Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JIBDX (JOHNSON INSTITUTIONAL SHORT DURATION BOND FUND JOHNSON INSTITUTIONAL SHORT DURATION BOND FUND) | 0.14% | 3.39% | 4.53% | 1.95% | 2.07% | 1.47% | 2.37% | … | … |
Data as of 06/05/2026, Common starting date is 09/01/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JIBDX (JOHNSON INSTITUTIONAL SHORT DURATION BOND FUND JOHNSON INSTITUTIONAL SHORT DURATION BOND FUND) | 09/01/2000 | 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 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.27 | 3.39 | 4.53 | 1.95 | 2.07 | 1.47 | 2.37 | … | … | 0.14 | 5.91 | 4.29 | 4.82 | -4.29 | -0.91 | 3.92 | 4.65 | 1.14 | 1.54 | 1.57 | 0.73 | 0.36 | -1.57 | 0.00 | 1.89 | 3.28 | 5.89 | 5.46 | 5.96 | 4.38 | 1.88 | 1.45 | 2.66 | 6.07 | 5.49 | 3.16 |
| Sharpe Ratio | NA | 0.83 | 0.86 | -0.25 | 0.26 | NA | NA | … | … | -0.96 | 2.09 | 0.37 | 0.43 | -2.08 | -0.87 | 1.74 | 2.64 | -0.24 | 1.14 | 1.47 | 0.65 | 0.29 | -1.00 | -0.05 | 1.25 | 2.22 | 2.64 | 1.09 | 1.73 | 0.90 | -0.37 | 0.28 | 0.98 | 2.84 | 1.34 | 5.03 |
| Standard Deviation(%) | NA | 1.39 | 1.77 | 2.12 | 1.76 | NA | NA | … | … | 1.56 | 1.45 | 1.79 | 2.75 | 2.76 | 1.07 | 2.10 | 1.20 | 1.02 | 0.78 | 0.92 | 1.07 | 1.18 | 1.60 | 1.13 | 1.48 | 1.44 | 2.20 | 4.10 | 1.63 | 1.08 | 1.05 | 1.67 | 1.97 | 1.73 | 2.30 | 1.13 |
| Draw Down(%) | NA | 0.92 | 0.95 | 6.87 | 6.95 | NA | NA | … | … | 0.92 | 0.67 | 0.95 | 1.27 | 6.02 | 1.15 | 3.91 | 0.53 | 0.58 | 0.33 | 0.92 | 0.46 | 0.61 | 2.42 | 0.78 | 0.78 | 1.25 | 1.68 | 3.89 | 0.60 | 0.35 | 0.58 | 1.82 | 1.58 | 0.83 | 2.32 | 0.15 |
| Yield(%) | 0.00 | 3.70 | 3.38 | 2.42 | 2.16 | 1.60 | 2.26 | … | … | 1.34 | 3.99 | 3.22 | 2.25 | 1.20 | 0.97 | 1.77 | 2.44 | 2.19 | 1.67 | 1.43 | 1.26 | 0.29 | 0.00 | 0.00 | 1.87 | 3.31 | 4.00 | 4.15 | 4.18 | 3.87 | 3.40 | 3.29 | 4.01 | 4.98 | 5.99 | 1.81 |
Data as of 06/05/2026, Common starting date is 09/01/2000
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JIBDX (JOHNSON INSTITUTIONAL SHORT DURATION BOND FUND JOHNSON INSTITUTIONAL SHORT DURATION BOND FUND) |
-1.10%
Sep 2020 – Sep 2023 |
0.15%
Oct 2010 – Oct 2015 |
0.51%
Sep 2012 – Sep 2022 |
1.36%
Nov 2009 – Nov 2024 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JIBDX (JOHNSON INSTITUTIONAL SHORT DURATION BOND FUND JOHNSON INSTITUTIONAL SHORT DURATION BOND FUND) |
5.99%
Jun 2006 – Jun 2009 |
5.29%
Oct 2005 – Oct 2010 |
4.54%
Oct 2000 – Oct 2010 |
3.06%
Oct 2000 – Oct 2015 |
Annualized Rolling Returns Comparison Chart