JIBEX vs. EXCRX
Compare and contrast key facts about Johnson Institutional Intermediate Bond Fund (JIBEX) and Manning & Napier Core Bond Series (EXCRX).
JIBEX is managed by Johnson Mutual Funds. It was launched on Aug 31, 2000. EXCRX is managed by Manning & Napier. It was launched on Apr 21, 2005.
Performance
JIBEX vs. EXCRX - Performance Comparison
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JIBEX vs. EXCRX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
JIBEX Johnson Institutional Intermediate Bond Fund | -0.18% | 7.39% | 2.58% | 5.46% | -9.24% | -1.72% | 7.20% | 7.54% | 0.41% | 2.81% |
EXCRX Manning & Napier Core Bond Series | -0.06% | 6.82% | 1.05% | 5.47% | -13.20% | -1.89% | 8.66% | 8.18% | -0.74% | 2.91% |
Returns By Period
In the year-to-date period, JIBEX achieves a -0.18% return, which is significantly lower than EXCRX's -0.06% return. Over the past 10 years, JIBEX has outperformed EXCRX with an annualized return of 2.18%, while EXCRX has yielded a comparatively lower 1.58% annualized return.
JIBEX
- 1D
- 0.20%
- 1M
- -1.20%
- YTD
- -0.18%
- 6M
- 0.76%
- 1Y
- 4.30%
- 3Y*
- 4.21%
- 5Y*
- 1.09%
- 10Y*
- 2.18%
EXCRX
- 1D
- 0.11%
- 1M
- -1.55%
- YTD
- -0.06%
- 6M
- 0.53%
- 1Y
- 3.31%
- 3Y*
- 3.35%
- 5Y*
- -0.01%
- 10Y*
- 1.58%
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JIBEX vs. EXCRX - Expense Ratio Comparison
JIBEX has a 0.25% expense ratio, which is lower than EXCRX's 0.65% expense ratio.
Return for Risk
JIBEX vs. EXCRX — Risk / Return Rank
JIBEX
EXCRX
JIBEX vs. EXCRX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Johnson Institutional Intermediate Bond Fund (JIBEX) and Manning & Napier Core Bond Series (EXCRX). 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.
| JIBEX | EXCRX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.49 | 0.85 | +0.64 |
Sortino ratioReturn per unit of downside risk | 2.22 | 1.22 | +0.99 |
Omega ratioGain probability vs. loss probability | 1.27 | 1.15 | +0.12 |
Calmar ratioReturn relative to maximum drawdown | 2.22 | 1.29 | +0.93 |
Martin ratioReturn relative to average drawdown | 8.39 | 3.59 | +4.80 |
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
| JIBEX | EXCRX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.49 | 0.85 | +0.64 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.25 | -0.00 | +0.25 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.61 | 0.33 | +0.29 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.33 | 0.72 | -0.39 |
Correlation
The correlation between JIBEX and EXCRX is 0.87, 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
JIBEX vs. EXCRX - Dividend Comparison
JIBEX's dividend yield for the trailing twelve months is around 3.68%, less than EXCRX's 4.26% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
JIBEX Johnson Institutional Intermediate Bond Fund | 3.68% | 4.03% | 3.39% | 2.90% | 2.14% | 1.79% | 3.15% | 2.69% | 2.74% | 2.33% | 2.39% | 1.54% |
EXCRX Manning & Napier Core Bond Series | 4.26% | 4.18% | 3.82% | 3.64% | 2.23% | 2.28% | 5.15% | 2.01% | 2.32% | 1.94% | 2.14% | 2.45% |
Drawdowns
JIBEX vs. EXCRX - Drawdown Comparison
The maximum JIBEX drawdown since its inception was -13.85%, smaller than the maximum EXCRX drawdown of -18.70%. Use the drawdown chart below to compare losses from any high point for JIBEX and EXCRX.
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Drawdown Indicators
| JIBEX | EXCRX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -13.85% | -18.70% | +4.85% |
Max Drawdown (1Y)Largest decline over 1 year | -2.06% | -3.09% | +1.03% |
Max Drawdown (5Y)Largest decline over 5 years | -13.81% | -18.65% | +4.84% |
Max Drawdown (10Y)Largest decline over 10 years | -13.85% | -18.70% | +4.85% |
Current DrawdownCurrent decline from peak | -1.53% | -3.11% | +1.58% |
Average DrawdownAverage peak-to-trough decline | -3.65% | -2.87% | -0.78% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.55% | 1.11% | -0.56% |
Volatility
JIBEX vs. EXCRX - Volatility Comparison
The current volatility for Johnson Institutional Intermediate Bond Fund (JIBEX) is 1.09%, while Manning & Napier Core Bond Series (EXCRX) has a volatility of 1.79%. This indicates that JIBEX experiences smaller price fluctuations and is considered to be less risky than EXCRX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| JIBEX | EXCRX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.09% | 1.79% | -0.70% |
Volatility (6M)Calculated over the trailing 6-month period | 1.80% | 2.73% | -0.93% |
Volatility (1Y)Calculated over the trailing 1-year period | 3.04% | 4.60% | -1.56% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 4.38% | 5.87% | -1.49% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 3.57% | 4.83% | -1.26% |