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HQH: H&Q Healthcare Investors (CEF)
Basic Info 16.46 0.12(0.72%) March 18
Asset Class: | Health |
MyPlanIQ Rating: | (98%) |
Start Date: | 04/23/1987 |
Last Dividend Date: | 02/21/2024 |
12-Mo. Yield | 9.92% |
Expenses | - |
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Performance Analytics (As of 03/15/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 04/23/1987 |
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(%) | -2.9 | 2.2 | 4.9 | -3.9 | 4.4 | 3.4 | 12.3 | 8.1 | 8.1 | 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 | 0.86 | 0.22 | -0.31 | 0.14 | 0.1 | NA | NA | 0.21 | -0.21 | -0.77 | 0.42 | 0.73 | 1.57 | -0.65 | 0.94 | -0.73 | 0.16 | 0.86 | 2.87 | 2.16 | 0.69 | 1.12 | 0.52 | -0.64 | 0.36 | -0.21 | 0.4 | 0.4 | 2.33 | -1.35 | 0.56 | 0.54 | 1.69 | -0.33 | -0.54 | -0.49 | 2.03 | -0.85 | -0.36 | -0.74 | 3.58 | 0.22 | 1.71 | 0.27 | -1.03 |
Draw Down(%) | NA | 3.4 | 16.2 | 37.5 | 37.5 | 41.8 | NA | NA | 62.3 | 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 | 12.9 | 14.6 | 19.0 | 22.3 | 24.4 | NA | NA | 28.5 | 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 | 0.13 | 0.03 | -0.06 | 0.03 | 0.02 | NA | NA | 0.06 | -0.03 | -0.18 | 0.08 | 0.22 | 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 | 1.03 | 0.06 | 0.66 | 0.12 | -0.6 |
Alpha | NA | 0.0 | -0.02 | -0.04 | -0.01 | -0.02 | NA | NA | -0.01 | -0.01 | -0.07 | -0.02 | 0.04 | 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 | 0.87 | 0.96 | 0.99 | 1.04 | 1.17 | NA | NA | 1.09 | 0.94 | 1.04 | 0.96 | 1.11 | 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 | 0.55 | 0.57 | 0.59 | 0.7 | 0.61 | NA | NA | 0.35 | 0.55 | 0.73 | 0.33 | 0.84 | 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 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 04/23/1987
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