Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| HFOCX (HENDERSON INTERNATIONAL OPPORTUNITIES FUND CLASS C) | NA | 18.97% | 5.33% | 2.44% | 4.32% | 2.50% | 6.31% | … | … |
Data as of 06/22/2023, Common starting date is 09/04/2001
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| HFOCX (HENDERSON INTERNATIONAL OPPORTUNITIES FUND CLASS C) | 09/04/2001 | 06/22/2023 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 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 (%) | -0.44 | 18.97 | 5.33 | 2.44 | 4.32 | 2.50 | 6.31 | … | … | 15.48 | -15.34 | -18.27 | 12.66 | 21.99 | -30.80 | 20.16 | -5.20 | 0.36 | -2.75 | 25.36 | 19.87 | -15.49 | 4.87 | 31.77 | -41.11 | 7.47 | 21.64 | 10.97 | 17.46 | 41.47 | -12.14 | 15.87 |
| Sharpe Ratio | NA | 1.14 | 0.33 | 0.11 | 0.24 | NA | NA | … | … | 2.25 | -0.77 | -0.72 | 0.46 | -0.11 | -2.49 | 0.13 | -2.33 | -1.28 | -1.84 | 0.60 | 0.09 | -1.32 | -0.76 | 0.49 | -1.53 | -0.79 | -0.05 | -0.97 | -0.16 | 1.60 | -1.90 | 1.02 |
| Standard Deviation(%) | NA | 17.83 | 16.42 | 18.38 | 15.83 | NA | NA | … | … | 13.92 | 21.67 | 25.57 | 27.11 | 11.31 | 21.02 | 7.42 | 16.81 | 14.20 | 11.56 | 11.44 | 15.45 | 25.86 | 18.16 | 27.11 | 39.50 | 18.52 | 14.94 | 10.33 | 13.45 | 13.86 | 16.83 | 27.17 |
| Draw Down(%) | NA | 16.25 | 33.33 | 33.33 | 34.61 | NA | NA | … | … | 8.19 | 30.87 | 26.14 | 32.27 | 6.85 | 37.59 | 2.79 | 14.15 | 16.46 | 10.73 | 9.29 | 16.73 | 27.82 | 15.93 | 26.28 | 52.50 | 17.65 | 16.97 | 7.64 | 13.87 | 16.15 | 29.60 | 16.77 |
| Yield(%) | 0.00 | 8.81 | 10.04 | 7.72 | 5.37 | 3.41 | 6.89 | … | … | 3.97 | 3.89 | 18.87 | 0.00 | 3.56 | 11.14 | 0.13 | 0.86 | 0.81 | 0.36 | 0.00 | 0.00 | 0.00 | 0.20 | 0.01 | 0.70 | 10.27 | 5.26 | 4.43 | 1.73 | 1.61 | 0.25 | 0.00 |
Data as of 06/22/2023, Common starting date is 09/04/2001
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HFOCX (HENDERSON INTERNATIONAL OPPORTUNITIES FUND CLASS C) |
-10.98%
Feb 2006 – Feb 2009 |
-6.14%
Oct 2007 – Oct 2012 |
1.05%
Oct 2007 – Oct 2017 |
-0.46%
Oct 2007 – Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HFOCX (HENDERSON INTERNATIONAL OPPORTUNITIES FUND CLASS C) |
33.54%
Mar 2003 – Mar 2006 |
27.20%
Sep 2002 – Sep 2007 |
10.68%
Mar 2003 – Mar 2013 |
9.29%
Sep 2002 – Sep 2017 |
Annualized Rolling Returns Comparison Chart