Australia markets close in 1 hour 19 minutes

Jensen Global Quality Growth I (JGQIX)

Nasdaq - Nasdaq Delayed price. Currency in USD
Add to watchlist
16.54+0.14 (+0.85%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return7.68%
5-year average return0.00%
Number of years up2
Number of years down1
Best 1-yr total return (2 July 2024)24.34%
Worst 1-yr total return (2 July 2024)N/A
Best 3-yr total return24.34%
Worst 3-yr total return6.40%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnJGQIXCategory
YTD6.18%9.95%
1-month2.38%2.98%
3-month0.62%8.22%
1-year9.37%40.81%
3-year4.79%19.17%
5-year0.00%18.49%
10-year0.00%11.83%
Last bull market18.36%21.12%
Last bear market-12.77%-20.34%

Annual total return (%) history

Year
JGQIXCategory
2024
N/AN/A
2023
17.24%N/A
2022
-17.35%N/A
2021
24.34%N/A
2020
N/A32.67%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20245.53%0.62%N/AN/A
20237.31%6.06%-6.75%10.47%
2022-8.13%-12.77%-6.43%10.21%
20212.32%8.65%0.10%11.73%
20209.13%9.17%N/AN/A

Rank in category (by total return)

YTD77
1-month46
3-month66
1-year86
3-year25
5-yearN/A

Load adjusted returns

1-year9.37%
3-year4.79%
5-yearN/A
10-yearN/A