JIBDX vs. STBFX
Compare and contrast key facts about Johnson Institutional Short Duration Bond Fund (JIBDX) and Sextant Short Term Bond Fund (STBFX).
JIBDX is managed by Johnson Mutual Funds. It was launched on Aug 31, 2000. STBFX is managed by Sextant Mutual Funds. It was launched on Sep 28, 1995.
Performance
JIBDX vs. STBFX - Performance Comparison
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JIBDX vs. STBFX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
JIBDX Johnson Institutional Short Duration Bond Fund | -0.14% | 5.91% | 3.98% | 4.77% | -4.29% | -0.91% | 3.91% | 4.65% | 1.14% | 1.54% |
STBFX Sextant Short Term Bond Fund | 0.28% | 4.92% | 3.87% | 3.79% | -4.16% | -1.09% | 3.42% | 4.03% | 1.09% | 0.50% |
Returns By Period
In the year-to-date period, JIBDX achieves a -0.14% return, which is significantly lower than STBFX's 0.28% return. Over the past 10 years, JIBDX has outperformed STBFX with an annualized return of 2.11%, while STBFX has yielded a comparatively lower 1.74% annualized return.
JIBDX
- 1D
- 0.20%
- 1M
- -0.99%
- YTD
- -0.14%
- 6M
- 1.10%
- 1Y
- 3.90%
- 3Y*
- 4.40%
- 5Y*
- 1.90%
- 10Y*
- 2.11%
STBFX
- 1D
- 0.00%
- 1M
- -0.41%
- YTD
- 0.28%
- 6M
- 1.33%
- 1Y
- 3.81%
- 3Y*
- 3.83%
- 5Y*
- 1.62%
- 10Y*
- 1.74%
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JIBDX vs. STBFX - Expense Ratio Comparison
JIBDX has a 0.25% expense ratio, which is lower than STBFX's 0.60% expense ratio.
Return for Risk
JIBDX vs. STBFX — Risk / Return Rank
JIBDX
STBFX
JIBDX vs. STBFX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Johnson Institutional Short Duration Bond Fund (JIBDX) and Sextant Short Term Bond Fund (STBFX). 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.
| JIBDX | STBFX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 2.67 | 1.93 | +0.74 |
Sortino ratioReturn per unit of downside risk | 4.09 | 3.08 | +1.02 |
Omega ratioGain probability vs. loss probability | 1.60 | 1.49 | +0.11 |
Calmar ratioReturn relative to maximum drawdown | 3.46 | 6.79 | -3.33 |
Martin ratioReturn relative to average drawdown | 18.68 | 17.29 | +1.39 |
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
| JIBDX | STBFX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.67 | 1.93 | +0.74 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.90 | 0.72 | +0.18 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 1.19 | 0.87 | +0.31 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.45 | 1.23 | -0.78 |
Correlation
The correlation between JIBDX and STBFX is 0.56, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Dividends
JIBDX vs. STBFX - Dividend Comparison
JIBDX's dividend yield for the trailing twelve months is around 3.65%, more than STBFX's 3.14% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
JIBDX Johnson Institutional Short Duration Bond Fund | 3.65% | 3.92% | 2.88% | 2.08% | 1.26% | 0.99% | 1.73% | 2.39% | 2.21% | 1.67% | 1.97% | 0.92% |
STBFX Sextant Short Term Bond Fund | 3.14% | 3.17% | 2.77% | 1.84% | 1.04% | 1.07% | 1.60% | 1.75% | 1.47% | 1.30% | 1.06% | 1.07% |
Drawdowns
JIBDX vs. STBFX - Drawdown Comparison
The maximum JIBDX drawdown since its inception was -8.51%, which is greater than STBFX's maximum drawdown of -6.79%. Use the drawdown chart below to compare losses from any high point for JIBDX and STBFX.
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Drawdown Indicators
| JIBDX | STBFX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -8.51% | -6.79% | -1.72% |
Max Drawdown (1Y)Largest decline over 1 year | -1.19% | -0.60% | -0.59% |
Max Drawdown (5Y)Largest decline over 5 years | -6.87% | -6.68% | -0.19% |
Max Drawdown (10Y)Largest decline over 10 years | -6.95% | -6.79% | -0.16% |
Current DrawdownCurrent decline from peak | -0.99% | -0.41% | -0.58% |
Average DrawdownAverage peak-to-trough decline | -2.50% | -0.62% | -1.88% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.22% | 0.24% | -0.02% |
Volatility
JIBDX vs. STBFX - Volatility Comparison
The current volatility for Johnson Institutional Short Duration Bond Fund (JIBDX) is 0.61%, while Sextant Short Term Bond Fund (STBFX) has a volatility of 0.77%. This indicates that JIBDX experiences smaller price fluctuations and is considered to be less risky than STBFX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| JIBDX | STBFX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 0.61% | 0.77% | -0.16% |
Volatility (6M)Calculated over the trailing 6-month period | 0.93% | 1.43% | -0.50% |
Volatility (1Y)Calculated over the trailing 1-year period | 1.47% | 2.13% | -0.66% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 2.11% | 2.25% | -0.14% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 1.78% | 2.00% | -0.22% |