Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JENRX (THE JENSEN PORTFOLIO DOING BUSINESS AS JENSEN QUALITY GROWTH FUND R SHARES) | -2.26% | 0.24% | 6.40% | 3.46% | 8.68% | 9.63% | 8.36% | … | … |
Data as of 06/05/2026, Common starting date is 08/04/2003
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 | 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 | 0.24 | 6.40 | 3.46 | 8.68 | 9.63 | 8.36 | … | … | -2.26 | 3.76 | 9.56 | 15.98 | -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 | -0.20 | 0.24 | 0.05 | 0.42 | NA | NA | … | … | -0.54 | 0.06 | 0.54 | 1.04 | -0.88 | 1.71 | 0.23 | 2.16 | 0.02 | 3.51 | 0.95 | 0.07 | 1.07 | 2.90 | 1.10 | -0.05 | 0.74 | 1.30 | -0.88 | 0.28 | 1.19 | -0.43 | 0.45 | 2.70 |
| Standard Deviation(%) | NA | 11.82 | 13.09 | 15.59 | 16.97 | NA | NA | … | … | 14.17 | 15.59 | 11.04 | 11.97 | 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 | 14.98 | 14.98 | 26.84 | 30.80 | NA | NA | … | … | 14.50 | 14.37 | 5.57 | 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 | 28.70 | 15.97 | 9.49 | 10.20 | 11.43 | 10.24 | … | … | 0.00 | 29.27 | 11.71 | 7.88 | 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 |
Data as of 06/05/2026, Common starting date is 08/04/2003
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 |
13.33%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart
