Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JCPLX (Johnson Core Plus Bond Fund) | -0.16% | 5.14% | 4.15% | NA | NA | NA | NA | … | … |
Data as of 06/09/2026, Common starting date is 11/19/2021
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JCPLX (Johnson Core Plus Bond Fund) | 11/19/2021 | 06/09/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.39 | 5.14 | 4.15 | NA | NA | NA | NA | … | … | -0.16 | 8.08 | 1.13 | 5.81 | -13.71 | 0.24 |
| Sharpe Ratio | NA | 0.48 | 0.13 | NA | NA | NA | NA | … | … | -0.75 | 1.11 | -0.44 | 0.28 | -1.86 | 0.45 |
| Standard Deviation(%) | NA | 4.00 | 5.63 | NA | NA | NA | NA | … | … | 4.32 | 4.70 | 5.63 | 7.74 | 8.16 | 4.75 |
| Draw Down(%) | NA | 3.02 | 6.74 | NA | NA | NA | NA | … | … | 3.02 | 2.86 | 4.60 | 8.16 | 17.83 | 0.93 |
| Yield(%) | 0.00 | 4.40 | 4.14 | 2.78 | 1.39 | 0.93 | 0.70 | … | … | 1.77 | 4.43 | 4.13 | 3.29 | 2.19 | 0.17 |
Data as of 06/09/2026, Common starting date is 11/19/2021
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JCPLX (Johnson Core Plus Bond Fund) |
-2.62%
Dec 2021 – Dec 2024 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JCPLX (Johnson Core Plus Bond Fund) |
5.94%
Oct 2022 – Oct 2025 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart