Jensen Quality Value J (JNVSX)

16.33 -0.02 (-0.12%) USD  |  Aug 05 2022

JNVSX Performance

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Cumulative Total Returns Versus Peers

Performance Versus Category

 
20%
15%
10%
5%
0
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Name
1M
3M
YTD
1Y
3Y
5Y
10Y
15Y
Total Return (NAV)
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Category Rtn. (NAV)
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% Rank in Cat (NAV)
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As of August 05, 2022. Returns for periods of 1 year and above are annualized.

Annual Total Returns Versus Peers

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Name
2012
2013
2014
2015
2016
2017
2018
2019
2020
2021
YTD
Jensen Quality Value J
7.66%
43.96%
9.54%
-9.38%
15.80%
15.08%
-8.92%
26.33%
14.76%
27.68%
-12.87%
S&P 500 Total Return
16.00%
32.39%
13.69%
1.38%
11.96%
21.83%
-4.38%
31.49%
18.40%
28.71%
-12.24%
Thomas White American Opportunities Inv
9.25%
30.70%
14.03%
0.74%
7.58%
16.99%
-10.95%
28.50%
7.78%
31.59%
-11.20%
Goldman Sachs Mid Cap Value Inv
18.34%
32.77%
13.55%
-9.26%
13.13%
10.96%
-10.63%
31.86%
8.66%
30.74%
-9.08%
Vanguard Mid Cap Index Investor
15.80%
35.00%
13.60%
-1.46%
11.07%
19.12%
-9.34%
30.86%
18.10%
24.36%
-14.17%
Hartford Schroders US MidCap Opps I
10.29%
35.92%
11.02%
1.74%
18.36%
15.56%
-11.00%
28.05%
9.17%
25.96%
-10.05%
As of August 05, 2022.

Periodic Total Returns Versus Peers

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Name
1M
3M
6M
1Y
3Y
5Y
10Y
15Y
20Y
AT
Jensen Quality Value J
8.87%
1.79%
-3.41%
-6.04%
12.42%
9.98%
11.34%
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9.79%
S&P 500 Total Return
8.30%
0.40%
-7.17%
-5.01%
15.27%
12.85%
13.74%
9.55%
10.51%
10.10%
Thomas White American Opportunities Inv
8.91%
0.73%
-4.68%
-2.88%
12.00%
9.45%
11.01%
7.50%
9.37%
8.31%
Goldman Sachs Mid Cap Value Inv
8.39%
0.25%
-4.63%
-0.25%
13.22%
9.89%
10.89%
7.87%
10.13%
10.65%
Vanguard Mid Cap Index Investor
8.82%
-0.54%
-6.74%
-9.37%
12.07%
10.01%
12.36%
8.77%
11.06%
9.81%
Hartford Schroders US MidCap Opps I
8.12%
1.45%
-3.38%
-3.85%
11.59%
8.79%
11.91%
9.00%
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9.09%
As of August 05, 2022. Returns for periods of 1 year and above are annualized.

Upside/Downside Capture Ratio

 
20%
15%
10%
5%
0
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Name
1Y
3Y
5Y
10Y
15Y
Upside
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Downside
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Capture Ratio
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As of June 30, 2022