JOPPX vs. JIBFX
Compare and contrast key facts about Johnson Opportunity Fund (JOPPX) and Johnson Institutional Core Bond Fund (JIBFX).
JOPPX is managed by Johnson Mutual Funds. It was launched on May 16, 1994. JIBFX is managed by Johnson Mutual Funds. It was launched on Aug 31, 2000.
Performance
JOPPX vs. JIBFX - Performance Comparison
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JOPPX vs. JIBFX - 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% |
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% |
Returns By Period
In the year-to-date period, JOPPX achieves a -2.62% return, which is significantly lower than JIBFX's -0.55% return. Over the past 10 years, JOPPX has outperformed JIBFX with an annualized return of 8.39%, while JIBFX has yielded a comparatively lower 1.88% 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%
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%
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JOPPX vs. JIBFX - Expense Ratio Comparison
JOPPX has a 1.00% expense ratio, which is higher than JIBFX's 0.25% expense ratio.
Return for Risk
JOPPX vs. JIBFX — Risk / Return Rank
JOPPX
JIBFX
JOPPX vs. JIBFX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Johnson Opportunity Fund (JOPPX) and Johnson Institutional Core Bond Fund (JIBFX). 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 | JIBFX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.36 | 0.91 | -0.55 |
Sortino ratioReturn per unit of downside risk | 0.67 | 1.30 | -0.63 |
Omega ratioGain probability vs. loss probability | 1.08 | 1.16 | -0.08 |
Calmar ratioReturn relative to maximum drawdown | 0.41 | 1.64 | -1.23 |
Martin ratioReturn relative to average drawdown | 1.50 | 4.92 | -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
| JOPPX | JIBFX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.36 | 0.91 | -0.55 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.27 | 0.03 | +0.25 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.44 | 0.36 | +0.08 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.26 | 0.24 | +0.02 |
Correlation
The correlation between JOPPX and JIBFX 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
JOPPX vs. JIBFX - Dividend Comparison
JOPPX's dividend yield for the trailing twelve months is around 5.03%, more than JIBFX's 3.55% 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% |
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% |
Drawdowns
JOPPX vs. JIBFX - Drawdown Comparison
The maximum JOPPX drawdown since its inception was -71.27%, which is greater than JIBFX's maximum drawdown of -19.54%. Use the drawdown chart below to compare losses from any high point for JOPPX and JIBFX.
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Drawdown Indicators
| JOPPX | JIBFX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -71.27% | -19.54% | -51.73% |
Max Drawdown (1Y)Largest decline over 1 year | -12.14% | -3.02% | -9.12% |
Max Drawdown (5Y)Largest decline over 5 years | -25.88% | -18.96% | -6.92% |
Max Drawdown (10Y)Largest decline over 10 years | -38.28% | -19.54% | -18.74% |
Current DrawdownCurrent decline from peak | -11.84% | -3.60% | -8.24% |
Average DrawdownAverage peak-to-trough decline | -14.53% | -5.18% | -9.35% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.35% | 1.01% | +2.34% |
Volatility
JOPPX vs. JIBFX - Volatility Comparison
Johnson Opportunity Fund (JOPPX) has a higher volatility of 4.52% compared to Johnson Institutional Core Bond Fund (JIBFX) at 1.69%. This indicates that JOPPX's price experiences larger fluctuations and is considered to be riskier than JIBFX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| JOPPX | JIBFX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.52% | 1.69% | +2.83% |
Volatility (6M)Calculated over the trailing 6-month period | 10.00% | 2.77% | +7.23% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.50% | 4.69% | +13.81% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.70% | 6.52% | +11.18% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 19.19% | 5.31% | +13.88% |