Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
HGRAX (Henderson US Growth Opportunities A) NA -33.63% -4.73% -0.83% NA NA NA
Data as of 02/07/2020, Common starting date is 12/23/2014
More Performance Analytics Comparison
Name Start Date End Date
HGRAX (Henderson US Growth Opportunities A) 12/23/2014 02/07/2020
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception 2020 2019 2018 2017 2016 2015 2014
Annualized Return (%) -46.24 -33.63 -4.73 -0.83 NA NA NA -45.17 32.90 2.65 19.19 1.48 7.15 -0.79
Sharpe Ratio NA -0.54 -0.15 -0.05 NA NA NA -0.51 2.19 0.07 2.31 0.09 0.45 NA
Standard Deviation(%) NA 64.91 39.36 31.86 NA NA NA 198.16 14.40 18.34 8.05 14.10 15.81 NA
Draw Down(%) NA 47.99 47.99 47.99 NA NA NA 47.99 6.68 20.56 3.09 11.49 11.28 NA
Yield(%) 0.00 0.00 0.70 0.46 0.23 0.16 0.12 0.00 0.00 1.03 0.93 0.00 0.00 0.00
Data as of 02/07/2020, Common starting date is 12/23/2014
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
HGRAX (Henderson US Growth Opportunities A) 7.48%
Dec 2015 – Dec 2018
12.93%
Jan 2015 – Jan 2020
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
HGRAX (Henderson US Growth Opportunities A) 17.59%
Dec 2016 – Dec 2019
12.93%
Jan 2015 – Jan 2020
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return