Jackson Financial Inc. (JXN) Stock Total Returns
Growth of $10,000 chart
2021-09-01 to 2026-04-14 to
$
%
%
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Investment Performance
Final Value
$39,983
Total Return
299.83%
CAGR
35.02%
Dividends
$4,276.36
Yield on Cost
42.76%
Rolling Returns
1-Month (21 Trading Days)
| Average | +3.58% |
| Median | +3.44% |
| Best | +43.42% |
| Worst | -31.57% |
| % of Windows Positive | 62.4% |
1-Year (252 Trading Days)
| Average | +47.50% |
| Median | +26.65% |
| Best | +197.76% |
| Worst | -22.31% |
| % of Windows Positive | 87.5% |
3-Year (756 Trading Days)
| Average | +212.60% |
| Median | +216.92% |
| Best | +367.57% |
| Worst | +76.51% |
| % of Windows Positive | 100.0% |
Risk Metrics
| Maximum Drawdown | -48.49% |
| Average Drawdown | -15.50% |
| Drawdown Duration | 214 Trading Days |
| Sortino Ratio | 1.33 |
| Calmar Ratio | 0.72 |
| CVaR (5%) | -6.33% |
Yearly Returns
| Year | Percentage | Abs. Return | Dividends | Taxes | Trans. Costs |
|---|---|---|---|---|---|
| 2026 partial | -0.81% (-2.81% ann.) | $80.70 | $84.39 | $16.88 | $0.13 |
| 2025 | +26.03% | +$2602.58 | $371.69 | $74.34 | $0.59 |
| 2024 | +75.12% | +$7512.13 | $553.75 | $110.75 | $0.89 |
| 2023 | +55.41% | +$5541.20 | $728.89 | $145.78 | $1.17 |
| 2022 | -12.65% | $1264.89 | $535.51 | $107.11 | $0.85 |
| 2021 partial | +34.54% (+144.86% ann.) | +$3453.67 | $158.98 | $31.80 | $0.25 |
Market Regimes
| Regime | Period | Percentage | Annual | Abs. Return | Dividends | Taxes | Trans. Costs |
|---|---|---|---|---|---|---|---|
| Reopening reflation / fiscal boom / supply bottlenecks partial | September 1, 2021 – November 29, 2021 | +6.62% | +30.09% | +$661.94 | $158.98 | $31.80 | $0.25 |
| Inflation shock / duration crash / aggressive tightening | November 30, 2021 – November 9, 2022 | +1.97% | +2.09% | +$197.07 | $527.20 | $105.44 | $0.84 |
| Disinflation rebound / AI-led narrow bull / higher-for-longer | November 10, 2022 – September 17, 2024 | +156.65% | +66.28% | +$15665.41 | $1470.10 | $294.03 | $2.36 |
| Disinflationary easing / resilient growth / AI capex under oil-shock test partial | September 18, 2024 – April 14, 2026 | +25.73% | +15.72% | +$2573.47 | $561.21 | $112.24 | $0.90 |
Dividend History
Annual Dividends Per Share
TTM Yield
—
Consecutive Years Paid
— current
Consecutive Years of Growth
— current
| Date | Per Share | Yield % |
|---|---|---|
| 2021-11-18 | $0.5000 | 1.38% |
| 2022-03-11 | $0.5500 | 1.39% |
| 2022-06-01 | $0.5500 | 1.51% |
| 2022-08-31 | $0.5500 | 1.77% |
| 2022-11-30 | $0.5500 | 1.45% |
| 2023-03-13 | $0.6200 | 1.55% |
| 2023-05-31 | $0.6200 | 2.11% |
| 2023-08-30 | $0.6200 | 1.57% |
| 2023-11-29 | $0.6200 | 1.31% |
| 2024-03-11 | $0.7000 | 1.19% |
| 2024-06-06 | $0.7000 | 0.94% |
| 2024-09-05 | $0.7000 | 0.83% |
| 2024-12-05 | $0.7000 | 0.70% |
| 2025-03-11 | $0.8000 | 0.99% |
| 2025-06-12 | $0.8000 | 0.96% |
| 2025-09-15 | $0.8000 | 0.82% |
| 2025-12-04 | $0.8000 | 0.80% |
| 2026-03-16 | $0.9000 | 0.86% |
| Total | 18 payments |
Portfolio Dividend Returns
Based on $10,000 initial investment, 20% tax rate, 0.2% transaction cost. Showing 2021-09-01 to 2026-04-14. Change
| Date | Total Yield | Tax | Trans. Cost | Shares Bought |
|---|---|---|---|---|
| 2021-11-18 | $158.98 | $31.80 | $0.25 | 3.6622 |
| 2022-03-11 | $176.89 | $35.38 | $0.28 | 3.5620 |
| 2022-06-01 | $178.85 | $35.77 | $0.29 | 4.0567 |
| 2022-08-31 | $181.09 | $36.22 | $0.29 | 4.6250 |
| 2022-11-30 | $183.63 | $36.73 | $0.29 | 3.9253 |
| 2023-03-13 | $209.43 | $41.89 | $0.34 | 4.5475 |
| 2023-05-31 | $212.25 | $42.45 | $0.34 | 6.1178 |
| 2023-08-30 | $216.05 | $43.21 | $0.35 | 4.5392 |
| 2023-11-29 | $218.86 | $43.77 | $0.35 | 3.7163 |
| 2024-03-11 | $249.70 | $49.94 | $0.40 | 3.3321 |
| 2024-06-06 | $252.03 | $50.41 | $0.40 | 2.7767 |
| 2024-09-05 | $253.98 | $50.80 | $0.41 | 2.3895 |
| 2024-12-05 | $255.65 | $51.13 | $0.41 | 2.0790 |
| 2025-03-11 | $293.84 | $58.77 | $0.47 | 2.8913 |
| 2025-06-12 | $296.15 | $59.23 | $0.47 | 2.8560 |
| 2025-09-15 | $298.43 | $59.69 | $0.48 | 2.4620 |
| 2025-12-04 | $300.40 | $60.08 | $0.48 | 2.4436 |
| 2026-03-16 | $340.15 | $68.03 | $0.54 | 2.6237 |
| Total | $4276.36 | $855.30 | $6.84 | 62.6058 |
All calculations use split-adjusted closing prices. Dividends are reinvested on the ex-dividend date at that day's closing price.
For each rolling window, returns are calculated at every possible starting point:
return = (value[i] ÷ value[i − windowSize] − 1) × 100
- Windows
- 1-month = 21 trading days, 1-year = 252 trading days, 3-year = 756 trading days.
- Statistics
- Average: arithmetic mean. Median: middle value when sorted. Best / Worst: max and min. % Positive: share of windows with return > 0.
The series is segmented by calendar year:
return = (endValue ÷ startValue − 1) × 100
startValue is the last value of the prior year (or the first value for the initial year). Partial first/last years are flagged. Dividends, taxes, and transaction costs are scaled proportionally to the initial investment.