Summary
HQH
Prices · period metrics · 12M
NAV as of 16/07/2026
02/04/2025 → 02/04/2026
Return 50.46% Volatility 23.41% Sharpe 1.14
Official loaded data — not a live quote.

abrdn Healthcare Investors

Symbol: HQH

Exchange: NYSE

Sector: N/A

Category: N/A

Inception date: N/A

Latest date: 16/07/2026

Current price: $20.85

Expense ratio: N/A

Assets under management
N/A
-0.86% daily change

Period performance

Adjusted cumulative ETF performance, normalized to the first available adjusted price in the selected period.

Adjusted return
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Performance metrics

Period total return

6.65%

Ann. -32.69% (Sharpe / Sortino numerator)

Volatility

28.77%

Sharpe ratio

-1.262

VaR 95%

-2.69%

CVaR 95%: -3.32%
Max drawdown: -7.80%
Sortino ratio: -2.289
Calmar ratio: -4.19

The performance chart and period total return use a rolling window to the latest adjusted close. For 1M/3M/6M/... periods, default behavior is Yahoo-style rolling (first session on or after "latest date minus N calendar months" through the latest quote). If the calendar is already in a new month, the last quote is near month-end, and there is no current-month data yet, the window switches to N full calendar months ending in that quote month. Sharpe, Sortino, VaR and related metrics still come from the latest batch row. Sharpe/Sortino use annualized excess return versus the US risk-free rate, so a positive chart can still show a negative ratio if annualized return is below cash.

Period total return

8.84%

Ann. -1.74% (Sharpe / Sortino numerator)

Volatility

23.33%

Sharpe ratio

-0.230

VaR 95%

-1.98%

CVaR 95%: -2.82%
Max drawdown: -13.01%
Sortino ratio: -0.404
Calmar ratio: -0.13

The performance chart and period total return use a rolling window to the latest adjusted close. For 1M/3M/6M/... periods, default behavior is Yahoo-style rolling (first session on or after "latest date minus N calendar months" through the latest quote). If the calendar is already in a new month, the last quote is near month-end, and there is no current-month data yet, the window switches to N full calendar months ending in that quote month. Sharpe, Sortino, VaR and related metrics still come from the latest batch row. Sharpe/Sortino use annualized excess return versus the US risk-free rate, so a positive chart can still show a negative ratio if annualized return is below cash.

Period total return

17.90%

Ann. 11.18% (Sharpe / Sortino numerator)

Volatility

22.69%

Sharpe ratio

0.333

VaR 95%

-2.17%

CVaR 95%: -3.18%
Max drawdown: -13.01%
Sortino ratio: 0.499
Calmar ratio: 0.86

The performance chart and period total return use a rolling window to the latest adjusted close. For 1M/3M/6M/... periods, default behavior is Yahoo-style rolling (first session on or after "latest date minus N calendar months" through the latest quote). If the calendar is already in a new month, the last quote is near month-end, and there is no current-month data yet, the window switches to N full calendar months ending in that quote month. Sharpe, Sortino, VaR and related metrics still come from the latest batch row. Sharpe/Sortino use annualized excess return versus the US risk-free rate, so a positive chart can still show a negative ratio if annualized return is below cash.

Period total return

50.46%

Ann. 30.32% (Sharpe / Sortino numerator)

Volatility

23.41%

Sharpe ratio

1.140

VaR 95%

-2.00%

CVaR 95%: -3.55%
Max drawdown: -13.01%
Sortino ratio: 1.545
Calmar ratio: 2.33

The performance chart and period total return use a rolling window to the latest adjusted close. For 1M/3M/6M/... periods, default behavior is Yahoo-style rolling (first session on or after "latest date minus N calendar months" through the latest quote). If the calendar is already in a new month, the last quote is near month-end, and there is no current-month data yet, the window switches to N full calendar months ending in that quote month. Sharpe, Sortino, VaR and related metrics still come from the latest batch row. Sharpe/Sortino use annualized excess return versus the US risk-free rate, so a positive chart can still show a negative ratio if annualized return is below cash.

Period total return

42.94%

Ann. 20.05% (Sharpe / Sortino numerator)

Volatility

20.31%

Sharpe ratio

0.808

VaR 95%

-1.76%

CVaR 95%: -2.91%
Max drawdown: -21.14%
Sortino ratio: 1.113
Calmar ratio: 0.95

The performance chart and period total return use a rolling window to the latest adjusted close. For 1M/3M/6M/... periods, default behavior is Yahoo-style rolling (first session on or after "latest date minus N calendar months" through the latest quote). If the calendar is already in a new month, the last quote is near month-end, and there is no current-month data yet, the window switches to N full calendar months ending in that quote month. Sharpe, Sortino, VaR and related metrics still come from the latest batch row. Sharpe/Sortino use annualized excess return versus the US risk-free rate, so a positive chart can still show a negative ratio if annualized return is below cash.

Period total return

68.59%

Ann. 14.01% (Sharpe / Sortino numerator)

Volatility

18.54%

Sharpe ratio

0.560

VaR 95%

-1.71%

CVaR 95%: -2.64%
Max drawdown: -21.14%
Sortino ratio: 0.776
Calmar ratio: 0.66

The performance chart and period total return use a rolling window to the latest adjusted close. For 1M/3M/6M/... periods, default behavior is Yahoo-style rolling (first session on or after "latest date minus N calendar months" through the latest quote). If the calendar is already in a new month, the last quote is near month-end, and there is no current-month data yet, the window switches to N full calendar months ending in that quote month. Sharpe, Sortino, VaR and related metrics still come from the latest batch row. Sharpe/Sortino use annualized excess return versus the US risk-free rate, so a positive chart can still show a negative ratio if annualized return is below cash.

Daily returns for period 12M

Daily simple returns from the same adjusted closes used by the performance chart: 16/07/2025 - 16/07/2026.

Methodology: adjusted prices + daily simple return
Average daily return

0.171%

Best day

3.511%

11/11/2025
Worst day

-4.52%

03/11/2025
Days with data

251

Recent price history (last 90 days)

Date Open High Low Close Volume
16/07/2026 $21.03 $21.17 $20.66 $20.85 247,600
15/07/2026 $21.12 $21.12 $20.80 $21.02 206,800
14/07/2026 $21.18 $21.25 $20.81 $21.04 260,700
13/07/2026 $21.50 $21.50 $20.98 $21.12 281,100
10/07/2026 $22.15 $22.15 $21.39 $21.59 179,500
09/07/2026 $22.02 $22.29 $21.76 $22.01 203,300
08/07/2026 $22.01 $22.13 $21.50 $21.87 280,900
07/07/2026 $22.06 $22.20 $21.87 $22.09 227,900
06/07/2026 $22.09 $22.20 $21.78 $22.00 222,100
02/07/2026 $21.90 $22.10 $21.63 $22.00 210,600