Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| HFORX (HENDERSON INTERNATIONAL OPPORTUNITIES FUND CLASS R) | NA | 19.13% | 5.77% | 2.83% | 4.75% | 2.80% | NA | … | … |
Data as of 06/22/2023, Common starting date is 10/12/2005
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| HFORX (HENDERSON INTERNATIONAL OPPORTUNITIES FUND CLASS R) | 10/12/2005 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.42 | 19.13 | 5.77 | 2.83 | 4.75 | 2.80 | NA | … | … | 15.98 | -15.24 | -17.44 | 13.23 | 25.96 | -19.36 | 20.75 | -3.94 | 1.67 | -1.95 | 26.02 | 20.36 | -15.14 | 5.41 | 32.41 | -41.16 | 8.42 | 22.11 | 2.92 |
| Sharpe Ratio | NA | 1.16 | 0.37 | 0.13 | 0.27 | NA | NA | … | … | 2.31 | -0.77 | -0.69 | 0.48 | 2.25 | -1.42 | 2.73 | -0.25 | 0.12 | -0.17 | 2.27 | 1.33 | -0.59 | 0.29 | 1.19 | -1.06 | 0.29 | 1.27 | 0.86 |
| Standard Deviation(%) | NA | 17.84 | 16.42 | 18.36 | 15.80 | NA | NA | … | … | 14.12 | 21.63 | 25.19 | 27.04 | 10.93 | 14.59 | 7.41 | 16.77 | 14.22 | 11.32 | 11.45 | 15.40 | 25.88 | 18.15 | 27.04 | 39.42 | 18.40 | 14.92 | 13.40 |
| Draw Down(%) | NA | 16.22 | 32.89 | 32.89 | 34.12 | NA | NA | … | … | 8.15 | 30.68 | 25.55 | 32.23 | 6.82 | 27.29 | 2.80 | 14.08 | 16.32 | 10.58 | 9.26 | 16.69 | 27.68 | 15.88 | 26.25 | 52.24 | 17.31 | 16.90 | 4.53 |
| Yield(%) | 0.00 | 8.77 | 10.04 | 7.85 | 5.73 | 3.67 | 3.35 | … | … | 4.18 | 3.70 | 18.61 | 0.19 | 3.89 | 11.66 | 0.78 | 1.48 | 1.34 | 0.81 | 0.11 | 0.37 | 0.33 | 0.53 | 0.50 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/22/2023, Common starting date is 10/12/2005
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HFORX (HENDERSON INTERNATIONAL OPPORTUNITIES FUND CLASS R) |
-14.88%
Feb 2006 – Feb 2009 |
-7.68%
Oct 2007 – Oct 2012 |
0.45%
Oct 2007 – Oct 2017 |
-0.71%
Oct 2007 – Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HFORX (HENDERSON INTERNATIONAL OPPORTUNITIES FUND CLASS R) |
17.93%
May 2012 – May 2015 |
16.65%
Feb 2009 – Feb 2014 |
8.33%
Feb 2009 – Feb 2019 |
4.23%
Dec 2005 – Dec 2020 |
Annualized Rolling Returns Comparison Chart