JIBDX vs. JIBFX
JIBDX (Johnson Institutional Short Duration Bond Fund) and JIBFX (Johnson Institutional Core Bond Fund) are both mutual funds - JIBDX is a Short-Term Bond fund managed by Johnson Mutual Funds, while JIBFX is a Intermediate Core Bond fund managed by Johnson Mutual Funds. Over the past 10 years, JIBDX returned 2.00%/yr vs 1.57%/yr for JIBFX. Their correlation of 0.84 means they have usually moved in the same direction. Both charge a 0.25% expense ratio.
Performance
JIBDX vs. JIBFX - Performance Comparison
Loading charts...
Returns By Period
In the year-to-date period, JIBDX achieves a 0.25% return, which is significantly higher than JIBFX's -0.45% return. Over the past 10 years, JIBDX has outperformed JIBFX with an annualized return of 2.00%, while JIBFX has yielded a comparatively lower 1.57% annualized return.
JIBDX
- 1D
- 0.00%
- 1M
- 0.07%
- 6M
- -0.03%
- YTD
- 0.25%
- 1Y
- 2.29%
- 3Y*
- 4.34%
- 5Y*
- 1.88%
- 10Y*
- 2.00%
- ALL TIME*
- 0.90%
JIBFX
- 1D
- 0.07%
- 1M
- -0.82%
- 6M
- -0.64%
- YTD
- -0.45%
- 1Y
- 2.13%
- 3Y*
- 3.95%
- 5Y*
- -0.50%
- 10Y*
- 1.57%
- ALL TIME*
- 1.14%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $0.00 | $0.00 | $0.00 | |
| $0.00 | $0.00 | $0.00 |
JIBDX vs. JIBFX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
JIBDX Johnson Institutional Short Duration Bond Fund | 0.25% | 5.91% | 3.98% | 4.77% | -4.29% | -0.91% | 3.91% | 4.65% | 1.14% | 1.54% |
JIBFX Johnson Institutional Core Bond Fund | -0.45% | 7.87% | 1.21% | 5.43% | -13.69% | -2.04% | 9.71% | 8.95% | 0.10% | 3.73% |
Correlation
The correlation between JIBDX and JIBFX is 0.84, meaning they have usually moved in the same direction, including during past declines.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.85 |
Correlation (3Y) Balances recent behavior with more history. | 0.86 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.87 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.81 |
Correlation (All Time) Calculated using the full available price history since Aug 31, 2000 | 0.84 |
The correlation between JIBDX and JIBFX has been stable across timeframes, ranging from 0.81 to 0.87 - a consistent structural relationship.
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Return for Risk
JIBDX vs. JIBFX — Risk / Return Rank
JIBDX
JIBFX
JIBDX vs. JIBFX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Johnson Institutional Short Duration Bond Fund (JIBDX) 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| JIBDX | JIBFX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +1.14 | ||
| Sortino ratioReturn per unit of downside risk | +1.67 | ||
| Omega ratioGain probability vs. loss probability | 1.40 | 1.14 | +0.26 |
| Calmar ratioReturn relative to maximum drawdown | 2.28 | 0.99 | +1.30 |
| Martin ratioReturn relative to average drawdown | 6.45 | 2.45 | +4.00 |
Loading charts...
Drawdowns
JIBDX vs. JIBFX - Drawdown Comparison
The maximum JIBDX drawdown since its inception was -8.51%, smaller than the maximum JIBFX drawdown of -19.54%. Use the drawdown chart below to compare losses from any high point for JIBDX and JIBFX.
Loading charts...
Drawdown Indicators
| JIBDX | JIBFX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -8.51% | -19.54% | +11.03% |
Max Drawdown (1Y)Largest decline over 1 year | -1.19% | -3.11% | +1.92% |
Max Drawdown (3Y)Largest decline over 3 years | -1.19% | -5.81% | +4.62% |
Max Drawdown (5Y)Largest decline over 5 years | -6.87% | -18.91% | +12.04% |
Max Drawdown (10Y)Largest decline over 10 years | -6.95% | -19.54% | +12.59% |
Current DrawdownCurrent decline from peak | -0.60% | -3.50% | +2.90% |
Average DrawdownAverage peak-to-trough decline | -2.47% | -5.15% | +2.68% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.42% | 1.25% | -0.83% |
Volatility
JIBDX vs. JIBFX - Volatility Comparison
The current volatility for Johnson Institutional Short Duration Bond Fund (JIBDX) is 0.36%, while Johnson Institutional Core Bond Fund (JIBFX) has a volatility of 1.00%. This indicates that JIBDX experiences smaller price fluctuations and is considered to be less risky than JIBFX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading charts...
Volatility by Period
| JIBDX | JIBFX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 0.36% | 1.00% | -0.64% |
Volatility (6M)Calculated over the trailing 6-month period | 1.15% | 3.03% | -1.88% |
Volatility (1Y)Calculated over the trailing 1-year period | 1.42% | 3.95% | -2.53% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 2.14% | 6.54% | -4.40% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 1.79% | 5.33% | -3.54% |
JIBDX vs. JIBFX - Expense Ratio Comparison
Both JIBDX and JIBFX have an expense ratio of 0.25%, making them cost-effective options compared to the broader market, where average expense ratios typically range from 0.3% to 0.9%.
Dividends
JIBDX vs. JIBFX - Dividend Comparison
JIBDX's dividend yield for the trailing twelve months is around 3.38%, less than JIBFX's 4.01% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
JIBDX Johnson Institutional Short Duration Bond Fund | 3.38% | 3.92% | 2.88% | 2.08% | 1.26% | 0.99% | 1.73% | 2.39% | 2.21% | 1.67% | 1.97% | 0.92% |
JIBFX Johnson Institutional Core Bond Fund | 4.01% | 3.85% | 3.69% | 2.92% | 2.41% | 1.75% | 3.11% | 2.76% | 2.77% | 2.52% | 3.03% | 2.60% |
Frequently Asked Questions
JIBDX and JIBFX have a correlation of 0.84, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
JIBFX has higher volatility (1.00%) compared to JIBDX (0.36%). In terms of maximum drawdown, JIBDX dropped -8.51% vs JIBFX's -19.54%.
JIBDX currently has the higher Sharpe Ratio (1.92 vs 0.78), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
Find the right allocation for JIBDX and JIBFX
Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.
Open Portfolio Optimizer