Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| HDQVX (Janus Henderson Div & Income Builder Fun) | 15.13% | 24.91% | 19.97% | 12.05% | NA | NA | NA | … | … |
Data as of 06/11/2026, Common starting date is 06/06/2017
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| HDQVX (Janus Henderson Div & Income Builder Fun) | 06/06/2017 | 06/11/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.48 | 24.91 | 19.97 | 12.05 | NA | NA | NA | … | … | 15.13 | 29.00 | 8.58 | 18.06 | -8.69 | 11.68 | 5.12 | 18.91 | -9.40 | 6.35 |
| Sharpe Ratio | NA | 1.41 | 1.21 | 0.65 | NA | NA | NA | … | … | 1.53 | 1.91 | 0.43 | 1.31 | -0.57 | 1.20 | 0.20 | 2.21 | -1.03 | 2.06 |
| Standard Deviation(%) | NA | 13.90 | 13.04 | 13.73 | NA | NA | NA | … | … | 17.49 | 13.72 | 11.44 | 11.09 | 17.88 | 9.75 | 23.82 | 7.88 | 10.50 | 5.16 |
| Draw Down(%) | NA | 11.33 | 13.03 | 22.94 | NA | NA | NA | … | … | 11.33 | 13.03 | 7.92 | 9.01 | 22.94 | 5.03 | 28.56 | 5.37 | 16.24 | 1.73 |
| Yield(%) | 0.00 | 7.24 | 6.38 | 5.20 | 4.34 | 2.89 | 2.17 | … | … | 0.00 | 9.01 | 6.61 | 3.33 | 3.71 | 4.93 | 3.32 | 3.77 | 3.67 | 2.24 |
Data as of 06/11/2026, Common starting date is 06/06/2017
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HDQVX (Janus Henderson Div & Income Builder Fun) |
-0.72%
Sep 2019 – Sep 2022 |
0.33%
Sep 2017 – Sep 2022 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HDQVX (Janus Henderson Div & Income Builder Fun) |
23.01%
Sep 2022 – Sep 2025 |
13.51%
Oct 2020 – Oct 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart