JEQIX vs. JIBFX
Compare and contrast key facts about Johnson Equity Income Fund (JEQIX) and Johnson Institutional Core Bond Fund (JIBFX).
JEQIX is managed by Johnson Mutual Funds. It was launched on Dec 30, 2005. JIBFX is managed by Johnson Mutual Funds. It was launched on Aug 31, 2000.
Performance
JEQIX vs. JIBFX - Performance Comparison
Loading graphics...
JEQIX vs. JIBFX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
JEQIX Johnson Equity Income Fund | -2.61% | 11.76% | 4.39% | 13.42% | -9.65% | 25.94% | 12.25% | 34.04% | -2.69% | 25.04% |
JIBFX Johnson Institutional Core Bond Fund | -0.55% | 7.87% | 1.21% | 5.43% | -13.69% | -2.04% | 9.71% | 8.95% | 0.10% | 3.73% |
Returns By Period
In the year-to-date period, JEQIX achieves a -2.61% return, which is significantly lower than JIBFX's -0.55% return. Over the past 10 years, JEQIX has outperformed JIBFX with an annualized return of 11.18%, while JIBFX has yielded a comparatively lower 1.88% annualized return.
JEQIX
- 1D
- 1.80%
- 1M
- -6.36%
- YTD
- -2.61%
- 6M
- -0.59%
- 1Y
- 7.48%
- 3Y*
- 8.12%
- 5Y*
- 6.44%
- 10Y*
- 11.18%
JIBFX
- 1D
- 0.55%
- 1M
- -2.03%
- YTD
- -0.55%
- 6M
- 0.28%
- 1Y
- 3.73%
- 3Y*
- 3.46%
- 5Y*
- 0.16%
- 10Y*
- 1.88%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
JEQIX vs. JIBFX - Expense Ratio Comparison
JEQIX has a 1.00% expense ratio, which is higher than JIBFX's 0.25% expense ratio.
Return for Risk
JEQIX vs. JIBFX — Risk / Return Rank
JEQIX
JIBFX
JEQIX vs. JIBFX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Johnson Equity Income Fund (JEQIX) and Johnson Institutional Core Bond Fund (JIBFX). 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.
| JEQIX | JIBFX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.54 | 0.91 | -0.37 |
Sortino ratioReturn per unit of downside risk | 0.85 | 1.30 | -0.45 |
Omega ratioGain probability vs. loss probability | 1.12 | 1.16 | -0.04 |
Calmar ratioReturn relative to maximum drawdown | 0.81 | 1.64 | -0.83 |
Martin ratioReturn relative to average drawdown | 3.46 | 4.92 | -1.47 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| JEQIX | JIBFX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.54 | 0.91 | -0.37 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.45 | 0.03 | +0.42 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.67 | 0.36 | +0.32 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.41 | 0.24 | +0.17 |
Correlation
The correlation between JEQIX and JIBFX is -0.17. This indicates that the assets' prices tend to move in opposite directions. Negative correlation can be particularly beneficial for diversification and risk management, as one asset may offset the losses of the other during market fluctuations.
Dividends
JEQIX vs. JIBFX - Dividend Comparison
JEQIX's dividend yield for the trailing twelve months is around 4.29%, more than JIBFX's 3.55% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
JEQIX Johnson Equity Income Fund | 4.29% | 4.18% | 0.00% | 2.66% | 6.43% | 8.36% | 2.03% | 5.74% | 8.67% | 7.82% | 3.11% | 7.64% |
JIBFX Johnson Institutional Core Bond Fund | 3.55% | 3.85% | 3.69% | 2.92% | 2.41% | 1.75% | 3.11% | 2.76% | 2.77% | 2.52% | 3.03% | 2.60% |
Drawdowns
JEQIX vs. JIBFX - Drawdown Comparison
The maximum JEQIX drawdown since its inception was -51.66%, which is greater than JIBFX's maximum drawdown of -19.54%. Use the drawdown chart below to compare losses from any high point for JEQIX and JIBFX.
Loading graphics...
Drawdown Indicators
| JEQIX | JIBFX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -51.66% | -19.54% | -32.12% |
Max Drawdown (1Y)Largest decline over 1 year | -10.60% | -3.02% | -7.58% |
Max Drawdown (5Y)Largest decline over 5 years | -19.09% | -18.96% | -0.13% |
Max Drawdown (10Y)Largest decline over 10 years | -35.64% | -19.54% | -16.10% |
Current DrawdownCurrent decline from peak | -6.64% | -3.60% | -3.04% |
Average DrawdownAverage peak-to-trough decline | -7.80% | -5.18% | -2.62% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.50% | 1.01% | +1.49% |
Volatility
JEQIX vs. JIBFX - Volatility Comparison
Johnson Equity Income Fund (JEQIX) has a higher volatility of 4.30% compared to Johnson Institutional Core Bond Fund (JIBFX) at 1.69%. This indicates that JEQIX's price experiences larger fluctuations and is considered to be riskier than JIBFX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| JEQIX | JIBFX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.30% | 1.69% | +2.61% |
Volatility (6M)Calculated over the trailing 6-month period | 7.48% | 2.77% | +4.71% |
Volatility (1Y)Calculated over the trailing 1-year period | 14.45% | 4.69% | +9.76% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.54% | 6.52% | +8.02% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.65% | 5.31% | +11.34% |