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Jensen Quality Growth I (JENIX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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59.83+0.62 (+1.05%)
As of 08:06AM EDT. Market open.

Performance overview

Morningstar return ratingN/A1
Year-to-date return1.49%
5-year average return11.38%
Number of years up16
Number of years down4
Best 1-yr total return (2 May 2024)32.63%
Worst 1-yr total return (2 May 2024)N/A
Best 3-yr total return32.63%
Worst 3-yr total return8.24%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnJENIXCategory
YTD0.54%14.84%
1-month-3.61%1.65%
3-month-0.56%7.55%
1-year9.90%40.47%
3-year5.82%16.77%
5-year10.95%16.15%
10-year12.27%13.21%
Last bull market16.07%24.09%
Last bear market-12.44%-17.61%

Annual total return (%) history

Year
JENIXCategory
2024
N/AN/A
2023
16.91%N/A
2022
-16.34%N/A
2021
30.33%N/A
2020
18.62%15.83%
2019
29.34%28.78%
2018
2.44%-6.27%
2017
23.56%20.44%
2016
12.29%10.37%
2015
1.80%-1.07%
2014
11.98%10.96%
2013
32.63%31.50%
2012
13.90%14.96%
2011
-0.70%-1.27%
2010
12.12%14.01%
2009
29.28%28.17%
2008
-28.77%-37.79%
2007
7.53%6.16%
2006
14.26%14.17%
2005
-1.26%5.88%
2004
6.20%10.02%
2003
N/A27.05%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20244.30%N/AN/AN/A
20234.60%5.88%-3.76%9.68%
2022-7.55%-12.44%-5.28%9.11%
20212.81%7.86%2.17%15.05%
2020-17.22%17.33%9.59%11.44%
201914.46%2.56%1.76%8.27%
2018-0.08%4.85%8.69%-10.04%
20176.41%5.61%2.00%7.80%
20166.12%1.78%2.71%1.22%
20151.65%-1.94%-5.15%7.68%
20140.38%1.81%0.34%9.20%
201310.97%2.14%5.57%10.85%
201211.16%-3.34%3.64%2.28%
20114.35%1.83%-14.43%9.22%
20104.34%-10.67%10.05%9.31%
2009-9.82%16.01%12.45%9.89%
2008-7.10%-4.47%2.40%-21.62%
2007-1.14%5.13%3.41%0.06%
20062.66%-1.23%6.36%5.95%
2005-1.38%-1.45%0.55%1.04%
20041.03%3.14%-4.97%7.24%
200310.51%N/AN/AN/A

Rank in category (by total return)

YTD97
1-month17
3-month98
1-year95
3-year71
5-year71

Load adjusted returns

1-year9.90%
3-year5.82%
5-year10.95%
10-year12.27%