HQH vs. RQI
Compare and contrast key facts about Tekla Healthcare Investors (HQH) and Cohen & Steers Quality Income Realty Fund (RQI).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: HQH or RQI.
Performance
HQH vs. RQI - Performance Comparison
Returns By Period
In the year-to-date period, HQH achieves a 17.44% return, which is significantly higher than RQI's 16.51% return. Over the past 10 years, HQH has underperformed RQI with an annualized return of 3.38%, while RQI has yielded a comparatively higher 9.96% annualized return.
HQH
17.44%
-4.63%
8.67%
31.93%
6.57%
3.38%
RQI
16.51%
-2.99%
18.75%
31.77%
6.67%
9.96%
Fundamentals
| HQH | RQI |
|---|
Key characteristics
| HQH | RQI | |
|---|---|---|
| Sharpe Ratio | 1.91 | 1.67 |
| Sortino Ratio | 2.64 | 2.31 |
| Omega Ratio | 1.35 | 1.29 |
| Calmar Ratio | 0.86 | 1.19 |
| Martin Ratio | 10.13 | 6.91 |
| Ulcer Index | 2.96% | 5.06% |
| Daily Std Dev | 15.69% | 20.93% |
| Max Drawdown | -56.17% | -91.64% |
| Current Drawdown | -12.98% | -7.03% |
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Correlation
The correlation between HQH and RQI is 0.40, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Risk-Adjusted Performance
HQH vs. RQI - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Tekla Healthcare Investors (HQH) and Cohen & Steers Quality Income Realty Fund (RQI). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Dividends
HQH vs. RQI - Dividend Comparison
HQH's dividend yield for the trailing twelve months is around 9.37%, more than RQI's 7.23% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
HQH Tekla Healthcare Investors | 9.37% | 9.66% | 9.50% | 8.59% | 7.96% | 8.22% | 10.73% | 8.76% | 9.78% | 11.96% | 7.05% | 6.41% |
RQI Cohen & Steers Quality Income Realty Fund | 7.23% | 7.84% | 10.41% | 5.27% | 7.74% | 6.79% | 9.27% | 7.59% | 7.86% | 7.86% | 6.23% | 7.59% |
Drawdowns
HQH vs. RQI - Drawdown Comparison
The maximum HQH drawdown since its inception was -56.17%, smaller than the maximum RQI drawdown of -91.64%. Use the drawdown chart below to compare losses from any high point for HQH and RQI. For additional features, visit the drawdowns tool.
Volatility
HQH vs. RQI - Volatility Comparison
Tekla Healthcare Investors (HQH) and Cohen & Steers Quality Income Realty Fund (RQI) have volatilities of 7.01% and 7.07%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
Financials
HQH vs. RQI - Financials Comparison
This section allows you to compare key financial metrics between Tekla Healthcare Investors and Cohen & Steers Quality Income Realty Fund. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.
Total Revenue: Total amount of money received from sales and other business activities