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JENSX: Jensen Quality Growth J (MUTUAL FUND)

Basic Info     54.96 0.36(0.66%) March 20

Asset Class:LARGE GROWTH
MyPlanIQ Rating: (100%)
Start Date:04/15/1998
Last Dividend Date:03/16/2023
12-Mo. Yield 0.20%
Expenses 0.92%
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Performance Analytics (As of 03/17/2023)

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Last 1 Week* YTD*(2023) 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr Inception** 2022 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012 2011 2010 2009 2008 2007 2006 2005 2004 2003 2002 2001 2000 1999 1998 1997 1996 1995 1994 1993 1992
AR(%) 3.1 0.6 -7.2 17.6 10.7 12.4 10.4 8.7 -16.4 30.1 18.4 29.0 2.2 23.2 12.0 1.6 11.7 32.3 13.5 -1.0 11.8 29.0 -29.0 7.3 14.0 -1.4 6.0 16.1 -11.0 0.0 20.0 16.7 16.7 20.3 21.1 27.6 -1.8 -7.3 -0.6
SR NA -0.48 -0.49 0.72 0.45 0.7 NA 0.46 -0.79 2.49 0.57 2.21 0.05 3.59 0.99 0.1 1.1 2.96 1.12 -0.05 0.75 1.31 -0.88 0.32 1.23 -0.39 0.48 1.0 -0.5 -0.15 0.7 0.78 0.71 1.08 1.48 3.01 -0.49 -0.74 NA
DD(%) NA 7.7 18.6 23.7 30.7 30.7 NA 45.7 23.4 6.1 30.7 6.4 16.1 1.9 6.8 11.7 6.1 5.2 9.6 19.2 13.7 23.8 37.3 5.8 5.7 5.9 8.9 15.1 29.6 16.0 8.8 9.8 17.2 10.2 7.2 2.9 8.9 18.0 0.6
SD(%) NA 15.5 21.9 20.4 20.4 16.6 NA 16.9 22.6 12.1 31.8 12.5 16.3 6.3 12.0 14.5 10.7 10.9 12.2 22.3 15.5 22.0 33.8 13.7 8.7 9.1 10.6 15.4 24.2 15.7 22.7 17.2 18.8 15.4 11.8 7.9 9.6 12.6 0.0
TR NA -0.13 -0.18 0.28 0.16 0.19 NA 0.12 -0.33 1.14 0.22 0.49 0.01 0.39 0.16 0.02 0.17 0.39 0.18 -0.01 0.15 0.34 -0.35 0.06 0.2 -0.06 0.08 0.21 -0.17 -0.07 0.39 0.2 0.2 0.25 0.32 0.5 -0.06 -0.12 0.0
Alpha(%) NA -0.12 0.0 0.02 0.01 0.01 NA 0.02 0.03 0.08 -0.08 0.02 0.0 0.02 0.05 -0.02 0.01 0.01 0.0 0.0 0.01 0.0 0.02 0.0 0.04 -0.03 0.0 -0.01 0.07 0.04 0.1 0.02 -0.01 0.02 0.04 0.04 -0.02 -0.02 NA
Beta(%) NA 0.57 0.59 0.52 0.59 0.62 NA 0.64 0.54 0.26 0.81 0.56 0.71 0.58 0.74 0.84 0.7 0.83 0.75 0.81 0.78 0.85 0.86 0.77 0.54 0.61 0.61 0.75 0.69 0.35 0.41 0.67 0.67 0.67 0.55 0.48 0.73 0.76 NA
RS NA 0.8 0.82 0.63 0.69 0.71 NA 0.71 0.78 0.33 0.81 0.64 0.84 0.62 0.83 0.87 0.8 0.83 0.8 0.92 0.92 0.89 0.9 0.85 0.65 0.61 0.7 0.87 0.83 0.61 0.39 0.69 0.73 0.76 0.44 0.39 0.67 0.36 0.0

*: NOT annualized;YTD: Year to Date
**Inception: starting from 04/15/1998

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