Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| HFQCX (HENDERSON GLOBAL EQUITY INCOME FUND CLASS C) | 9.38% | 21.42% | 16.48% | 8.98% | 7.60% | 6.60% | NA | … | … |
Data as of 06/10/2026, Common starting date is 12/04/2006
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| HFQCX (HENDERSON GLOBAL EQUITY INCOME FUND CLASS C) | 12/04/2006 | 06/10/2026 |
| 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 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.26 | 21.42 | 16.48 | 8.98 | 7.60 | 6.60 | NA | … | … | 9.38 | 22.42 | 6.28 | 9.41 | -7.13 | 11.90 | 0.63 | 20.26 | -16.54 | 18.46 | 2.68 | -1.09 | -2.70 | 19.82 | 14.09 | -2.27 | 4.81 | 21.19 | -33.71 | 13.22 | 2.92 |
| Sharpe Ratio | NA | 1.66 | 1.16 | 0.49 | 0.38 | NA | NA | … | … | 1.37 | 1.61 | -0.03 | 0.49 | -0.47 | 1.07 | 0.01 | 1.91 | -1.51 | 2.61 | 0.15 | -0.09 | -0.31 | 2.07 | 1.18 | -0.11 | 0.30 | 1.00 | -1.10 | 0.64 | 10.28 |
| Standard Deviation(%) | NA | 11.48 | 11.44 | 13.01 | 14.81 | NA | NA | … | … | 14.37 | 12.35 | 10.01 | 10.64 | 18.35 | 11.09 | 28.96 | 9.87 | 11.83 | 6.87 | 15.98 | 12.96 | 8.82 | 9.58 | 11.96 | 20.99 | 15.96 | 21.07 | 31.37 | 16.08 | 4.49 |
| Draw Down(%) | NA | 9.96 | 12.29 | 22.11 | 35.81 | NA | NA | … | … | 9.96 | 12.29 | 6.73 | 8.95 | 22.11 | 6.61 | 34.41 | 7.62 | 21.94 | 2.05 | 10.19 | 13.14 | 11.14 | 7.81 | 9.90 | 18.35 | 15.86 | 22.17 | 42.69 | 10.00 | 0.29 |
| Yield(%) | 0.00 | 5.18 | 6.88 | 5.99 | 5.89 | 5.57 | 4.38 | … | … | 0.00 | 7.35 | 7.52 | 7.60 | 6.56 | 6.81 | 6.32 | 7.03 | 5.43 | 6.05 | 4.85 | 5.47 | 5.09 | 5.76 | 6.19 | 5.72 | 5.68 | 7.32 | 5.60 | 6.93 | 0.00 |
Data as of 06/10/2026, Common starting date is 12/04/2006
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HFQCX (HENDERSON GLOBAL EQUITY INCOME FUND CLASS C) |
-9.90%
May 2007 – May 2010 |
-3.78%
May 2007 – May 2012 |
1.98%
Oct 2007 – Oct 2017 |
1.08%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HFQCX (HENDERSON GLOBAL EQUITY INCOME FUND CLASS C) |
18.75%
Feb 2023 – Feb 2026 |
14.71%
Feb 2009 – Feb 2014 |
8.54%
Feb 2016 – Feb 2026 |
6.88%
Feb 2011 – Feb 2026 |
Annualized Rolling Returns Comparison Chart