Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JFINX (JOHNSON FIXED INCOME FUND JOHNSON FIXED INCOME FUND) | NA | 3.44% | -5.87% | -0.11% | 0.87% | 2.28% | 2.40% | … | … |
Data as of 10/19/2023, Common starting date is 03/30/1993
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JFINX (JOHNSON FIXED INCOME FUND JOHNSON FIXED INCOME FUND) | 03/30/1993 | 10/19/2023 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 3.44 | -5.87 | -0.11 | 0.87 | 2.28 | 2.40 | … | … | -0.35 | -14.21 | -2.77 | 8.17 | 8.35 | -0.56 | 3.22 | 2.63 | 0.32 | 6.48 | -2.36 | 4.37 | 6.03 | 5.34 | 4.95 | 5.71 | 6.40 | 3.70 | 2.04 | 2.03 | 3.43 | 10.15 | 6.11 | 9.76 | -3.81 | 8.85 | 8.44 | 3.11 | 17.70 | -5.13 | 5.07 |
| Sharpe Ratio | NA | -0.07 | -1.15 | -0.25 | 0.00 | NA | NA | … | … | -0.65 | -1.88 | -0.74 | 1.45 | 1.83 | -0.67 | 0.97 | 0.77 | 0.08 | 2.42 | -0.69 | 0.36 | 1.55 | 1.28 | 1.03 | 0.81 | 1.02 | 0.16 | -0.07 | 0.43 | 0.69 | 1.95 | 0.70 | 1.38 | -1.61 | 1.16 | 1.32 | -0.08 | 3.39 | -1.56 | 1.20 |
| Standard Deviation(%) | NA | 7.61 | 6.51 | 5.85 | 4.66 | NA | NA | … | … | 7.22 | 8.32 | 3.78 | 5.44 | 3.78 | 2.81 | 2.69 | 3.14 | 3.67 | 2.67 | 3.45 | 12.14 | 3.87 | 4.12 | 4.74 | 5.87 | 3.35 | 2.65 | 2.02 | 2.52 | 4.00 | 4.65 | 5.52 | 4.11 | 4.37 | 4.78 | 3.71 | 4.66 | 4.09 | 5.20 | 3.85 |
| Draw Down(%) | NA | 5.25 | 20.26 | 20.83 | 20.83 | NA | NA | … | … | 5.25 | 17.99 | 4.11 | 7.49 | 2.30 | 3.00 | 1.43 | 4.40 | 2.99 | 1.16 | 5.33 | 7.94 | 1.92 | 3.36 | 2.77 | 4.88 | 2.07 | 1.46 | 1.52 | 2.85 | 3.39 | 1.96 | 4.99 | 3.26 | 5.01 | 3.86 | 2.36 | 4.44 | 1.92 | 7.84 | 2.81 |
| Yield(%) | 0.00 | 2.35 | 2.04 | 2.29 | 2.39 | 2.99 | 3.06 | … | … | 1.71 | 1.70 | 1.45 | 3.25 | 2.27 | 2.10 | 2.18 | 2.28 | 2.79 | 3.03 | 2.85 | 4.18 | 3.29 | 3.52 | 3.75 | 3.83 | 4.16 | 3.98 | 3.45 | 3.47 | 4.11 | 4.66 | 5.23 | 5.80 | 4.98 | 5.39 | 5.69 | 5.42 | 5.86 | 5.04 | 3.89 |
Data as of 10/19/2023, Common starting date is 03/30/1993
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JFINX (JOHNSON FIXED INCOME FUND JOHNSON FIXED INCOME FUND) |
-5.93%
Sep 2020 – Sep 2023 |
-1.11%
Oct 2017 – Oct 2022 |
0.40%
Oct 2012 – Oct 2022 |
2.07%
Feb 2008 – Feb 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JFINX (JOHNSON FIXED INCOME FUND JOHNSON FIXED INCOME FUND) |
9.94%
May 2000 – May 2003 |
7.07%
Apr 1994 – Apr 1999 |
6.44%
Oct 1994 – Oct 2004 |
6.02%
Nov 1994 – Nov 2009 |
Annualized Rolling Returns Comparison Chart