Find A Portfolio/Ticker
Comparison Box
HQH: Tekla Healthcare Investors (CEF)
Basic Info 15.83 0.04(0.25%) July 03
| Asset Class: | Health |
| MyPlanIQ Rating: | (98%) |
| Start Date: | 04/23/1987 |
| Last Dividend Date: | 05/22/2025 |
| 12-Mo. Yield | 13.21% |
| Expenses | - |
| Sign up to get fund ranking change alerts | |
Performance Analytics (As of 07/03/2025)
| Last 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 04/23/1987 |
2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | 1992 | 1991 | 1990 | 1989 | 1988 | 1987 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 2.3 | 5.4 | 2.9 | 5.1 | 4.2 | 1.5 | 12.2 | 9.0 | 8.2 | 10.2 | 1.2 | -17.3 | 8.0 | 24.8 | 26.8 | -13.1 | 16.0 | -22.4 | 5.0 | 25.7 | 68.0 | 33.5 | 15.3 | 19.1 | 15.1 | -20.0 | 9.3 | -0.1 | 7.0 | 8.4 | 46.5 | -37.5 | 19.7 | 36.0 | 47.0 | -5.6 | -11.4 | -14.1 | 48.2 | -21.4 | -7.9 | -26.2 | 134.1 | 12.8 | 52.9 | 13.3 | -42.3 |
| Sharpe Ratio | NA | 0.33 | -0.01 | 0.1 | 0.11 | 0.0 | NA | NA | 0.21 | 0.42 | -0.17 | -0.77 | 0.42 | 0.73 | 1.56 | -0.66 | 0.94 | -0.73 | 0.16 | 0.86 | 2.87 | 2.16 | 0.69 | 1.12 | 0.52 | -0.64 | 0.35 | -0.22 | 0.39 | 0.39 | 2.33 | -1.35 | 0.55 | 0.54 | 1.69 | -0.34 | -0.54 | -0.49 | 2.02 | -0.85 | -0.36 | -0.74 | 3.57 | 0.21 | 1.71 | 0.26 | -1.03 |
| Draw Down(%) | NA | 20.1 | 21.1 | 22.8 | 37.5 | 41.8 | NA | NA | 62.3 | 13.4 | 19.3 | 23.9 | 15.3 | 30.2 | 10.3 | 26.9 | 13.5 | 29.1 | 31.4 | 21.2 | 12.8 | 8.8 | 23.1 | 16.6 | 26.3 | 41.9 | 10.8 | 17.5 | 11.6 | 23.1 | 14.7 | 45.9 | 29.0 | 45.9 | 16.8 | 37.2 | 27.6 | 33.5 | 10.6 | 34.8 | 19.0 | 39.1 | 15.8 | 26.0 | 13.8 | 19.3 | 55.1 |
| Standard Deviation(%) | NA | 23.8 | 21.1 | 18.3 | 19.5 | 23.6 | NA | NA | 28.3 | 15.8 | 14.8 | 24.2 | 18.8 | 33.6 | 16.2 | 22.1 | 16.4 | 31.2 | 31.1 | 30.0 | 23.7 | 15.6 | 22.1 | 16.9 | 29.0 | 32.8 | 17.6 | 15.9 | 12.2 | 18.9 | 19.7 | 28.6 | 31.9 | 58.8 | 25.9 | 27.0 | 27.7 | 35.8 | 21.9 | 28.8 | 27.9 | 38.6 | 36.2 | 34.2 | 27.6 | 31.8 | 57.3 |
| Treynor Ratio | NA | 0.08 | 0.0 | 0.02 | 0.02 | 0.0 | NA | NA | 0.06 | 0.12 | -0.03 | -0.19 | 0.09 | 0.23 | 0.27 | -0.12 | 0.14 | -0.15 | 0.03 | 0.16 | 0.51 | 0.36 | 0.17 | 0.17 | 0.13 | -0.25 | 0.06 | -0.04 | 0.09 | 0.11 | 0.5 | -0.41 | 0.14 | 0.2 | 0.65 | -0.08 | -0.13 | -0.13 | 0.45 | -0.21 | -0.1 | -0.15 | 1.02 | 0.06 | 0.66 | 0.12 | -0.6 |
| Alpha | NA | 0.07 | 0.06 | 0.01 | 0.0 | -0.01 | NA | NA | -0.01 | 0.06 | 0.01 | -0.05 | 0.01 | 0.08 | 0.02 | -0.05 | 0.0 | -0.03 | -0.04 | -0.06 | 0.02 | 0.07 | 0.02 | 0.05 | -0.02 | -0.01 | 0.02 | -0.03 | -0.01 | 0.01 | 0.07 | -0.13 | 0.13 | -0.11 | 0.14 | -0.17 | -0.15 | -0.14 | 0.02 | -0.12 | -0.07 | -0.07 | 0.17 | -0.01 | 0.1 | -0.01 | -0.16 |
| Beta | NA | 1.01 | 1.0 | 0.99 | 1.0 | 1.13 | NA | NA | 1.09 | 0.57 | 0.83 | 1.0 | 0.85 | 1.05 | 0.94 | 1.17 | 1.1 | 1.49 | 1.45 | 1.61 | 1.35 | 0.95 | 0.92 | 1.1 | 1.18 | 0.85 | 1.1 | 0.85 | 0.53 | 0.69 | 0.92 | 0.94 | 1.28 | 1.59 | 0.67 | 1.17 | 1.19 | 1.39 | 0.99 | 1.16 | 1.04 | 1.94 | 1.26 | 1.28 | 0.71 | 0.71 | 0.98 |
| RSquared | NA | 0.68 | 0.6 | 0.62 | 0.59 | 0.63 | NA | NA | 0.35 | 0.26 | 0.48 | 0.7 | 0.31 | 0.78 | 0.6 | 0.7 | 0.45 | 0.59 | 0.63 | 0.48 | 0.35 | 0.36 | 0.56 | 0.7 | 0.56 | 0.55 | 0.47 | 0.24 | 0.14 | 0.14 | 0.43 | 0.44 | 0.38 | 0.27 | 0.15 | 0.46 | 0.32 | 0.15 | 0.1 | 0.16 | 0.21 | 0.34 | 0.21 | 0.28 | 0.07 | 0.12 | 0.3 |
| Yield(%) | N/A | 6.8 | 13.2 | 10.0 | 9.1 | 5.7 | 17.7 | 10.2 | N/A | 13.5 | 8.8 | 7.1 | 8.8 | 9.1 | 9.4 | 8.4 | 9.1 | 7.2 | 11.1 | 8.4 | 9.7 | 9.9 | 9.4 | 5.5 | 6.7 | 14.4 | 8.9 | 8.2 | 8.7 | 8.4 | 11.6 | 10.3 | 14.6 | 23.3 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Dividend Growth(%) | N/A | -51.3 | 25.4 | 1.0 | -9.8 | 32.3 | 29.8 | N/A | N/A | 42.5 | -6.4 | -16.2 | 7.4 | 10.5 | -10.9 | -2.5 | -4.3 | -41.7 | 59.9 | 28.3 | 22.7 | 11.9 | 90.9 | -16.5 | -66.8 | 63.0 | 0.0 | -8.2 | 2.5 | -7.7 | -36.1 | -24.4 | -31.6 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 04/23/1987
Calculate Performance
Start date (MM/dd/yyyy)
End date (MM/dd/yyyy)
|
View Historical Data in an advanced chart |
Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See Health Asset Class Trend Rankings |
Top Rated Funds in Health
Best Mutual Funds
- VGHCX (VANGUARD HEALTH CARE FUND INVESTOR SHARES) 0.28% (97%)
- HGHAX (THE HARTFORD HEALTHCARE FUND CLASS A) 0.06% (79%)
- FSMEX (MEDICAL EQUIPMENT AND SYSTEMS PORTFOLIO MEDICAL EQUIPMENT AND SYSTEMS PORTFOLIO) 0.18% (78%)
- FBIOX (BIOTECHNOLOGY PORTFOLIO BIOTECHNOLOGY PORTFOLIO) 0.49% (77%)
- FBTIX (FIDELITY ADVISOR BIOTECHNOLOGY FUND CLASS I) 0.44% (77%)
- FPHAX (PHARMACEUTICALS PORTFOLIO PHARMACEUTICALS PORTFOLIO) 0.48% (75%)
- FSHCX (HEALTH CARE SERVICES PORTFOLIO HEALTH CARE SERVICES PORTFOLIO) 0.0% (74%)
- FSPHX (HEALTH CARE PORTFOLIO HEALTH CARE PORTFOLIO) 0.27% (74%)
- FHCIX (FIDELITY ADVISOR HEALTH CARE FUND CLASS I) 0.25% (73%)
- SHSSX (BLACKROCK HEALTH SCIENCES OPPORTUNITIES PORTFOLIO INSTITUTIONAL) 0.18% (66%)
Best ETFs
- DRGS (RBS Global Big Pharma ETN) (100%)
- XLV (Health Care Select Sector SPDR Fund) 0.10% (96%)
- BBH (VanEck Biotech ETF) 0.15% (94%)
- IBB (iShares Biotechnology ETF) 0.35% (94%)
- PPH (VanEck Pharmaceutical ETF) 0.35% (94%)
- FBT (First Trust NYSE Arca Biotechnology Index Fund) 0.28% (91%)
- FXH (First Trust Health Care AlphaDEX Fund) 0.19% (90%)
- IHE (iShares U.S. Pharmaceuticals ETF) 0.02% (88%)
- IHF (iShares U.S. Healthcare Providers ETF) 0.28% (88%)
- IHI (iShares U.S. Medical Devices ETF) 0.23% (88%)
Best Closed End Funds
- BME (BlackRock Health Sciences Trust) 0.05% (100%)
- GRX (Gabelli Healthcare & WellnessRx Trust) 0.21% (99%)
- HQH (Tekla Healthcare Investors) 0.25% (98%)
- HQL (Tekla Life Sciences Investors) 0.54% (98%)
Latest Articles Related to HQH
Register for FREE
No Credit Card Required
Or Start FREE 30-day trial now >>
Or Start FREE 30-day trial now >>
