HQH vs. RQI
Compare and contrast key facts about Tekla Healthcare Investors (HQH) and Cohen & Steers Quality Income Realty Fund (RQI).
Performance
HQH vs. RQI - Performance Comparison
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HQH vs. RQI - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
HQH Tekla Healthcare Investors | -0.42% | 34.12% | 10.22% | 1.22% | -17.27% | 7.99% | 24.82% | 26.80% | -13.08% | 15.97% |
RQI Cohen & Steers Quality Income Realty Fund | 9.09% | 2.07% | 8.04% | 15.74% | -31.07% | 56.64% | -9.28% | 54.62% | -11.11% | 11.73% |
Fundamentals
HQH:
$21.06M
RQI:
$360.06M
HQH:
$21.06M
RQI:
$283.39M
HQH:
$0.00
RQI:
$130.74M
Returns By Period
In the year-to-date period, HQH achieves a -0.42% return, which is significantly lower than RQI's 9.09% return. Over the past 10 years, HQH has underperformed RQI with an annualized return of 6.86%, while RQI has yielded a comparatively higher 7.96% annualized return.
HQH
- 1D
- 2.75%
- 1M
- -3.18%
- YTD
- -0.42%
- 6M
- 4.66%
- 1Y
- 31.01%
- 3Y*
- 14.10%
- 5Y*
- 4.87%
- 10Y*
- 6.86%
RQI
- 1D
- 1.16%
- 1M
- -8.04%
- YTD
- 9.09%
- 6M
- 2.83%
- 1Y
- 5.87%
- 3Y*
- 9.65%
- 5Y*
- 5.38%
- 10Y*
- 7.96%
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Return for Risk
HQH vs. RQI — Risk / Return Rank
HQH
RQI
HQH vs. RQI - Risk-Adjusted Trends 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.
| HQH | RQI | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.34 | 0.32 | +1.02 |
Sortino ratioReturn per unit of downside risk | 1.83 | 0.55 | +1.28 |
Omega ratioGain probability vs. loss probability | 1.24 | 1.07 | +0.17 |
Calmar ratioReturn relative to maximum drawdown | 2.14 | 0.45 | +1.69 |
Martin ratioReturn relative to average drawdown | 7.04 | 1.44 | +5.60 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| HQH | RQI | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.34 | 0.32 | +1.02 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.25 | 0.23 | +0.02 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.32 | 0.30 | +0.02 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.37 | 0.27 | +0.10 |
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.
Dividends
HQH vs. RQI - Dividend Comparison
HQH's dividend yield for the trailing twelve months is around 12.31%, more than RQI's 9.19% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
HQH Tekla Healthcare Investors | 12.31% | 11.56% | 14.21% | 9.66% | 9.50% | 8.59% | 7.97% | 8.24% | 10.75% | 8.78% | 9.80% | 11.97% |
RQI Cohen & Steers Quality Income Realty Fund | 9.19% | 9.54% | 7.84% | 7.84% | 10.41% | 5.27% | 7.74% | 6.79% | 9.27% | 7.59% | 7.86% | 7.86% |
Drawdowns
HQH vs. RQI - Drawdown Comparison
The maximum HQH drawdown since its inception was -62.36%, smaller than the maximum RQI drawdown of -91.59%. Use the drawdown chart below to compare losses from any high point for HQH and RQI.
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Drawdown Indicators
| HQH | RQI | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -62.36% | -91.59% | +29.23% |
Max Drawdown (1Y)Largest decline over 1 year | -13.01% | -14.25% | +1.24% |
Max Drawdown (5Y)Largest decline over 5 years | -37.55% | -41.06% | +3.51% |
Max Drawdown (10Y)Largest decline over 10 years | -37.55% | -59.12% | +21.57% |
Current DrawdownCurrent decline from peak | -7.82% | -8.04% | +0.22% |
Average DrawdownAverage peak-to-trough decline | -21.13% | -18.04% | -3.09% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.96% | 4.49% | -0.53% |
Volatility
HQH vs. RQI - Volatility Comparison
Tekla Healthcare Investors (HQH) has a higher volatility of 8.58% compared to Cohen & Steers Quality Income Realty Fund (RQI) at 5.73%. This indicates that HQH's price experiences larger fluctuations and is considered to be riskier than RQI based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| HQH | RQI | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 8.58% | 5.73% | +2.85% |
Volatility (6M)Calculated over the trailing 6-month period | 16.02% | 11.50% | +4.52% |
Volatility (1Y)Calculated over the trailing 1-year period | 23.44% | 18.39% | +5.05% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 19.47% | 23.06% | -3.59% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.65% | 26.94% | -5.29% |
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