Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| HDVTY (Henderson Investment Ltd ADR) | 6.67% | 433.33% | -15.05% | -6.53% | -6.49% | NA | NA | … | … |
Data as of 06/03/2026, Common starting date is 02/10/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| HDVTY (Henderson Investment Ltd ADR) | 02/10/2012 | 06/03/2026 |
| 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 | 2016 | 2015 | 2014 | 2013 | 2012 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 433.33 | -15.05 | -6.53 | -6.49 | NA | NA | … | … | 6.67 | 275.00 | -50.00 | -51.31 | -22.01 | 5.96 | -39.51 | 5.00 | -2.44 | -2.38 | 7.69 | -20.41 | 28.95 | 1.06 | 7.43 |
| Sharpe Ratio | NA | 1.57 | -0.02 | -0.04 | -0.05 | NA | NA | … | … | 0.26 | 1.02 | -0.26 | -0.16 | -0.37 | 0.07 | -0.36 | 0.09 | -0.04 | -0.08 | 0.14 | -0.20 | 0.38 | 0.01 | 0.07 |
| Standard Deviation(%) | NA | 274.06 | 267.38 | 222.15 | 166.47 | NA | NA | … | … | 56.14 | 275.55 | 208.83 | 349.19 | 64.04 | 82.97 | 110.91 | 37.99 | 91.15 | 40.53 | 52.43 | 101.58 | 76.90 | 99.66 | 112.81 |
| Draw Down(%) | NA | 78.57 | 88.89 | 88.89 | 92.70 | NA | NA | … | … | 23.33 | 78.57 | 69.23 | 70.37 | 28.26 | 29.58 | 49.60 | 19.15 | 39.62 | 23.26 | 27.45 | 43.75 | 26.53 | 37.78 | 32.58 |
| Yield(%) | 0.00 | 0.00 | 0.74 | 2.45 | 3.20 | 4.15 | 3.11 | … | … | 0.00 | 0.00 | 0.00 | 3.53 | 6.81 | 8.33 | 3.81 | 5.00 | 4.88 | 4.76 | 5.13 | 4.08 | 5.26 | 5.32 | 5.71 |
Data as of 06/03/2026, Common starting date is 02/10/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HDVTY (Henderson Investment Ltd ADR) |
-47.40%
May 2022 – May 2025 |
-34.58%
May 2020 – May 2025 |
-23.52%
May 2015 – May 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HDVTY (Henderson Investment Ltd ADR) |
33.23%
Mar 2023 – Mar 2026 |
6.96%
Oct 2012 – Oct 2017 |
1.58%
Jul 2013 – Jul 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart