HQH:NYE-Tekla Healthcare Investors (USD)

COMMON STOCK | Asset Management |

Last Closing

USD 17.63

Change

0.00 (0.00)%

Market Cap

N/A

Volume

0.20M

Analyst Target

N/A
Analyst Rating

N/A

ducovest Verdict

Verdict

About

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2025-02-22 )

Largest Industry Peers for Asset Management

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

N/A

USD 207.93B
BLK BlackRock Inc

N/A

USD 166.57B
KKR KKR & Co LP

N/A

USD 137.14B
APO Apollo Global Management LLC C..

N/A

USD 96.74B
BN Brookfield Corp

N/A

USD 92.48B
ARES Ares Management LP

N/A

USD 58.28B
AMP Ameriprise Financial Inc

N/A

USD 52.27B
OWL Blue Owl Capital Inc

N/A

USD 36.99B
RJF Raymond James Financial Inc.

N/A

USD 32.75B
BAM Brookfield Asset Management In..

N/A

USD 25.19B

ETFs Containing HQH

YYY Amplify High Income ETF 3.11 % 0.50 %

N/A

USD 0.56B
FCEF First Trust Income Opport.. 0.00 % 0.85 %

N/A

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 9.84% 94% A 88% B+
Dividend Return 3.55% 100% F 98% N/A
Total Return 13.40% 98% N/A 92% A
Trailing 12 Months  
Capital Gain 3.16% 42% F 46% F
Dividend Return 10.24% 87% B+ 94% A
Total Return 13.40% 59% D- 64% D
Trailing 5 Years  
Capital Gain -16.52% 58% F 29% F
Dividend Return 44.87% 89% A- 95% A
Total Return 28.35% 70% C- 51% F
Average Annual (5 Year Horizon)  
Capital Gain -2.94% 39% F 19% F
Dividend Return 5.72% 57% F 45% F
Total Return 8.66% 89% A- 95% A
Risk Return Profile  
Volatility (Standard Deviation) 19.24% 67% D+ 56% F
Risk Adjusted Return 29.71% 62% D 43% 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