Performance Comparison
Portfolio Performance Comparison
The return data shown below all have the same latest date: 05/09/2025.
| 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) | -1.20% | -5.04% | 1.34% | 4.26% | 7.61% | 9.33% | 7.74% | 8.41% |
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 | 05/09/2025 |
The return data shown below all have the same latest date: 05/09/2025.
AR inception is since 12/30/1992.
AR inception is since 12/30/1992.
| 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 (%) | 0.21 | -5.04 | 1.34 | 4.26 | 7.61 | 9.33 | 7.74 | 8.41 | -1.20 | -1.03 | 8.99 | -18.27 | 22.64 | 8.24 | 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 | -0.59 | -0.17 | 0.10 | 0.33 | NA | NA | 0.38 | -0.28 | -0.50 | 0.34 | -0.86 | 1.76 | 0.24 | 2.21 | 0.04 | 3.59 | 0.98 | 0.09 | 1.11 | 2.96 | 1.12 | -0.05 | 0.75 | 1.31 | -0.88 | 0.32 | 1.23 | -0.39 | 0.48 | 1.00 | -0.50 | -0.15 | 0.71 | 0.78 | 0.71 | 1.08 | 1.48 | 3.01 | -0.49 | -0.74 | NA |
| Standard Deviation(%) | NA | 19.21 | 17.99 | 17.68 | 17.68 | NA | NA | 16.96 | 22.43 | 15.22 | 14.20 | 22.96 | 12.87 | 32.66 | 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 | 22.89 | 22.89 | 26.54 | 30.72 | NA | NA | 45.53 | 14.34 | 13.25 | 9.21 | 23.49 | 7.84 | 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 | 0.45 | 0.73 | 0.89 | 4.49 | 6.01 | 5.20 | 9.02 | 0.00 | 0.63 | 0.89 | 0.69 | 0.79 | 1.00 | 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 |
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) |
24.68%
Jul 1994 - Jul 1997 |
21.29%
Oct 1995 - Oct 2000 |
16.26%
Feb 2009 - Feb 2019 |
13.23%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart