JENSX vs. FNDX

In the year-to-date period, JENSX achieves a -1.46% return, which is significantly higher than FNDX's -1.89% return. Over the past 10 years, JENSX has underperformed FNDX with an annualized return of 4.42%, while FNDX has yielded a comparatively higher 13.41% annualized return.

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JENSX has a 0.81% expense ratio, which is higher than FNDX's 0.25% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Jensen Quality Growth Fund (JENSX) and Schwab Fundamental U.S. Large Company Index ETF (FNDX). 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 FNDX Sharpe Ratio of 0.49. The chart below compares the historical Sharpe Ratios of JENSX and FNDX, 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 FNDX's 1.85% yield.

The maximum JENSX drawdown since its inception was -47.93%, which is greater than FNDX's maximum drawdown of -37.71%. Use the drawdown chart below to compare losses from any high point for JENSX and FNDX. For additional features, visit the drawdowns tool.