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 -1.72% vs 21.01% for JFLI. At a 0.41 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 28.91% return, which is significantly higher than JFLI's 9.95% return.
KRT
- 1D
- 5.63%
- 1M
- -2.67%
- YTD
- 28.91%
- 6M
- 32.25%
- 1Y
- -1.72%
- 3Y*
- 29.61%
- 5Y*
- 12.05%
- 10Y*
- —
JFLI
- 1D
- 0.05%
- 1M
- 3.14%
- YTD
- 9.95%
- 6M
- 9.72%
- 1Y
- 21.01%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
KRT vs. JFLI - Yearly Performance Comparison
| 2026 (YTD) | 2025 | |
|---|---|---|
KRT Karat Packaging Inc. | 28.91% | -21.32% |
JFLI JPMorgan Flexible Income ETF | 9.95% | 9.49% |
Correlation
The correlation between KRT and JFLI is 0.33, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.33 |
Correlation (All Time) Calculated using the full available price history since Feb 14, 2025 | 0.41 |
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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.
| KRT | JFLI | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -2.56 | ||
| Sortino ratioReturn per unit of downside risk | -3.35 | ||
| Omega ratioGain probability vs. loss probability | 1.03 | 1.48 | -0.45 |
| Calmar ratioReturn relative to maximum drawdown | -0.05 | 3.16 | -3.22 |
| Martin ratioReturn relative to average drawdown | -0.10 | 15.29 | -15.39 |
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
| KRT | JFLI | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | -0.04 | 2.52 | -2.56 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.27 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.31 | 1.30 | -0.99 |
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 | -31.57% | -6.67% | -24.90% |
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 | -6.88% | -0.28% | -6.60% |
Average DrawdownAverage peak-to-trough decline | -18.58% | -1.43% | -17.15% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 17.40% | 1.38% | +16.02% |
Volatility
KRT vs. JFLI - Volatility Comparison
Karat Packaging Inc. (KRT) has a higher volatility of 13.51% compared to JPMorgan Flexible Income ETF (JFLI) at 2.30%. 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 | 13.51% | 2.30% | +11.21% |
Volatility (6M)Calculated over the trailing 6-month period | 28.29% | 6.93% | +21.36% |
Volatility (1Y)Calculated over the trailing 1-year period | 39.71% | 8.38% | +31.33% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 45.40% | 11.88% | +33.52% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 45.53% | 11.88% | +33.65% |
Dividends
KRT vs. JFLI - Dividend Comparison
KRT's dividend yield for the trailing twelve months is around 6.40%, less than JFLI's 7.81% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 |
|---|---|---|---|---|---|
JFLI JPMorgan Flexible Income ETF | 7.81% | 6.81% | 0.00% | 0.00% | 0.00% |
KRT Karat Packaging Inc. | 6.40% | 7.98% | 5.12% | 6.24% | 2.44% |
Frequently Asked Questions
KRT and JFLI have a correlation of 0.33, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
KRT has higher volatility (13.51%) compared to JFLI (2.30%). In terms of maximum drawdown, KRT dropped -48.46% vs JFLI's -12.87%.
JFLI currently has the higher Sharpe Ratio (2.52 vs -0.04), 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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