Performance Comparison
Portfolio Performance Comparison
The return data shown below all have the same latest date: 05/13/2025.
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| JENRX (THE JENSEN PORTFOLIO DOING BUSINESS AS JENSEN QUALITY GROWTH FUND R SHARES) | -0.16% | -4.66% | 1.19% | 4.76% | 7.33% | 9.01% | 7.49% | 7.82% |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JENRX (THE JENSEN PORTFOLIO DOING BUSINESS AS JENSEN QUALITY GROWTH FUND R SHARES) | 08/04/2003 | 05/13/2025 |
The return data shown below all have the same latest date: 05/13/2025.
AR inception is since 08/04/2003.
AR inception is since 08/04/2003.
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 2.28 | -4.66 | 1.19 | 4.76 | 7.33 | 9.01 | 7.49 | 7.82 | -0.16 | -1.54 | 8.38 | -18.64 | 22.06 | 7.64 | 28.52 | 1.64 | 22.77 | 11.60 | 1.01 | 11.48 | 31.81 | 13.28 | -1.18 | 11.59 | 28.66 | -28.99 | 7.01 | 13.73 | -1.64 | 5.79 | 11.09 |
| Sharpe Ratio | NA | -0.61 | -0.20 | 0.07 | 0.31 | NA | NA | 0.36 | -0.29 | -0.53 | 0.29 | -0.88 | 1.71 | 0.23 | 2.17 | 0.02 | 3.51 | 0.95 | 0.07 | 1.07 | 2.90 | 1.10 | -0.05 | 0.74 | 1.30 | -0.88 | 0.30 | 1.21 | -0.42 | 0.46 | 2.70 |
| Standard Deviation(%) | NA | 19.28 | 18.02 | 17.69 | 17.69 | NA | NA | 17.22 | 22.50 | 15.27 | 14.20 | 22.95 | 12.86 | 32.66 | 12.51 | 16.32 | 6.33 | 11.96 | 14.56 | 10.68 | 10.94 | 12.17 | 22.34 | 15.54 | 22.05 | 33.87 | 13.66 | 8.70 | 9.10 | 10.63 | 10.50 |
| Draw Down(%) | NA | 23.03 | 23.03 | 26.84 | 30.80 | NA | NA | 45.72 | 14.37 | 13.35 | 9.33 | 23.76 | 7.87 | 30.80 | 6.48 | 16.30 | 1.86 | 6.85 | 11.87 | 6.14 | 5.20 | 9.65 | 19.23 | 13.76 | 23.82 | 37.51 | 5.78 | 5.76 | 6.10 | 8.90 | 3.54 |
| Yield(%) | 0.00 | 0.08 | 0.22 | 0.32 | 3.97 | 5.32 | 4.64 | 5.07 | 0.00 | 0.13 | 0.29 | 0.25 | 0.31 | 0.51 | 9.29 | 9.01 | 3.46 | 4.65 | 10.29 | 5.08 | 4.65 | 1.03 | 0.95 | 0.86 | 1.14 | 3.14 | 1.45 | 0.63 | 0.55 | 0.75 | 0.31 |
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JENRX (THE JENSEN PORTFOLIO DOING BUSINESS AS JENSEN QUALITY GROWTH FUND R SHARES) |
-10.48%
Feb 2006 - Feb 2009 |
-5.71%
Feb 2004 - Feb 2009 |
6.08%
Jan 2004 - Jan 2014 |
7.57%
Dec 2003 - Dec 2018 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JENRX (THE JENSEN PORTFOLIO DOING BUSINESS AS JENSEN QUALITY GROWTH FUND R SHARES) |
21.82%
Feb 2009 - Feb 2012 |
20.16%
Feb 2009 - Feb 2014 |
15.91%
Feb 2009 - Feb 2019 |
12.81%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart