JIBEX vs. JENHX
Compare and contrast key facts about Johnson Institutional Intermediate Bond Fund (JIBEX) and Johnson Enhanced Return Fund (JENHX).
JIBEX is managed by Johnson Mutual Funds. It was launched on Aug 31, 2000. JENHX is managed by Johnson Mutual Funds. It was launched on Dec 30, 2005.
Performance
JIBEX vs. JENHX - Performance Comparison
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JIBEX vs. JENHX - 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% |
JENHX Johnson Enhanced Return Fund | -6.04% | 18.37% | 22.31% | 24.92% | -23.62% | 26.54% | 19.34% | 33.79% | -6.01% | 21.40% |
Returns By Period
In the year-to-date period, JIBEX achieves a -0.18% return, which is significantly higher than JENHX's -6.04% return. Over the past 10 years, JIBEX has underperformed JENHX with an annualized return of 2.18%, while JENHX has yielded a comparatively higher 12.63% 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%
JENHX
- 1D
- 2.96%
- 1M
- -6.70%
- YTD
- -6.04%
- 6M
- -4.15%
- 1Y
- 15.31%
- 3Y*
- 16.51%
- 5Y*
- 9.03%
- 10Y*
- 12.63%
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JIBEX vs. JENHX - Expense Ratio Comparison
JIBEX has a 0.25% expense ratio, which is lower than JENHX's 0.35% expense ratio.
Return for Risk
JIBEX vs. JENHX — Risk / Return Rank
JIBEX
JENHX
JIBEX vs. JENHX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Johnson Institutional Intermediate Bond Fund (JIBEX) and Johnson Enhanced Return Fund (JENHX). 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 | JENHX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.49 | 0.87 | +0.62 |
Sortino ratioReturn per unit of downside risk | 2.22 | 1.34 | +0.88 |
Omega ratioGain probability vs. loss probability | 1.27 | 1.20 | +0.07 |
Calmar ratioReturn relative to maximum drawdown | 2.22 | 1.36 | +0.86 |
Martin ratioReturn relative to average drawdown | 8.39 | 6.22 | +2.17 |
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 | JENHX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.49 | 0.87 | +0.62 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.25 | 0.53 | -0.28 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.61 | 0.70 | -0.09 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.33 | 0.37 | -0.05 |
Correlation
The correlation between JIBEX and JENHX is -0.08. 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
JIBEX vs. JENHX - Dividend Comparison
JIBEX's dividend yield for the trailing twelve months is around 3.68%, less than JENHX's 19.42% 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% |
JENHX Johnson Enhanced Return Fund | 19.42% | 19.20% | 7.26% | 2.10% | 7.70% | 39.01% | 5.59% | 11.85% | 7.67% | 21.41% | 5.15% | 5.70% |
Drawdowns
JIBEX vs. JENHX - Drawdown Comparison
The maximum JIBEX drawdown since its inception was -13.85%, smaller than the maximum JENHX drawdown of -61.05%. Use the drawdown chart below to compare losses from any high point for JIBEX and JENHX.
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Drawdown Indicators
| JIBEX | JENHX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -13.85% | -61.05% | +47.20% |
Max Drawdown (1Y)Largest decline over 1 year | -2.06% | -12.11% | +10.05% |
Max Drawdown (5Y)Largest decline over 5 years | -13.81% | -29.66% | +15.85% |
Max Drawdown (10Y)Largest decline over 10 years | -13.85% | -36.15% | +22.30% |
Current DrawdownCurrent decline from peak | -1.53% | -7.77% | +6.24% |
Average DrawdownAverage peak-to-trough decline | -3.65% | -11.31% | +7.66% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.55% | 2.66% | -2.11% |
Volatility
JIBEX vs. JENHX - Volatility Comparison
The current volatility for Johnson Institutional Intermediate Bond Fund (JIBEX) is 1.09%, while Johnson Enhanced Return Fund (JENHX) has a volatility of 6.06%. This indicates that JIBEX experiences smaller price fluctuations and is considered to be less risky than JENHX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| JIBEX | JENHX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.09% | 6.06% | -4.97% |
Volatility (6M)Calculated over the trailing 6-month period | 1.80% | 9.86% | -8.06% |
Volatility (1Y)Calculated over the trailing 1-year period | 3.04% | 18.27% | -15.23% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 4.38% | 17.19% | -12.81% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 3.57% | 18.00% | -14.43% |