Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| THW (Tekla World Healthcare Fund) | 9.78% | -2.18% | 1.43% | 5.38% | 4.11% | NA | NA | 4.11% |
Data as of 07/25/2025, AR inception is 06/29/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| THW (Tekla World Healthcare Fund) | 06/29/2015 | 07/25/2025 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 8.56 | -2.18 | 1.43 | 5.38 | 4.11 | NA | NA | 4.11 | 9.78 | 5.36 | -11.28 | -0.94 | 12.36 | 26.52 | 32.97 | -5.32 | 16.98 | -11.18 | -20.85 |
| Sharpe Ratio | NA | -0.28 | -0.10 | 0.18 | 0.12 | NA | NA | 0.12 | 0.68 | 0.12 | -0.83 | -0.10 | 0.66 | 0.69 | 2.39 | -0.35 | 1.04 | -0.49 | -1.39 |
| Standard Deviation(%) | NA | 19.28 | 18.69 | 19.15 | 21.95 | NA | NA | 21.87 | 22.04 | 14.89 | 18.09 | 23.05 | 18.58 | 38.09 | 13.16 | 19.05 | 15.71 | 23.04 | 26.33 |
| Draw Down(%) | NA | 20.05 | 31.35 | 31.35 | 39.00 | NA | NA | 39.14 | 16.00 | 16.21 | 29.69 | 19.05 | 17.21 | 37.37 | 6.69 | 20.42 | 11.39 | 23.03 | 29.32 |
| Yield(%) | 1.12 | 10.81 | 9.33 | 9.67 | 6.66 | 4.44 | 3.33 | 6.66 | 7.37 | 11.80 | 9.59 | 8.67 | 8.87 | 10.04 | 11.75 | 10.19 | 10.49 | 8.20 | 0.00 |
Data as of 07/25/2025, AR inception 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 |
0.00%
NA |
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 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart