JXN vs. HLNE
JXN (Jackson Financial Inc.) and HLNE (Hamilton Lane Incorporated) are both stocks. Both operate in the Asset Management industry within the Financial Services sector. Over the past 3 years, JXN returned 62.08%/yr vs 3.44%/yr for HLNE. At a 0.48 correlation, their price movements are largely independent.
Performance
JXN vs. HLNE - Performance Comparison
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Returns By Period
In the year-to-date period, JXN achieves a 4.33% return, which is significantly higher than HLNE's -40.04% return.
JXN
- 1D
- 2.41%
- 1M
- 3.14%
- YTD
- 4.33%
- 6M
- 3.41%
- 1Y
- 33.58%
- 3Y*
- 62.08%
- 5Y*
- —
- 10Y*
- —
HLNE
- 1D
- -3.30%
- 1M
- -11.31%
- YTD
- -40.04%
- 6M
- -41.85%
- 1Y
- -40.63%
- 3Y*
- 3.44%
- 5Y*
- -0.84%
- 10Y*
- —
JXN vs. HLNE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|
JXN Jackson Financial Inc. | 4.33% | 26.93% | 76.45% | 57.22% | -11.54% | 69.65% |
HLNE Hamilton Lane Incorporated | -40.04% | -7.90% | 32.40% | 81.36% | -36.98% | 21.28% |
Correlation
The correlation between JXN and HLNE is 0.44, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.44 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.49 |
Correlation (All Time) Calculated using the full available price history since Sep 1, 2021 | 0.48 |
Fundamentals
JXN:
-$7.23
HLNE:
$4.29
JXN:
0.99
HLNE:
5.68
JXN:
$5.86B
HLNE:
$763.40M
JXN:
$5.39B
HLNE:
$528.54M
JXN:
-$22.00M
HLNE:
$446.22M
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Return for Risk
JXN vs. HLNE — Risk / Return Rank
JXN
HLNE
JXN vs. HLNE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Jackson Financial Inc. (JXN) and Hamilton Lane Incorporated (HLNE). 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.
| JXN | HLNE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +2.09 | ||
| Sortino ratioReturn per unit of downside risk | +2.99 | ||
| Omega ratioGain probability vs. loss probability | 1.19 | 0.83 | +0.36 |
| Calmar ratioReturn relative to maximum drawdown | 2.07 | -0.80 | +2.87 |
| Martin ratioReturn relative to average drawdown | 4.59 | -1.52 | +6.11 |
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Drawdowns
JXN vs. HLNE - Drawdown Comparison
The maximum JXN drawdown since its inception was -48.34%, smaller than the maximum HLNE drawdown of -60.35%. Use the drawdown chart below to compare losses from any high point for JXN and HLNE.
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Drawdown Indicators
| JXN | HLNE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -48.34% | -60.35% | +12.01% |
Max Drawdown (1Y)Largest decline over 1 year | -16.31% | -50.83% | +34.52% |
Max Drawdown (3Y)Largest decline over 3 years | -37.09% | -60.35% | +23.26% |
Max Drawdown (5Y)Largest decline over 5 years | — | -60.35% | — |
Current DrawdownCurrent decline from peak | -8.95% | -59.33% | +50.38% |
Average DrawdownAverage peak-to-trough decline | -15.05% | -16.17% | +1.12% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 7.34% | 26.83% | -19.49% |
Volatility
JXN vs. HLNE - Volatility Comparison
The current volatility for Jackson Financial Inc. (JXN) is 6.89%, while Hamilton Lane Incorporated (HLNE) has a volatility of 14.98%. This indicates that JXN experiences smaller price fluctuations and is considered to be less risky than HLNE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| JXN | HLNE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.89% | 14.98% | -8.09% |
Volatility (6M)Calculated over the trailing 6-month period | 23.26% | 32.43% | -9.17% |
Volatility (1Y)Calculated over the trailing 1-year period | 31.74% | 39.70% | -7.96% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 45.41% | 36.32% | +9.09% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 45.41% | 36.51% | +8.90% |
Dividends
JXN vs. HLNE - Dividend Comparison
JXN's dividend yield for the trailing twelve months is around 3.11%, more than HLNE's 2.79% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 |
|---|---|---|---|---|---|---|---|---|---|---|
HLNE Hamilton Lane Incorporated | 2.79% | 1.57% | 1.29% | 1.53% | 2.43% | 1.31% | 1.55% | 1.74% | 2.20% | 1.48% |
JXN Jackson Financial Inc. | 3.11% | 3.00% | 3.22% | 4.84% | 6.32% | 1.20% | 0.00% | 0.00% | 0.00% | 0.00% |
Financials
JXN vs. HLNE - Financials Comparison
This section allows you to compare key financial metrics between Jackson Financial Inc. and Hamilton Lane Incorporated. 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. HLNE - 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%.
HLNE - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Hamilton Lane Incorporated reported a gross profit of 137.70M and revenue of 198.59M. Therefore, the gross margin over that period was 69.3%.
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%.
HLNE - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Hamilton Lane Incorporated reported an operating income of 86.01M and revenue of 198.59M, resulting in an operating margin of 43.3%.
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%.
HLNE - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Hamilton Lane Incorporated reported a net income of 58.37M and revenue of 198.59M, resulting in a net margin of 29.4%.
Frequently Asked Questions
JXN and HLNE have a correlation of 0.44, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
HLNE has higher volatility (14.98%) compared to JXN (6.89%). In terms of maximum drawdown, JXN dropped -48.34% vs HLNE's -60.35%.
JXN currently has the higher Sharpe Ratio (1.06 vs -1.03), 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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