Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JOSSX (Johnson Opportunity S) | 6.62% | 12.58% | NA | NA | NA | NA | NA | … | … |
Data as of 06/09/2026, Common starting date is 09/21/2023
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JOSSX (Johnson Opportunity S) | 09/21/2023 | 06/09/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.12 | 12.58 | NA | NA | NA | NA | NA | … | … | 6.62 | 3.86 | 9.71 | 12.39 |
| Sharpe Ratio | NA | 0.66 | NA | NA | NA | NA | NA | … | … | 0.66 | 0.05 | 0.41 | 3.18 |
| Standard Deviation(%) | NA | 14.24 | NA | NA | NA | NA | NA | … | … | 14.59 | 18.44 | 14.82 | 15.52 |
| Draw Down(%) | NA | 9.83 | NA | NA | NA | NA | NA | … | … | 9.83 | 18.75 | 8.28 | 6.43 |
| Yield(%) | 0.00 | 4.69 | 5.14 | 3.08 | 1.54 | 1.03 | 0.77 | … | … | 0.00 | 4.64 | 5.83 | 3.91 |
Data as of 06/09/2026, Common starting date is 09/21/2023
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JOSSX (Johnson Opportunity S) |
0.00%
NA |
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 |
|---|---|---|---|---|
| JOSSX (Johnson Opportunity S) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart