Jensen Global Quality Fund Manager Performance Evaluation
| JGQYX Fund | USD 17.11 0.01 0.06% |
The fund retains a Market Volatility (i.e., Beta) of 0.63, 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
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Very Weak
Over the last 90 days Jensen Global Quality has generated negative risk-adjusted returns adding no value to fund investors. In spite of fairly strong basic 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 1,704 in Jensen Global Quality on August 29, 2024 and sell it today you would earn a total of 6.00 from holding Jensen Global Quality or generate 0.35% return on investment over 90 days. Jensen Global Quality is currently producing 0.0081% returns and takes up 0.7293% volatility of returns over 90 trading days. Put another way, 6% 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 $17.07 per share. The prevalent price of the fund is $17.11. 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 17.11 | Real 17.07 | Hype 17.1 | Naive 17.05 |
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 Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Jensen Global's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Jensen Global Quality, and traders can use it to determine the average amount a Jensen Global'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 = 0.0111
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| Negative Returns | JGQYX |
Estimated Market Risk
| 0.73 actual daily | 6 94% of assets are more volatile |
Expected Return
| 0.01 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| 0.01 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Jensen Global 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 Jensen Global by adding Jensen Global to a well-diversified portfolio.
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 | 34.99 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.| The fund retains 99.47% of its assets under management (AUM) in equities |
- 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.
| Money Flow Index Determine momentum by analyzing Money Flow Index and other technical indicators | |
| Headlines Timeline Stay connected to all market stories and filter out noise. Drill down to analyze hype elasticity | |
| Odds Of Bankruptcy Get analysis of equity chance of financial distress in the next 2 years | |
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