LYFIX vs. THQ
LYFIX (AlphaCentric LifeSci Healthcare Fund) and THQ (Abrdn Healthcare Opportunities Fund) are both Health & Biotech Equities funds. Over the past 5 years, LYFIX returned 9.19%/yr vs 3.91%/yr for THQ. Their 0.56 correlation means they have sometimes moved together and sometimes differently. LYFIX charges 1.40%/yr vs 1.47%/yr for THQ.
Performance
LYFIX vs. THQ - Performance Comparison
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Returns By Period
In the year-to-date period, LYFIX achieves a 12.83% return, which is significantly higher than THQ's 4.92% return.
LYFIX
- 1D
- -2.71%
- 1M
- -5.73%
- 6M
- 10.47%
- YTD
- 12.83%
- 1Y
- 49.41%
- 3Y*
- 10.25%
- 5Y*
- 9.19%
- 10Y*
- —
- ALL TIME*
- 13.44%
THQ
- 1D
- 0.11%
- 1M
- -0.20%
- 6M
- 3.13%
- YTD
- 4.92%
- 1Y
- 30.23%
- 3Y*
- 10.77%
- 5Y*
- 3.91%
- 10Y*
- 9.02%
- ALL TIME*
- 7.96%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $0.00 | $0.00 | $0.00 | |
| $3.19M | $4.28M | $3.80M |
LYFIX vs. THQ - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|
LYFIX AlphaCentric LifeSci Healthcare Fund | 12.83% | 28.22% | -0.27% | 7.19% | -0.92% | -3.42% | 54.83% | 1.20% |
THQ Abrdn Healthcare Opportunities Fund | 4.92% | 13.88% | 15.51% | -1.62% | -17.53% | 33.39% | 15.20% | 3.70% |
Correlation
The correlation between LYFIX and THQ is 0.52, which is moderate. They have sometimes moved together and sometimes differently, sharing some price drivers without tracking each other closely.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.52 |
Correlation (3Y) Balances recent behavior with more history. | 0.59 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.57 |
Correlation (All Time) Calculated using the full available price history since Nov 29, 2019 | 0.56 |
The correlation between LYFIX and THQ has been stable across timeframes, ranging from 0.52 to 0.59 - a consistent structural relationship.
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Return for Risk
LYFIX vs. THQ — Risk / Return Rank
LYFIX
THQ
LYFIX vs. THQ - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for AlphaCentric LifeSci Healthcare Fund (LYFIX) and Abrdn Healthcare Opportunities Fund (THQ). 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| LYFIX | THQ | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.92 | ||
| Sortino ratioReturn per unit of downside risk | +1.14 | ||
| Omega ratioGain probability vs. loss probability | 1.42 | 1.30 | +0.12 |
| Calmar ratioReturn relative to maximum drawdown | 6.04 | 1.81 | +4.22 |
| Martin ratioReturn relative to average drawdown | 19.21 | 6.21 | +13.01 |
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Drawdowns
LYFIX vs. THQ - Drawdown Comparison
The maximum LYFIX drawdown since its inception was -35.33%, smaller than the maximum THQ drawdown of -39.35%. Use the drawdown chart below to compare losses from any high point for LYFIX and THQ.
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Drawdown Indicators
| LYFIX | THQ | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -35.33% | -39.35% | +4.02% |
Max Drawdown (1Y)Largest decline over 1 year | -8.49% | -16.74% | +8.25% |
Max Drawdown (3Y)Largest decline over 3 years | -22.78% | -25.86% | +3.08% |
Max Drawdown (5Y)Largest decline over 5 years | -30.46% | -32.20% | +1.74% |
Max Drawdown (10Y)Largest decline over 10 years | — | -39.35% | — |
Current DrawdownCurrent decline from peak | -7.81% | -1.26% | -6.55% |
Average DrawdownAverage peak-to-trough decline | -9.68% | -8.54% | -1.14% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.66% | 4.88% | -2.22% |
Volatility
LYFIX vs. THQ - Volatility Comparison
AlphaCentric LifeSci Healthcare Fund (LYFIX) has a higher volatility of 6.91% compared to Abrdn Healthcare Opportunities Fund (THQ) at 4.30%. This indicates that LYFIX's price experiences larger fluctuations and is considered to be riskier than THQ based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| LYFIX | THQ | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.91% | 4.30% | +2.61% |
Volatility (6M)Calculated over the trailing 6-month period | 15.68% | 13.68% | +2.00% |
Volatility (1Y)Calculated over the trailing 1-year period | 19.86% | 18.11% | +1.75% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 22.90% | 19.22% | +3.68% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 23.42% | 20.53% | +2.89% |
LYFIX vs. THQ - Expense Ratio Comparison
LYFIX has a 1.40% expense ratio, which is lower than THQ's 1.47% expense ratio.
Dividends
LYFIX vs. THQ - Dividend Comparison
LYFIX's dividend yield for the trailing twelve months is around 1.58%, less than THQ's 11.51% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
LYFIX AlphaCentric LifeSci Healthcare Fund | 1.58% | 1.78% | 2.24% | 2.63% | 4.43% | 12.88% | 2.30% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
THQ Abrdn Healthcare Opportunities Fund | 11.51% | 11.29% | 11.09% | 7.45% | 6.81% | 5.27% | 6.62% | 7.08% | 8.05% | 7.71% | 8.70% | 9.50% |
Frequently Asked Questions
LYFIX and THQ have a correlation of 0.52, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
LYFIX has higher volatility (6.91%) compared to THQ (4.30%). In terms of maximum drawdown, LYFIX dropped -35.33% vs THQ's -39.35%.
LYFIX currently has the higher Sharpe Ratio (2.60 vs 1.68), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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