JENSX vs. ARTMX

In the year-to-date period, JENSX achieves a 11.52% return, which is significantly higher than ARTMX's -0.40% return. Over the past 10 years, JENSX has outperformed ARTMX with an annualized return of 8.17%, while ARTMX has yielded a comparatively lower -2.77% annualized return.

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JENSX has a 0.81% expense ratio, which is lower than ARTMX's 1.18% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Jensen Quality Growth Fund (JENSX) and Artisan Mid Cap Fund (ARTMX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.

The current JENSX Sharpe Ratio is 1.10, which is higher than the ARTMX Sharpe Ratio of -0.00. The chart below compares the historical Sharpe Ratios of JENSX and ARTMX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

JENSX's dividend yield for the trailing twelve months is around 12.10%, while ARTMX has not paid dividends to shareholders.

The maximum JENSX drawdown since its inception was -47.93%, smaller than the maximum ARTMX drawdown of -64.68%. Use the drawdown chart below to compare losses from any high point for JENSX and ARTMX. For additional features, visit the drawdowns tool.

The current volatility for Jensen Quality Growth Fund (JENSX) is 3.22%, while Artisan Mid Cap Fund (ARTMX) has a volatility of 16.37%. This indicates that JENSX experiences smaller price fluctuations and is considered to be less risky than ARTMX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.