HQH:NYE-Tekla Healthcare Investors (USD)

COMMON STOCK | Asset Management |

Last Closing

USD 18.44

Change

+0.17 (+0.93)%

Market Cap

N/A

Volume

0.11M

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: 2024-10-04 )

Largest Industry Peers for Asset Management

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

+0.72 (+0.48%)

USD 184.68B
BLK BlackRock Inc

-2.30 (-0.24%)

USD 141.80B
KKR KKR & Co LP

+2.38 (+1.82%)

USD 120.69B
BN Brookfield Corp

+0.51 (+0.97%)

USD 79.53B
APO Apollo Global Management LLC C..

+3.97 (+3.02%)

USD 74.81B
ARES Ares Management LP

+3.34 (+2.13%)

USD 49.16B
AMP Ameriprise Financial Inc

+7.40 (+1.54%)

USD 47.16B
OWL Blue Owl Capital Inc

+0.76 (+3.78%)

USD 27.73B
RJF Raymond James Financial Inc.

+2.43 (+1.95%)

USD 25.22B
BAM Brookfield Asset Management In..

+0.35 (+0.74%)

USD 19.93B

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 %

+0.12 (+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 11.29% 64% D 60% D-
Dividend Return 10.02% 94% A 97% N/A
Total Return 21.30% 77% C+ 77% C+
Trailing 12 Months  
Capital Gain 17.38% 43% F 48% F
Dividend Return 12.99% 92% A 96% N/A
Total Return 30.36% 60% D- 67% D+
Trailing 5 Years  
Capital Gain 1.37% 79% B- 44% F
Dividend Return 51.24% 95% A 97% N/A
Total Return 52.61% 85% B 64% D
Average Annual (5 Year Horizon)  
Capital Gain -2.76% N/A N/A 24% F
Dividend Return 6.03% N/A N/A 50% F
Total Return 8.80% N/A N/A 93% A
Risk Return Profile  
Volatility (Standard Deviation) 19.34% N/A N/A 53% F
Risk Adjusted Return 31.20% N/A N/A 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:

There is nothing we particularly like

What to not like:
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