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Nasdaq - Delayed Quote USD

Johnson Core Plus Bond Fund (JCPLX)

12.76
+0.03
+(0.24%)
At close: 8:01:17 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return 2.74%
5y Average Return 0.00%
Number of Years Up 2
Number of Years Down 1
Best 1Y Total Return (May 6, 2025) 5.81%
Worst 1Y Total Return (May 6, 2025) --
Best 3Y Total Return 5.81%
Worst 3Y Total Return -2.62%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
JCPLX
Category
YTD
3.46%
-0.61%
1-Month
0.52%
0.77%
3-Month
2.84%
1.99%
1-Year
8.27%
3.06%
3-Year
2.11%
5.69%
5-Year
0.00%
3.75%
10-Year
0.00%
3.84%
Last Bull Market
6.84%
4.61%
Last Bear Market
-5.46%
1.87%

Annual Total Return (%) History

Year
JCPLX
Category
2025
--
--
2024
1.13%
--
2023
5.81%
--
2022
-13.71%
--

Past Quarterly Returns

YearQ1Q2Q3Q4
2025 2.92% -- -- --
2024 -0.83% 0.22% 5.47% -3.52%
2023 3.46% -1.23% -3.40% 7.20%
2022 -6.35% -5.46% -4.83% 2.41%

Rank in Category (By Total Return)

YTD 13
1-Month 10
3-Month 10
1-Year 41
3-Year 59
5-Year --

Load Adjusted Returns

1-Year 8.27%
3-Year 2.11%
5-Year --
10-Year --

Performance & Risk

YTD Return 2.74%
5y Average Return 0.00%
Rank in Category (ytd) 13
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.08
Morningstar Risk Rating

Fund Overview

Category Intermediate Core-Plus Bond
Fund Family Johnson Mutual Funds
Net Assets 48.68M
YTD Return 3.46%
Yield 4.28%
Morningstar Rating
Inception Date Nov 17, 2021

Fund Summary

Under normal market conditions, the fund invests at least 80% of its net assets, plus any amounts for borrowing, in a broad range of fixed income securities. “Fixed Income Securities” include corporate bonds, notes, domestic and foreign government securities (including securities issued by government agencies), mortgage-backed securities, collateralized mortgage obligations, asset-backed securities, municipal securities, and short-term obligations. The fund invests primarily in investment grade securities.

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