JENSX vs. FISPX

In the year-to-date period, JENSX achieves a -1.46% return, which is significantly higher than FISPX's -3.46% return. Over the past 10 years, JENSX has underperformed FISPX with an annualized return of 4.42%, while FISPX has yielded a comparatively higher 14.34% annualized return.

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JENSX has a 0.81% expense ratio, which is higher than FISPX's 0.37% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Jensen Quality Growth Fund (JENSX) and Federated Hermes Max Cap Index Fund (FISPX). 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 -0.28, which is lower than the FISPX Sharpe Ratio of 0.50. The chart below compares the historical Sharpe Ratios of JENSX and FISPX, 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 0.53%, less than FISPX's 1.10% yield.

The maximum JENSX drawdown since its inception was -47.93%, smaller than the maximum FISPX drawdown of -54.64%. Use the drawdown chart below to compare losses from any high point for JENSX and FISPX. For additional features, visit the drawdowns tool.