See what your fund actually adds

Johnson Institutional Intermediate Bond Fund JIBEX

Historical return decomposition and an investable replication portfolio, using data through 2026-10-09.

Fund and replication metrics

JIBEX compared with its replication portfolio
MeasureJIBEXReplication
Annualized growth0.8%0.8%
Annualized volatility4.3%4.2%
Sharpe ratio0.210.22
Maximum drawdown12.6%12.4%
Replication fit (R²)0.99 · Tracking error 0.4%

Replication portfolio

The published portfolio below is the investable basket used to model JIBEX’s historical return behavior.

JIBEX replication basket weights
TickerBuilding blockWeight
VGITFI · Intermediate Gov33.1%
VCSHFI · Short Corp23.2%
VGSHFI · Short Gov16.9%
VCITFI · IG Credit16.1%
AGGFI · Aggregate10.6%