Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JMUNX (JOHNSON MUNICIPAL INCOME FUND JOHNSON MUNICIPAL INCOME FUND) | 1.78% | 7.31% | 3.51% | 0.74% | 1.60% | 2.17% | 2.76% | … | … |
Data as of 06/03/2026, Common starting date is 05/17/1994
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JMUNX (JOHNSON MUNICIPAL INCOME FUND JOHNSON MUNICIPAL INCOME FUND) | 05/17/1994 | 06/03/2026 |
| 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 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.74 | 7.31 | 3.51 | 0.74 | 1.60 | 2.17 | 2.76 | … | … | 1.78 | 3.71 | 0.69 | 5.75 | -8.10 | 0.30 | 5.12 | 5.66 | 0.90 | 3.25 | -0.38 | 2.34 | 5.41 | -0.52 | 3.67 | 7.62 | 1.96 | 6.61 | 3.96 | 3.95 | 3.30 | 1.34 | 1.72 | 2.67 | 8.23 | 4.65 | 8.48 | -5.07 | 0.69 | 1.99 | -0.70 | 6.45 | -2.06 |
| Sharpe Ratio | NA | 1.73 | 0.08 | -0.45 | -0.02 | NA | NA | … | … | 0.35 | 0.13 | -0.95 | 0.53 | -2.46 | 0.18 | 0.61 | 3.10 | -0.38 | 1.63 | -0.33 | 1.59 | 3.51 | -0.23 | 0.55 | 4.03 | 0.93 | 2.60 | 0.76 | 0.50 | -0.06 | -0.71 | 0.39 | 0.74 | 2.47 | 1.21 | 2.80 | -3.20 | -0.95 | -0.59 | -1.18 | 0.77 | -1.79 |
| Standard Deviation(%) | NA | 2.42 | 4.57 | 4.08 | 3.96 | NA | NA | … | … | 2.78 | 6.23 | 3.07 | 4.01 | 3.89 | 1.52 | 7.93 | 1.35 | 1.28 | 1.59 | 1.82 | 1.46 | 1.54 | 2.44 | 6.62 | 1.88 | 2.02 | 2.51 | 3.91 | 1.59 | 1.81 | 1.29 | 1.89 | 2.63 | 2.86 | 1.85 | 1.52 | 2.64 | 2.93 | 2.87 | 3.65 | 3.21 | 3.73 |
| Draw Down(%) | NA | 2.63 | 6.38 | 13.08 | 13.08 | NA | NA | … | … | 2.63 | 5.84 | 2.35 | 6.68 | 12.66 | 2.39 | 11.03 | 1.45 | 1.60 | 1.28 | 4.18 | 1.83 | 1.20 | 4.52 | 4.55 | 1.87 | 3.66 | 2.34 | 6.47 | 1.38 | 1.07 | 1.29 | 3.36 | 2.90 | 2.39 | 2.91 | 2.09 | 6.36 | 2.18 | 2.60 | 4.45 | 1.98 | 4.90 |
| Yield(%) | 0.00 | 3.63 | 3.30 | 2.58 | 2.24 | 2.42 | 2.73 | … | … | 0.89 | 3.48 | 3.21 | 2.87 | 2.07 | 1.93 | 1.98 | 2.07 | 1.86 | 1.88 | 1.36 | 2.09 | 2.46 | 3.24 | 2.83 | 2.76 | 2.69 | 2.90 | 3.19 | 3.43 | 3.31 | 3.34 | 3.15 | 3.37 | 3.66 | 3.92 | 4.30 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/03/2026, Common starting date is 05/17/1994
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JMUNX (JOHNSON MUNICIPAL INCOME FUND JOHNSON MUNICIPAL INCOME FUND) |
-3.32%
Oct 2020 – Oct 2023 |
-0.52%
Jul 2020 – Jul 2025 |
0.85%
Oct 2012 – Oct 2022 |
1.80%
Aug 2010 – Aug 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JMUNX (JOHNSON MUNICIPAL INCOME FUND JOHNSON MUNICIPAL INCOME FUND) |
7.82%
May 2000 – May 2003 |
5.24%
Jan 2000 – Jan 2005 |
4.63%
May 2000 – May 2010 |
4.31%
Jan 2000 – Jan 2015 |
Annualized Rolling Returns Comparison Chart
