Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JNVYX (Jensen Quality Value Fund Class Y) | -0.27% | -2.49% | 5.60% | 3.69% | NA | NA | NA | … | … |
Data as of 06/10/2026, Common starting date is 01/16/2020
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JNVYX (Jensen Quality Value Fund Class Y) | 01/16/2020 | 06/10/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.49 | -2.49 | 5.60 | 3.69 | NA | NA | NA | … | … | -0.27 | -2.35 | 9.72 | 18.84 | -15.60 | 28.03 | 13.02 |
| Sharpe Ratio | NA | -0.37 | 0.21 | 0.06 | NA | NA | NA | … | … | -0.27 | -0.33 | 0.49 | 1.09 | -0.73 | 2.13 | 0.42 |
| Standard Deviation(%) | NA | 12.68 | 14.02 | 16.28 | NA | NA | NA | … | … | 13.70 | 16.06 | 12.47 | 14.00 | 23.35 | 13.17 | 31.90 |
| Draw Down(%) | NA | 10.32 | 17.38 | 24.49 | NA | NA | NA | … | … | 9.11 | 15.29 | 6.61 | 12.38 | 24.49 | 6.40 | 34.45 |
| Yield(%) | 0.00 | 10.18 | 6.46 | 4.89 | 3.29 | 2.19 | 1.64 | … | … | 0.10 | 10.24 | 6.70 | 1.01 | 2.34 | 3.42 | 1.64 |
Data as of 06/10/2026, Common starting date is 01/16/2020
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JNVYX (Jensen Quality Value Fund Class Y) |
3.25%
Dec 2021 – Dec 2024 |
3.34%
May 2021 – May 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JNVYX (Jensen Quality Value Fund Class Y) |
19.52%
Mar 2020 – Mar 2023 |
15.51%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart
