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HFEAX: HENDERSON EUROPEAN FOCUS FUND CLASS A (MUTUAL FUND)
Basic Info 62.92 2.07(3.19%) June 05
| Asset Class: | EUROPE STOCK |
| MyPlanIQ Rating: | (50%) |
| Start Date: | 12/13/2002 |
| Last Dividend Date: | 12/05/2025 |
| 12-Mo. Yield | 1.25% |
| Expenses | 1.22% |
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Performance Analytics (As of 06/05/2026)
| Last 1 Week* | YTD*(2026) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception** | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -2.9 | 2.0 | 13.6 | 17.8 | 8.7 | 8.8 | 6.9 | 7.8 | 11.7 | 40.0 | 2.1 | 21.3 | -16.1 | 18.8 | 26.5 | 31.4 | -27.8 | 16.1 | -7.2 | 2.7 | -5.0 | 34.7 | 23.4 | -19.0 | 20.0 | 108.5 | -56.0 | 12.8 | 40.8 | 14.2 | 37.6 | 61.9 | 0.8 |
| Sharpe Ratio | NA | 0.1 | 0.65 | 0.9 | 0.34 | 0.37 | NA | NA | 0.5 | 2.36 | -0.11 | 1.13 | -0.7 | 1.29 | 0.84 | 2.06 | -1.81 | 1.65 | -0.33 | 0.16 | -0.39 | 2.6 | 1.14 | -0.59 | 0.87 | 3.42 | -1.38 | 0.53 | 2.18 | 1.08 | 2.68 | 5.09 | 1.69 |
| Draw Down(%) | NA | 14.4 | 14.4 | 14.4 | 33.2 | 36.7 | NA | NA | 66.7 | 13.9 | 10.0 | 12.6 | 31.4 | 7.8 | 31.3 | 11.3 | 33.7 | 4.4 | 17.1 | 16.5 | 16.2 | 7.1 | 22.4 | 35.9 | 19.2 | 16.7 | 65.5 | 15.2 | 21.1 | 12.6 | 10.7 | 13.3 | 1.8 |
| Standard Deviation(%) | NA | 21.8 | 16.9 | 16.2 | 18.2 | 19.0 | NA | NA | 20.9 | 16.1 | 14.3 | 15.7 | 25.2 | 14.6 | 31.1 | 14.5 | 16.2 | 9.4 | 22.5 | 16.6 | 12.9 | 13.3 | 20.7 | 32.0 | 23.0 | 31.7 | 41.3 | 18.2 | 17.2 | 11.0 | 13.7 | 12.0 | 10.6 |
| Treynor Ratio | NA | 0.02 | 0.11 | 0.15 | 0.06 | 0.07 | NA | NA | 0.12 | 0.43 | -0.01 | 0.18 | -0.18 | 0.18 | 0.29 | 0.26 | -0.28 | 0.18 | -0.07 | 0.03 | -0.06 | 0.41 | 0.25 | -0.2 | 0.23 | 1.24 | -0.68 | 0.11 | 0.38 | 0.17 | 0.41 | 1.27 | 0.62 |
| Alpha | NA | -0.03 | -0.01 | 0.01 | 0.0 | 0.0 | NA | NA | 0.02 | 0.03 | 0.0 | 0.0 | 0.0 | 0.01 | 0.07 | 0.01 | -0.06 | -0.02 | -0.03 | 0.02 | 0.0 | 0.04 | 0.01 | -0.04 | 0.06 | 0.2 | -0.13 | 0.0 | 0.02 | 0.03 | 0.06 | 0.13 | 0.03 |
| Beta | NA | 1.06 | 1.0 | 0.98 | 0.99 | 0.97 | NA | NA | 0.9 | 0.89 | 1.04 | 1.01 | 0.98 | 1.03 | 0.9 | 1.17 | 1.05 | 0.86 | 1.06 | 0.92 | 0.89 | 0.85 | 0.94 | 0.97 | 0.85 | 0.88 | 0.83 | 0.88 | 0.99 | 0.71 | 0.89 | 0.48 | 0.29 |
| RSquared | NA | 0.89 | 0.83 | 0.83 | 0.89 | 0.88 | NA | NA | 0.83 | 0.8 | 0.86 | 0.86 | 0.96 | 0.87 | 0.9 | 0.86 | 0.84 | 0.66 | 0.92 | 0.9 | 0.8 | 0.77 | 0.78 | 0.9 | 0.87 | 0.84 | 0.83 | 0.84 | 0.68 | 0.46 | 0.74 | 0.5 | 0.41 |
| Yield(%) | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 1.6 | 1.5 | 5.0 | 2.0 | 0.2 | 0.3 | 1.3 | 2.9 | 1.9 | 2.4 | 0.7 | 1.5 | 0.3 | 1.6 | 4.3 | 4.6 | 5.6 | 6.9 | 12.4 | 10.1 | 6.7 | 12.3 | 7.0 | 0.5 |
| Dividend Growth(%) | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 7.4 | -66.5 | 109.2 | 1361.9 | -42.2 | -64.4 | -70.1 | 73.7 | -25.2 | 225.2 | -54.1 | 621.9 | -80.3 | -69.6 | 6.8 | 62.1 | -69.5 | -44.1 | 56.2 | 64.7 | -32.5 | 169.6 | 1276.6 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 09/10/2001
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