CMPIX vs. JIBEX
Compare and contrast key facts about Principal Core Fixed Income (CMPIX) and Johnson Institutional Intermediate Bond Fund (JIBEX).
CMPIX is managed by Principal. It was launched on Dec 15, 1975. JIBEX is managed by Johnson Mutual Funds. It was launched on Aug 31, 2000.
Performance
CMPIX vs. JIBEX - Performance Comparison
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CMPIX vs. JIBEX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
CMPIX Principal Core Fixed Income | -0.72% | 6.76% | 1.26% | 4.89% | -13.34% | -2.03% | 7.84% | 8.59% | -0.24% | 4.16% |
JIBEX Johnson Institutional Intermediate Bond Fund | -0.38% | 7.39% | 2.58% | 5.46% | -9.24% | -1.72% | 7.20% | 7.54% | 0.41% | 2.81% |
Returns By Period
In the year-to-date period, CMPIX achieves a -0.72% return, which is significantly lower than JIBEX's -0.38% return. Over the past 10 years, CMPIX has underperformed JIBEX with an annualized return of 1.76%, while JIBEX has yielded a comparatively higher 2.16% annualized return.
CMPIX
- 1D
- 0.47%
- 1M
- -2.39%
- YTD
- -0.72%
- 6M
- 0.13%
- 1Y
- 3.41%
- 3Y*
- 2.98%
- 5Y*
- -0.18%
- 10Y*
- 1.76%
JIBEX
- 1D
- 0.34%
- 1M
- -1.73%
- YTD
- -0.38%
- 6M
- 0.76%
- 1Y
- 4.30%
- 3Y*
- 4.14%
- 5Y*
- 1.10%
- 10Y*
- 2.16%
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CMPIX vs. JIBEX - Expense Ratio Comparison
CMPIX has a 0.74% expense ratio, which is higher than JIBEX's 0.25% expense ratio.
Return for Risk
CMPIX vs. JIBEX — Risk / Return Rank
CMPIX
JIBEX
CMPIX vs. JIBEX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Principal Core Fixed Income (CMPIX) and Johnson Institutional Intermediate Bond Fund (JIBEX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
| CMPIX | JIBEX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.92 | 1.45 | -0.52 |
Sortino ratioReturn per unit of downside risk | 1.31 | 2.15 | -0.84 |
Omega ratioGain probability vs. loss probability | 1.16 | 1.26 | -0.10 |
Calmar ratioReturn relative to maximum drawdown | 1.56 | 2.36 | -0.81 |
Martin ratioReturn relative to average drawdown | 4.79 | 9.06 | -4.27 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| CMPIX | JIBEX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.92 | 1.45 | -0.52 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.03 | 0.25 | -0.29 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.37 | 0.61 | -0.24 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.98 | 0.32 | +0.66 |
Correlation
The correlation between CMPIX and JIBEX is 0.83, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
CMPIX vs. JIBEX - Dividend Comparison
CMPIX's dividend yield for the trailing twelve months is around 3.14%, less than JIBEX's 3.69% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CMPIX Principal Core Fixed Income | 3.14% | 3.35% | 3.27% | 2.37% | 2.10% | 1.94% | 2.11% | 2.71% | 3.19% | 2.91% | 3.17% | 3.29% |
JIBEX Johnson Institutional Intermediate Bond Fund | 3.69% | 4.03% | 3.39% | 2.90% | 2.14% | 1.79% | 3.15% | 2.69% | 2.74% | 2.33% | 2.39% | 1.54% |
Drawdowns
CMPIX vs. JIBEX - Drawdown Comparison
The maximum CMPIX drawdown since its inception was -18.80%, which is greater than JIBEX's maximum drawdown of -13.85%. Use the drawdown chart below to compare losses from any high point for CMPIX and JIBEX.
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Drawdown Indicators
| CMPIX | JIBEX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -18.80% | -13.85% | -4.95% |
Max Drawdown (1Y)Largest decline over 1 year | -2.84% | -2.06% | -0.78% |
Max Drawdown (5Y)Largest decline over 5 years | -18.51% | -13.81% | -4.70% |
Max Drawdown (10Y)Largest decline over 10 years | -18.80% | -13.85% | -4.95% |
Current DrawdownCurrent decline from peak | -4.44% | -1.73% | -2.71% |
Average DrawdownAverage peak-to-trough decline | -2.47% | -3.65% | +1.18% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.92% | 0.54% | +0.38% |
Volatility
CMPIX vs. JIBEX - Volatility Comparison
Principal Core Fixed Income (CMPIX) has a higher volatility of 1.69% compared to Johnson Institutional Intermediate Bond Fund (JIBEX) at 1.09%. This indicates that CMPIX's price experiences larger fluctuations and is considered to be riskier than JIBEX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| CMPIX | JIBEX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.69% | 1.09% | +0.60% |
Volatility (6M)Calculated over the trailing 6-month period | 2.62% | 1.79% | +0.83% |
Volatility (1Y)Calculated over the trailing 1-year period | 4.28% | 3.04% | +1.24% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 5.77% | 4.38% | +1.39% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 4.80% | 3.57% | +1.23% |