JOPPX vs. JIBEX
Compare and contrast key facts about Johnson Opportunity Fund (JOPPX) and Johnson Institutional Intermediate Bond Fund (JIBEX).
JOPPX is managed by Johnson Mutual Funds. It was launched on May 16, 1994. JIBEX is managed by Johnson Mutual Funds. It was launched on Aug 31, 2000.
Performance
JOPPX vs. JIBEX - Performance Comparison
Loading graphics...
JOPPX vs. JIBEX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
JOPPX Johnson Opportunity Fund | -2.62% | 4.13% | 3.97% | 17.12% | -12.39% | 30.51% | 7.85% | 28.63% | -14.16% | 16.95% |
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% |
Returns By Period
In the year-to-date period, JOPPX achieves a -2.62% return, which is significantly lower than JIBEX's -0.38% return. Over the past 10 years, JOPPX has outperformed JIBEX with an annualized return of 8.39%, while JIBEX has yielded a comparatively lower 2.16% annualized return.
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%
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%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
JOPPX vs. JIBEX - Expense Ratio Comparison
JOPPX has a 1.00% expense ratio, which is higher than JIBEX's 0.25% expense ratio.
Return for Risk
JOPPX vs. JIBEX — Risk / Return Rank
JOPPX
JIBEX
JOPPX vs. JIBEX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Johnson Opportunity Fund (JOPPX) and Johnson Institutional Intermediate Bond Fund (JIBEX). 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.
| JOPPX | JIBEX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.36 | 1.45 | -1.08 |
Sortino ratioReturn per unit of downside risk | 0.67 | 2.15 | -1.48 |
Omega ratioGain probability vs. loss probability | 1.08 | 1.26 | -0.18 |
Calmar ratioReturn relative to maximum drawdown | 0.41 | 2.36 | -1.95 |
Martin ratioReturn relative to average drawdown | 1.50 | 9.06 | -7.56 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| JOPPX | JIBEX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.36 | 1.45 | -1.08 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.27 | 0.25 | +0.02 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.44 | 0.61 | -0.17 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.26 | 0.32 | -0.06 |
Correlation
The correlation between JOPPX and JIBEX is -0.18. 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
JOPPX vs. JIBEX - Dividend Comparison
JOPPX's dividend yield for the trailing twelve months is around 5.03%, more than JIBEX's 3.69% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
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% |
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% |
Drawdowns
JOPPX vs. JIBEX - Drawdown Comparison
The maximum JOPPX drawdown since its inception was -71.27%, which is greater than JIBEX's maximum drawdown of -13.85%. Use the drawdown chart below to compare losses from any high point for JOPPX and JIBEX.
Loading graphics...
Drawdown Indicators
| JOPPX | JIBEX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -71.27% | -13.85% | -57.42% |
Max Drawdown (1Y)Largest decline over 1 year | -12.14% | -2.06% | -10.08% |
Max Drawdown (5Y)Largest decline over 5 years | -25.88% | -13.81% | -12.07% |
Max Drawdown (10Y)Largest decline over 10 years | -38.28% | -13.85% | -24.43% |
Current DrawdownCurrent decline from peak | -11.84% | -1.73% | -10.11% |
Average DrawdownAverage peak-to-trough decline | -14.53% | -3.65% | -10.88% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.35% | 0.54% | +2.81% |
Volatility
JOPPX vs. JIBEX - Volatility Comparison
Johnson Opportunity Fund (JOPPX) has a higher volatility of 4.52% compared to Johnson Institutional Intermediate Bond Fund (JIBEX) at 1.09%. This indicates that JOPPX's price experiences larger fluctuations and is considered to be riskier than JIBEX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| JOPPX | JIBEX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.52% | 1.09% | +3.43% |
Volatility (6M)Calculated over the trailing 6-month period | 10.00% | 1.79% | +8.21% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.50% | 3.04% | +15.46% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.70% | 4.38% | +13.32% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 19.19% | 3.57% | +15.62% |