Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| THQ (Tekla Healthcare Opportunities) | 0.13% | 12.35% | 10.00% | 3.75% | 9.20% | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 07/30/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| THQ (Tekla Healthcare Opportunities) | 07/30/2014 | 06/05/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -2.25 | 12.35 | 10.00 | 3.75 | 9.20 | NA | NA | … | … | 0.13 | 13.88 | 15.52 | -1.58 | -17.51 | 33.42 | 15.22 | 22.67 | 2.13 | 21.91 | -2.96 | -5.29 | 2.19 |
| Sharpe Ratio | NA | 0.76 | 0.50 | 0.09 | 0.39 | NA | NA | … | … | 0.19 | 0.52 | 0.75 | -0.39 | -0.75 | 2.20 | 0.40 | 1.56 | 0.04 | 1.59 | -0.15 | -0.29 | 0.21 |
| Standard Deviation(%) | NA | 17.91 | 17.89 | 19.00 | 20.80 | NA | NA | … | … | 18.67 | 21.36 | 15.89 | 13.69 | 25.22 | 15.21 | 37.51 | 13.56 | 21.58 | 13.42 | 21.79 | 18.22 | 24.41 |
| Draw Down(%) | NA | 17.25 | 25.86 | 32.16 | 39.34 | NA | NA | … | … | 16.74 | 24.01 | 16.99 | 19.53 | 27.03 | 11.59 | 39.34 | 6.98 | 18.86 | 10.24 | 19.10 | 23.62 | 16.71 |
| Yield(%) | 0.00 | 11.80 | 10.58 | 7.34 | 8.96 | 5.93 | 4.45 | … | … | 4.67 | 11.59 | 11.38 | 6.79 | 5.33 | 6.70 | 7.07 | 8.03 | 6.42 | 8.43 | 7.81 | 8.12 | 2.25 |
Data as of 06/05/2026, Common starting date is 07/30/2014
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| THQ (Tekla Healthcare Opportunities) |
-2.12%
Dec 2021 – Dec 2024 |
3.01%
Mar 2015 – Mar 2020 |
6.17%
Jul 2015 – Jul 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| THQ (Tekla Healthcare Opportunities) |
23.55%
Dec 2018 – Dec 2021 |
18.94%
Dec 2016 – Dec 2021 |
10.73%
Apr 2016 – Apr 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart