KRT vs. JFLI
KRT (Karat Packaging Inc.) is a stock, while JFLI (JPMorgan Flexible Income ETF) is Global Allocation fund actively managed by JPMorgan. Over the past year, KRT returned 17.10% vs 17.56% for JFLI. At a 0.40 correlation, their price movements are largely independent.
Performance
KRT vs. JFLI - Performance Comparison
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Returns By Period
In the year-to-date period, KRT achieves a 40.55% return, which is significantly higher than JFLI's 8.50% return.
KRT
- 1D
- 2.89%
- 1M
- 15.48%
- YTD
- 40.55%
- 6M
- 39.26%
- 1Y
- 17.10%
- 3Y*
- 28.65%
- 5Y*
- 14.83%
- 10Y*
- —
JFLI
- 1D
- -0.49%
- 1M
- 0.29%
- YTD
- 8.50%
- 6M
- 8.14%
- 1Y
- 17.56%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
KRT vs. JFLI - Yearly Performance Comparison
| 2026 (YTD) | 2025 | |
|---|---|---|
KRT Karat Packaging Inc. | 40.55% | -18.83% |
JFLI JPMorgan Flexible Income ETF | 8.50% | 9.73% |
Correlation
The correlation between KRT and JFLI is 0.31, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.31 |
Correlation (All Time) Calculated using the full available price history since Feb 13, 2025 | 0.40 |
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Return for Risk
KRT vs. JFLI — Risk / Return Rank
KRT
JFLI
KRT vs. JFLI - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Karat Packaging Inc. (KRT) and JPMorgan Flexible Income ETF (JFLI). 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.
| KRT | JFLI | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.47 | ||
| Sortino ratioReturn per unit of downside risk | -1.70 | ||
| Omega ratioGain probability vs. loss probability | 1.13 | 1.37 | -0.24 |
| Calmar ratioReturn relative to maximum drawdown | 0.64 | 2.64 | -2.00 |
| Martin ratioReturn relative to average drawdown | 1.34 | 12.32 | -10.99 |
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Drawdowns
KRT vs. JFLI - Drawdown Comparison
The maximum KRT drawdown since its inception was -48.46%, which is greater than JFLI's maximum drawdown of -12.87%. Use the drawdown chart below to compare losses from any high point for KRT and JFLI.
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Drawdown Indicators
| KRT | JFLI | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -48.46% | -12.87% | -35.59% |
Max Drawdown (1Y)Largest decline over 1 year | -26.80% | -6.67% | -20.13% |
Max Drawdown (3Y)Largest decline over 3 years | -34.03% | — | — |
Max Drawdown (5Y)Largest decline over 5 years | -48.46% | — | — |
Current DrawdownCurrent decline from peak | 0.00% | -1.87% | +1.87% |
Average DrawdownAverage peak-to-trough decline | -18.40% | -1.43% | -16.97% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 12.84% | 1.43% | +11.41% |
Volatility
KRT vs. JFLI - Volatility Comparison
Karat Packaging Inc. (KRT) has a higher volatility of 9.15% compared to JPMorgan Flexible Income ETF (JFLI) at 4.16%. This indicates that KRT's price experiences larger fluctuations and is considered to be riskier than JFLI based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| KRT | JFLI | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 9.15% | 4.16% | +4.99% |
Volatility (6M)Calculated over the trailing 6-month period | 28.32% | 7.81% | +20.51% |
Volatility (1Y)Calculated over the trailing 1-year period | 37.05% | 9.17% | +27.88% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 45.40% | 12.12% | +33.28% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 45.36% | 12.12% | +33.24% |
Dividends
KRT vs. JFLI - Dividend Comparison
KRT's dividend yield for the trailing twelve months is around 5.87%, less than JFLI's 7.29% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 |
|---|---|---|---|---|---|
JFLI JPMorgan Flexible Income ETF | 7.29% | 6.81% | 0.00% | 0.00% | 0.00% |
KRT Karat Packaging Inc. | 5.87% | 7.98% | 5.12% | 6.24% | 2.44% |
Frequently Asked Questions
KRT and JFLI have a correlation of 0.31, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
KRT has higher volatility (9.15%) compared to JFLI (4.16%). In terms of maximum drawdown, KRT dropped -48.46% vs JFLI's -12.87%.
JFLI currently has the higher Sharpe Ratio (1.93 vs 0.46), 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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