Performance Comparison
Portfolio Performance Comparison
The return data shown below all have the same latest date: 05/09/2025.
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| HQH (Tekla Healthcare Investors) | -2.24% | 2.02% | 3.44% | 3.24% | 1.20% | 10.92% | 8.84% | 8.02% |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| HQH (Tekla Healthcare Investors) | 04/23/1987 | 05/09/2025 |
The return data shown below all have the same latest date: 05/09/2025.
AR inception is since 04/23/1987.
AR inception is since 04/23/1987.
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 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 (%) | -6.63 | 2.02 | 3.44 | 3.24 | 1.20 | 10.92 | 8.84 | 8.02 | -2.24 | 10.22 | 1.22 | -17.27 | 7.99 | 24.82 | 26.80 | -13.08 | 15.97 | -22.44 | 5.00 | 25.73 | 68.02 | 33.51 | 15.32 | 19.10 | 15.15 | -20.02 | 9.27 | -0.12 | 7.02 | 8.41 | 46.52 | -37.54 | 19.74 | 35.96 | 47.01 | -5.65 | -11.43 | -14.11 | 48.18 | -21.43 | -7.89 | -26.21 | 134.09 | 12.82 | 52.94 | 13.33 | -42.31 |
| Sharpe Ratio | NA | -0.21 | -0.05 | 0.06 | -0.02 | NA | NA | 0.21 | -0.36 | 0.23 | -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 | 0.40 | 0.40 | 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 |
| Standard Deviation(%) | NA | 20.50 | 18.78 | 19.54 | 23.61 | NA | NA | 28.29 | 25.58 | 15.83 | 14.83 | 24.23 | 18.78 | 33.62 | 16.18 | 22.12 | 16.41 | 31.23 | 31.09 | 29.97 | 23.70 | 15.63 | 22.10 | 16.94 | 29.02 | 32.80 | 17.57 | 15.89 | 12.22 | 18.85 | 19.66 | 28.60 | 31.94 | 58.77 | 25.89 | 27.04 | 27.67 | 35.80 | 21.85 | 28.85 | 27.92 | 38.59 | 36.22 | 34.16 | 27.55 | 31.76 | 57.32 |
| Draw Down(%) | NA | 21.14 | 22.77 | 37.55 | 41.83 | NA | NA | 62.34 | 20.11 | 13.39 | 19.26 | 23.94 | 15.27 | 30.22 | 10.27 | 26.94 | 13.55 | 29.06 | 31.39 | 21.22 | 12.78 | 8.77 | 23.13 | 16.60 | 26.33 | 41.88 | 10.81 | 17.53 | 11.60 | 23.09 | 14.65 | 45.95 | 28.99 | 45.94 | 16.80 | 37.23 | 27.56 | 33.51 | 10.60 | 34.81 | 18.99 | 39.15 | 15.79 | 26.04 | 13.85 | 19.30 | 55.13 |
| Yield(%) | 0.00 | 13.92 | 10.02 | 9.10 | 5.96 | 15.54 | 10.36 | 13.70 | 3.51 | 13.52 | 8.82 | 7.12 | 8.76 | 9.09 | 9.35 | 8.41 | 9.13 | 7.15 | 11.14 | 8.39 | 9.74 | 9.87 | 9.39 | 5.51 | 6.66 | 14.44 | 8.89 | 8.18 | 8.65 | 8.36 | 11.63 | 10.33 | 14.58 | 23.34 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HQH (Tekla Healthcare Investors) |
-18.95%
Jan 1992 - Jan 1995 |
-7.95%
Apr 1992 - Apr 1997 |
-0.68%
Aug 2000 - Aug 2010 |
2.47%
Dec 1991 - Dec 2006 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HQH (Tekla Healthcare Investors) |
59.73%
Jan 1989 - Jan 1992 |
37.02%
Jun 2010 - Jun 2015 |
17.86%
Mar 2005 - Mar 2015 |
16.15%
Nov 1999 - Nov 2014 |
Annualized Rolling Returns Comparison Chart