Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JIMDX (JOHNSON INSTITUTIONAL SHORT DURATION BOND FUND CLASS F) | 0.29% | 3.38% | 4.49% | 1.91% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 05/02/2018
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JIMDX (JOHNSON INSTITUTIONAL SHORT DURATION BOND FUND CLASS F) | 05/02/2018 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 3.38 | 4.49 | 1.91 | NA | NA | NA | … | … | 0.29 | 5.73 | 4.14 | 4.68 | -4.07 | -1.09 | 3.82 | 4.36 | -2.77 |
| Sharpe Ratio | NA | 0.71 | 0.77 | -0.27 | NA | NA | NA | … | … | -1.03 | 1.98 | 0.27 | 0.37 | -2.00 | -1.01 | 0.18 | 2.41 | -1.14 |
| Standard Deviation(%) | NA | 1.40 | 1.82 | 2.14 | NA | NA | NA | … | … | 1.58 | 1.44 | 1.89 | 2.79 | 2.76 | 1.11 | 19.74 | 1.20 | 4.97 |
| Draw Down(%) | NA | 0.98 | 1.02 | 6.69 | NA | NA | NA | … | … | 0.98 | 0.66 | 1.02 | 1.39 | 5.74 | 1.31 | 12.96 | 0.52 | 4.34 |
| Yield(%) | 0.00 | 3.54 | 3.23 | 2.27 | 1.55 | 1.03 | 0.77 | … | … | 1.28 | 3.83 | 3.07 | 2.00 | 1.02 | 0.83 | 0.97 | 2.38 | 0.53 |
Data as of 06/04/2026, Common starting date is 05/02/2018
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JIMDX (JOHNSON INSTITUTIONAL SHORT DURATION BOND FUND CLASS F) |
-1.14%
Sep 2020 – Sep 2023 |
1.00%
Jun 2018 – Jun 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JIMDX (JOHNSON INSTITUTIONAL SHORT DURATION BOND FUND CLASS F) |
5.10%
Feb 2023 – Feb 2026 |
2.07%
Feb 2021 – Feb 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart