HQH:NYE-Tekla Healthcare Investors (USD)

COMMON STOCK | Asset Management |

Last Closing

USD 18.04

Change

+0.12 (+0.67)%

Market Cap

N/A

Volume

0.13M

Analyst Target

N/A
Analyst Rating

N/A

ducovest Verdict

Verdict

About

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

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Relative Returns (From:    To: 2025-01-30 )

Largest Industry Peers for Asset Management

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

-7.60 (-4.10%)

USD 199.94B
BLK BlackRock Inc

+18.91 (+1.80%)

USD 158.11B
KKR KKR & Co LP

+0.57 (+0.34%)

USD 130.05B
APO Apollo Global Management LLC C..

+0.66 (+0.39%)

USD 95.66B
BN Brookfield Corp

+1.59 (+2.63%)

USD 87.42B
ARES Ares Management LP

+4.66 (+2.41%)

USD 59.89B
AMP Ameriprise Financial Inc

-27.29 (-4.75%)

USD 51.98B
RJF Raymond James Financial Inc.

-1.37 (-0.80%)

USD 34.20B
OWL Blue Owl Capital Inc

+0.17 (+0.66%)

USD 33.68B
BAM Brookfield Asset Management In..

-0.57 (-0.93%)

USD 23.01B

ETFs Containing HQH

YYY Amplify High Income ETF 2.86 % 0.50 %

-0.04 (-0.34%)

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

+0.10 (+-0.34%)

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 12.40% 98% N/A 92% A
Dividend Return N/A N/A N/A N/A N/A
Total Return 12.40% 98% N/A 92% A
Trailing 12 Months  
Capital Gain 4.04% 53% F 46% F
Dividend Return 9.57% 81% B- 93% A
Total Return 13.61% 61% D- 57% F
Trailing 5 Years  
Capital Gain -10.11% 70% C- 36% F
Dividend Return 44.38% 89% A- 95% A
Total Return 34.27% 77% C+ 55% F
Average Annual (5 Year Horizon)  
Capital Gain -2.66% 40% F 20% F
Dividend Return 5.99% 60% D- 46% F
Total Return 8.65% 89% A- 95% A
Risk Return Profile  
Volatility (Standard Deviation) 19.45% 66% D+ 56% F
Risk Adjusted Return 30.78% 63% D 44% 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