Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JIMFX (JOHNSON INSTITUTIONAL CORE BOND FUND CLASS F) | -0.25% | 4.25% | 3.80% | -0.23% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 05/03/2018
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JIMFX (JOHNSON INSTITUTIONAL CORE BOND FUND CLASS F) | 05/03/2018 | 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 (%) | -0.07 | 4.25 | 3.80 | -0.23 | NA | NA | NA | … | … | -0.25 | 7.80 | 0.96 | 5.29 | -13.81 | -2.15 | 9.58 | 8.56 | 2.14 |
| Sharpe Ratio | NA | 0.56 | 0.15 | -0.41 | NA | NA | NA | … | … | -0.65 | 0.99 | -0.44 | 0.20 | -1.84 | -0.58 | 1.73 | 1.85 | 0.63 |
| Standard Deviation(%) | NA | 4.11 | 5.93 | 6.52 | NA | NA | NA | … | … | 4.29 | 4.97 | 5.98 | 8.14 | 8.29 | 3.78 | 5.36 | 3.84 | 2.79 |
| Draw Down(%) | NA | 3.16 | 7.07 | 19.12 | NA | NA | NA | … | … | 3.16 | 2.97 | 4.78 | 8.66 | 17.59 | 4.21 | 6.69 | 2.31 | 1.85 |
| Yield(%) | 0.00 | 3.47 | 3.42 | 2.40 | 2.06 | 1.37 | 1.03 | … | … | 1.23 | 3.84 | 3.47 | 2.81 | 1.92 | 0.97 | 2.73 | 2.85 | 0.83 |
Data as of 06/04/2026, Common starting date is 05/03/2018
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JIMFX (JOHNSON INSTITUTIONAL CORE BOND FUND CLASS F) |
-6.42%
Oct 2020 – Oct 2023 |
-1.43%
Jul 2020 – Jul 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JIMFX (JOHNSON INSTITUTIONAL CORE BOND FUND CLASS F) |
6.14%
Jul 2018 – Jul 2021 |
1.10%
Dec 2018 – Dec 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart