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HFORX: HENDERSON INTERNATIONAL OPPORTUNITIES FUND CLASS R (MUTUAL FUND)
Basic Info
| Asset Class: | Foreign Large Blend |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 10/12/2005 |
| Last Dividend Date: | 06/14/2023 |
| 12-Mo. Yield | 8.77% |
| 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 | Since 10/12/2005 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -0.4 | 24.0 | 7.2 | 3.7 | 5.1 | 2.8 | 3.5 | 16.0 | -15.2 | -17.4 | 13.2 | 26.0 | -19.4 | 20.8 | -3.9 | 1.7 | -1.9 | 26.0 | 20.4 | -15.1 | 5.4 | 32.4 | -41.2 | 8.4 | 22.1 | 2.9 |
| Sharpe Ratio | NA | 1.16 | 0.37 | 0.13 | 0.27 | NA | 0.15 | 2.31 | -0.77 | -0.69 | 0.48 | 2.25 | -1.42 | 2.73 | -0.25 | 0.12 | -0.17 | 2.27 | 1.33 | -0.59 | 0.29 | 1.19 | -1.06 | 0.29 | 1.27 | 0.86 |
| Draw Down(%) | NA | 16.2 | 32.9 | 32.9 | 34.1 | NA | 60.7 | 8.2 | 30.7 | 25.6 | 32.2 | 6.8 | 27.3 | 2.8 | 14.1 | 16.3 | 10.6 | 9.3 | 16.7 | 27.7 | 15.9 | 26.2 | 52.2 | 17.3 | 16.9 | 4.5 |
| Standard Deviation(%) | NA | 17.8 | 16.4 | 18.4 | 15.8 | NA | 19.5 | 14.1 | 21.6 | 25.2 | 27.0 | 10.9 | 14.6 | 7.4 | 16.8 | 14.2 | 11.3 | 11.4 | 15.4 | 25.9 | 18.2 | 27.0 | 39.4 | 18.4 | 14.9 | 13.4 |
| Treynor Ratio | NA | 0.24 | 0.07 | 0.03 | 0.05 | NA | 0.03 | 0.38 | -0.18 | -0.2 | 0.15 | 0.26 | -0.2 | 0.24 | -0.05 | 0.02 | -0.02 | 0.34 | 0.24 | -0.16 | 0.06 | 0.36 | -0.46 | 0.06 | 0.2 | 0.15 |
| Alpha | NA | 0.03 | -0.01 | 0.0 | 0.0 | NA | 0.0 | 0.05 | -0.02 | -0.1 | 0.02 | 0.02 | -0.02 | 0.0 | -0.03 | 0.02 | 0.01 | 0.03 | 0.02 | -0.02 | -0.01 | 0.02 | -0.02 | -0.01 | 0.0 | -0.05 |
| Beta | NA | 0.85 | 0.88 | 0.89 | 0.89 | NA | 0.89 | 0.85 | 0.93 | 0.86 | 0.85 | 0.95 | 1.03 | 0.86 | 0.9 | 0.87 | 0.88 | 0.77 | 0.86 | 0.92 | 0.82 | 0.9 | 0.92 | 0.85 | 0.96 | 0.76 |
| RSquared | NA | 0.75 | 0.81 | 0.87 | 0.86 | NA | 0.87 | 0.62 | 0.85 | 0.23 | 0.94 | 0.85 | 0.89 | 0.73 | 0.89 | 0.89 | 0.76 | 0.72 | 0.86 | 0.94 | 0.92 | 0.92 | 0.91 | 0.61 | 0.75 | 0.33 |
| Yield(%) | N/A | 8.8 | 10.0 | 7.9 | 5.7 | 3.7 | N/A | 4.2 | 3.7 | 18.6 | 0.2 | 3.9 | 11.7 | 0.8 | 1.5 | 1.3 | 0.8 | 0.1 | 0.4 | 0.3 | 0.5 | 0.5 | 0.0 | 0.0 | 0.0 | 0.0 |
| Dividend Growth(%) | N/A | -69.2 | 55.1 | 867.7 | N/A | N/A | N/A | -12.1 | -83.6 | 11040.6 | -94.0 | -77.2 | 1704.5 | -48.9 | 8.7 | 61.7 | 791.7 | -64.7 | -2.9 | -34.0 | 37.7 | N/A | N/A | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 10/12/2005
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