HQH:NYE-Tekla Healthcare Investors (USD)

COMMON STOCK | Asset Management |

Last Closing

USD 18.58

Change

+0.10 (+0.54)%

Market Cap

N/A

Volume

0.17M

Analyst Target

N/A
Analyst Rating

N/A

ducovest Verdict

Verdict

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Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

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Relative Returns (From:    To: 2024-09-26 )

Largest Industry Peers for Asset Management

Symbol Name Price(Change) Market Cap
BX Blackstone Group Inc

+0.70 (+0.46%)

USD 192.43B
BLK BlackRock Inc

+8.22 (+0.88%)

USD 138.77B
KKR KKR & Co LP

-0.29 (-0.22%)

USD 122.06B
BN Brookfield Corp

+1.15 (+2.20%)

USD 79.16B
APO Apollo Global Management LLC C..

+0.97 (+0.78%)

USD 70.92B
ARES Ares Management LP

-2.00 (-1.27%)

USD 49.47B
AMP Ameriprise Financial Inc

+4.42 (+0.95%)

USD 45.47B
OWL Blue Owl Capital Inc

-0.28 (-1.46%)

USD 26.59B
RJF Raymond James Financial Inc.

-2.58 (-2.06%)

USD 25.60B
BAM Brookfield Asset Management In..

+0.03 (+0.06%)

USD 19.81B

ETFs Containing HQH

YYY Amplify High Income ETF 3.10 % 0.50 %

+0.02 (+0.16%)

USD 0.52B
FCEF First Trust Income Opport.. 0.00 % 0.85 %

+0.04 (+0.16%)

USD 0.04B

Market Performance

  Market Performance vs. Industry/Classification (Asset Management) Market Performance vs. Exchange
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 12.13% 70% C- 61% D-
Dividend Return 10.02% 95% A 97% N/A
Total Return 22.15% 80% B- 80% B-
Trailing 12 Months  
Capital Gain 18.87% 55% F 54% F
Dividend Return 13.05% 92% A 97% N/A
Total Return 31.93% 76% C+ 74% C
Trailing 5 Years  
Capital Gain 1.86% 81% B- 44% F
Dividend Return 51.10% 96% N/A 97% N/A
Total Return 52.96% 87% B+ 65% D
Average Annual (5 Year Horizon)  
Capital Gain -2.80% 51% F 24% F
Dividend Return 5.99% 60% D- 51% F
Total Return 8.79% 79% B- 94% A
Risk Return Profile  
Volatility (Standard Deviation) 19.28% 38% F 53% F
Risk Adjusted Return 31.05% 59% D- 49% F
Market Capitalization N/A N/A N/A N/A N/A

Annual Financials (USD)

Quarterly Financials (USD)

Analyst Rating

Target Price Action Rating Action Analyst Rating Price Date

This is a composite scorecard based on the application of evaluation criteria deemed most important by analysts. This is not a buy or sell recommendation.

What to like:
Superior total returns

The stock has outperformed its sector peers on average annual total returns basis in the past 5 years (for a hold period of at least 12 months) and is in the top quartile.

What to not like:
High volatility

The total returns for this company are volatile and above median for its sector over the past 5 years. Make sure you have the risk tolerance for investing in such stock.

Low Earnings Growth

This stock has shown below median earnings growth in the previous 5 years compared to its sector

Low Revenue Growth

This stock has shown below median revenue growth in the previous 5 years compared to its sector