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JXN vs. NEE
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Correlation

The correlation between JXN and NEE is 0.21, 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.


-0.50.00.51.00.2

Performance

JXN vs. NEE - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Jackson Financial Inc. (JXN) and NextEra Energy, Inc. (NEE). The values are adjusted to include any dividend payments, if applicable.

-10.00%0.00%10.00%20.00%30.00%40.00%AugustSeptemberOctoberNovemberDecember2025
7.05%
-4.40%
JXN
NEE

Key characteristics

Sharpe Ratio

JXN:

1.97

NEE:

0.41

Sortino Ratio

JXN:

2.54

NEE:

0.70

Omega Ratio

JXN:

1.36

NEE:

1.09

Calmar Ratio

JXN:

3.09

NEE:

0.28

Martin Ratio

JXN:

9.57

NEE:

1.46

Ulcer Index

JXN:

8.13%

NEE:

7.29%

Daily Std Dev

JXN:

39.56%

NEE:

25.69%

Max Drawdown

JXN:

-48.34%

NEE:

-47.81%

Current Drawdown

JXN:

-24.34%

NEE:

-22.49%

Fundamentals

Market Cap

JXN:

$6.54B

NEE:

$144.83B

EPS

JXN:

-$11.55

NEE:

$3.37

Total Revenue (TTM)

JXN:

$1.65B

NEE:

$19.41B

Gross Profit (TTM)

JXN:

-$454.00M

NEE:

$10.53B

EBITDA (TTM)

JXN:

$764.00M

NEE:

$11.85B

Returns By Period

In the year-to-date period, JXN achieves a -1.87% return, which is significantly higher than NEE's -6.60% return.


JXN

YTD

-1.87%

1M

-6.66%

6M

7.05%

1Y

77.63%

5Y*

N/A

10Y*

N/A

NEE

YTD

-6.60%

1M

-9.05%

6M

-4.40%

1Y

12.89%

5Y*

3.69%

10Y*

12.36%

*Annualized

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


Risk-Adjusted Performance

JXN vs. NEE — Risk-Adjusted Performance Rank

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

JXN
The Risk-Adjusted Performance Rank of JXN is 9292
Overall Rank
The Sharpe Ratio Rank of JXN is 9494
Sharpe Ratio Rank
The Sortino Ratio Rank of JXN is 8989
Sortino Ratio Rank
The Omega Ratio Rank of JXN is 9090
Omega Ratio Rank
The Calmar Ratio Rank of JXN is 9595
Calmar Ratio Rank
The Martin Ratio Rank of JXN is 9292
Martin Ratio Rank

NEE
The Risk-Adjusted Performance Rank of NEE is 6161
Overall Rank
The Sharpe Ratio Rank of NEE is 6565
Sharpe Ratio Rank
The Sortino Ratio Rank of NEE is 5656
Sortino Ratio Rank
The Omega Ratio Rank of NEE is 5555
Omega Ratio Rank
The Calmar Ratio Rank of NEE is 6363
Calmar Ratio Rank
The Martin Ratio Rank of NEE is 6666
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.

JXN vs. NEE - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Jackson Financial Inc. (JXN) and NextEra Energy, Inc. (NEE). 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 JXN, currently valued at 1.97, compared to the broader market-2.000.002.001.970.41
The chart of Sortino ratio for JXN, currently valued at 2.54, compared to the broader market-4.00-2.000.002.004.002.540.70
The chart of Omega ratio for JXN, currently valued at 1.36, compared to the broader market0.501.001.502.001.361.09
The chart of Calmar ratio for JXN, currently valued at 3.09, compared to the broader market0.002.004.006.003.090.28
The chart of Martin ratio for JXN, currently valued at 9.57, compared to the broader market0.0010.0020.009.571.46
JXN
NEE

The current JXN Sharpe Ratio is 1.97, which is higher than the NEE Sharpe Ratio of 0.41. The chart below compares the historical Sharpe Ratios of JXN and NEE, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


Rolling 12-month Sharpe Ratio0.001.002.003.004.005.00AugustSeptemberOctoberNovemberDecember2025
1.97
0.41
JXN
NEE

Dividends

JXN vs. NEE - Dividend Comparison

JXN's dividend yield for the trailing twelve months is around 3.28%, more than NEE's 3.08% yield.


TTM20242023202220212020201920182017201620152014
JXN
Jackson Financial Inc.
3.28%3.22%4.84%6.32%1.20%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
NEE
NextEra Energy, Inc.
3.08%2.87%3.08%2.03%1.65%1.81%2.06%2.55%2.52%2.91%2.96%2.73%

Drawdowns

JXN vs. NEE - Drawdown Comparison

The maximum JXN drawdown since its inception was -48.34%, roughly equal to the maximum NEE drawdown of -47.81%. Use the drawdown chart below to compare losses from any high point for JXN and NEE. For additional features, visit the drawdowns tool.


-25.00%-20.00%-15.00%-10.00%-5.00%0.00%AugustSeptemberOctoberNovemberDecember2025
-24.34%
-22.49%
JXN
NEE

Volatility

JXN vs. NEE - Volatility Comparison

Jackson Financial Inc. (JXN) has a higher volatility of 9.77% compared to NextEra Energy, Inc. (NEE) at 6.56%. This indicates that JXN's price experiences larger fluctuations and is considered to be riskier than NEE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


5.00%10.00%15.00%20.00%AugustSeptemberOctoberNovemberDecember2025
9.77%
6.56%
JXN
NEE

Financials

JXN vs. NEE - Financials Comparison

This section allows you to compare key financial metrics between Jackson Financial Inc. and NextEra Energy, 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.


Quarterly
Annual

Total Revenue: Total amount of money received from sales and other business activities


Values in USD except per share items
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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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