JMUNX vs. JIBDX
Compare and contrast key facts about Johnson Municipal Income Fund (JMUNX) and Johnson Institutional Short Duration Bond Fund (JIBDX).
JMUNX is managed by Johnson Mutual Funds. It was launched on May 15, 1994. JIBDX is managed by Johnson Mutual Funds. It was launched on Aug 31, 2000.
Performance
JMUNX vs. JIBDX - Performance Comparison
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JMUNX vs. JIBDX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
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% |
JIBDX Johnson Institutional Short Duration Bond Fund | -0.14% | 5.91% | 3.98% | 4.77% | -4.29% | -0.91% | 3.91% | 4.65% | 1.14% | 1.54% |
Returns By Period
In the year-to-date period, JMUNX achieves a -1.36% return, which is significantly lower than JIBDX's -0.14% return. Over the past 10 years, JMUNX has underperformed JIBDX with an annualized return of 1.29%, while JIBDX has yielded a comparatively higher 2.11% annualized return.
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%
JIBDX
- 1D
- 0.20%
- 1M
- -0.99%
- YTD
- -0.14%
- 6M
- 1.10%
- 1Y
- 3.90%
- 3Y*
- 4.40%
- 5Y*
- 1.90%
- 10Y*
- 2.11%
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JMUNX vs. JIBDX - Expense Ratio Comparison
JMUNX has a 0.65% expense ratio, which is higher than JIBDX's 0.25% expense ratio.
Return for Risk
JMUNX vs. JIBDX — Risk / Return Rank
JMUNX
JIBDX
JMUNX vs. JIBDX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Johnson Municipal Income Fund (JMUNX) and Johnson Institutional Short Duration Bond Fund (JIBDX). 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.
| JMUNX | JIBDX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.55 | 2.67 | -2.12 |
Sortino ratioReturn per unit of downside risk | 0.75 | 4.09 | -3.34 |
Omega ratioGain probability vs. loss probability | 1.19 | 1.60 | -0.41 |
Calmar ratioReturn relative to maximum drawdown | 0.64 | 3.46 | -2.82 |
Martin ratioReturn relative to average drawdown | 2.21 | 18.68 | -16.47 |
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
| JMUNX | JIBDX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.55 | 2.67 | -2.12 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.04 | 0.90 | -0.86 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.33 | 1.19 | -0.86 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.36 | 0.45 | -0.10 |
Correlation
The correlation between JMUNX and JIBDX is 0.46, 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
JMUNX vs. JIBDX - Dividend Comparison
JMUNX's dividend yield for the trailing twelve months is around 2.68%, less than JIBDX's 3.65% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
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% |
JIBDX Johnson Institutional Short Duration Bond Fund | 3.65% | 3.92% | 2.88% | 2.08% | 1.26% | 0.99% | 1.73% | 2.39% | 2.21% | 1.67% | 1.97% | 0.92% |
Drawdowns
JMUNX vs. JIBDX - Drawdown Comparison
The maximum JMUNX drawdown since its inception was -13.08%, which is greater than JIBDX's maximum drawdown of -8.51%. Use the drawdown chart below to compare losses from any high point for JMUNX and JIBDX.
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Drawdown Indicators
| JMUNX | JIBDX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -13.08% | -8.51% | -4.57% |
Max Drawdown (1Y)Largest decline over 1 year | -5.44% | -1.19% | -4.25% |
Max Drawdown (5Y)Largest decline over 5 years | -13.08% | -6.87% | -6.21% |
Max Drawdown (10Y)Largest decline over 10 years | -13.08% | -6.95% | -6.13% |
Current DrawdownCurrent decline from peak | -3.39% | -0.99% | -2.40% |
Average DrawdownAverage peak-to-trough decline | -2.66% | -2.50% | -0.16% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.57% | 0.22% | +1.35% |
Volatility
JMUNX vs. JIBDX - Volatility Comparison
Johnson Municipal Income Fund (JMUNX) has a higher volatility of 1.32% compared to Johnson Institutional Short Duration Bond Fund (JIBDX) at 0.61%. This indicates that JMUNX's price experiences larger fluctuations and is considered to be riskier than JIBDX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| JMUNX | JIBDX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.32% | 0.61% | +0.71% |
Volatility (6M)Calculated over the trailing 6-month period | 1.81% | 0.93% | +0.88% |
Volatility (1Y)Calculated over the trailing 1-year period | 6.12% | 1.47% | +4.65% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 4.09% | 2.11% | +1.98% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 3.95% | 1.78% | +2.17% |