JIBFX vs. JOPPX
Compare and contrast key facts about Johnson Institutional Core Bond Fund (JIBFX) and Johnson Opportunity Fund (JOPPX).
JIBFX is managed by Johnson Mutual Funds. It was launched on Aug 31, 2000. JOPPX is managed by Johnson Mutual Funds. It was launched on May 16, 1994.
Performance
JIBFX vs. JOPPX - Performance Comparison
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JIBFX vs. JOPPX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
JIBFX Johnson Institutional Core Bond Fund | -0.55% | 7.87% | 1.21% | 5.43% | -13.69% | -2.04% | 9.71% | 8.95% | 0.10% | 3.73% |
JOPPX Johnson Opportunity Fund | -2.62% | 4.13% | 3.97% | 17.12% | -12.39% | 30.51% | 7.85% | 28.63% | -14.16% | 16.95% |
Returns By Period
In the year-to-date period, JIBFX achieves a -0.55% return, which is significantly higher than JOPPX's -2.62% return. Over the past 10 years, JIBFX has underperformed JOPPX with an annualized return of 1.88%, while JOPPX has yielded a comparatively higher 8.39% annualized return.
JIBFX
- 1D
- 0.55%
- 1M
- -2.49%
- YTD
- -0.55%
- 6M
- 0.56%
- 1Y
- 4.02%
- 3Y*
- 3.46%
- 5Y*
- 0.16%
- 10Y*
- 1.88%
JOPPX
- 1D
- -0.22%
- 1M
- -8.24%
- YTD
- -2.62%
- 6M
- -1.28%
- 1Y
- 6.39%
- 3Y*
- 6.25%
- 5Y*
- 4.81%
- 10Y*
- 8.39%
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JIBFX vs. JOPPX - Expense Ratio Comparison
JIBFX has a 0.25% expense ratio, which is lower than JOPPX's 1.00% expense ratio.
Return for Risk
JIBFX vs. JOPPX — Risk / Return Rank
JIBFX
JOPPX
JIBFX vs. JOPPX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Johnson Institutional Core Bond Fund (JIBFX) and Johnson Opportunity Fund (JOPPX). 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.
| JIBFX | JOPPX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.91 | 0.36 | +0.55 |
Sortino ratioReturn per unit of downside risk | 1.30 | 0.67 | +0.63 |
Omega ratioGain probability vs. loss probability | 1.16 | 1.08 | +0.08 |
Calmar ratioReturn relative to maximum drawdown | 1.64 | 0.41 | +1.23 |
Martin ratioReturn relative to average drawdown | 4.92 | 1.50 | +3.42 |
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
| JIBFX | JOPPX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.91 | 0.36 | +0.55 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.03 | 0.27 | -0.25 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.36 | 0.44 | -0.08 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.24 | 0.26 | -0.02 |
Correlation
The correlation between JIBFX and JOPPX is -0.20. 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
JIBFX vs. JOPPX - Dividend Comparison
JIBFX's dividend yield for the trailing twelve months is around 3.55%, less than JOPPX's 5.03% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
JIBFX Johnson Institutional Core Bond Fund | 3.55% | 3.85% | 3.69% | 2.92% | 2.41% | 1.75% | 3.11% | 2.76% | 2.77% | 2.52% | 3.03% | 2.60% |
JOPPX Johnson Opportunity Fund | 5.03% | 4.90% | 0.00% | 3.67% | 4.36% | 13.04% | 0.57% | 4.36% | 6.75% | 10.55% | 2.03% | 9.61% |
Drawdowns
JIBFX vs. JOPPX - Drawdown Comparison
The maximum JIBFX drawdown since its inception was -19.54%, smaller than the maximum JOPPX drawdown of -71.27%. Use the drawdown chart below to compare losses from any high point for JIBFX and JOPPX.
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Drawdown Indicators
| JIBFX | JOPPX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -19.54% | -71.27% | +51.73% |
Max Drawdown (1Y)Largest decline over 1 year | -3.02% | -12.14% | +9.12% |
Max Drawdown (5Y)Largest decline over 5 years | -18.96% | -25.88% | +6.92% |
Max Drawdown (10Y)Largest decline over 10 years | -19.54% | -38.28% | +18.74% |
Current DrawdownCurrent decline from peak | -3.60% | -11.84% | +8.24% |
Average DrawdownAverage peak-to-trough decline | -5.18% | -14.53% | +9.35% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.01% | 3.35% | -2.34% |
Volatility
JIBFX vs. JOPPX - Volatility Comparison
The current volatility for Johnson Institutional Core Bond Fund (JIBFX) is 1.69%, while Johnson Opportunity Fund (JOPPX) has a volatility of 4.52%. This indicates that JIBFX experiences smaller price fluctuations and is considered to be less risky than JOPPX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| JIBFX | JOPPX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.69% | 4.52% | -2.83% |
Volatility (6M)Calculated over the trailing 6-month period | 2.77% | 10.00% | -7.23% |
Volatility (1Y)Calculated over the trailing 1-year period | 4.69% | 18.50% | -13.81% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 6.52% | 17.70% | -11.18% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 5.31% | 19.19% | -13.88% |