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HFOAX: HENDERSON INTERNATIONAL OPPORTUNITIES FUND CLASS A (MUTUAL FUND)
Basic Info
| Asset Class: | Foreign Large Blend |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 08/31/2001 |
| Last Dividend Date: | 06/14/2023 |
| 12-Mo. Yield | 8.74% |
| Expenses | 0.99% |
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Performance Analytics (As of 06/22/2023)
Not up-to-date? Try| Last 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 08/31/2001 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -0.4 | 19.3 | 5.9 | 3.0 | 4.9 | 3.2 | 7.0 | 7.2 | 11.5 | -15.2 | 2.1 | 13.4 | 26.4 | -19.1 | 21.2 | -3.6 | 2.0 | -1.7 | 26.3 | 20.9 | -14.8 | 5.7 | 32.7 | -39.9 | 18.4 | 28.0 | 16.5 | 20.2 | 44.2 | -11.3 | 16.4 |
| Sharpe Ratio | NA | 0.96 | 0.3 | 0.1 | 0.27 | NA | NA | 0.34 | 1.85 | -0.77 | 0.18 | 0.48 | 2.28 | -1.41 | 2.79 | -0.23 | 0.13 | -0.15 | 2.3 | 1.36 | -0.57 | 0.31 | 1.2 | -1.03 | 0.9 | 1.72 | 1.54 | 1.44 | 3.17 | -0.73 | 2.25 |
| Draw Down(%) | NA | 16.2 | 32.7 | 32.7 | 33.7 | NA | NA | 56.3 | 8.2 | 30.6 | 8.0 | 32.2 | 6.8 | 27.1 | 2.8 | 14.1 | 16.2 | 10.5 | 9.2 | 16.6 | 27.5 | 15.9 | 26.2 | 52.2 | 12.8 | 16.9 | 7.5 | 13.8 | 16.1 | 29.3 | 16.8 |
| Standard Deviation(%) | NA | 17.1 | 16.2 | 18.2 | 15.7 | NA | NA | 18.6 | 12.3 | 21.6 | 11.8 | 27.1 | 10.9 | 14.6 | 7.4 | 16.8 | 14.2 | 11.5 | 11.4 | 15.4 | 25.9 | 18.2 | 27.1 | 39.5 | 17.0 | 14.4 | 9.3 | 13.4 | 13.7 | 16.9 | 27.0 |
| Treynor Ratio | NA | 0.19 | 0.06 | 0.02 | 0.05 | NA | NA | 0.07 | 0.27 | -0.18 | 0.03 | 0.22 | 0.26 | -0.2 | 0.24 | -0.04 | 0.02 | -0.02 | 0.34 | 0.24 | -0.16 | 0.07 | 0.36 | -0.44 | 0.17 | 0.26 | 0.19 | 0.23 | 0.55 | -0.18 | 0.54 |
| Alpha | NA | 0.02 | -0.01 | 0.0 | 0.0 | NA | NA | 0.01 | 0.02 | -0.01 | -0.03 | 0.04 | 0.02 | -0.02 | 0.0 | -0.03 | 0.02 | 0.01 | 0.04 | 0.02 | -0.02 | -0.01 | 0.02 | -0.01 | 0.03 | 0.02 | 0.02 | 0.02 | 0.05 | -0.01 | 0.25 |
| Beta | NA | 0.84 | 0.88 | 0.78 | 0.82 | NA | NA | 0.86 | 0.83 | 0.93 | 0.82 | 0.6 | 0.95 | 1.03 | 0.85 | 0.9 | 0.87 | 0.89 | 0.76 | 0.86 | 0.92 | 0.82 | 0.91 | 0.92 | 0.88 | 0.97 | 0.74 | 0.82 | 0.79 | 0.68 | 1.12 |
| RSquared | NA | 0.82 | 0.83 | 0.61 | 0.69 | NA | NA | 0.79 | 0.8 | 0.86 | 0.78 | 0.37 | 0.85 | 0.89 | 0.73 | 0.89 | 0.89 | 0.75 | 0.72 | 0.86 | 0.94 | 0.92 | 0.92 | 0.91 | 0.76 | 0.82 | 0.67 | 0.71 | 0.65 | 0.62 | 0.74 |
| Yield(%) | N/A | 8.7 | 10.2 | 8.0 | 6.0 | 4.0 | 8.0 | N/A | 4.2 | 3.6 | 18.6 | 0.7 | 4.4 | 11.9 | 1.1 | 1.5 | 1.4 | 0.9 | 0.4 | 0.8 | 0.5 | 0.7 | 0.5 | 1.1 | 9.9 | 5.3 | 4.3 | 1.7 | 1.6 | 0.6 | 0.0 |
| Dividend Growth(%) | N/A | -69.3 | 48.7 | 752.3 | 144.8 | N/A | N/A | N/A | -8.8 | -83.9 | 2915.6 | -80.7 | -74.6 | 1147.8 | -25.7 | 9.0 | 46.9 | 164.1 | -37.4 | 36.1 | -20.6 | 83.8 | -74.1 | -87.9 | 123.0 | 40.8 | 198.8 | 51.2 | 140.6 | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 08/31/2001
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