Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| XHQLX (Tekla Life Sciences Investors) | 1.05% | 1.34% | 10.62% | 2.65% | -0.05% | NA | NA | 7.41% |
Data as of 06/13/2025, AR inception is 11/29/2011
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| XHQLX (Tekla Life Sciences Investors) | 11/29/2011 | 06/13/2025 |
| 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 | 2014 | 2013 | 2012 | 2011 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.21 | 1.34 | 10.62 | 2.65 | -0.05 | NA | NA | 7.41 | 1.05 | 3.69 | 6.43 | -8.32 | -1.79 | 20.03 | 19.92 | -10.83 | 18.89 | -23.69 | -3.93 | 28.37 | 46.46 | 17.57 | 2.00 |
| Sharpe Ratio | NA | -0.08 | 0.37 | 0.04 | -0.06 | NA | NA | 0.28 | -0.02 | -0.19 | 0.15 | -0.39 | -0.09 | 0.63 | 1.02 | -0.54 | 1.22 | -0.88 | -0.16 | 1.21 | 2.72 | 1.20 | 1.35 |
| Standard Deviation(%) | NA | 23.57 | 19.49 | 21.03 | 22.74 | NA | NA | 21.81 | 30.06 | 15.14 | 14.90 | 25.08 | 20.99 | 31.45 | 18.11 | 22.61 | 15.04 | 27.25 | 25.15 | 23.51 | 17.06 | 14.75 | 18.83 |
| Draw Down(%) | NA | 24.57 | 24.57 | 33.66 | 45.17 | NA | NA | 45.17 | 23.58 | 9.62 | 12.35 | 24.69 | 16.48 | 22.00 | 14.52 | 25.94 | 11.93 | 29.84 | 26.66 | 18.71 | 9.06 | 9.21 | 2.86 |
| Yield(%) | 0.00 | 11.89 | 10.95 | 7.97 | 4.32 | 7.89 | 5.92 | 9.11 | 5.95 | 11.31 | 7.73 | 6.91 | 7.88 | 8.03 | 2.60 | 6.29 | 8.39 | 1.57 | 0.00 | 8.35 | 4.89 | 0.00 | 0.00 |
Data as of 06/13/2025, AR inception is 11/29/2011
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| XHQLX (Tekla Life Sciences Investors) |
-7.95%
May 2015 - May 2018 |
-5.04%
Mar 2015 - Mar 2020 |
-0.59%
May 2015 - May 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| XHQLX (Tekla Life Sciences Investors) |
30.26%
Dec 2011 - Dec 2014 |
11.46%
Aug 2012 - Aug 2017 |
9.28%
Dec 2011 - Dec 2021 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart