Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JIMEX (JOHNSON INSTITUTIONAL INTERMEDIATE BOND FUND CLASS F) | -0.04% | 4.05% | 4.43% | 0.82% | NA | NA | NA | … | … |
Data as of 06/10/2026, Common starting date is 05/02/2018
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JIMEX (JOHNSON INSTITUTIONAL INTERMEDIATE BOND FUND CLASS F) | 05/02/2018 | 06/10/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.13 | 4.05 | 4.43 | 0.82 | NA | NA | NA | … | … | -0.04 | 7.19 | 2.84 | 5.20 | -9.38 | -1.83 | 7.07 | 7.35 | 1.94 |
| Sharpe Ratio | NA | 0.40 | 0.29 | -0.38 | NA | NA | NA | … | … | -1.03 | 1.36 | -0.21 | 0.28 | -1.88 | -0.74 | 1.88 | 2.28 | 0.70 |
| Standard Deviation(%) | NA | 2.65 | 3.76 | 4.40 | NA | NA | NA | … | … | 2.84 | 3.19 | 3.79 | 5.58 | 5.77 | 2.50 | 3.61 | 2.58 | 2.06 |
| Draw Down(%) | NA | 1.93 | 3.28 | 13.98 | NA | NA | NA | … | … | 1.93 | 1.79 | 2.68 | 4.60 | 12.41 | 2.43 | 5.49 | 1.54 | 1.06 |
| Yield(%) | 0.00 | 3.82 | 3.63 | 2.56 | 2.08 | 1.38 | 1.04 | … | … | 1.54 | 3.96 | 3.54 | 2.76 | 1.78 | 0.97 | 2.37 | 2.74 | 1.07 |
Data as of 06/10/2026, Common starting date is 05/02/2018
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JIMEX (JOHNSON INSTITUTIONAL INTERMEDIATE BOND FUND CLASS F) |
-3.74%
Oct 2020 – Oct 2023 |
0.13%
Jul 2020 – Jul 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JIMEX (JOHNSON INSTITUTIONAL INTERMEDIATE BOND FUND CLASS F) |
5.60%
Oct 2022 – Oct 2025 |
1.47%
Dec 2018 – Dec 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart