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Jensen Quality Growth J (JENSX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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60.86+0.53 (+0.88%)
At close: 08:01PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return3.02%
5-year average return12.57%
Number of years up24
Number of years down7
Best 1-yr total return (30 May 2024)32.33%
Worst 1-yr total return (30 May 2024)N/A
Best 3-yr total return32.33%
Worst 3-yr total return7.89%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnJENSXCategory
YTD0.46%5.31%
1-month-3.62%-4.19%
3-month-0.63%3.90%
1-year9.66%20.31%
3-year5.59%6.48%
5-year10.71%11.78%
10-year12.01%10.96%
Last bull market15.95%25.56%
Last bear market-12.47%-15.11%

Annual total return (%) history

Year
JENSXCategory
2024
N/AN/A
2023
16.66%22.32%
2022
-16.52%-16.96%
2021
30.06%26.07%
2020
18.35%15.83%
2019
29.02%28.78%
2018
2.19%-6.27%
2017
23.21%20.44%
2016
12.01%10.37%
2015
1.55%-1.07%
2014
11.72%10.96%
2013
32.33%31.50%
2012
13.54%14.96%
2011
-1.05%-1.27%
2010
11.77%14.01%
2009
28.98%28.17%
2008
-28.97%-37.79%
2007
7.29%6.16%
2006
14.01%14.17%
2005
-1.40%5.88%
2004
6.01%10.02%
2003
16.06%27.05%
2002
-10.97%-22.25%
2001
0.03%-13.50%
2000
20.04%-6.31%
1999
16.71%20.16%
1998
16.70%22.39%
1997
22.99%28.37%
1996
21.06%20.76%
1995
27.61%32.35%
1994
-1.77%-0.93%
1993
-7.27%N/A
1992
N/AN/A

Past quarterly returns (%)

YearQ1Q2Q3Q4
20244.24%N/AN/AN/A
20234.55%5.82%-3.81%9.62%
2022-7.60%-12.47%-5.34%9.05%
20212.75%7.82%2.11%14.98%
2020-17.27%17.26%9.54%11.38%
201914.39%2.49%1.70%8.21%
2018-0.13%4.80%8.62%-10.10%
20176.32%5.53%1.94%7.73%
20166.05%1.75%2.64%1.14%
20151.57%-2.00%-5.19%7.60%
20140.33%1.76%0.28%9.13%
201310.90%2.10%5.47%10.80%
201211.09%-3.39%3.56%2.16%
20114.25%1.75%-14.51%9.13%
20104.24%-10.71%9.91%9.26%
2009-9.85%15.93%12.39%9.82%
2008-7.16%-4.54%2.36%-21.70%
2007-1.19%5.11%3.31%-0.01%
20062.55%-1.25%6.30%5.90%
2005-1.42%-1.49%0.51%1.01%
20041.01%3.11%-5.05%7.19%
2003-5.40%9.70%1.22%10.49%
20023.30%-12.43%-8.65%7.74%
2001-10.67%5.77%-6.54%13.26%
20009.84%5.96%-0.06%3.20%
19994.97%3.83%-5.19%12.94%
19989.76%1.05%-10.19%17.16%
19970.28%16.02%4.34%1.31%
19964.63%4.08%5.21%5.67%
19958.48%6.46%5.14%5.09%
1994-3.31%-3.34%4.98%0.11%
1993-3.49%-8.32%0.97%3.79%
19923.00%N/AN/AN/A

Rank in category (by total return)

YTD98
1-month17
3-month98
1-year95
3-year74
5-year75

Load adjusted returns

1-year9.66%
3-year5.59%
5-year10.71%
10-year12.01%