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

Total Real Returns

THQ: Total Real Return Chart (Dividends Reinvested, Inflation Adjusted)

Tue 2014-07-29? to Tue 2026-01-13 YTD
Return 		TRR
Price
THQ × 		+3.50%
2026-01-13 		1.827 TRR
2026-01-13
Tekla Healthcare Opportunities NYSE Mutual Fund

Returns

Tue 2014-07-29? to Tue 2026-01-13 Overall
Return 		Exponential
Trendline
THQ × 		+82.67%
+5.40%/yr 		+5.66%/yr
(R2=0.757)
Tekla Healthcare Opportunities NYSE Mutual Fund

Growth of $10,000

Tue 2014-07-29? to Tue 2026-01-13 Start
Value 		End
Value
THQ × 		$10,000.00
2014-07-29 		$18,267.28
2026-01-13
Tekla Healthcare Opportunities NYSE Mutual Fund

Annual Returns

Year THQ
2026 (YTD) +3.50%
2025 +10.95%
2024 +12.30%
2023 −4.77%
2022 −22.55%
2021 +24.64%
2020 +13.74%
2019 +20.00%
2018 +1.49%
2017 +19.39%
2016 −4.89%
2015 −6.01%
2014 +4.24%

Drawdowns

Tue 2014-07-29? to Tue 2026-01-13 Current
Drawdown 		Worst
Drawdown
THQ × 		−4.89% −39.31%
2020-03-23
Tekla Healthcare Opportunities NYSE Mutual Fund