HQL vs. HQH
Compare and contrast key facts about Tekla Life Sciences Investors (HQL) and Tekla Healthcare Investors (HQH).
Performance
HQL vs. HQH - Performance Comparison
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HQL vs. HQH - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
HQL Tekla Life Sciences Investors | 0.18% | 45.48% | 11.03% | 4.23% | -19.21% | 5.52% | 23.72% | 25.53% | -16.18% | 25.41% |
HQH Tekla Healthcare Investors | -3.09% | 34.12% | 10.22% | 1.22% | -17.27% | 7.99% | 24.82% | 26.80% | -13.08% | 15.97% |
Fundamentals
HQL:
$51.74M
HQH:
$21.06M
HQL:
$30.95M
HQH:
$21.06M
HQL:
$42.48M
HQH:
$0.00
Returns By Period
In the year-to-date period, HQL achieves a 0.18% return, which is significantly higher than HQH's -3.09% return. Over the past 10 years, HQL has outperformed HQH with an annualized return of 8.95%, while HQH has yielded a comparatively lower 6.57% annualized return.
HQL
- 1D
- 2.26%
- 1M
- -2.28%
- YTD
- 0.18%
- 6M
- 11.70%
- 1Y
- 45.72%
- 3Y*
- 18.90%
- 5Y*
- 6.76%
- 10Y*
- 8.95%
HQH
- 1D
- 3.13%
- 1M
- -7.10%
- YTD
- -3.09%
- 6M
- 2.57%
- 1Y
- 24.44%
- 3Y*
- 13.07%
- 5Y*
- 4.30%
- 10Y*
- 6.57%
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Return for Risk
HQL vs. HQH — Risk / Return Rank
HQL
HQH
HQL vs. HQH - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Tekla Life Sciences Investors (HQL) and Tekla Healthcare Investors (HQH). 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.
| HQL | HQH | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.88 | 1.05 | +0.83 |
Sortino ratioReturn per unit of downside risk | 2.52 | 1.49 | +1.03 |
Omega ratioGain probability vs. loss probability | 1.32 | 1.19 | +0.13 |
Calmar ratioReturn relative to maximum drawdown | 3.04 | 1.73 | +1.31 |
Martin ratioReturn relative to average drawdown | 11.18 | 5.46 | +5.73 |
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
| HQL | HQH | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.88 | 1.05 | +0.83 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.33 | 0.22 | +0.11 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.40 | 0.30 | +0.10 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.30 | 0.37 | -0.06 |
Correlation
The correlation between HQL and HQH is 0.71, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
HQL vs. HQH - Dividend Comparison
HQL's dividend yield for the trailing twelve months is around 11.74%, less than HQH's 12.65% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
HQL Tekla Life Sciences Investors | 11.74% | 10.85% | 14.18% | 9.44% | 9.57% | 8.79% | 7.90% | 8.03% | 10.72% | 8.25% | 12.18% | 11.84% |
HQH Tekla Healthcare Investors | 12.65% | 11.56% | 14.21% | 9.66% | 9.50% | 8.59% | 7.97% | 8.24% | 10.75% | 8.78% | 9.80% | 11.97% |
Drawdowns
HQL vs. HQH - Drawdown Comparison
The maximum HQL drawdown since its inception was -62.65%, roughly equal to the maximum HQH drawdown of -62.36%. Use the drawdown chart below to compare losses from any high point for HQL and HQH.
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Drawdown Indicators
| HQL | HQH | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -62.65% | -62.36% | -0.29% |
Max Drawdown (1Y)Largest decline over 1 year | -11.91% | -13.01% | +1.10% |
Max Drawdown (5Y)Largest decline over 5 years | -38.86% | -37.55% | -1.31% |
Max Drawdown (10Y)Largest decline over 10 years | -38.86% | -37.55% | -1.31% |
Current DrawdownCurrent decline from peak | -4.87% | -10.29% | +5.42% |
Average DrawdownAverage peak-to-trough decline | -22.37% | -21.14% | -1.23% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.90% | 4.12% | -0.22% |
Volatility
HQL vs. HQH - Volatility Comparison
Tekla Life Sciences Investors (HQL) and Tekla Healthcare Investors (HQH) have volatilities of 7.98% and 8.17%, 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.
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Volatility by Period
| HQL | HQH | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.98% | 8.17% | -0.19% |
Volatility (6M)Calculated over the trailing 6-month period | 16.20% | 16.01% | +0.19% |
Volatility (1Y)Calculated over the trailing 1-year period | 24.48% | 23.35% | +1.13% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 20.56% | 19.43% | +1.13% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 22.41% | 21.63% | +0.78% |
Financials
HQL vs. HQH - Financials Comparison
This section allows you to compare key financial metrics between Tekla Life Sciences Investors and Tekla Healthcare Investors. 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