Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JEQIX (JOHNSON EQUITY INCOME FUND JOHNSON EQUITY INCOME FUND) | 0.73% | 9.95% | 11.21% | 7.44% | 12.20% | 11.41% | 9.43% | … | … |
Data as of 06/05/2026, Common starting date is 01/03/2006
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JEQIX (JOHNSON EQUITY INCOME FUND JOHNSON EQUITY INCOME FUND) | 01/03/2006 | 06/05/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.88 | 9.95 | 11.21 | 7.44 | 12.20 | 11.41 | 9.43 | … | … | 0.73 | 12.99 | 11.74 | 13.42 | -9.65 | 25.94 | 12.25 | 34.07 | -2.68 | 25.03 | 12.16 | -6.56 | 7.73 | 31.09 | 15.48 | 2.59 | 11.05 | 21.54 | -28.75 | 7.23 | 17.57 |
| Sharpe Ratio | NA | 0.99 | 0.78 | 0.37 | 0.65 | NA | NA | … | … | 0.37 | 0.72 | 0.83 | 0.86 | -0.53 | 2.12 | 0.34 | 3.02 | -0.27 | 3.73 | 0.91 | -0.46 | 0.74 | 3.03 | 0.98 | 0.12 | 0.73 | 0.78 | -0.74 | 0.28 | 1.72 |
| Standard Deviation(%) | NA | 9.76 | 11.64 | 14.12 | 16.53 | NA | NA | … | … | 11.14 | 14.39 | 9.76 | 11.45 | 20.92 | 12.24 | 34.68 | 10.79 | 15.00 | 6.56 | 13.14 | 14.30 | 10.44 | 10.25 | 15.93 | 21.07 | 14.98 | 27.57 | 40.10 | 14.61 | 8.31 |
| Draw Down(%) | NA | 8.49 | 13.40 | 18.07 | 35.64 | NA | NA | … | … | 8.49 | 12.83 | 5.11 | 9.56 | 17.97 | 5.22 | 35.64 | 4.82 | 17.04 | 2.35 | 8.89 | 13.68 | 8.55 | 5.68 | 9.54 | 17.18 | 14.01 | 29.45 | 40.85 | 7.20 | 5.62 |
| Yield(%) | 0.00 | 4.38 | 5.26 | 5.68 | 8.07 | 8.86 | 7.83 | … | … | 0.00 | 4.50 | 7.49 | 2.94 | 5.47 | 9.86 | 2.22 | 7.30 | 7.73 | 9.02 | 3.43 | 6.66 | 8.70 | 9.17 | 5.70 | 1.48 | 1.58 | 1.69 | 0.90 | 1.13 | 0.84 |
Data as of 06/05/2026, Common starting date is 01/03/2006
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JEQIX (JOHNSON EQUITY INCOME FUND JOHNSON EQUITY INCOME FUND) |
-11.52%
Feb 2006 – Feb 2009 |
0.03%
Sep 2006 – Sep 2011 |
5.87%
Feb 2006 – Feb 2016 |
7.76%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JEQIX (JOHNSON EQUITY INCOME FUND JOHNSON EQUITY INCOME FUND) |
23.76%
Dec 2018 – Dec 2021 |
21.04%
Feb 2009 – Feb 2014 |
14.93%
Feb 2009 – Feb 2019 |
14.11%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart