JIBFX vs. WFBIX
Compare and contrast key facts about Johnson Institutional Core Bond Fund (JIBFX) and iShares U.S. Aggregate Bond Index Fund (WFBIX).
JIBFX is managed by Johnson Mutual Funds. It was launched on Aug 31, 2000. WFBIX is managed by BlackRock. It was launched on Jul 2, 1993.
Performance
JIBFX vs. WFBIX - Performance Comparison
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JIBFX vs. WFBIX - 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% |
WFBIX iShares U.S. Aggregate Bond Index Fund | -0.46% | 7.16% | 1.43% | 9.65% | -13.03% | -1.79% | 7.40% | 8.72% | -0.08% | 3.39% |
Returns By Period
In the year-to-date period, JIBFX achieves a -0.55% return, which is significantly lower than WFBIX's -0.46% return. Over the past 10 years, JIBFX has underperformed WFBIX with an annualized return of 1.88%, while WFBIX has yielded a comparatively higher 1.98% 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%
WFBIX
- 1D
- 0.44%
- 1M
- -2.37%
- YTD
- -0.46%
- 6M
- 0.51%
- 1Y
- 3.81%
- 3Y*
- 4.74%
- 5Y*
- 0.97%
- 10Y*
- 1.98%
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JIBFX vs. WFBIX - Expense Ratio Comparison
JIBFX has a 0.25% expense ratio, which is higher than WFBIX's 0.05% expense ratio. However, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Return for Risk
JIBFX vs. WFBIX — Risk / Return Rank
JIBFX
WFBIX
JIBFX vs. WFBIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Johnson Institutional Core Bond Fund (JIBFX) and iShares U.S. Aggregate Bond Index Fund (WFBIX). 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 | WFBIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.91 | 0.97 | -0.06 |
Sortino ratioReturn per unit of downside risk | 1.30 | 1.38 | -0.08 |
Omega ratioGain probability vs. loss probability | 1.16 | 1.17 | -0.01 |
Calmar ratioReturn relative to maximum drawdown | 1.64 | 1.73 | -0.09 |
Martin ratioReturn relative to average drawdown | 4.92 | 4.89 | +0.04 |
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 | WFBIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.91 | 0.97 | -0.06 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.03 | 0.15 | -0.13 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.36 | 0.38 | -0.03 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.24 | 0.94 | -0.70 |
Correlation
The correlation between JIBFX and WFBIX is 0.92, 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
JIBFX vs. WFBIX - Dividend Comparison
JIBFX's dividend yield for the trailing twelve months is around 3.55%, which matches WFBIX's 3.54% 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% |
WFBIX iShares U.S. Aggregate Bond Index Fund | 3.54% | 3.78% | 3.68% | 6.82% | 2.60% | 2.04% | 2.43% | 2.88% | 2.71% | 2.24% | 2.25% | 2.20% |
Drawdowns
JIBFX vs. WFBIX - Drawdown Comparison
The maximum JIBFX drawdown since its inception was -19.54%, roughly equal to the maximum WFBIX drawdown of -18.68%. Use the drawdown chart below to compare losses from any high point for JIBFX and WFBIX.
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Drawdown Indicators
| JIBFX | WFBIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -19.54% | -18.68% | -0.86% |
Max Drawdown (1Y)Largest decline over 1 year | -3.02% | -2.80% | -0.22% |
Max Drawdown (5Y)Largest decline over 5 years | -18.96% | -17.84% | -1.12% |
Max Drawdown (10Y)Largest decline over 10 years | -19.54% | -18.68% | -0.86% |
Current DrawdownCurrent decline from peak | -3.60% | -2.37% | -1.23% |
Average DrawdownAverage peak-to-trough decline | -5.18% | -2.27% | -2.91% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.01% | 0.99% | +0.02% |
Volatility
JIBFX vs. WFBIX - Volatility Comparison
Johnson Institutional Core Bond Fund (JIBFX) has a higher volatility of 1.69% compared to iShares U.S. Aggregate Bond Index Fund (WFBIX) at 1.58%. This indicates that JIBFX's price experiences larger fluctuations and is considered to be riskier than WFBIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| JIBFX | WFBIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.69% | 1.58% | +0.11% |
Volatility (6M)Calculated over the trailing 6-month period | 2.77% | 2.59% | +0.18% |
Volatility (1Y)Calculated over the trailing 1-year period | 4.69% | 4.42% | +0.27% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 6.52% | 6.37% | +0.15% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 5.31% | 5.15% | +0.16% |