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HQH: H&Q Healthcare Investors (CEF)
Basic Info 23.48 0.36(1.56%) May 14
| Asset Class: | Health |
| MyPlanIQ Rating: | (32%) |
| Start Date: | 04/23/1987 |
| Last Dividend Date: | 02/25/2021 |
| 12-Mo. Yield | 7.77% |
| Expenses | - |
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Performance Analytics (As of 05/14/2021)
| Last 1 Week* | YTD*(2021) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Inception** | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| AR(%) | -2.2 | 0.5 | 24.4 | 12.1 | 8.6 | 13.5 | 11.7 | 9.1 | 24.9 | 16.3 | -20.4 | 6.7 | -28.8 | -5.8 | 16.8 | 55.8 | 22.7 | 5.5 | 12.8 | 7.0 | -33.0 | 0.4 | -8.1 | -1.9 | 0.1 | 32.6 | -46.2 | 4.5 | 14.0 | 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 |
| SR | NA | 0.07 | 1.19 | 0.45 | 0.33 | 0.52 | NA | 0.24 | 0.73 | -0.41 | -1.87 | -0.74 | -1.99 | -0.78 | -0.06 | 1.55 | 0.27 | -0.57 | -0.33 | -0.4 | -1.57 | -1.22 | -1.85 | -1.77 | -1.03 | 0.67 | -2.26 | -0.53 | -0.91 | 2.78 | 1.02 | -2.09 | -0.33 | -0.64 | -0.68 | -0.28 | -0.67 | 3.68 | 0.37 | 1.92 | 0.42 | -0.95 |
| DD(%) | NA | 10.0 | 10.0 | 30.2 | 30.2 | 41.9 | NA | 62.3 | 30.2 | 15.6 | 32.7 | 16.9 | 32.7 | 32.9 | 22.5 | 14.2 | 8.8 | 23.1 | 18.0 | 29.8 | 49.4 | 14.8 | 19.5 | 13.4 | 24.9 | 16.7 | 49.9 | 30.8 | 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 |
| SD(%) | NA | 20.7 | 20.5 | 24.8 | 23.5 | 25.2 | NA | 29.2 | 33.6 | 16.9 | 22.4 | 17.1 | 31.5 | 31.2 | 29.9 | 24.1 | 15.7 | 22.8 | 17.7 | 29.2 | 33.4 | 17.9 | 16.6 | 12.9 | 19.0 | 19.7 | 29.2 | 32.2 | 60.0 | 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 |
| TR | NA | 0.01 | 0.24 | 0.1 | 0.07 | 0.11 | NA | 0.06 | 0.22 | -0.07 | -0.37 | -0.11 | -0.42 | -0.17 | -0.01 | 0.27 | 0.05 | -0.14 | -0.05 | -0.1 | -0.61 | -0.19 | -0.36 | -0.45 | -0.29 | 0.15 | -0.72 | -0.13 | -0.34 | 1.08 | 0.24 | -0.49 | -0.09 | -0.14 | -0.17 | -0.08 | -0.13 | 1.06 | 0.1 | 0.74 | 0.19 | -0.56 |
| Alpha(%) | NA | -0.04 | 0.03 | 0.0 | -0.01 | 0.0 | NA | -0.01 | 0.04 | -0.02 | -0.09 | 0.09 | 0.48 | 0.65 | -0.04 | 0.46 | 0.03 | -0.02 | 0.11 | -0.04 | -0.09 | 0.0 | -0.08 | -0.4 | -0.04 | 0.03 | -0.22 | 0.09 | 0.12 | 0.17 | -0.2 | -0.12 | -0.14 | 0.02 | -0.12 | -0.07 | -0.08 | 0.17 | -0.01 | 0.1 | 0.0 | -0.16 |
| Beta(%) | NA | 1.08 | 1.01 | 1.09 | 1.12 | 1.2 | NA | 1.1 | 1.11 | 0.96 | 1.15 | 1.11 | 1.49 | 1.43 | 1.59 | 1.36 | 0.89 | 0.93 | 1.12 | 1.18 | 0.85 | 1.12 | 0.85 | 0.51 | 0.68 | 0.86 | 0.92 | 1.28 | 1.63 | 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 |
| RS | NA | 0.41 | 0.56 | 0.74 | 0.67 | 0.58 | NA | 0.34 | 0.84 | 0.58 | 0.67 | 0.41 | 0.58 | 0.6 | 0.48 | 0.35 | 0.32 | 0.54 | 0.67 | 0.55 | 0.54 | 0.47 | 0.22 | 0.12 | 0.13 | 0.37 | 0.4 | 0.37 | 0.28 | 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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See Health Asset Class Trend Rankings |
Top Rated Funds in Health
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Best ETFs
- DRGS (RBS Global Big Pharma ETN) (100%)
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- XHE (SPDR® S&P Health Care Equipment ETF) 1.68% (87%)
- XHS (SPDR® S&P Health Care Services ETF) 1.12% (83%)
- PSCH (PowerShares S&P SmallCap Health Care ETF) 1.74% (82%)
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- RYH (Guggenheim S&P 500 Eq Weight HC ETF) 0.59% (66%)
- VHT (Vanguard Health Care ETF) 0.80% (65%)
- FXH (First Trust Health Care AlphaDEX ETF) 1.11% (63%)
Best Closed End Funds
- BME (BlackRock Health Sciences) 0.75% (70%)
- GRX (Gabelli Healthcare & Wellness Trust) 0.31% (58%)
- HQH (H&Q Healthcare Investors) 1.56% (32%)
- HQL (H&Q Life Sciences Investors) 1.41% (29%)
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