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THQ vs. BUI
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

THQ vs. BUI - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Abrdn Healthcare Opportunities Fund (THQ) and BlackRock Utilities, Infrastructure & Power Opportunities Trust (BUI). The values are adjusted to include any dividend payments, if applicable.

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THQ vs. BUI - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
THQ
Abrdn Healthcare Opportunities Fund
-9.62%13.88%15.51%-1.62%-17.53%33.39%15.20%22.70%3.41%21.84%
BUI
BlackRock Utilities, Infrastructure & Power Opportunities Trust
4.23%21.79%14.62%12.29%-16.77%12.48%20.30%20.60%-1.81%26.06%

Returns By Period

In the year-to-date period, THQ achieves a -9.62% return, which is significantly lower than BUI's 4.23% return. Over the past 10 years, THQ has underperformed BUI with an annualized return of 8.83%, while BUI has yielded a comparatively higher 11.44% annualized return.


THQ

1D
2.75%
1M
-11.99%
YTD
-9.62%
6M
2.98%
1Y
-8.31%
3Y*
6.67%
5Y*
3.30%
10Y*
8.83%

BUI

1D
2.01%
1M
-13.33%
YTD
4.23%
6M
8.05%
1Y
29.10%
3Y*
11.67%
5Y*
8.28%
10Y*
11.44%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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Return for Risk

THQ vs. BUI — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

THQ
THQ Risk / Return Rank: 33
Overall Rank
THQ Sharpe Ratio Rank: 22
Sharpe Ratio Rank
THQ Sortino Ratio Rank: 22
Sortino Ratio Rank
THQ Omega Ratio Rank: 22
Omega Ratio Rank
THQ Calmar Ratio Rank: 33
Calmar Ratio Rank
THQ Martin Ratio Rank: 33
Martin Ratio Rank

BUI
BUI Risk / Return Rank: 8383
Overall Rank
BUI Sharpe Ratio Rank: 8787
Sharpe Ratio Rank
BUI Sortino Ratio Rank: 8282
Sortino Ratio Rank
BUI Omega Ratio Rank: 8686
Omega Ratio Rank
BUI Calmar Ratio Rank: 7777
Calmar Ratio Rank
BUI Martin Ratio Rank: 8585
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

THQ vs. BUI - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Abrdn Healthcare Opportunities Fund (THQ) and BlackRock Utilities, Infrastructure & Power Opportunities Trust (BUI). 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.


THQBUIDifference

Sharpe ratio

Return per unit of total volatility

-0.39

1.64

-2.03

Sortino ratio

Return per unit of downside risk

-0.40

2.17

-2.57

Omega ratio

Gain probability vs. loss probability

0.95

1.34

-0.39

Calmar ratio

Return relative to maximum drawdown

-0.33

1.89

-2.22

Martin ratio

Return relative to average drawdown

-0.78

7.41

-8.19

THQ vs. BUI - Sharpe Ratio Comparison

The current THQ Sharpe Ratio is -0.39, which is lower than the BUI Sharpe Ratio of 1.64. The chart below compares the historical Sharpe Ratios of THQ and BUI, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Sharpe Ratios by Period


THQBUIDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

-0.39

1.64

-2.03

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.18

0.48

-0.31

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.43

0.52

-0.09

Sharpe Ratio (All Time)

Calculated using the full available price history

0.33

0.49

-0.16

Correlation

The correlation between THQ and BUI is 0.33, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.


Dividends

THQ vs. BUI - Dividend Comparison

THQ's dividend yield for the trailing twelve months is around 12.86%, more than BUI's 10.12% yield.


TTM20252024202320222021202020192018201720162015
THQ
Abrdn Healthcare Opportunities Fund
12.86%11.29%11.09%7.45%6.81%5.27%6.62%7.08%8.05%7.71%8.70%9.50%
BUI
BlackRock Utilities, Infrastructure & Power Opportunities Trust
10.12%10.39%6.26%6.65%6.99%5.45%5.80%6.51%7.35%6.72%7.89%8.65%

Drawdowns

THQ vs. BUI - Drawdown Comparison

The maximum THQ drawdown since its inception was -39.35%, smaller than the maximum BUI drawdown of -46.49%. Use the drawdown chart below to compare losses from any high point for THQ and BUI.


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Drawdown Indicators


THQBUIDifference

Max Drawdown

Largest peak-to-trough decline

-39.35%

-46.49%

+7.14%

Max Drawdown (1Y)

Largest decline over 1 year

-22.11%

-15.68%

-6.43%

Max Drawdown (5Y)

Largest decline over 5 years

-32.20%

-27.41%

-4.79%

Max Drawdown (10Y)

Largest decline over 10 years

-39.35%

-46.49%

+7.14%

Current Drawdown

Current decline from peak

-14.45%

-13.41%

-1.04%

Average Drawdown

Average peak-to-trough decline

-8.66%

-6.01%

-2.65%

Ulcer Index

Depth and duration of drawdowns from previous peaks

9.61%

4.01%

+5.60%

Volatility

THQ vs. BUI - Volatility Comparison

The current volatility for Abrdn Healthcare Opportunities Fund (THQ) is 5.90%, while BlackRock Utilities, Infrastructure & Power Opportunities Trust (BUI) has a volatility of 8.40%. This indicates that THQ experiences smaller price fluctuations and is considered to be less risky than BUI based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


THQBUIDifference

Volatility (1M)

Calculated over the trailing 1-month period

5.90%

8.40%

-2.50%

Volatility (6M)

Calculated over the trailing 6-month period

12.38%

13.80%

-1.42%

Volatility (1Y)

Calculated over the trailing 1-year period

21.64%

17.83%

+3.81%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

18.79%

17.21%

+1.58%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

20.46%

21.90%

-1.44%