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Jensen Quality Growth R (JENRX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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61.30-0.21 (-0.34%)
At close: 08:00PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return4.17%
5-Year Average Return11.84%
Number of Years Up16
Number of Years Down4
Best 1 Yr Total Return (May 23, 2024)31.80%
Worst 1 Yr Total Return (May 23, 2024)N/A
Best 3-Yr Total Return31.80%
Worst 3-Yr Total Return7.68%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnJENRXCategory
YTD0.29%5.31%
1-Month-3.67%-4.19%
3-Month-0.75%3.90%
1-Year9.06%20.31%
3-Year5.08%6.48%
5-Year10.20%11.78%
10-Year11.55%10.96%
Last Bull Market15.71%25.56%
Last Bear Market-12.59%-15.11%

Annual Total Return (%) History

Year
JENRXCategory
2024
N/AN/A
2023
16.04%22.32%
2022
-16.89%-16.96%
2021
29.49%26.07%
2020
17.77%15.83%
2019
28.52%28.78%
2018
1.82%-6.27%
2017
22.77%20.44%
2016
11.62%10.37%
2015
1.18%-1.07%
2014
11.34%10.96%
2013
31.80%31.50%
2012
13.27%14.96%
2011
-1.17%-1.27%
2010
11.54%14.01%
2009
28.65%28.17%
2008
-29.15%-37.79%
2007
7.01%6.16%
2006
13.73%14.17%
2005
-1.64%5.88%
2004
5.80%10.02%
2003
N/A27.05%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20244.12%N/AN/AN/A
20234.43%5.68%-3.94%9.45%
2022-7.70%-12.59%-5.43%8.93%
20212.65%7.69%2.00%14.84%
2020-17.37%17.11%9.40%11.25%
201914.29%2.39%1.60%8.10%
2018-0.22%4.69%8.52%-10.18%
20176.22%5.46%1.83%7.63%
20165.97%1.65%2.54%1.05%
20151.47%-2.07%-5.27%7.49%
20140.24%1.69%0.20%9.02%
201310.82%1.97%5.41%10.66%
201210.99%-3.45%3.48%2.15%
20114.22%1.72%-14.55%9.10%
20104.22%-10.78%9.89%9.16%
2009-9.90%15.79%12.32%9.78%
2008-7.20%-4.62%2.28%-21.75%
2007-1.25%5.02%3.26%-0.07%
20062.50%-1.36%6.26%5.85%
2005-1.48%-1.51%0.41%0.96%
20040.95%3.08%-5.07%7.10%
200310.40%N/AN/AN/A

Rank In Category (By Total Return)

YTD98
1-Month20
3-Month99
1-Year95
3-Year81
5-Year82

Load Adjusted Returns

1-Year9.06%
3-Year5.08%
5-Year10.20%
10-Year11.55%