Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| JENSX (THE JENSEN PORTFOLIO DOING BUSINESS AS JENSEN QUALITY GROWTH FUND J SHARES) | 1.62% | 5.12% | 9.49% | 11.87% | 12.01% | 12.67% | 9.93% | 9.68% |
Data as of 06/27/2025, AR inception is 12/30/1992
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JENSX (THE JENSEN PORTFOLIO DOING BUSINESS AS JENSEN QUALITY GROWTH FUND J SHARES) | 12/30/1992 | 06/27/2025 |
| 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 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | 1992 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 2.55 | 5.12 | 9.49 | 11.87 | 12.01 | 12.67 | 9.93 | 9.68 | 1.62 | 10.06 | 16.60 | -16.58 | 30.17 | 18.50 | 29.02 | 2.01 | 23.21 | 12.00 | 1.39 | 11.86 | 32.35 | 13.55 | -1.05 | 11.79 | 28.99 | -28.81 | 7.30 | 14.01 | -1.40 | 6.01 | 16.07 | -10.96 | 0.03 | 20.24 | 16.72 | 16.70 | 20.25 | 21.06 | 27.61 | -1.77 | -7.27 | -0.62 |
| Sharpe Ratio | NA | 0.11 | 0.40 | 0.65 | 0.61 | NA | NA | 0.47 | 0.01 | 0.58 | 1.09 | -0.80 | 2.50 | 0.57 | 2.21 | 0.04 | 3.59 | 0.98 | 0.09 | 1.11 | 2.96 | 1.12 | -0.05 | 0.75 | 1.31 | -0.88 | 0.30 | 1.22 | -0.40 | 0.48 | 1.00 | -0.50 | -0.16 | 0.71 | 0.78 | 0.71 | 1.07 | 1.47 | 2.99 | -0.51 | -0.75 | NA |
| Standard Deviation(%) | NA | 16.41 | 15.46 | 15.74 | 16.93 | NA | NA | 16.70 | 20.15 | 11.03 | 11.97 | 22.60 | 12.07 | 31.67 | 12.48 | 16.30 | 6.32 | 11.97 | 14.55 | 10.68 | 10.91 | 12.16 | 22.32 | 15.51 | 22.04 | 33.84 | 13.72 | 8.75 | 9.10 | 10.57 | 15.40 | 24.25 | 15.66 | 22.66 | 17.20 | 18.75 | 15.38 | 11.75 | 7.89 | 9.55 | 12.56 | 0.00 |
| Draw Down(%) | NA | 14.68 | 15.67 | 23.81 | 30.72 | NA | NA | 45.53 | 14.29 | 5.50 | 9.21 | 23.49 | 6.09 | 30.72 | 6.42 | 16.23 | 1.85 | 6.84 | 11.73 | 6.11 | 5.18 | 9.62 | 19.20 | 13.73 | 23.76 | 37.34 | 5.79 | 5.66 | 5.95 | 8.88 | 15.08 | 29.64 | 15.97 | 8.75 | 9.79 | 17.23 | 10.22 | 7.24 | 2.91 | 8.87 | 18.02 | 0.62 |
| Yield(%) | 0.00 | 11.26 | 7.95 | 9.46 | 9.96 | 12.58 | 9.94 | 15.52 | 0.19 | 12.16 | 8.45 | 2.46 | 8.15 | 10.77 | 9.74 | 9.39 | 3.85 | 5.04 | 10.62 | 5.44 | 5.05 | 1.25 | 1.11 | 1.04 | 1.34 | 3.42 | 1.71 | 0.88 | 0.78 | 0.71 | 0.73 | 0.31 | 0.35 | 14.80 | 0.25 | 1.30 | 0.58 | 1.14 | 1.80 | 1.56 | 1.29 | 0.36 |
Data as of 06/27/2025, AR inception is 12/30/1992
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JENSX (THE JENSEN PORTFOLIO DOING BUSINESS AS JENSEN QUALITY GROWTH FUND J SHARES) |
-10.25%
Feb 2006 - Feb 2009 |
-5.48%
Feb 2004 - Feb 2009 |
0.88%
Feb 1999 - Feb 2009 |
5.39%
Sep 2000 - Sep 2015 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JENSX (THE JENSEN PORTFOLIO DOING BUSINESS AS JENSEN QUALITY GROWTH FUND J SHARES) |
25.78%
Dec 2018 - Dec 2021 |
21.29%
Oct 1995 - Oct 2000 |
16.92%
Dec 2011 - Dec 2021 |
15.04%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart