JENSX vs. SPLV

In the year-to-date period, JENSX achieves a 1.34% return, which is significantly lower than SPLV's 5.74% return. Over the past 10 years, JENSX has underperformed SPLV with an annualized return of 4.66%, while SPLV has yielded a comparatively higher 9.31% annualized return.

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

This table presents a comparison of risk-adjusted performance metrics for Jensen Quality Growth Fund (JENSX) and Invesco S&P 500® Low Volatility ETF (SPLV). 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 -0.09, which is lower than the SPLV Sharpe Ratio of 1.26. The chart below compares the historical Sharpe Ratios of JENSX and SPLV, 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 11.99%, more than SPLV's 1.73% yield.

The maximum JENSX drawdown since its inception was -47.93%, which is greater than SPLV's maximum drawdown of -36.26%. Use the drawdown chart below to compare losses from any high point for JENSX and SPLV.

Jensen Quality Growth Fund (JENSX) and Invesco S&P 500® Low Volatility ETF (SPLV) have volatilities of 3.78% and 3.67%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.