Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JIBEX (JOHNSON INSTITUTIONAL INTERMEDIATE BOND FUND JOHNSON INSTITUTIONAL INTERMEDIATE BOND FUND) | -0.06% | 3.70% | 4.52% | 1.02% | 2.13% | 1.64% | 2.78% | … | … |
Data as of 06/04/2026, Common starting date is 09/01/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JIBEX (JOHNSON INSTITUTIONAL INTERMEDIATE BOND FUND JOHNSON INSTITUTIONAL INTERMEDIATE BOND FUND) | 09/01/2000 | 06/04/2026 |
| 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 (%) | 0.00 | 3.70 | 4.52 | 1.02 | 2.13 | 1.64 | 2.78 | … | … | -0.06 | 7.39 | 2.93 | 5.46 | -9.24 | -1.66 | 7.20 | 7.53 | 0.42 | 2.99 | 3.19 | 0.90 | 2.40 | -5.17 | 1.12 | 4.01 | 4.97 | 5.41 | 6.89 | 6.87 | 4.18 | 1.71 | 2.13 | 2.59 | 8.85 | 6.86 | 4.35 |
| Sharpe Ratio | NA | 0.59 | 0.40 | -0.33 | 0.15 | NA | NA | … | … | -0.81 | 1.43 | -0.18 | 0.33 | -1.85 | -0.68 | 1.93 | 2.33 | -0.50 | 1.29 | 1.37 | 0.34 | 1.26 | -1.57 | 0.09 | 1.36 | 1.53 | 1.26 | 0.99 | 1.17 | 0.37 | -0.28 | 0.45 | 0.54 | 2.49 | 1.17 | 4.64 |
| Standard Deviation(%) | NA | 2.74 | 3.78 | 4.38 | 3.57 | NA | NA | … | … | 2.89 | 3.18 | 3.81 | 5.50 | 5.78 | 2.47 | 3.58 | 2.60 | 1.94 | 1.82 | 2.18 | 2.60 | 1.89 | 3.31 | 12.08 | 2.93 | 3.18 | 4.23 | 5.93 | 3.20 | 2.06 | 1.98 | 2.56 | 3.45 | 3.10 | 3.83 | 2.07 |
| Draw Down(%) | NA | 1.89 | 3.34 | 13.82 | 13.82 | NA | NA | … | … | 1.89 | 1.76 | 2.59 | 4.50 | 12.30 | 2.35 | 5.47 | 1.55 | 1.93 | 1.02 | 2.88 | 1.75 | 0.82 | 5.35 | 8.38 | 1.50 | 3.35 | 3.11 | 5.66 | 1.81 | 0.99 | 1.45 | 3.00 | 3.49 | 1.54 | 3.46 | 0.35 |
| Yield(%) | 0.00 | 3.67 | 3.70 | 2.76 | 2.73 | 2.13 | 2.87 | … | … | 1.28 | 4.16 | 3.70 | 2.96 | 1.91 | 1.78 | 3.27 | 2.81 | 2.69 | 2.52 | 2.22 | 2.18 | 1.03 | 0.00 | 0.00 | 2.70 | 4.05 | 4.48 | 4.47 | 4.54 | 4.39 | 4.08 | 4.13 | 4.59 | 5.46 | 5.99 | 1.78 |
Data as of 06/04/2026, 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 |
|---|---|---|---|---|
| JIBEX (JOHNSON INSTITUTIONAL INTERMEDIATE BOND FUND JOHNSON INSTITUTIONAL INTERMEDIATE BOND FUND) |
-3.59%
Oct 2020 – Oct 2023 |
0.13%
Oct 2010 – Oct 2015 |
0.44%
Oct 2012 – Oct 2022 |
1.60%
Jul 2010 – Jul 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JIBEX (JOHNSON INSTITUTIONAL INTERMEDIATE BOND FUND JOHNSON INSTITUTIONAL INTERMEDIATE BOND FUND) |
7.70%
Aug 2007 – Aug 2010 |
6.42%
Oct 2005 – Oct 2010 |
5.66%
Oct 2000 – Oct 2010 |
3.78%
Oct 2000 – Oct 2015 |
Annualized Rolling Returns Comparison Chart