Tekla Healthcare Investors (HQH)

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The chart shows the growth of an initial investment of $10,000 in Tekla Healthcare Investors, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.

Tekla Healthcare Investors (HQH) has returned -3.09% so far this year and 24.44% over the past 12 months. Over the last ten years, HQH has returned 6.57% per year, falling short of the S&P 500 Index benchmark, which averaged 12.16% 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 +1.09%. At this rate, your investment would double in approximately 5.3 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 5 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 5.01%, 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 (97.95%) 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 72 for risk / return — better than 72% of stocks on our site. You're getting solid returns for the risk taken. A good sign, especially for investors who want growth without excessive volatility.

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

Tekla Healthcare Investors provided a 12.65% dividend yield over the last twelve months, with an annual payout of $2.25 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 10.29%.

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.