HQH vs. USA
Compare and contrast key facts about Tekla Healthcare Investors (HQH) and Liberty All-Star Equity Fund (USA).
Performance
HQH vs. USA - Performance Comparison
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HQH vs. USA - 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% |
USA Liberty All-Star Equity Fund | -7.72% | 0.09% | 20.81% | 23.17% | -25.20% | 33.76% | 12.89% | 39.70% | -5.06% | 34.66% |
Fundamentals
HQH:
$21.06M
USA:
$355.74M
HQH:
$21.06M
USA:
$329.90M
HQH:
$0.00
USA:
$305.11M
Returns By Period
In the year-to-date period, HQH achieves a -0.42% return, which is significantly higher than USA's -7.72% return. Over the past 10 years, HQH has underperformed USA with an annualized return of 6.86%, while USA has yielded a comparatively higher 11.94% 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%
USA
- 1D
- 1.44%
- 1M
- -5.85%
- YTD
- -7.72%
- 6M
- -6.62%
- 1Y
- -5.00%
- 3Y*
- 7.24%
- 5Y*
- 3.73%
- 10Y*
- 11.94%
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Return for Risk
HQH vs. USA — Risk / Return Rank
HQH
USA
HQH vs. USA - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Tekla Healthcare Investors (HQH) and Liberty All-Star Equity Fund (USA). 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 | USA | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.34 | -0.29 | +1.63 |
Sortino ratioReturn per unit of downside risk | 1.83 | -0.30 | +2.12 |
Omega ratioGain probability vs. loss probability | 1.24 | 0.96 | +0.28 |
Calmar ratioReturn relative to maximum drawdown | 2.14 | -0.28 | +2.42 |
Martin ratioReturn relative to average drawdown | 7.04 | -0.76 | +7.80 |
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 | USA | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.34 | -0.29 | +1.63 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.25 | 0.18 | +0.07 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.32 | 0.53 | -0.21 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.37 | 0.33 | +0.04 |
Correlation
The correlation between HQH and USA is 0.42, 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. USA - Dividend Comparison
HQH's dividend yield for the trailing twelve months is around 12.31%, more than USA's 12.08% 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% |
USA Liberty All-Star Equity Fund | 12.08% | 10.67% | 10.22% | 9.56% | 12.11% | 9.67% | 9.13% | 9.75% | 12.64% | 8.89% | 9.30% | 9.53% |
Drawdowns
HQH vs. USA - Drawdown Comparison
The maximum HQH drawdown since its inception was -62.36%, smaller than the maximum USA drawdown of -69.15%. Use the drawdown chart below to compare losses from any high point for HQH and USA.
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Drawdown Indicators
| HQH | USA | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -62.36% | -69.15% | +6.79% |
Max Drawdown (1Y)Largest decline over 1 year | -13.01% | -15.28% | +2.27% |
Max Drawdown (5Y)Largest decline over 5 years | -37.55% | -34.05% | -3.50% |
Max Drawdown (10Y)Largest decline over 10 years | -37.55% | -47.07% | +9.52% |
Current DrawdownCurrent decline from peak | -7.82% | -12.67% | +4.85% |
Average DrawdownAverage peak-to-trough decline | -21.13% | -11.53% | -9.60% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.96% | 5.64% | -1.68% |
Volatility
HQH vs. USA - Volatility Comparison
Tekla Healthcare Investors (HQH) has a higher volatility of 8.58% compared to Liberty All-Star Equity Fund (USA) at 5.71%. This indicates that HQH's price experiences larger fluctuations and is considered to be riskier than USA based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| HQH | USA | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 8.58% | 5.71% | +2.87% |
Volatility (6M)Calculated over the trailing 6-month period | 16.02% | 10.53% | +5.49% |
Volatility (1Y)Calculated over the trailing 1-year period | 23.44% | 17.40% | +6.04% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 19.47% | 20.72% | -1.25% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.65% | 22.54% | -0.89% |
Financials
HQH vs. USA - Financials Comparison
This section allows you to compare key financial metrics between Tekla Healthcare Investors and Liberty All-Star Equity 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