MBOAX vs. JIBEX
Compare and contrast key facts about Madison Core Bond Fund (MBOAX) and Johnson Institutional Intermediate Bond Fund (JIBEX).
MBOAX is managed by Madison Funds. It was launched on Dec 29, 1997. JIBEX is managed by Johnson Mutual Funds. It was launched on Aug 31, 2000.
Performance
MBOAX vs. JIBEX - Performance Comparison
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MBOAX vs. JIBEX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
MBOAX Madison Core Bond Fund | -0.46% | 6.96% | 1.14% | 5.63% | -12.82% | -1.85% | 9.22% | 8.31% | -0.98% | 3.02% |
JIBEX Johnson Institutional Intermediate Bond Fund | -0.18% | 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, MBOAX achieves a -0.46% return, which is significantly lower than JIBEX's -0.18% return. Over the past 10 years, MBOAX has underperformed JIBEX with an annualized return of 1.67%, while JIBEX has yielded a comparatively higher 2.18% annualized return.
MBOAX
- 1D
- -0.11%
- 1M
- -1.62%
- YTD
- -0.46%
- 6M
- 0.32%
- 1Y
- 3.38%
- 3Y*
- 3.49%
- 5Y*
- 0.02%
- 10Y*
- 1.67%
JIBEX
- 1D
- 0.20%
- 1M
- -1.20%
- YTD
- -0.18%
- 6M
- 0.76%
- 1Y
- 4.30%
- 3Y*
- 4.21%
- 5Y*
- 1.09%
- 10Y*
- 2.18%
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MBOAX vs. JIBEX - Expense Ratio Comparison
MBOAX has a 0.85% expense ratio, which is higher than JIBEX's 0.25% expense ratio.
Return for Risk
MBOAX vs. JIBEX — Risk / Return Rank
MBOAX
JIBEX
MBOAX vs. JIBEX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Madison Core Bond Fund (MBOAX) 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.
| MBOAX | JIBEX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.92 | 1.49 | -0.57 |
Sortino ratioReturn per unit of downside risk | 1.33 | 2.22 | -0.89 |
Omega ratioGain probability vs. loss probability | 1.17 | 1.27 | -0.10 |
Calmar ratioReturn relative to maximum drawdown | 1.44 | 2.22 | -0.78 |
Martin ratioReturn relative to average drawdown | 4.19 | 8.39 | -4.20 |
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
| MBOAX | JIBEX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.92 | 1.49 | -0.57 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.00 | 0.25 | -0.25 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.36 | 0.61 | -0.25 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.74 | 0.33 | +0.41 |
Correlation
The correlation between MBOAX and JIBEX is 0.87, 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
MBOAX vs. JIBEX - Dividend Comparison
MBOAX's dividend yield for the trailing twelve months is around 3.12%, less than JIBEX's 3.68% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MBOAX Madison Core Bond Fund | 3.12% | 3.39% | 3.27% | 2.73% | 1.88% | 1.85% | 3.77% | 2.42% | 2.48% | 2.28% | 2.72% | 4.60% |
JIBEX Johnson Institutional Intermediate Bond Fund | 3.68% | 4.03% | 3.39% | 2.90% | 2.14% | 1.79% | 3.15% | 2.69% | 2.74% | 2.33% | 2.39% | 1.54% |
Drawdowns
MBOAX vs. JIBEX - Drawdown Comparison
The maximum MBOAX drawdown since its inception was -17.78%, which is greater than JIBEX's maximum drawdown of -13.85%. Use the drawdown chart below to compare losses from any high point for MBOAX and JIBEX.
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Drawdown Indicators
| MBOAX | JIBEX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -17.78% | -13.85% | -3.93% |
Max Drawdown (1Y)Largest decline over 1 year | -2.73% | -2.06% | -0.67% |
Max Drawdown (5Y)Largest decline over 5 years | -17.55% | -13.81% | -3.74% |
Max Drawdown (10Y)Largest decline over 10 years | -17.78% | -13.85% | -3.93% |
Current DrawdownCurrent decline from peak | -2.67% | -1.53% | -1.14% |
Average DrawdownAverage peak-to-trough decline | -2.36% | -3.65% | +1.29% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.94% | 0.55% | +0.39% |
Volatility
MBOAX vs. JIBEX - Volatility Comparison
Madison Core Bond Fund (MBOAX) has a higher volatility of 1.58% compared to Johnson Institutional Intermediate Bond Fund (JIBEX) at 1.09%. This indicates that MBOAX'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.
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Volatility by Period
| MBOAX | JIBEX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.58% | 1.09% | +0.49% |
Volatility (6M)Calculated over the trailing 6-month period | 2.52% | 1.80% | +0.72% |
Volatility (1Y)Calculated over the trailing 1-year period | 4.32% | 3.04% | +1.28% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 5.58% | 4.38% | +1.20% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 4.63% | 3.57% | +1.06% |