Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| THW (Tekla World Healthcare Fund) | 2.46% | 34.65% | 7.63% | 5.98% | 9.31% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 06/29/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| THW (Tekla World Healthcare Fund) | 06/29/2015 | 06/04/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -3.10 | 34.65 | 7.63 | 5.98 | 9.31 | NA | NA | … | … | 2.46 | 31.11 | 5.36 | -11.28 | -0.94 | 12.36 | 26.52 | 32.97 | -5.32 | 16.98 | -11.18 | -20.85 |
| Sharpe Ratio | NA | 1.93 | 0.34 | 0.23 | 0.38 | NA | NA | … | … | 0.63 | 1.37 | 0.12 | -0.83 | -0.10 | 0.66 | 0.69 | 2.39 | -0.35 | 1.04 | -0.49 | -1.39 |
| Standard Deviation(%) | NA | 19.75 | 18.17 | 18.59 | 21.29 | NA | NA | … | … | 18.81 | 20.68 | 14.89 | 18.09 | 23.05 | 18.58 | 38.09 | 13.16 | 19.05 | 15.71 | 23.04 | 26.33 |
| Draw Down(%) | NA | 11.27 | 28.39 | 31.35 | 37.37 | NA | NA | … | … | 10.97 | 16.00 | 16.21 | 29.69 | 19.05 | 17.21 | 37.37 | 6.69 | 20.42 | 11.39 | 23.03 | 29.32 |
| Yield(%) | 0.00 | 13.46 | 9.92 | 8.80 | 9.65 | 4.83 | 3.62 | … | … | 4.62 | 12.66 | 11.83 | 9.61 | 8.67 | 8.87 | 10.04 | 11.75 | 10.19 | 10.49 | 8.20 | 0.00 |
Data as of 06/04/2026, Common starting date is 06/29/2015
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| THW (Tekla World Healthcare Fund) |
-4.65%
Jul 2015 – Jul 2018 |
2.85%
Jul 2015 – Jul 2020 |
3.67%
Jul 2015 – Jul 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| THW (Tekla World Healthcare Fund) |
23.64%
Dec 2018 – Dec 2021 |
16.72%
Feb 2016 – Feb 2021 |
10.47%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart