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HYOAX: HENDERSON HIGH YIELD OPPORTUNITIES FUND CLASS A (MUTUAL FUND)
Basic Info
| Asset Class: | High Yield Bond |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 05/06/2013 |
| Last Dividend Date: | 04/25/2017 |
| 12-Mo. Yield | 5.59% |
| Expenses | 1.10% |
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Performance Analytics (As of 05/19/2017)
Not up-to-date? Try| Last 1 Week* | 1 Yr | 3 Yr | Since 05/06/2013 |
2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -0.2 | 14.2 | 5.1 | 6.5 | 4.4 | 15.5 | -1.9 | 3.3 | 5.7 |
| Sharpe Ratio | NA | 3.69 | 1.21 | 1.66 | 3.74 | 3.39 | -0.48 | 0.96 | 2.4 |
| Draw Down(%) | NA | 2.4 | 9.3 | 9.3 | 2.0 | 3.0 | 8.0 | 5.7 | 5.0 |
| Standard Deviation(%) | NA | 3.7 | 4.1 | 3.9 | 3.0 | 4.5 | 4.0 | 3.4 | 3.6 |
| Treynor Ratio | NA | 0.17 | 0.06 | 0.08 | 0.16 | 0.2 | -0.02 | 0.04 | 0.11 |
| Alpha | NA | 0.02 | 0.01 | 0.01 | 0.02 | 0.02 | 0.0 | 0.0 | 0.03 |
| Beta | NA | 0.81 | 0.8 | 0.78 | 0.71 | 0.78 | 0.82 | 0.74 | 0.78 |
| RSquared | NA | 0.65 | 0.69 | 0.66 | 0.53 | 0.75 | 0.66 | 0.58 | 0.61 |
| Yield(%) | N/A | 5.6 | 5.8 | N/A | 1.9 | 5.5 | 5.1 | 8.3 | 4.1 |
| Dividend Growth(%) | N/A | 6.7 | N/A | N/A | -62.0 | 0.0 | -41.7 | 105.8 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 05/06/2013
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View Historical Data in an advanced chart |
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See High Yield Bond Asset Class Trend Rankings |
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