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Jensen Quality Growth J (JENSX)


Nasdaq - Nasdaq Delayed Price. Currency in USD
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44.69+0.04 (+0.09%)
At close: 8:00PM EDT
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Performance Overview

Morningstar Return Rating★★★★
Year-to-Date Return12.20%
5-Year Average Return14.83%
Number of Years Up18
Number of Years Down6
Best 1 Yr Total Return (Jun 29, 2017)32.33%
Worst 1 Yr Total Return (Jun 29, 2017)-28.97%
Best 3-Yr Total Return32.33%
Worst 3-Yr Total Return-4.58%

Trailing Returns (%) Vs. Benchmarks

ReturnJENSXCategory
YTD12.20%14.14%
1-Month0.77%0.06%
3-Month5.53%5.01%
1-Year16.48%20.02%
3-Year11.78%8.80%
5-Year14.83%13.87%
10-Year8.41%7.51%
Last Bull Market19.74%25.43%
Last Bear Market-16.23%-17.23%

Annual Total Return (%) History

Year
JENSXCategory
2017
N/AN/A
2016
12.01%3.23%
2015
1.55%3.60%
2014
11.72%10.00%
2013
32.33%33.92%
2012
13.54%15.34%
2011
-1.05%-2.46%
2010
11.77%15.53%
2009
28.98%35.68%
2008
-28.97%-40.67%
2007
7.29%13.35%
2006
14.01%7.05%
2005
-1.40%6.71%
2004
6.01%7.81%
2003
16.06%28.66%
2002
-10.97%-27.64%
2001
0.03%-22.30%
2000
20.04%-13.05%
1999
16.71%38.87%
1998
16.70%34.55%
1997
22.99%26.36%
1996
21.06%19.76%
1995
27.61%32.65%
1994
-1.77%-2.45%
1993
-7.27%8.69%
1992
N/A5.92%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20176.32%5.53%N/AN/A
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)

YTD68
1-Month18
3-Month35
1-Year82
3-Year11
5-Year33

Load Adjusted Returns

1-Year16.48%
3-Year11.78%
5-Year14.83%
10-Year8.41%