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Johnson Institutional Core Bond (JIBFX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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13.90+0.05 (+0.36%)
As of 08:05AM EDT. Market open.

Performance overview

Morningstar return ratingN/A1
Year-to-date return-3.01%
5-year average return0.03%
Number of years up20
Number of years down3
Best 1-yr total return (28 Apr 2024)9.71%
Worst 1-yr total return (28 Apr 2024)N/A
Best 3-yr total return9.71%
Worst 3-yr total return-3.76%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnJIBFXCategory
YTD-0.80%-1.22%
1-month0.95%0.67%
3-month-0.80%1.77%
1-year1.19%0.77%
3-year-2.70%5.26%
5-year0.43%3.02%
10-year1.84%3.31%
Last bull market0.00%3.52%
Last bear market-5.27%3.25%

Annual total return (%) history

Year
JIBFXCategory
2024
N/AN/A
2023
5.43%N/A
2022
-13.70%N/A
2021
-2.04%N/A
2020
9.71%7.52%
2019
8.94%8.06%
2018
0.13%-0.50%
2017
3.72%3.71%
2016
3.67%3.23%
2015
1.16%-0.26%
2014
6.79%5.18%
2013
-1.89%-1.42%
2012
5.05%7.01%
2011
8.51%5.86%
2010
7.54%7.72%
2009
7.07%13.97%
2008
7.89%-4.70%
2007
7.42%4.70%
2006
3.92%4.15%
2005
1.65%1.80%
2004
3.31%3.91%
2003
3.67%5.10%
2002
10.97%8.04%
2001
6.65%7.64%
2000
N/A9.44%

Past quarterly returns (%)

YearQ1Q2Q3Q4
2024-0.80%N/AN/AN/A
20233.36%-1.26%-3.69%7.26%
2022-6.11%-5.27%-4.78%1.90%
2021-4.01%2.30%-0.11%-0.13%
20205.05%3.32%0.65%0.42%
20193.43%3.12%2.35%-0.21%
2018-1.39%-0.13%0.25%1.43%
20170.86%1.45%0.78%0.59%
20163.34%2.46%0.71%-2.77%
20152.10%-1.50%1.02%-0.43%
20142.41%2.17%0.40%1.65%
20130.40%-2.74%0.29%0.18%
20120.86%2.29%1.54%0.27%
20110.70%2.19%3.97%1.42%
20102.16%4.30%3.28%-2.26%
2009-1.03%3.07%4.17%0.75%
20083.69%-2.26%-2.49%9.17%
20071.58%-0.78%3.18%3.29%
2006-0.72%0.05%3.71%0.88%
2005-0.84%2.81%-0.75%0.46%
20042.55%-2.50%2.69%0.62%
20031.55%2.30%-0.21%0.00%
2002-0.47%4.20%5.55%1.37%
20013.39%-0.07%5.69%-2.33%
20004.49%N/AN/AN/A

Rank in category (by total return)

YTD78
1-month31
3-month78
1-year88
3-year68
5-year40

Load adjusted returns

1-year1.19%
3-year-2.70%
5-year0.43%
10-year1.84%