Henderson Global Equity Fund Net Income
| HFQAX Fund | USD 8.01 0.09 1.14% |
As of the 5th of February, Henderson Global retains the Coefficient Of Variation of 242.79, risk adjusted performance of 0.3068, and Market Risk Adjusted Performance of 3.72. Henderson Global technical analysis makes it possible for you to employ historical prices and volume momentum with the intention to determine a pattern that calculates the direction of the entity's future prices.
Henderson Global's financial statements offer valuable quarterly and annual insights to potential investors, highlighting the company's current and historical financial position, overall management performance, and changes in financial standing over time. Key fundamentals influencing Henderson Global's valuation are provided below:Henderson Global Equity does not presently have any fundamental trends for analysis. This module does not cover all equities due to inconsistencies in global equity categorizations. Continue to Equity Screeners to view more equity screening tools. Henderson |
Henderson Global 'What if' Analysis
In the world of financial modeling, what-if analysis is part of sensitivity analysis performed to test how changes in assumptions impact individual outputs in a model. When applied to Henderson Global's mutual fund what-if analysis refers to the analyzing how the change in your past investing horizon will affect the profitability against the current market value of Henderson Global.
| 11/07/2025 |
| 02/05/2026 |
If you would invest 0.00 in Henderson Global on November 7, 2025 and sell it all today you would earn a total of 0.00 from holding Henderson Global Equity or generate 0.0% return on investment in Henderson Global over 90 days. Henderson Global is related to or competes with T Rowe, Fidelity Sai, T Rowe, Fidelity Growth, Matthews Pacific, Mid Cap, and Janus Multi-sector. The fund pursues its investment objectives by investing, under normal circumstances, at least 80 percent of its net asse... More
Henderson Global Upside/Downside Indicators
Understanding different market momentum indicators often help investors to time their next move. Potential upside and downside technical ratios enable traders to measure Henderson Global's mutual fund current market value against overall market sentiment and can be a good tool during both bulling and bearish trends. Here we outline some of the essential indicators to assess Henderson Global Equity upside and downside potential and time the market with a certain degree of confidence.
| Downside Deviation | 0.5957 | |||
| Information Ratio | 0.3348 | |||
| Maximum Drawdown | 2.26 | |||
| Value At Risk | (0.79) | |||
| Potential Upside | 1.14 |
Henderson Global Market Risk Indicators
Today, many novice investors tend to focus exclusively on investment returns with little concern for Henderson Global's investment risk. Other traders do consider volatility but use just one or two very conventional indicators such as Henderson Global's standard deviation. In reality, there are many statistical measures that can use Henderson Global historical prices to predict the future Henderson Global's volatility.| Risk Adjusted Performance | 0.3068 | |||
| Jensen Alpha | 0.2288 | |||
| Total Risk Alpha | 0.2037 | |||
| Sortino Ratio | 0.3288 | |||
| Treynor Ratio | 3.71 |
Henderson Global February 5, 2026 Technical Indicators
| Cycle Indicators | ||
| Math Operators | ||
| Math Transform | ||
| Momentum Indicators | ||
| Overlap Studies | ||
| Pattern Recognition | ||
| Price Transform | ||
| Statistic Functions | ||
| Volatility Indicators | ||
| Volume Indicators |
| Risk Adjusted Performance | 0.3068 | |||
| Market Risk Adjusted Performance | 3.72 | |||
| Mean Deviation | 0.4704 | |||
| Downside Deviation | 0.5957 | |||
| Coefficient Of Variation | 242.79 | |||
| Standard Deviation | 0.585 | |||
| Variance | 0.3422 | |||
| Information Ratio | 0.3348 | |||
| Jensen Alpha | 0.2288 | |||
| Total Risk Alpha | 0.2037 | |||
| Sortino Ratio | 0.3288 | |||
| Treynor Ratio | 3.71 | |||
| Maximum Drawdown | 2.26 | |||
| Value At Risk | (0.79) | |||
| Potential Upside | 1.14 | |||
| Downside Variance | 0.3548 | |||
| Semi Variance | (0.03) | |||
| Expected Short fall | (0.60) | |||
| Skewness | (0.14) | |||
| Kurtosis | (0.65) |
Henderson Global Equity Backtested Returns
Henderson Global appears to be very steady, given 3 months investment horizon. Henderson Global Equity holds Efficiency (Sharpe) Ratio of 0.41, which attests that the entity had a 0.41 % return per unit of risk over the last 3 months. We have found twenty-six technical indicators for Henderson Global Equity, which you can use to evaluate the volatility of the entity. Please utilize Henderson Global's Market Risk Adjusted Performance of 3.72, coefficient of variation of 242.79, and Risk Adjusted Performance of 0.3068 to validate if our risk estimates are consistent with your expectations. The fund retains a Market Volatility (i.e., Beta) of 0.0623, which attests to not very significant fluctuations relative to the market. As returns on the market increase, Henderson Global's returns are expected to increase less than the market. However, during the bear market, the loss of holding Henderson Global is expected to be smaller as well.
Auto-correlation | 0.74 |
Good predictability
Henderson Global Equity has good predictability. Overlapping area represents the amount of predictability between Henderson Global time series from 7th of November 2025 to 22nd of December 2025 and 22nd of December 2025 to 5th of February 2026. The more autocorrelation exist between current time interval and its lagged values, the more accurately you can make projection about the future pattern of Henderson Global Equity price movement. The serial correlation of 0.74 indicates that around 74.0% of current Henderson Global price fluctuation can be explain by its past prices.
| Correlation Coefficient | 0.74 | |
| Spearman Rank Test | 0.84 | |
| Residual Average | 0.0 | |
| Price Variance | 0.05 |
Because income is reported on the Income Statement of a company and is measured in dollars some investors prefer to use Profit Margin, which measures income as a percentage of sales.
| Competition |
Based on the recorded statements, Henderson Global Equity reported net income of 0.0. This indicator is about the same for the Janus Henderson average (which is currently at 0.0) family and about the same as Foreign Large Value (which currently averages 0.0) category. This indicator is about the same for all United States funds average (which is currently at 0.0).
Henderson Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Henderson Global's current stock value. Our valuation model uses many indicators to compare Henderson Global value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Henderson Global competition to find correlations between indicators driving Henderson Global's intrinsic value. More Info.Henderson Global Equity is one of the top funds in price to earning among similar funds. It also is one of the top funds in price to book among similar funds fabricating about 0.12 of Price To Book per Price To Earning. The ratio of Price To Earning to Price To Book for Henderson Global Equity is roughly 8.41 . The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the Henderson Global's earnings, one of the primary drivers of an investment's value.Fund Asset Allocation for Henderson Global
The fund consists of 94.88% investments in stocks, with the rest of investments allocated between different money market instruments and various exotic instruments.Asset allocation divides Henderson Global's investment portfolio among different asset categories to balance risk and reward by investing in a diversified mix of instruments that align with the investor's goals, risk tolerance, and time horizon. Mutual funds, which pool money from multiple investors for a diversified portfolio of securities, use asset allocation strategies to manage the risk and return of their portfolios.
Mutual funds allocate their assets by investing in a diversified portfolio of securities, such as stocks, bonds, cryptocurrencies and cash. The specific mix of these securities is determined by the fund's investment objective and strategy. For example, a stock mutual fund may invest primarily in equities, while a bond mutual fund may invest mainly in fixed-income securities. The fund's manager, responsible for making investment decisions, will manage securities in the fund's portfolio as market conditions and the fund's objectives change.
Henderson Fundamentals
| Price To Earning | 14.21 X | ||||
| Price To Book | 1.69 X | ||||
| Price To Sales | 1.20 X | ||||
| Total Asset | 774.37 M | ||||
| Annual Yield | 0.07 % | ||||
| Year To Date Return | 7.13 % | ||||
| One Year Return | 33.76 % | ||||
| Three Year Return | 15.83 % | ||||
| Five Year Return | 11.57 % | ||||
| Ten Year Return | 5.36 % | ||||
| Net Asset | 7.01 B | ||||
| Last Dividend Paid | 0.18 | ||||
| Cash Position Weight | 4.75 % | ||||
| Equity Positions Weight | 94.88 % |
About Henderson Global Fundamental Analysis
The Macroaxis Fundamental Analysis modules help investors analyze Henderson Global Equity's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Henderson Global using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Henderson Global Equity based on its fundamental data. In general, a quantitative approach, as applied to this mutual fund, focuses on analyzing financial statements comparatively, whereas a qaualitative method uses data that is important to a company's growth but cannot be measured and presented in a numerical way.
Please read more on our fundamental analysis page.
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Analyzing currently trending equities could be an opportunity to develop a better portfolio based on different market momentums that they can trigger. Utilizing the top trending stocks is also useful when creating a market-neutral strategy or pair trading technique involving a short or a long position in a currently trending equity.Other Information on Investing in Henderson Mutual Fund
Henderson Global financial ratios help investors to determine whether Henderson Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Henderson with respect to the benefits of owning Henderson Global security.
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