Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| HGACX (HENDERSON ALL ASSET FUND CLASS C) | NA | 1.13% | 4.35% | 1.59% | NA | NA | NA | … | … |
Data as of 06/25/2019, Common starting date is 04/02/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| HGACX (HENDERSON ALL ASSET FUND CLASS C) | 04/02/2012 | 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 (%) | 0.82 | 1.13 | 4.35 | 1.59 | NA | NA | NA | … | … | 7.07 | -7.65 | 10.19 | 3.53 | -2.57 | 0.61 | 7.52 | 1.99 |
| Sharpe Ratio | NA | -0.08 | 0.75 | 0.20 | NA | NA | NA | … | … | 3.03 | -1.73 | 2.90 | 0.55 | -0.45 | 0.13 | 1.52 | 0.69 |
| Standard Deviation(%) | NA | 5.09 | 4.40 | 5.09 | NA | NA | NA | … | … | 4.50 | 5.20 | 3.31 | 6.07 | 5.81 | 4.47 | 4.91 | 3.82 |
| Draw Down(%) | NA | 8.01 | 11.38 | 11.85 | NA | NA | NA | … | … | 2.31 | 11.38 | 1.32 | 5.09 | 8.22 | 4.36 | 6.05 | 2.90 |
| Yield(%) | 14.49 | 16.02 | 7.90 | 5.47 | 3.40 | 2.26 | 1.70 | … | … | 15.41 | 1.72 | 6.46 | 0.00 | 3.06 | 3.42 | 3.66 | 0.89 |
Data as of 06/25/2019, Common starting date is 04/02/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HGACX (HENDERSON ALL ASSET FUND CLASS C) |
0.11%
Feb 2013 – Feb 2016 |
0.65%
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 |
|---|---|---|---|---|
| HGACX (HENDERSON ALL ASSET FUND CLASS C) |
5.52%
May 2012 – May 2015 |
3.82%
Oct 2012 – Oct 2017 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart