Tekla Healthcare Investors (HQH)

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Tekla Healthcare Investors (HQH) is up 7.7% since the beginning of the year. At $19 per share, HQH is trading 6.4% below its 52-week high of $20. Investors who bought $1,000 worth of HQH shares 5 years ago would now be looking at an investment worth $1,359.

Tekla Healthcare Investors (HQH) has returned 7.66% so far this year and 40.60% over the past 12 months. Over the last ten years, HQH has returned 6.88% per year, falling short of the S&P 500 Index benchmark, which averaged 13.75% annually.

Based on dividend-adjusted daily data since Jan 5, 1988, HQH's average daily return is +0.05%, while the average monthly return is +1.11%. At this rate, an investment would double in approximately 5.2 years.

Historically, 56% of months were positive and 44% were negative. The best month was Feb 2000 with a return of +60.4%, while the worst month was Mar 2000 at -30.5%. The longest winning streak lasted 10 consecutive months, and the longest losing streak was 6 months.

On a daily basis, HQH closed higher 48% of trading days. The best single day was Feb 17, 2000 with a return of +13.3%, while the worst single day was Nov 14, 1996 at -22.1%.

Tekla Healthcare Investors has an annualized alpha of 4.94%, beta of 0.83, and R2 of 0.30 versus S&P 500 Index. Calculated based on daily prices since January 06, 1988.

• This stock participates in less of S&P 500 Index's moves in both directions, but captures a larger share of gains (97.37%) than losses (92.50%) - typical of diversified or defensive assets.
• R2 of 0.30 means this stock moves largely independently of S&P 500 Index - capture ratios reflect limited market correlation rather than active downside protection. Consider using a more representative benchmark.

HQH ranks 85 for risk / return — in the top 85% of stocks on our site. This means strong returns relative to risk — exactly what professional investors look for. Well-suited for investors who want to maximize return per unit of risk.

The table below present risk-adjusted performance metrics for Tekla Healthcare Investors (HQH) and compare them to S&P 500 Index.

Tekla Healthcare Investors provided a 12.11% dividend yield over the last twelve months, with an annual payout of $2.32 per share.

The table displays the monthly dividend distributions for Tekla Healthcare Investors. The dividends shown in the table have been adjusted to account for any splits that may have occurred.

The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.

The table below displays the maximum drawdowns of the Tekla Healthcare Investors. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the Tekla Healthcare Investors was 62.36%, occurring on Oct 8, 1998. Recovery took 336 trading sessions.

The current Tekla Healthcare Investors drawdown is 4.15%.

The chart below shows the rolling one-month volatility.

The chart below illustrates the trends in the financial health of Tekla Healthcare Investors over time, highlighting three key metrics: Total Revenue, Earnings Before Interest and Taxes (EBIT), and Net Income.

The Valuation section provides an overview of how Tekla Healthcare Investors is priced in the market compared to other companies in the Asset Management industry. It includes key financial ratios that help investors assess whether the stock is undervalued or overvalued.