HQH:NYE-Tekla Healthcare Investors (USD)

COMMON STOCK | Asset Management |

Last Closing

USD 17.97

Change

-0.32 (-1.75)%

Market Cap

N/A

Volume

0.20M

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: 2024-11-14 )

Largest Industry Peers for Asset Management

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

-0.35 (-0.19%)

USD 213.93B
BLK BlackRock Inc

+16.10 (+1.56%)

USD 153.51B
KKR KKR & Co LP

-1.61 (-1.06%)

USD 140.51B
APO Apollo Global Management LLC C..

-0.03 (-0.02%)

USD 92.99B
BN Brookfield Corp

+0.19 (+0.33%)

USD 87.21B
AMP Ameriprise Financial Inc

+1.65 (+0.29%)

USD 54.32B
ARES Ares Management LP

+1.57 (+0.94%)

USD 52.42B
OWL Blue Owl Capital Inc

+0.25 (+1.11%)

USD 33.81B
RJF Raymond James Financial Inc.

-0.49 (-0.31%)

USD 30.30B
TPG TPG Inc

-0.01 (-0.02%)

USD 24.06B

ETFs Containing HQH

YYY Amplify High Income ETF 3.07 % 0.50 %

-0.08 (-0.66%)

USD 0.55B
FCEF First Trust Income Opport.. 0.00 % 0.85 %

-0.12 (-0.66%)

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 8.45% 61% D- 54% F
Dividend Return 10.02% 87% B+ 95% A
Total Return 18.47% 71% C- 67% D+
Trailing 12 Months  
Capital Gain 19.16% 75% C 60% D-
Dividend Return 13.53% 92% A 97% N/A
Total Return 32.69% 83% B 75% C
Trailing 5 Years  
Capital Gain -10.11% 68% D+ 33% F
Dividend Return 46.60% 90% A- 95% A
Total Return 36.50% 76% C+ 56% F
Average Annual (5 Year Horizon)  
Capital Gain -2.47% 48% F 22% F
Dividend Return 6.10% 64% D 49% F
Total Return 8.57% 89% A- 95% A
Risk Return Profile  
Volatility (Standard Deviation) 19.41% 65% D 56% F
Risk Adjusted Return 31.44% 68% D+ 48% 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:
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