Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| HFOAX (HENDERSON INTERNATIONAL OPPORTUNITIES FUND CLASS A) | NA | 19.26% | 5.90% | 3.04% | 5.02% | 3.22% | 7.06% | … | … |
Data as of 06/22/2023, Common starting date is 08/31/2001
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| HFOAX (HENDERSON INTERNATIONAL OPPORTUNITIES FUND CLASS A) | 08/31/2001 | 06/22/2023 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.41 | 19.26 | 5.90 | 3.04 | 5.02 | 3.22 | 7.06 | … | … | 11.51 | -15.16 | 2.11 | 13.43 | 26.36 | -19.12 | 21.19 | -3.60 | 1.95 | -1.67 | 26.33 | 20.89 | -14.84 | 5.65 | 32.74 | -39.89 | 18.38 | 28.03 | 16.48 | 20.23 | 44.17 | -11.27 | 16.40 |
| Sharpe Ratio | NA | 0.96 | 0.30 | 0.10 | 0.27 | NA | NA | … | … | 1.85 | -0.77 | 0.18 | 0.48 | 2.28 | -1.41 | 2.79 | -0.23 | 0.13 | -0.15 | 2.30 | 1.36 | -0.57 | 0.31 | 1.20 | -1.03 | 0.90 | 1.72 | 1.54 | 1.44 | 3.17 | -0.73 | 2.25 |
| Standard Deviation(%) | NA | 17.08 | 16.16 | 18.24 | 15.74 | NA | NA | … | … | 12.26 | 21.58 | 11.81 | 27.11 | 10.91 | 14.63 | 7.40 | 16.77 | 14.25 | 11.54 | 11.42 | 15.44 | 25.88 | 18.15 | 27.10 | 39.47 | 16.96 | 14.37 | 9.26 | 13.38 | 13.71 | 16.93 | 27.01 |
| Draw Down(%) | NA | 16.19 | 32.73 | 32.73 | 33.71 | NA | NA | … | … | 8.16 | 30.58 | 8.00 | 32.21 | 6.83 | 27.12 | 2.77 | 14.06 | 16.23 | 10.54 | 9.22 | 16.62 | 27.51 | 15.85 | 26.24 | 52.17 | 12.83 | 16.87 | 7.54 | 13.78 | 16.06 | 29.26 | 16.85 |
| Yield(%) | 0.00 | 8.74 | 10.19 | 8.04 | 6.00 | 3.99 | 7.97 | … | … | 4.24 | 3.62 | 18.63 | 0.69 | 4.42 | 11.88 | 1.15 | 1.50 | 1.36 | 0.91 | 0.43 | 0.80 | 0.51 | 0.67 | 0.47 | 1.12 | 9.90 | 5.30 | 4.34 | 1.71 | 1.60 | 0.59 | 0.00 |
Data as of 06/22/2023, Common starting date is 08/31/2001
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HFOAX (HENDERSON INTERNATIONAL OPPORTUNITIES FUND CLASS A) |
-10.33%
Feb 2006 – Feb 2009 |
-5.45%
Oct 2007 – Oct 2012 |
1.81%
Oct 2007 – Oct 2017 |
0.27%
Oct 2007 – Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HFOAX (HENDERSON INTERNATIONAL OPPORTUNITIES FUND CLASS A) |
34.51%
Mar 2003 – Mar 2006 |
28.14%
Sep 2002 – Sep 2007 |
11.49%
Mar 2003 – Mar 2013 |
10.11%
Sep 2002 – Sep 2017 |
Annualized Rolling Returns Comparison Chart