The Jensen Portfolio Fund Price on September 24, 2024
| JENRX Fund | USD 59.35 0.15 0.25% |
Below is the normalized historical share price chart for The Jensen Portfolio extending back to August 01, 2003. This chart has been adjusted for all splits and dividends and is plotted against all major global economic recessions. As of today, the current price of The Jensen stands at 59.35, as last reported on the 23rd of November, with the highest price reaching 59.35 and the lowest price hitting 59.35 during the day.
If you're considering investing in The Mutual Fund, it is important to understand the factors that can impact its price. Jensen Portfolio owns Efficiency Ratio (i.e., Sharpe Ratio) of -0.0916, which indicates the fund had a -0.0916% return per unit of risk over the last 3 months. The Jensen Portfolio exposes twenty-two different technical indicators, which can help you to evaluate volatility embedded in its price movement. Please validate The Jensen's Variance of 1.96, coefficient of variation of (1,136), and Risk Adjusted Performance of (0.06) to confirm the risk estimate we provide.
The Mutual Fund price history is provided at the adjusted basis, taking into account all of the recent filings.
The |
Sharpe Ratio = -0.0916
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Estimated Market Risk
| 1.41 actual daily | 12 88% of assets are more volatile |
Expected Return
| -0.13 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.09 actual daily | 0 Most of other assets perform better |
Based on monthly moving average The Jensen is not performing at its full potential. However, 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 The Jensen by adding The Jensen to a well-diversified portfolio.
The Jensen Valuation on September 24, 2024
It is possible to determine the worth of The Jensen on a given historical date. On September 24, 2024 The was worth 65.6 at the beginning of the trading date compared to the closed value of 65.6. We use multiple weighted factors in our valuation methodologies to arrive at the intrinsic value of The Jensen mutual fund. Still, in general, we apply an absolute valuation method to find The Jensen's value based on its fundamental and technical indicators available within our service. As compared to an absolute model, our relative valuation model uses a comparative analysis of The Jensen where we calculate exposure to its market risk and evaluate relevant financial multiples and ratios against The Jensen's related companies.
| Open | High | Low | Close | Volume | |
| 65.70 | 65.70 | 65.70 | 65.70 | 1.00 | |
09/24/2024 | 65.60 | 65.60 | 65.60 | 65.60 | 1.00 |
| 65.38 | 65.38 | 65.38 | 65.38 | 1.00 |
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The Jensen Trading Date Momentum on September 24, 2024
| On September 25 2024 The Jensen Portfolio was traded for 65.38 at the closing time. The highest daily price throughout the period was 65.38 and the lowest price was 65.38 . There was no trading activity during the period 1.0. Lack of trading volume on 09/25/2024 added to the next day price reduction. The trading delta at closing time to closing price of the next trading day was 0.34% . The trading price change to current closing price is 0.24% . |
Jensen Portfolio Fundamentals Correlations and Trends
By evaluating The Jensen's financials over time, investors can gain insight into future company performance. However, you can also analyze the published financial statements to find patterns among The Jensen's main balance sheet or income statement drivers and many other relevant indicators that can statistically be found significantly correlated or uncorrelated. The financial account trend analysis is a perfect complement when working with valuation or volatility modules.About The Jensen Mutual Fund history
The Jensen investors dedicate a lot of time and effort to gaining insight into how a market's past behavior relates to its future. Access to timely market data for The is vital when making an investment decision, and regardless of whether you use fundamental or technical analysis, your return on investment in Jensen Portfolio will depend on recognizing future opportunities and eliminating past mistakes. Historical data analysis is the study of market behavior over a given time. Recorded market-related data such as price, volatility, and volume can be quantified and studied over a defined period. Through a detailed examination of a market's past behavior, traders and investors can gain perspective on the inner workings of that market. The information obtained throughout analyzing The Jensen stock prices may prove useful in developing a viable investing in The Jensen
To achieve its objective, the fund invests in equity securities of approximately 25 to 30 companies. Equity securities in which the fund invests as a principal strategy consist primarily of publicly traded common stocks of U.S. companies. It may purchase securities when they are priced below their intrinsic values as determined by the Adviser. The fund may sell all or part of its position in a company when the Adviser has determined that another qualifying security has a greater opportunity to achieve the funds objective. It is non-diversified.
The Jensen Mutual Fund Technical Analysis
The Jensen technical mutual fund analysis exercises models and trading practices based on price and volume transformations, such as the moving averages, relative strength index, regressions, price and return correlations, business cycles, fund market cycles, or different charting patterns.
Price Boundaries
The Jensen Period Price Range
Low | November 23, 2024
| High |
0.00 | 0.00 |
The Jensen Portfolio cannot be verified against its exchange. Please verify the symbol is currently traded on NMFQS Exchange. If you still believe the symbol you are trying to look up is valid, please let us know, and we will check it as soon as possible.
The Jensen November 23, 2024 Market Strength
Market strength indicators help investors to evaluate how The Jensen mutual fund reacts to ongoing and evolving market conditions. The investors can use it to make informed decisions about market timing, and determine when trading The Jensen shares will generate the highest return on investment. By undertsting and applying The Jensen mutual fund market strength indicators, traders can identify The Jensen Portfolio entry and exit signals to maximize returns
The Jensen Technical and Predictive Indicators
Predictive indicators are helping investors to find signals for The Jensen's price direction in advance. Along with the technical and fundamental analysis of The Mutual Fund historical price patterns, it is also worthwhile for investors to track various predictive indicators of The to make sure they correctly time the market and exploit it's hidden potentials. Even though most predictive indicators are useful for the short-term horizon, it's virtually impossible to predict the unforeseen market. For traders with a short-term horizon, predictive indicators add value when properly applied. Long-term investors, however, may find many predictive indicators less useful.
| Risk Adjusted Performance | (0.06) | |||
| Jensen Alpha | (0.21) | |||
| Total Risk Alpha | (0.35) | |||
| Treynor Ratio | (0.21) |
| Cycle Indicators | ||
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| Math Transform | ||
| Momentum Indicators | ||
| Overlap Studies | ||
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| Price Transform | ||
| Statistic Functions | ||
| Volatility Indicators | ||
| Volume Indicators |
Other Information on Investing in The Mutual Fund
The Jensen financial ratios help investors to determine whether The 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 The with respect to the benefits of owning The Jensen security.
| Bollinger Bands Use Bollinger Bands indicator to analyze target price for a given investing horizon | |
| Stock Screener Find equities using a custom stock filter or screen asymmetry in trading patterns, price, volume, or investment outlook. | |
| Alpha Finder Use alpha and beta coefficients to find investment opportunities after accounting for the risk | |
| Performance Analysis Check effects of mean-variance optimization against your current asset allocation |