | 35.82% | -3.99% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 44.07% | 43.38% | +0.69% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 44.07% | 43.38% | +0.69% |
Dividends
JXN vs. FG - Dividend Comparison
JXN's dividend yield for the trailing twelve months is around 3.10%, less than FG's 3.42% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 |
|---|---|---|---|---|---|---|
FG F&G Annuities & Life Inc. | 3.42% | 2.95% | 2.05% | 1.76% | 0.00% | 0.00% |
JXN Jackson Financial Inc. | 3.10% | 3.00% | 3.22% | 4.84% | 6.32% | 1.20% |
Financials
JXN vs. FG - Financials Comparison
This section allows you to compare key financial metrics between Jackson Financial Inc. and F&G Annuities & Life 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
JXN vs. FG - Profitability Comparison
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%.
FG - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, F&G Annuities & Life Inc. reported a gross profit of 0.00 and revenue of 1.19B. Therefore, the gross margin over that period was 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%.
FG - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, F&G Annuities & Life Inc. reported an operating income of 0.00 and revenue of 1.19B, resulting in an operating margin of 0.0%.
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%.
FG - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, F&G Annuities & Life Inc. reported a net income of 244.00M and revenue of 1.19B, resulting in a net margin of 20.6%.
Frequently Asked Questions
JXN and FG have a correlation of 0.54, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
FG has higher volatility (11.85%) compared to JXN (11.53%). In terms of maximum drawdown, JXN dropped -48.34% vs FG's -56.24%.
JXN currently has the higher Sharpe Ratio (1.05 vs -0.34), 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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