Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| XTHQX (Tekla Healthcare Opportunities Fund) | -5.13% | -8.28% | 4.30% | 5.89% | 2.45% | NA | NA | 4.22% |
Data as of 06/13/2025, AR inception is 08/07/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| XTHQX (Tekla Healthcare Opportunities Fund) | 08/07/2014 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.61 | -8.28 | 4.30 | 5.89 | 2.45 | NA | NA | 4.22 | -5.13 | 3.35 | 2.05 | -6.28 | 22.67 | 10.59 | 13.90 | -2.08 | 14.28 | -11.49 | -6.40 | 12.50 |
| Sharpe Ratio | NA | -0.68 | 0.07 | 0.26 | 0.06 | NA | NA | 0.15 | -0.65 | -0.29 | -0.18 | -0.38 | 1.89 | 0.33 | 0.94 | -0.18 | 1.31 | -0.67 | -0.34 | 2.59 |
| Standard Deviation(%) | NA | 16.88 | 15.10 | 15.44 | 18.02 | NA | NA | 17.69 | 21.68 | 11.13 | 12.21 | 20.40 | 11.98 | 31.41 | 13.31 | 18.81 | 10.46 | 17.48 | 18.78 | 13.16 |
| Draw Down(%) | NA | 20.24 | 20.24 | 20.24 | 31.81 | NA | NA | 31.81 | 16.27 | 13.26 | 12.19 | 18.57 | 6.86 | 31.08 | 10.07 | 18.62 | 7.90 | 16.42 | 19.45 | 5.20 |
| Yield(%) | 0.00 | 9.89 | 8.42 | 8.03 | 4.23 | 3.43 | 2.57 | 5.14 | 4.51 | 9.73 | 6.11 | 5.41 | 6.25 | 5.92 | 0.07 | 2.75 | 2.57 | 0.00 | 0.54 | 1.79 |
Data as of 06/13/2025, AR inception is 08/07/2014
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| XTHQX (Tekla Healthcare Opportunities Fund) |
-5.12%
Mar 2015 - Mar 2018 |
-3.28%
Mar 2015 - Mar 2020 |
2.14%
May 2015 - May 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| XTHQX (Tekla Healthcare Opportunities Fund) |
15.61%
Dec 2018 - Dec 2021 |
11.57%
Dec 2016 - Dec 2021 |
5.70%
Sep 2014 - Sep 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart