Jensen Global Quality Fund Manager Performance Evaluation
| JGQIX Fund | USD 18.92 0.09 0.47% |
The fund retains a Market Volatility (i.e., Beta) of 0.78, which attests to possible diversification benefits within a given portfolio. As returns on the market increase, Jensen Global's returns are expected to increase less than the market. However, during the bear market, the loss of holding Jensen Global is expected to be smaller as well.
Risk-Adjusted Performance
Weak
Weak | Strong |
Compared to the overall equity markets, risk-adjusted returns on investments in Jensen Global Quality are ranked lower than 2 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong forward indicators, Jensen Global is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...moreJensen |
Jensen Global Relative Risk vs. Return Landscape
If you would invest 1,864 in Jensen Global Quality on October 31, 2025 and sell it today you would earn a total of 28.00 from holding Jensen Global Quality or generate 1.5% return on investment over 90 days. Jensen Global Quality is currently producing 0.028% returns and takes up 0.7926% volatility of returns over 90 trading days. Put another way, 7% of traded mutual funds are less volatile than Jensen, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Jensen Global Current Valuation
Fairly Valued
Today
Please note that Jensen Global's price fluctuation is very steady at this time. At this time, the entity appears to be fairly valued. Jensen Global Quality retains a regular Real Value of $18.82 per share. The prevalent price of the fund is $18.92. We determine the value of Jensen Global Quality 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 Global is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Jensen Mutual Fund. However, Jensen Global'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 18.92 | Real 18.82 | Hype 18.92 | Naive 18.81 |
The intrinsic value of Jensen Global'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 Global'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 Jensen Global Quality 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 Global more accurately as focusing exclusively on Jensen Global's fundamentals will not take into account other important factors: Jensen Global Target Price Odds to finish over Current Price
The tendency of Jensen Mutual Fund price to converge on an average value over time is a known aspect in finance that investors have used since the beginning of the stock market for forecasting. However, many studies suggest that some traded equity instruments are consistently mispriced before traders' demand and supply correct the spread. One possible conclusion to this anomaly is that these stocks have additional risk, for which investors demand compensation in the form of extra returns.
| Current Price | Horizon | Target Price | Odds to move above the current price in 90 days |
| 18.92 | 90 days | 18.92 | about 13.49 |
Based on a normal probability distribution, the odds of Jensen Global to move above the current price in 90 days from now is about 13.49 (This Jensen Global Quality probability density function shows the probability of Jensen Mutual Fund to fall within a particular range of prices over 90 days) .
Assuming the 90 days horizon Jensen Global has a beta of 0.78. This indicates as returns on the market go up, Jensen Global average returns are expected to increase less than the benchmark. However, during the bear market, the loss on holding Jensen Global Quality will be expected to be much smaller as well. Additionally Jensen Global Quality has a negative alpha, implying that the risk taken by holding this instrument is not justified. The company is significantly underperforming the Dow Jones Industrial. Jensen Global Price Density |
| Price |
Predictive Modules for Jensen Global
There are currently many different techniques concerning forecasting the market as a whole, as well as predicting future values of individual securities such as Jensen Global Quality. Regardless of method or technology, however, to accurately forecast the mutual fund market is more a matter of luck rather than a particular technique. Nevertheless, trying to predict the mutual fund market accurately is still an essential part of the overall investment decision process. Using different forecasting techniques and comparing the results might improve your chances of accuracy even though unexpected events may often change the market sentiment and impact your forecasting results.Jensen Global Risk Indicators
For the most part, the last 10-20 years have been a very volatile time for the stock market. Jensen Global is not an exception. The market had few large corrections towards the Jensen Global's value, including both sudden drops in prices as well as massive rallies. These swings have made and broken many portfolios. An investor can limit the violent swings in their portfolio by implementing a hedging strategy designed to limit downside losses. If you hold Jensen Global Quality, one way to have your portfolio be protected is to always look up for changing volatility and market elasticity of Jensen Global within the framework of very fundamental risk indicators.α | Alpha over Dow Jones | -0.04 | |
β | Beta against Dow Jones | 0.78 | |
σ | Overall volatility | 0.29 | |
Ir | Information ratio | -0.07 |
Jensen Global Alerts and Suggestions
In today's market, stock alerts give investors the competitive edge they need to time the market and increase returns. Checking the ongoing alerts of Jensen Global for significant developments is a great way to find new opportunities for your next move. Suggestions and notifications for Jensen Global Quality can help investors quickly react to important events or material changes in technical or fundamental conditions and significant headlines that can affect investment decisions.| Latest headline from news.google.com: Berkshire Hathaway Will Lose Its Biggest Mutual-Fund Fan With Danoffs Retirement - Barrons | |
| The fund retains about 6.43% of its assets under management (AUM) in cash |
Jensen Global Fundamentals Growth
Jensen Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Jensen Global, and Jensen Global 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 | 38.67 M | |||
About Jensen Global Performance
Evaluating Jensen Global's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Jensen Global 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 Global 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.
Under normal circumstances, the fund invests at least 80 percent of its net assets in U.S. and foreign equity securities of companies meeting the criteria for quality and growth as determined by the Adviser. The Adviser considers a company to be a growth company if it is determined by the Adviser to have above-average potential for growth in revenue, earnings, or cash flow. It is non-diversified.Things to note about Jensen Global Quality performance evaluation
Checking the ongoing alerts about Jensen Global for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Jensen Global Quality help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Latest headline from news.google.com: Berkshire Hathaway Will Lose Its Biggest Mutual-Fund Fan With Danoffs Retirement - Barrons | |
| The fund retains about 6.43% of its assets under management (AUM) in cash |
- Analyzing Jensen Global'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 Global's stock is overvalued or undervalued compared to its peers.
- Examining Jensen Global'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 Global's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Jensen Global's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Jensen Global's mutual fund. These opinions can provide insight into Jensen Global's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Jensen Mutual Fund
Jensen Global 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 Global security.
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