Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| HDRVX (Janus Henderson Dividend & Income Builde) | 11.69% | 22.50% | 19.29% | 11.62% | 9.87% | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 12/01/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| HDRVX (Janus Henderson Dividend & Income Builde) | 12/01/2015 | 06/05/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.83 | 22.50 | 19.29 | 11.62 | 9.87 | NA | NA | … | … | 11.69 | 29.34 | 8.88 | 18.17 | -8.65 | 11.88 | 5.35 | 18.87 | -9.02 | 17.66 | 4.46 | -1.23 |
| Sharpe Ratio | NA | 1.43 | 1.23 | 0.66 | 0.61 | NA | NA | … | … | 1.54 | 1.94 | 0.46 | 1.32 | -0.57 | 1.22 | 0.21 | 2.21 | -1.00 | 2.95 | 0.34 | -1.16 |
| Standard Deviation(%) | NA | 13.90 | 13.05 | 13.73 | 13.60 | NA | NA | … | … | 17.49 | 13.73 | 11.46 | 11.08 | 17.86 | 9.75 | 23.78 | 7.88 | 10.46 | 5.79 | 12.51 | 12.06 |
| Draw Down(%) | NA | 11.26 | 13.03 | 22.95 | 28.55 | NA | NA | … | … | 11.26 | 13.03 | 7.87 | 9.00 | 22.95 | 5.01 | 28.55 | 5.36 | 15.89 | 1.75 | 7.70 | 3.49 |
| Yield(%) | 0.00 | 7.46 | 6.63 | 5.34 | 5.12 | 3.53 | 2.65 | … | … | 0.00 | 9.24 | 6.86 | 3.59 | 3.67 | 4.94 | 3.35 | 3.76 | 3.72 | 3.37 | 3.04 | 0.52 |
Data as of 06/05/2026, Common starting date is 12/01/2015
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HDRVX (Janus Henderson Dividend & Income Builde) |
-0.61%
Sep 2019 – Sep 2022 |
0.50%
Sep 2017 – Sep 2022 |
9.07%
Mar 2016 – Mar 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HDRVX (Janus Henderson Dividend & Income Builde) |
23.28%
Sep 2022 – Sep 2025 |
13.69%
Oct 2020 – Oct 2025 |
10.71%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart