All charts and data below are CPI-U inflation-adjusted and with dividends reinvested. (Why?)

Total Real Returns

QQQI,HQH,HQL,THQ,THW: Total Real Return Chart (Dividends Reinvested, Inflation Adjusted)

Tue 2024-01-30? to Tue 2025-12-23 YTD
Return
TRR
Price
QQQI
×
+16.51%
2025-12-23
1.364 TRR
2025-12-23
NEOS Nasdaq 100 High Income ETF NASDAQ Exchange-Traded Fund
HQH
×
+32.83%
2025-12-23
14.9 TRR
2025-12-23
Tekla Healthcare Investors NYSE Common Stock
HQL
×
+45.78%
2025-12-23
8.203 TRR
2025-12-23
Tekla Life Sciences Investors NYSE Common Stock
THQ
×
+9.63%
2025-12-23
1.745 TRR
2025-12-23
Tekla Healthcare Opportunities NYSE Mutual Fund
THW
×
+29.74%
2025-12-23
1.372 TRR
2025-12-23
Tekla World Healthcare Fund NYSE Mutual Fund

Returns

Tue 2024-01-30? to Tue 2025-12-23 Overall
Return
Exponential
Trendline
QQQI
×
+36.43%
+17.79%/yr
+16.15%/yr
(R2=0.813)
NEOS Nasdaq 100 High Income ETF NASDAQ Exchange-Traded Fund
HQH
×
+37.39%
+18.23%/yr
+10.99%/yr
(R2=0.399)
Tekla Healthcare Investors NYSE Common Stock
HQL
×
+54.29%
+25.68%/yr
+15.40%/yr
(R2=0.432)
Tekla Life Sciences Investors NYSE Common Stock
THQ
×
+22.64%
+11.36%/yr
−0.60%/yr
(R2=0.003)
Tekla Healthcare Opportunities NYSE Mutual Fund
THW
×
+21.52%
+10.82%/yr
+2.18%/yr
(R2=0.027)
Tekla World Healthcare Fund NYSE Mutual Fund

Growth of $10,000

Tue 2024-01-30? to Tue 2025-12-23 Start
Value
End
Value
QQQI
×
$10,000.00
2024-01-30
$13,643.12
2025-12-23
NEOS Nasdaq 100 High Income ETF NASDAQ Exchange-Traded Fund
HQH
×
$10,000.00
2024-01-30
$13,739.26
2025-12-23
Tekla Healthcare Investors NYSE Common Stock
HQL
×
$10,000.00
2024-01-30
$15,429.34
2025-12-23
Tekla Life Sciences Investors NYSE Common Stock
THQ
×
$10,000.00
2024-01-30
$12,264.27
2025-12-23
Tekla Healthcare Opportunities NYSE Mutual Fund
THW
×
$10,000.00
2024-01-30
$12,151.54
2025-12-23
Tekla World Healthcare Fund NYSE Mutual Fund

Annual Returns

Year QQQI HQH HQL THQ THW
2025 (YTD) +16.51% +32.83% +45.78% +9.63% +29.74%
2024 +17.10% +7.15% +7.92% +12.30% +2.47%
2023 −2.02% +0.83% −4.78% −14.35%
2022 −22.33% −24.15% −22.52% −7.24%
2021 +0.91% −1.37% +24.63% +4.72%
2020 +23.15% +22.03% +13.74% +24.74%
2019 +23.94% +22.75% +19.95% +30.05%
2018 −14.68% −17.78% +1.56% −7.14%
2017 +13.66% +22.96% +19.28% +14.55%
2016 −24.01% −21.07% −4.84% −12.18%
2015 +4.18% +5.00% −5.95% −17.26%
2014 +24.86% +30.27% +4.20%
2013 +65.48% +49.81%
2012 +31.23% +34.99%
2011 +11.99% +13.03%
2010 +17.36% +18.55%
2009 +9.33% +11.79%
2008 −26.27% −28.00%
2007 +4.96% +3.05%
2006 −2.57% −9.02%
2005 +3.47% +8.14%
2004 +5.00% +7.41%
2003 +43.83% +39.58%
2002 −38.94% −37.46%
2001 +18.02% +12.72%
2000 +31.41% +23.20%
1999 +55.54% +76.66%
1998 −5.35% −7.79%
1997 −7.17% −1.09%
1996 +6.64% +0.52%
1995 +54.98% +62.50%
1994 −23.48% −28.42%
1993 −10.33% −18.50%
1992 −28.30% −4.14%
1991 +136.54%
1990 +14.30%
1989 +46.13%
1988 +8.64%
1987 −43.52%

Drawdowns

Tue 2024-01-30? to Tue 2025-12-23 Current
Drawdown
Worst
Drawdown
QQQI
×
−0.20% −20.35%
2025-04-08
NEOS Nasdaq 100 High Income ETF NASDAQ Exchange-Traded Fund
HQH
×
−1.94% −22.44%
2025-04-08
Tekla Healthcare Investors NYSE Common Stock
HQL
×
−2.54% −26.27%
2025-04-08
Tekla Life Sciences Investors NYSE Common Stock
THQ
×
−5.95% −27.64%
2025-08-07
Tekla Healthcare Opportunities NYSE Mutual Fund
THW
×
−0.08% −21.20%
2025-04-08
Tekla World Healthcare Fund NYSE Mutual Fund