Johnson Institutional Short Duration Bond Fund (JIBDX) belongs to the Short-Term Bond category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with JIBDX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to JIBDX
JIBDX charges 0.25% annually. There are 9 mutual funds in the Short-Term Bond category with lower expense ratios, going as low as 0.02%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard Institutional Intermediate-Term Bond Fund | 0.02% | — | Jun 2015 | JIBDX vs VIITX | |
| Vanguard Institutional Short-Term Bond Fund | 0.02% | — | Jun 2015 | JIBDX vs VISTX | |
| Schwab Short-Term Bond Index Fund | 0.06% | — | Feb 2017 | JIBDX vs SWSBX | |
| TIAA-CREF Short-Term Bond Index Fund | 0.09% | — | Aug 2015 | JIBDX vs TNSHX | |
| Vanguard Short-Term Bond Index Fund | 0.15% | — | Mar 1994 | JIBDX vs VBISX |
Best Risk-Adjusted Alternatives to JIBDX
JIBDX has a PortfoliosLab risk / return rank of 75. There are 56 mutual funds in the Short-Term Bond category with higher risk-adjusted ranks, going as high as 99.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Diamond Hill Short Duration Securitized Bond Fund ... | 99 | — | Jul 2016 | JIBDX vs DHEIX | |
| GuidepathConservative Income Fund | 99 | — | Apr 2018 | JIBDX vs GPICX | |
| DFA Short-Duration Real Return Portfolio | 99 | — | Nov 2013 | JIBDX vs DFAIX | |
| Diamond Hill Short Duration Securitized Bond Fund | 99 | — | Jul 2016 | JIBDX vs DHEAX | |
| DoubleLine Low Duration Bond Fund | 97 | — | Sep 2011 | JIBDX vs DBLSX |
Top Performing JIBDX Alternatives (YTD)
JIBDX is at 0.32% YTD. There are 113 mutual funds in the Short-Term Bond category with higher YTD returns, going as high as 10.27%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| GuidePath Absolute Return Allocation Fund | 10.27% | — | Apr 2011 | JIBDX vs GPARX | |
| Leader Short Term High Yield Bond Fund | 3.89% | — | Jul 2005 | JIBDX vs LCCMX | |
| DFA Short-Duration Real Return Portfolio | 2.57% | — | Nov 2013 | JIBDX vs DFAIX | |
| Holbrook Income Fund | 2.12% | — | Jul 2016 | JIBDX vs HOBEX | |
| BlackRock Allocation Target Shares Series A Portfo... | 1.87% | — | Sep 2015 | JIBDX vs BATAX |
Lowest Volatility Alternatives to JIBDX
JIBDX has 1.36% 1-year volatility. There are 14 mutual funds in the Short-Term Bond category with lower 1-year volatility, going as low as 0.83%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| GuidepathConservative Income Fund | 0.83% | — | Apr 2018 | JIBDX vs GPICX | |
| Diamond Hill Short Duration Securitized Bond Fund ... | 1.05% | — | Jul 2016 | JIBDX vs DHEIX | |
| DFA Short-Term Extended Quality Portfolio | 1.07% | — | Mar 2009 | JIBDX vs DFEQX | |
| DFA Short-Duration Real Return Portfolio | 1.10% | — | Nov 2013 | JIBDX vs DFAIX | |
| Diamond Hill Short Duration Securitized Bond Fund | 1.11% | — | Jul 2016 | JIBDX vs DHEAX |
Lowest Drawdown Alternatives to JIBDX
JIBDX has a 1-year max drawdown of -1.19%. There are 44 mutual funds in the Short-Term Bond category with shallower 1-year drawdowns, going as shallow as -0.25%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| GuidepathConservative Income Fund | -0.25% | — | Apr 2018 | JIBDX vs GPICX | |
| DFA Short-Duration Real Return Portfolio | -0.47% | — | Nov 2013 | JIBDX vs DFAIX | |
| Diamond Hill Short Duration Securitized Bond Fund | -0.50% | — | Jul 2016 | JIBDX vs DHEAX | |
| Diamond Hill Short Duration Securitized Bond Fund ... | -0.50% | — | Jul 2016 | JIBDX vs DHEIX | |
| Holbrook Income Fund | -0.61% | — | Jul 2016 | JIBDX vs HOBEX |
Other Mutual Funds from Johnson Mutual Funds
The 6 most viewed Johnson Mutual Funds mutual funds shown here include JIBEX, JEQIX, JOPPX and span 4 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Johnson Institutional Intermediate Bond Fund | Intermediate Core Bond | 26 | -0.05% | — | Aug 2000 | JIBDX vs JIBEX | |
| Johnson Equity Income Fund | Large Cap Blend Equities | 17 | 2.22% | — | Dec 2005 | JIBDX vs JEQIX | |
| Johnson Opportunity Fund | Mid Cap Blend Equities | 15 | 5.55% | — | May 1994 | JIBDX vs JOPPX | |
| Johnson Enhanced Return Fund | Large Cap Blend Equities | 64 | 10.45% | — | Dec 2005 | JIBDX vs JENHX | |
| Johnson Municipal Income Fund | Municipal Bonds | 50 | 0.80% | — | May 1994 | JIBDX vs JMUNX | |
| Johnson Institutional Core Bond Fund | Intermediate Core Bond | 22 | 0.26% | — | Aug 2000 | JIBDX vs JIBFX |
Often Compared With JIBDX
Investors most often compare JIBDX with STBFX, DFCFX, DLDFX. These 5 comparison targets span 1 categories, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Sextant Short Term Bond Fund | Short-Term Bond | — | — | — | Sep 1995 | JIBDX vs STBFX | |
| DFA Two-Year Fixed Income Portfolio | Short-Term Bond | 66 | 1.52% | — | Jun 1996 | JIBDX vs DFCFX | |
| Destinations Low Duration Fixed Income Fund | Short-Term Bond | 94 | 1.61% | — | Mar 2017 | JIBDX vs DLDFX | |
| T. Rowe Price Short Duration Income Fund | Short-Term Bond | 96 | 0.90% | — | Dec 2020 | JIBDX vs TSDLX | |
| SEI Asset Allocation Trust Defensive Strategy Fund | Short-Term Bond | 89 | 1.86% | — | Nov 2003 | JIBDX vs SNSAX |
Compare JIBDX with Any Fund or Stock
Compare JIBDX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair JIBDX with funds that move differently
Johnson Institutional Short Duration Bond Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to JIBDX.
Explore JIBDX Diversifiers