Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| XHQHX (Tekla Healthcare Investors) | 1.98% | 30.42% | 11.69% | 5.26% | 5.24% | NA | NA | … | … |
Data as of 06/08/2026, Common starting date is 11/29/2011
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| XHQHX (Tekla Healthcare Investors) | 11/29/2011 | 06/08/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -3.77 | 30.42 | 11.69 | 5.26 | 5.24 | NA | NA | … | … | 1.98 | 26.67 | 4.24 | 3.01 | -6.32 | 2.49 | 17.49 | 15.35 | -10.98 | 15.74 | -24.90 | -2.57 | 29.23 | 48.09 | 17.45 | 4.67 |
| Sharpe Ratio | NA | 1.38 | 0.46 | 0.19 | 0.18 | NA | NA | … | … | 0.15 | 1.04 | 0.05 | -0.05 | -0.37 | 0.13 | 0.56 | 0.80 | -0.57 | 1.07 | -1.03 | -0.11 | 1.38 | 2.90 | 1.23 | 3.87 |
| Standard Deviation(%) | NA | 22.38 | 18.52 | 18.37 | 20.16 | NA | NA | … | … | 24.23 | 23.04 | 12.79 | 12.72 | 21.10 | 18.56 | 30.67 | 17.25 | 21.76 | 14.15 | 24.37 | 23.29 | 21.17 | 16.58 | 14.26 | 17.71 |
| Draw Down(%) | NA | 10.46 | 19.49 | 27.97 | 27.97 | NA | NA | … | … | 9.21 | 18.96 | 9.42 | 11.64 | 20.73 | 13.75 | 22.34 | 14.54 | 24.45 | 10.99 | 27.06 | 24.00 | 16.64 | 8.40 | 9.13 | 3.17 |
| Yield(%) | 0.00 | 13.54 | 10.84 | 7.93 | 6.39 | 8.79 | 6.59 | … | … | 5.99 | 11.82 | 11.32 | 7.70 | 7.07 | 8.04 | 8.08 | 0.65 | 4.38 | 8.46 | 1.64 | 0.00 | 8.44 | 4.98 | 0.00 | 0.00 |
Data as of 06/08/2026, Common starting date is 11/29/2011
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| XHQHX (Tekla Healthcare Investors) |
-9.49%
May 2015 – May 2018 |
-6.41%
Mar 2015 – Mar 2020 |
-1.05%
May 2015 – May 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| XHQHX (Tekla Healthcare Investors) |
30.99%
Dec 2011 – Dec 2014 |
11.40%
Aug 2012 – Aug 2017 |
8.94%
Dec 2011 – Dec 2021 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart