Performance analysis of HQH (abrdn Healthcare Investors)
Annual Return
Over the past 3 years, HQH has had an average annual return of +17.23%, underperforming the benchmark SPY, which returned +22.45% annual.
Over the past 5 years, HQH has had an average annual return of +6.02%, underperforming the benchmark SPY, which returned +13.88% annual.
Over the past 10 years, HQH has had an average annual return of +6.80%, underperforming the benchmark SPY, which returned +15.44% annual.
Since Nov 1, 1999, HQH has had an average annual return of +10.51%, outperforming the benchmark SPY, which returned +8.56% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| +6.68% | +34.01% | +10.13% | +1.32% | -17.35% | +8.08% | +24.92% | +26.81% | -13.10% | +15.99% | -22.44% | +4.92% |
| 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 |
| +25.60% | +68.03% | +33.39% | +15.38% | +19.19% | +12.29% | -26.12% | +9.23% | -0.10% | +7.02% | +8.36% | +46.33% |
| 2002 | 2001 | 2000 | 1999 | ||||||||
| -37.58% | +19.60% | +30.33% | +33.29% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +0.85% | +3.46% | -7.10% | +11.58% | +3.84% | -5.00% | +6.68% | ||||||
| 2025 | +13.15% | -2.22% | -5.58% | +0% | -3.00% | +1.77% | +1.03% | +8.98% | +11.61% | +6.66% | +2.24% | -3.02% | +34.01% |
| 2024 | +3.38% | +0.96% | +0.24% | -4.21% | +6.14% | +5.43% | +6.36% | +5.22% | -1.74% | -3.17% | +0.16% | -7.92% | +10.13% |
| 2023 | +5.67% | -3.26% | -1.84% | -1.36% | -1.46% | +1.73% | +0.06% | -0.57% | -6.10% | -6.05% | +4.68% | +11.13% | +1.32% |
| 2022 | -5.01% | -9.18% | +3.80% | -2.79% | -0.89% | -4.50% | +3.37% | -1.78% | -7.10% | +8.51% | +4.44% | -6.15% | -17.35% |
| 2021 | +0.04% | +6.84% | -2.20% | +1.84% | +0.66% | +4.93% | +0.89% | +5.03% | -4.41% | +2.15% | -5.40% | -1.82% | +8.08% |
| 2020 | -3.88% | -3.20% | -6.11% | +14.43% | +6.15% | +0.52% | -1.22% | +3.37% | -3.10% | -4.03% | +12.69% | +9.44% | +24.92% |
| 2019 | +17.44% | -0.74% | +0.10% | -3.80% | -2.36% | +6.53% | -1.79% | -2.74% | -2.08% | +5.83% | +8.20% | +1.41% | +26.81% |
| 2018 | +4.21% | -2.76% | -3.80% | -3.06% | +4.12% | +1.13% | +3.77% | +6.07% | -0.17% | -11.02% | +3.26% | -13.49% | -13.10% |
| 2017 | +7.24% | +9.63% | -1.39% | +5.16% | -3.47% | +4.98% | +2.51% | +1.28% | -1.14% | -6.66% | -2.04% | +0.04% | +15.99% |
Drawdown analysis of HQH (abrdn Healthcare Investors)
The maximum drawdown for the HQH was -54.61%, occurring on Oct 9, 2002. Recovery took 1168 trading sessions.
The current HQH drawdown is -5.00%.
Since Nov 1, 1999 HQH has experienced the following drawdowns:
- 50% or more: 1 time
- 40% or more: 3 times
- 30% or more: 4 times
- 20% or more: 6 times
- 10% or more: 13 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -54.61% | Feb 17, 2000 | 662 | Oct 9, 2002 | 1168 | Jun 1, 2007 | 1830 |
| -45.19% | Aug 15, 2008 | 140 | Mar 9, 2009 | 469 | Jan 14, 2011 | 609 |
| -41.87% | Jul 17, 2015 | 144 | Feb 11, 2016 | 1226 | Dec 23, 2020 | 1370 |
| -37.54% | Aug 25, 2021 | 547 | Oct 27, 2023 | 480 | Sep 29, 2025 | 1027 |
| -23.14% | Jun 30, 2011 | 26 | Aug 8, 2011 | 117 | Jan 25, 2012 | 143 |
| -21.21% | Feb 26, 2014 | 32 | Apr 11, 2014 | 137 | Oct 27, 2014 | 169 |
| -16.80% | Oct 29, 2007 | 95 | Mar 17, 2008 | 105 | Aug 14, 2008 | 200 |
| -13.00% | Feb 19, 2026 | 27 | Mar 30, 2026 | 13 | Apr 17, 2026 | 40 |
| -12.78% | Aug 5, 2013 | 10 | Aug 19, 2013 | 67 | Nov 21, 2013 | 77 |
| -12.57% | May 15, 2013 | 27 | Jun 24, 2013 | 5 | Jul 1, 2013 | 32 |
| -11.54% | Jan 24, 2000 | 5 | Jan 31, 2000 | 4 | Feb 4, 2000 | 9 |
| -10.84% | Jan 22, 2014 | 8 | Feb 3, 2014 | 6 | Feb 11, 2014 | 14 |
| -10.81% | Jun 1, 2007 | 53 | Aug 16, 2007 | 35 | Oct 5, 2007 | 88 |
| -9.96% | Feb 24, 2021 | 8 | Mar 8, 2021 | 63 | Jun 7, 2021 | 71 |
| -9.80% | Oct 31, 2025 | 5 | Nov 7, 2025 | 11 | Nov 24, 2025 | 16 |
| -8.88% | Dec 11, 2014 | 8 | Dec 23, 2014 | 19 | Jan 22, 2015 | 27 |
| -8.77% | Oct 17, 2012 | 19 | Nov 15, 2012 | 33 | Jan 4, 2013 | 52 |
| -8.27% | May 31, 2011 | 12 | Jun 16, 2011 | 10 | Jun 30, 2011 | 22 |
| -7.86% | Apr 23, 2015 | 5 | Apr 30, 2015 | 16 | May 22, 2015 | 21 |
| -6.68% | Nov 15, 1999 | 1 | Nov 16, 1999 | 23 | Dec 20, 1999 | 24 |
| -6.62% | May 1, 2012 | 23 | Jun 4, 2012 | 19 | Jun 29, 2012 | 42 |
| -6.28% | Jan 3, 2000 | 1 | Jan 4, 2000 | 3 | Jan 7, 2000 | 4 |
| -5.59% | Mar 19, 2015 | 5 | Mar 26, 2015 | 19 | Apr 23, 2015 | 24 |
| -5.50% | Dec 24, 2013 | 7 | Jan 6, 2014 | 7 | Jan 15, 2014 | 14 |
| -5.27% | Jun 23, 2015 | 4 | Jun 29, 2015 | 9 | Jul 13, 2015 | 13 |