Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JENIX (THE JENSEN PORTFOLIO DOING BUSINESS AS JENSEN QUALITY GROWTH FUND I SHARES) | -1.85% | 1.14% | 7.26% | 4.25% | 9.46% | 10.36% | 9.04% | … | … |
Data as of 06/05/2026, Common starting date is 08/01/2003
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JENIX (THE JENSEN PORTFOLIO DOING BUSINESS AS JENSEN QUALITY GROWTH FUND I SHARES) | 08/01/2003 | 06/05/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.83 | 1.14 | 7.26 | 4.25 | 9.46 | 10.36 | 9.04 | … | … | -1.85 | 4.69 | 10.29 | 16.85 | -18.11 | 22.89 | 8.48 | 29.34 | 2.25 | 23.56 | 12.28 | 1.64 | 12.12 | 32.66 | 13.90 | -0.71 | 12.17 | 29.30 | -28.61 | 7.54 | 14.25 | -1.26 | 6.20 | 11.68 |
| Sharpe Ratio | NA | -0.13 | 0.31 | 0.10 | 0.46 | NA | NA | … | … | -0.48 | 0.12 | 0.60 | 1.11 | -0.85 | 1.78 | 0.25 | 2.23 | 0.05 | 3.63 | 1.01 | 0.11 | 1.13 | 2.99 | 1.15 | -0.03 | 0.78 | 1.33 | -0.87 | 0.32 | 1.25 | -0.39 | 0.49 | 2.83 |
| Standard Deviation(%) | NA | 11.83 | 13.09 | 15.59 | 16.97 | NA | NA | … | … | 14.20 | 15.59 | 11.04 | 11.97 | 22.95 | 12.88 | 32.67 | 12.49 | 16.31 | 6.33 | 11.98 | 14.54 | 10.69 | 10.93 | 12.19 | 22.35 | 15.51 | 22.02 | 33.84 | 13.68 | 8.70 | 9.12 | 10.63 | 10.49 |
| Draw Down(%) | NA | 14.67 | 14.67 | 26.40 | 30.70 | NA | NA | … | … | 14.31 | 14.26 | 5.46 | 9.16 | 23.36 | 7.83 | 30.70 | 6.40 | 16.20 | 1.85 | 6.82 | 11.66 | 6.08 | 5.15 | 9.61 | 19.15 | 13.67 | 23.75 | 37.24 | 5.76 | 5.59 | 5.92 | 8.85 | 3.53 |
| Yield(%) | 0.00 | 28.87 | 16.51 | 10.08 | 11.05 | 12.48 | 11.27 | … | … | 0.00 | 29.65 | 12.43 | 8.70 | 0.88 | 1.09 | 1.25 | 10.06 | 9.66 | 4.14 | 5.32 | 10.87 | 5.68 | 5.35 | 1.59 | 1.41 | 1.39 | 1.64 | 3.59 | 1.94 | 1.10 | 0.95 | 0.99 | 0.38 |
Data as of 06/05/2026, Common starting date is 08/01/2003
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JENIX (THE JENSEN PORTFOLIO DOING BUSINESS AS JENSEN QUALITY GROWTH FUND I SHARES) |
-10.06%
Feb 2006 – Feb 2009 |
-5.28%
Feb 2004 – Feb 2009 |
6.60%
Jan 2004 – Jan 2014 |
8.14%
Dec 2003 – Dec 2018 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JENIX (THE JENSEN PORTFOLIO DOING BUSINESS AS JENSEN QUALITY GROWTH FUND I SHARES) |
22.45%
Feb 2009 – Feb 2012 |
20.81%
Feb 2009 – Feb 2014 |
16.57%
Feb 2009 – Feb 2019 |
14.03%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart
