JIBEX vs. JMUNX
Compare and contrast key facts about Johnson Institutional Intermediate Bond Fund (JIBEX) and Johnson Municipal Income Fund (JMUNX).
JIBEX is managed by Johnson Mutual Funds. It was launched on Aug 31, 2000. JMUNX is managed by Johnson Mutual Funds. It was launched on May 15, 1994.
Performance
JIBEX vs. JMUNX - Performance Comparison
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JIBEX vs. JMUNX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
JIBEX Johnson Institutional Intermediate Bond Fund | -0.38% | 7.39% | 2.58% | 5.46% | -9.24% | -1.72% | 7.20% | 7.54% | 0.41% | 2.81% |
JMUNX Johnson Municipal Income Fund | -1.36% | 3.71% | -0.19% | 5.75% | -8.10% | 0.30% | 5.12% | 5.66% | 0.90% | 3.24% |
Returns By Period
In the year-to-date period, JIBEX achieves a -0.38% return, which is significantly higher than JMUNX's -1.36% return. Over the past 10 years, JIBEX has outperformed JMUNX with an annualized return of 2.16%, while JMUNX has yielded a comparatively lower 1.29% annualized return.
JIBEX
- 1D
- 0.34%
- 1M
- -1.73%
- YTD
- -0.38%
- 6M
- 0.76%
- 1Y
- 4.30%
- 3Y*
- 4.14%
- 5Y*
- 1.10%
- 10Y*
- 2.16%
JMUNX
- 1D
- 0.13%
- 1M
- -3.39%
- YTD
- -1.36%
- 6M
- 0.17%
- 1Y
- 3.02%
- 3Y*
- 1.79%
- 5Y*
- 0.16%
- 10Y*
- 1.29%
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JIBEX vs. JMUNX - Expense Ratio Comparison
JIBEX has a 0.25% expense ratio, which is lower than JMUNX's 0.65% expense ratio.
Return for Risk
JIBEX vs. JMUNX — Risk / Return Rank
JIBEX
JMUNX
JIBEX vs. JMUNX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Johnson Institutional Intermediate Bond Fund (JIBEX) and Johnson Municipal Income Fund (JMUNX). 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 | JMUNX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.45 | 0.55 | +0.90 |
Sortino ratioReturn per unit of downside risk | 2.15 | 0.75 | +1.40 |
Omega ratioGain probability vs. loss probability | 1.26 | 1.19 | +0.07 |
Calmar ratioReturn relative to maximum drawdown | 2.36 | 0.64 | +1.72 |
Martin ratioReturn relative to average drawdown | 9.06 | 2.21 | +6.85 |
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 | JMUNX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.45 | 0.55 | +0.90 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.25 | 0.04 | +0.21 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.61 | 0.33 | +0.28 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.32 | 0.36 | -0.03 |
Correlation
The correlation between JIBEX and JMUNX is 0.51, 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
JIBEX vs. JMUNX - Dividend Comparison
JIBEX's dividend yield for the trailing twelve months is around 3.69%, more than JMUNX's 2.68% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
JIBEX Johnson Institutional Intermediate Bond Fund | 3.69% | 4.03% | 3.39% | 2.90% | 2.14% | 1.79% | 3.15% | 2.69% | 2.74% | 2.33% | 2.39% | 1.54% |
JMUNX Johnson Municipal Income Fund | 2.68% | 3.49% | 2.41% | 2.79% | 2.30% | 1.96% | 1.93% | 2.00% | 1.88% | 1.86% | 1.83% | 2.09% |
Drawdowns
JIBEX vs. JMUNX - Drawdown Comparison
The maximum JIBEX drawdown since its inception was -13.85%, which is greater than JMUNX's maximum drawdown of -13.08%. Use the drawdown chart below to compare losses from any high point for JIBEX and JMUNX.
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Drawdown Indicators
| JIBEX | JMUNX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -13.85% | -13.08% | -0.77% |
Max Drawdown (1Y)Largest decline over 1 year | -2.06% | -5.44% | +3.38% |
Max Drawdown (5Y)Largest decline over 5 years | -13.81% | -13.08% | -0.73% |
Max Drawdown (10Y)Largest decline over 10 years | -13.85% | -13.08% | -0.77% |
Current DrawdownCurrent decline from peak | -1.73% | -3.39% | +1.66% |
Average DrawdownAverage peak-to-trough decline | -3.65% | -2.66% | -0.99% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.54% | 1.57% | -1.03% |
Volatility
JIBEX vs. JMUNX - Volatility Comparison
The current volatility for Johnson Institutional Intermediate Bond Fund (JIBEX) is 1.09%, while Johnson Municipal Income Fund (JMUNX) has a volatility of 1.32%. This indicates that JIBEX experiences smaller price fluctuations and is considered to be less risky than JMUNX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| JIBEX | JMUNX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.09% | 1.32% | -0.23% |
Volatility (6M)Calculated over the trailing 6-month period | 1.79% | 1.81% | -0.02% |
Volatility (1Y)Calculated over the trailing 1-year period | 3.04% | 6.12% | -3.08% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 4.38% | 4.09% | +0.29% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 3.57% | 3.95% | -0.38% |