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Johnson Institutional Intermediate Bd F (JIMEX)
At close: 8:00 PM EDT
Performance Overview
| Morningstar Return Rating | -- |
| YTD Return | 3.40% |
| 5y Average Return | 0.78% |
| Number of Years Up | 3 |
| Number of Years Down | 2 |
| Best 1Y Total Return (Oct 22, 2024) | 7.35% |
| Worst 1Y Total Return (Oct 22, 2024) | -- |
| Best 3Y Total Return | 7.35% |
| Worst 3Y Total Return | -2.18% |
Trailing Returns (%) Vs. Benchmarks
Monthly Total Returns
JIMEX
Category
- YTD
- 4.92%
- -1.22%
- 1-Month
- 1.15%
- 0.67%
- 3-Month
- 4.40%
- 1.77%
- 1-Year
- 10.13%
- 0.77%
- 3-Year
- -0.21%
- 5.26%
- 5-Year
- 1.08%
- 3.02%
- 10-Year
- 1.94%
- 3.31%
- Last Bull Market
- 5.61%
- 3.52%
- Last Bear Market
- -3.05%
- 3.25%
Annual Total Return (%) History
Year
JIMEX
Category
Past Quarterly Returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2024 | -0.11% | 0.61% | 4.40% | -- |
| 2023 | 2.39% | -0.96% | -1.17% | 4.97% |
| 2022 | -4.89% | -3.05% | -3.35% | 1.74% |
| 2021 | -2.37% | 1.30% | -0.09% | -0.71% |
| 2020 | 2.64% | 3.18% | 0.66% | 0.44% |
| 2019 | 2.84% | 2.54% | 1.47% | 0.33% |
| 2018 | 0.27% | 0.87% | -- | -- |
Rank in Category (By Total Return)
| YTD | 35 |
| 1-Month | 87 |
| 3-Month | 92 |
| 1-Year | 93 |
| 3-Year | 10 |
| 5-Year | 13 |
Load Adjusted Returns
| 1-Year | 10.13% |
| 3-Year | -0.21% |
| 5-Year | 1.08% |
| 10-Year | 1.94% |
Performance & Risk
| YTD Return | 3.40% |
| 5y Average Return | 0.78% |
| Rank in Category (ytd) | 35 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 0.73 |
| Morningstar Risk Rating |
Fund Overview
| Category | Intermediate Core Bond |
| Fund Family | Johnson Mutual Funds |
| Net Assets | 297.54M |
| YTD Return | 4.92% |
| Yield | 3.31% |
| Morningstar Rating | |
| Inception Date | May 01, 2018 |
Fund Summary
The fund invests at least 80% of its net assets, plus any amounts for borrowing, in a broad range of investment grade fixed income securities, including bonds, notes, domestic and foreign corporate and government securities, government agency securities, mortgage-backed securities, collateralized mortgage obligations, asset-backed securities, municipal securities and short-term obligations. It does not limit itself to securities of a particular maturity range but will normally seek to maintain a dollar weighted average duration between 3 and 5 years.
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