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HFQRX: Janus Henderson Global Equity Income Fun (MUTUAL FUND)
Basic Info 7.99 0.16(1.96%) June 05
| Asset Class: | EQUITY |
| MyPlanIQ Rating: | (75%) |
| Start Date: | 12/01/2015 |
| Last Dividend Date: | 12/09/2025 |
| 12-Mo. Yield | 5.97% |
| Expenses | 1.30% |
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Performance Analytics (As of 06/05/2026)
| Last 1 Week* | YTD*(2026) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Inception** | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -0.7 | 9.2 | 22.7 | 17.6 | 10.0 | 8.5 | 8.2 | 30.2 | 7.3 | 10.6 | -6.1 | 13.0 | 1.8 | 21.4 | -15.6 | 19.7 | 5.0 | -2.2 |
| Sharpe Ratio | NA | 1.42 | 1.77 | 1.26 | 0.58 | 0.47 | 0.45 | 2.33 | 0.36 | 0.66 | -0.41 | 1.18 | 0.05 | 2.05 | -1.45 | 2.79 | 0.3 | -1.85 |
| Draw Down(%) | NA | 9.9 | 9.9 | 12.3 | 21.6 | 34.3 | 34.3 | 12.3 | 6.9 | 8.9 | 21.6 | 6.3 | 34.3 | 7.3 | 21.1 | 2.2 | 10.0 | 4.7 |
| Standard Deviation(%) | NA | 14.2 | 11.3 | 11.4 | 13.0 | 14.8 | 14.7 | 11.8 | 10.2 | 10.6 | 18.3 | 11.0 | 29.0 | 9.7 | 11.7 | 6.9 | 15.9 | 13.0 |
| Treynor Ratio | NA | 0.3 | 0.33 | 0.29 | 0.14 | 0.11 | 0.1 | 0.63 | 0.08 | 0.13 | -0.13 | 0.21 | 0.02 | 0.31 | -0.31 | 0.36 | 0.05 | -0.38 |
| Alpha | NA | 0.03 | 0.02 | 0.02 | 0.01 | 0.0 | 0.0 | 0.07 | -0.02 | -0.02 | 0.02 | -0.01 | -0.05 | 0.01 | -0.06 | 0.03 | -0.02 | -0.02 |
| Beta | NA | 0.67 | 0.62 | 0.5 | 0.55 | 0.64 | 0.64 | 0.43 | 0.48 | 0.55 | 0.6 | 0.61 | 0.75 | 0.65 | 0.55 | 0.53 | 0.93 | 0.63 |
| RSquared | NA | 0.46 | 0.47 | 0.45 | 0.54 | 0.65 | 0.65 | 0.49 | 0.38 | 0.5 | 0.66 | 0.59 | 0.84 | 0.72 | 0.62 | 0.3 | 0.64 | 0.76 |
| Yield(%) | N/A | 0.0 | N/A | N/A | N/A | N/A | N/A | 8.4 | 8.3 | 8.4 | 7.2 | 7.6 | 7.1 | 8.1 | 6.3 | 7.1 | 7.0 | 0.4 |
| Dividend Growth(%) | N/A | -100.0 | N/A | N/A | N/A | N/A | N/A | 0.8 | 0.2 | 0.3 | -0.4 | -0.1 | 0.0 | -0.5 | -0.1 | 1.0 | 1475.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 11/30/2015
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