Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| HGAAX (HENDERSON ALL ASSET FUND CLASS A) | NA | 1.97% | 5.15% | 2.35% | NA | NA | NA | … | … |
Data as of 06/25/2019, Common starting date is 03/30/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| HGAAX (HENDERSON ALL ASSET FUND CLASS A) | 03/30/2012 | 06/25/2019 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.98 | 1.97 | 5.15 | 2.35 | NA | NA | NA | … | … | 7.59 | -7.03 | 10.96 | 4.43 | -1.92 | 1.41 | 8.38 | 2.56 |
| Sharpe Ratio | NA | 0.08 | 0.93 | 0.35 | NA | NA | NA | … | … | 3.34 | -1.60 | 3.22 | 0.70 | -0.33 | 0.31 | 1.71 | 0.91 |
| Standard Deviation(%) | NA | 5.07 | 4.36 | 5.07 | NA | NA | NA | … | … | 4.43 | 5.23 | 3.22 | 6.00 | 5.84 | 4.46 | 4.89 | 3.71 |
| Draw Down(%) | NA | 7.66 | 10.73 | 11.40 | NA | NA | NA | … | … | 2.18 | 10.73 | 1.30 | 5.02 | 7.93 | 4.13 | 5.64 | 2.80 |
| Yield(%) | 18.29 | 20.72 | 10.07 | 6.82 | 4.23 | 2.82 | 2.11 | … | … | 19.48 | 2.75 | 7.49 | 0.44 | 3.35 | 3.92 | 4.14 | 1.06 |
Data as of 06/25/2019, Common starting date is 03/30/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HGAAX (HENDERSON ALL ASSET FUND CLASS A) |
0.88%
Feb 2013 – Feb 2016 |
1.39%
Dec 2013 – Dec 2018 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HGAAX (HENDERSON ALL ASSET FUND CLASS A) |
6.36%
May 2012 – May 2015 |
4.60%
Oct 2012 – Oct 2017 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart