Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| XTHWX (Tekla World Healthcare Fund) | -0.32% | -4.24% | 5.54% | 5.23% | NA | NA | NA | 0.73% |
Data as of 06/13/2025, AR inception is 07/07/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| XTHWX (Tekla World Healthcare Fund) | 07/07/2015 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.19 | -4.24 | 5.54 | 5.23 | NA | NA | NA | 0.73 | -0.32 | 4.57 | 2.43 | -7.60 | 16.89 | 8.79 | 18.90 | -8.35 | 4.22 | -22.23 | -3.61 |
| Sharpe Ratio | NA | -0.46 | 0.16 | 0.23 | NA | NA | NA | -0.04 | -0.18 | -0.19 | -0.16 | -0.49 | 1.51 | 0.29 | 1.45 | -0.60 | 0.31 | -1.16 | -0.53 |
| Standard Deviation(%) | NA | 16.48 | 14.35 | 14.41 | NA | NA | NA | 16.74 | 21.61 | 10.51 | 11.56 | 18.32 | 11.17 | 29.40 | 12.07 | 16.30 | 11.47 | 19.33 | 13.82 |
| Draw Down(%) | NA | 18.87 | 18.87 | 18.87 | NA | NA | NA | 39.11 | 15.07 | 12.09 | 12.83 | 17.80 | 7.22 | 30.22 | 7.47 | 19.95 | 9.89 | 24.35 | 11.41 |
| Yield(%) | 0.00 | 11.25 | 11.04 | 10.03 | 4.57 | 3.05 | 2.29 | 5.08 | 5.21 | 11.54 | 10.67 | 8.96 | 9.53 | 8.62 | 4.65 | 2.73 | 1.73 | 0.00 | 0.00 |
Data as of 06/13/2025, AR inception is 07/07/2015
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| XTHWX (Tekla World Healthcare Fund) |
-9.43%
Dec 2015 - Dec 2018 |
-2.70%
Oct 2015 - Oct 2020 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| XTHWX (Tekla World Healthcare Fund) |
14.77%
Dec 2018 - Dec 2021 |
9.11%
Aug 2019 - Aug 2024 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart