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Jackson Financial JXN Variable annuity — Effect of fund performance
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Where this comes from
Reported directly by Jackson Financial in its filing.
Tagged under the XBRL concept jxn:MarketRiskBenefitIncreaseDecreaseFromFundPerformance.
The source filing: Jackson Financial’s 10-Q, filed May 5, 2026.
- Filed
- May 5, 2026, 4:22 PM EDT
- Fiscal quarter
- Q1 FY2026
- Calendar quarter
- Q1 2026
- Accession
- 0001822993-26-000072
| Line item | Three Months Ended March 31, 2026 | Year Ended December 31, 2025 |
|---|---|---|
| Beginning of period cumulative effect of changes in non-performance risk | (17) | 314 |
| Net MRB balance, beginning of period, before effect of changes in non-performance risk | (4,282) | (4,862) |
| Effect of changes in interest rates | (407) | (72) |
| Effect of fund performance | 671 | (3,518) |
| Effect of changes in equity index volatility | 551 | 509 |
| Effect of expected policyholder behavior | 215 | 758 |
| Effect of actual policyholder behavior different from expected | 110 | 572 |
| Effect of time | 508 | 1,957 |
Item 1. Financial Statements
FAQ
- What is Jackson Financial's variable annuity — effect of fund performance?
- Jackson Financial (JXN) reported variable annuity — effect of fund performance of $671M in Q1 2026.
- How has Jackson Financial's variable annuity — effect of fund performance changed year-over-year?
- Jackson Financial's variable annuity — effect of fund performance increased by 30.0% year-over-year, from $516M to $671M.
- What does variable annuity — effect of fund performance mean?
- This metric captures the change in Market Risk Benefit liabilities resulting from the performance of the underlying investment funds within variable annuity products. It reflects how market movements in the assets supporting these annuities impact the cost of providing guaranteed benefits. This is a primary driver of earnings volatility for annuity providers exposed to equity and bond market performance.
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