The Jensen Portfolio Fund Manager Performance Evaluation
| JENYX Fund | USD 59.71 0.20 0.34% |
The fund retains a Market Volatility (i.e., Beta) of -0.0993, which attests to not very significant fluctuations relative to the market. As returns on the market increase, returns on owning Jensen Portfolio are expected to decrease at a much lower rate. During the bear market, Jensen Portfolio is likely to outperform the market.
Risk-Adjusted Performance
Good
Weak | Strong |
Compared to the overall equity markets, risk-adjusted returns on investments in The Jensen Portfolio are ranked lower than 13 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly weak basic indicators, Jensen Portfolio may actually be approaching a critical reversion point that can send shares even higher in August 2025.
...more| Expense Ratio | 0.5200 |
Jensen |
Jensen Portfolio Relative Risk vs. Return Landscape
If you would invest 5,563 in The Jensen Portfolio on April 25, 2025 and sell it today you would earn a total of 388.00 from holding The Jensen Portfolio or generate 6.97% return on investment over 90 days. The Jensen Portfolio is currently producing 0.1128% returns and takes up 0.6651% volatility of returns over 90 trading days. Put another way, 5% of traded mutual funds are less volatile than Jensen, and 98% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Jensen Portfolio Current Valuation
Fairly Valued
Today
Please note that Jensen Portfolio's price fluctuation is very steady at this time. At this time, the entity appears to be fairly valued. Jensen Portfolio retains a regular Real Value of $59.06 per share. The prevalent price of the fund is $59.71. We determine the value of Jensen Portfolio from evaluating fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we encourage acquiring undervalued mutual funds and dropping overvalued mutual funds since, at some point, mutual fund prices and their ongoing real values will come together.
Since Jensen Portfolio is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Jensen Mutual Fund. However, Jensen Portfolio's intrinsic value may or may not be the same as its current market price, in which case there is an opportunity to profit from the mispricing, assuming the market price will eventually merge with its intrinsic value. | Historical | Market 59.71 | Real 59.06 | Hype 59.51 | Naive 59.0 |
The intrinsic value of Jensen Portfolio's stock can be calculated using various methods such as discounted cash flow analysis, price-to-earnings ratio, or price-to-book ratio. That value may differ from its current market price, which is determined by supply and demand factors such as investor sentiment, market trends, news, and other external factors that may influence Jensen Portfolio's stock price. It is important to note that the real value of any stock may change over time based on changes in the company's performance.
Estimating the potential upside or downside of The Jensen Portfolio helps investors to forecast how Jensen mutual fund's addition to their portfolios will impact the overall performance. We also use other valuation drivers to help us estimate the true value of Jensen Portfolio more accurately as focusing exclusively on Jensen Portfolio's fundamentals will not take into account other important factors: Jensen Portfolio Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Jensen Portfolio's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as The Jensen Portfolio, and traders can use it to determine the average amount a Jensen Portfolio's price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.
Sharpe Ratio = 0.1695
| Best Portfolio | Best Equity | |||
| Good Returns | ||||
| Average Returns | ||||
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| Cash | JENYX | Average Risk | High Risk | Huge Risk |
| Negative Returns |
Estimated Market Risk
| 0.67 actual daily | 6 94% of assets are more volatile |
Expected Return
| 0.11 actual daily | 2 98% of assets have higher returns |
Risk-Adjusted Return
| 0.17 actual daily | 13 87% of assets perform better |
Based on monthly moving average Jensen Portfolio is performing at about 13% of its full potential. If added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of Jensen Portfolio by adding it to a well-diversified portfolio.
Jensen Portfolio Fundamentals Growth
Jensen Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Jensen Portfolio, and Jensen Portfolio fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on Jensen Mutual Fund performance.
| Total Asset | 10.64 B | ||||
About Jensen Portfolio Performance
Evaluating Jensen Portfolio's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Jensen Portfolio has a high ROA and ROE, it suggests that the company is efficiently using its assets and equity to generate substantial profits, making it an attractive investment. Conversely, if Jensen Portfolio has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements. Please also refer to our technical analysis and fundamental analysis pages.
To achieve its objective, the fund invests in equity securities of approximately 25 to 30 companies. Jensen Quality is traded on NASDAQ Exchange in the United States.Things to note about Jensen Portfolio performance evaluation
Checking the ongoing alerts about Jensen Portfolio for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Jensen Portfolio help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| The fund retains 99.09% of its assets under management (AUM) in equities |
- Analyzing Jensen Portfolio's financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
- Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether Jensen Portfolio's stock is overvalued or undervalued compared to its peers.
- Examining Jensen Portfolio's industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
- Evaluating Jensen Portfolio's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Jensen Portfolio's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Jensen Portfolio's mutual fund. These opinions can provide insight into Jensen Portfolio's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Jensen Mutual Fund
Jensen Portfolio financial ratios help investors to determine whether Jensen Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Jensen with respect to the benefits of owning Jensen Portfolio security.
| Watchlist Optimization Optimize watchlists to build efficient portfolios or rebalance existing positions based on the mean-variance optimization algorithm | |
| Portfolio Holdings Check your current holdings and cash postion to detemine if your portfolio needs rebalancing | |
| Options Analysis Analyze and evaluate options and option chains as a potential hedge for your portfolios | |
| Portfolio Rebalancing Analyze risk-adjusted returns against different time horizons to find asset-allocation targets |