Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JOPPX (JOHNSON OPPORTUNITY FUND JOHNSON OPPORTUNITY FUND) | 5.14% | 12.28% | 11.27% | 6.23% | 9.65% | 9.37% | 6.79% | … | … |
Data as of 06/05/2026, Common starting date is 05/17/1994
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JOPPX (JOHNSON OPPORTUNITY FUND JOHNSON OPPORTUNITY FUND) | 05/17/1994 | 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 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.09 | 12.28 | 11.27 | 6.23 | 9.65 | 9.37 | 6.79 | … | … | 5.14 | 4.13 | 9.98 | 17.12 | -12.39 | 30.51 | 7.85 | 28.63 | -14.16 | 16.95 | 17.91 | -2.45 | 4.31 | 42.51 | 16.54 | -10.03 | 28.52 | 56.29 | -48.97 | -3.35 | -1.77 | -1.37 | 10.28 | 34.78 | -21.42 | -15.17 | 0.69 | 7.40 | 17.62 | 16.73 | 16.63 | 23.69 | 5.09 |
| Sharpe Ratio | NA | 0.70 | 0.53 | 0.22 | 0.42 | NA | NA | … | … | 0.69 | 0.07 | 0.43 | 0.89 | -0.60 | 2.02 | 0.20 | 2.11 | -1.04 | 1.82 | 1.21 | -0.17 | 0.32 | 3.06 | 0.96 | -0.30 | 1.23 | 1.47 | -1.00 | -0.31 | -0.25 | -0.20 | 0.57 | 2.10 | -0.95 | -0.79 | -0.14 | 0.22 | 0.66 | 0.82 | 1.03 | 2.08 | 0.45 |
| Standard Deviation(%) | NA | 14.28 | 15.95 | 17.49 | 19.19 | NA | NA | … | … | 14.87 | 18.43 | 14.81 | 15.29 | 23.08 | 15.10 | 38.27 | 12.84 | 14.99 | 8.99 | 14.60 | 14.41 | 13.44 | 13.86 | 17.36 | 33.09 | 23.07 | 38.10 | 50.01 | 20.93 | 20.49 | 18.38 | 16.29 | 16.19 | 23.70 | 22.78 | 25.96 | 17.99 | 21.61 | 15.79 | 12.50 | 9.46 | 10.79 |
| Draw Down(%) | NA | 9.82 | 21.60 | 22.06 | 38.28 | NA | NA | … | … | 9.82 | 18.71 | 8.26 | 11.19 | 21.89 | 7.04 | 38.28 | 7.50 | 25.24 | 4.45 | 10.29 | 10.77 | 10.00 | 7.16 | 16.98 | 33.75 | 19.42 | 32.39 | 64.05 | 17.21 | 15.29 | 12.70 | 10.44 | 12.66 | 35.23 | 30.01 | 17.63 | 13.49 | 26.75 | 10.81 | 12.18 | 5.59 | 6.23 |
| Yield(%) | 0.00 | 4.99 | 5.45 | 5.96 | 7.02 | 7.75 | 5.58 | … | … | 0.00 | 4.90 | 6.12 | 4.14 | 3.66 | 15.30 | 0.61 | 5.40 | 5.41 | 11.12 | 2.38 | 8.60 | 11.21 | 9.26 | 1.81 | 0.06 | 0.75 | 0.64 | 0.59 | 0.22 | 0.44 | 0.55 | 0.25 | 0.13 | 0.17 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/05/2026, 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 |
|---|---|---|---|---|
| JOPPX (JOHNSON OPPORTUNITY FUND JOHNSON OPPORTUNITY FUND) |
-27.43%
Feb 2006 – Feb 2009 |
-16.07%
Feb 2004 – Feb 2009 |
-7.79%
Feb 1999 – Feb 2009 |
0.65%
Jul 1997 – Jul 2012 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JOPPX (JOHNSON OPPORTUNITY FUND JOHNSON OPPORTUNITY FUND) |
35.64%
Feb 2009 – Feb 2012 |
29.16%
Feb 2009 – Feb 2014 |
17.52%
Feb 2009 – Feb 2019 |
15.24%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart