HQH:NYE-Tekla Healthcare Investors (USD)

COMMON STOCK | Asset Management |

Last Closing

USD 17.38

Change

-0.08 (-0.46)%

Market Cap

N/A

Volume

0.13M

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: 2025-02-25 )

Largest Industry Peers for Asset Management

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

+0.16 (+0.10%)

USD 207.93B
BLK BlackRock Inc

+5.21 (+0.55%)

USD 166.57B
KKR KKR & Co LP

-1.60 (-1.22%)

USD 137.14B
APO Apollo Global Management LLC C..

-2.57 (-1.74%)

USD 96.74B
BN Brookfield Corp

-0.24 (-0.41%)

USD 92.48B
ARES Ares Management LP

-1.55 (-0.92%)

USD 58.28B
AMP Ameriprise Financial Inc

-9.03 (-1.70%)

USD 52.27B
OWL Blue Owl Capital Inc

-0.51 (-2.34%)

USD 36.99B
RJF Raymond James Financial Inc.

-0.74 (-0.49%)

USD 32.75B
BAM Brookfield Asset Management In..

-1.16 (-2.00%)

USD 25.19B

ETFs Containing HQH

YYY Amplify High Income ETF 3.11 % 0.50 %

-0.02 (-0.17%)

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

+0.06 (+-0.17%)

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 8.29% 92% A 86% B+
Dividend Return 3.55% 100% F 97% N/A
Total Return 11.84% 97% N/A 92% A
Trailing 12 Months  
Capital Gain 1.28% 27% F 38% F
Dividend Return 10.20% 87% B+ 94% A
Total Return 11.48% 50% F 59% D-
Trailing 5 Years  
Capital Gain -10.69% 62% D 32% F
Dividend Return 46.29% 89% A- 94% A
Total Return 35.60% 70% C- 50% 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