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The table below compares the performance and other essential indicators like dividend yield and expense ratio of 44 Health & Biotech Equities mutual funds.

Click on any fund in the list to see complete information, including risk and performance analysis.


Category: Health & Biotech Equities
SymbolFull NameCategoryInceptionExpense RatioYTD Return10Y Return (Annualized)Dividend YieldMax. DrawdownSharpe RatioSortino RatioOmega RatioMartin RatioCalmar RatioUlcer Index
AHSAX
Alger Health Sciences FundHealth & Biotech EquitiesApr 30, 20021.05%
3.52%
6.60%
0.00%
Baron Health Care FundHealth & Biotech EquitiesApr 29, 20180.85%
3.62%
0.00%
Delaware Healthcare FundHealth & Biotech EquitiesSep 27, 20070.98%
7.75%
10.69%
6.47%
Eaton Vance Worldwide Health Sciences FundHealth & Biotech EquitiesJul 25, 19851.20%
3.75%
9.06%
2.39%
Eventide Healthcare & Life Sciences FundHealth & Biotech EquitiesDec 26, 20121.30%
-4.57%
11.39%
0.00%
Fidelity Advisor Health Care Fund Class AHealth & Biotech EquitiesSep 3, 19960.97%
1.97%
9.64%
0.00%
Fidelity Advisor Health Care Fund Class MHealth & Biotech EquitiesSep 3, 19961.22%
1.88%
9.36%
0.00%
Franklin Biotechnology Discovery FundHealth & Biotech EquitiesSep 14, 19971.06%
7.01%
6.55%
0.00%
Fidelity Select Biotechnology PortfolioHealth & Biotech EquitiesDec 16, 19850.69%
2.25%
7.74%
0.79%
Fidelity Advisor Biotechnology Fund Class AHealth & Biotech EquitiesDec 27, 20001.00%
5.93%
9.16%
1.09%
Fidelity Advisor Biotechnology Fund Class CHealth & Biotech EquitiesDec 27, 20001.75%
5.63%
8.36%
0.00%
Fidelity Advisor Biotechnology Fund I ClassHealth & Biotech EquitiesDec 27, 20000.73%
6.03%
9.45%
1.29%
Fidelity Advisor Biotechnology Fund Class MHealth & Biotech EquitiesDec 27, 20001.28%
5.83%
8.84%
0.88%
Fidelity Advisor Health Care Fund Class CHealth & Biotech EquitiesNov 3, 19971.72%
1.71%
8.86%
0.00%
Fidelity Advisor Health Care Fund Class IHealth & Biotech EquitiesSep 3, 19960.71%
2.07%
9.91%
0.00%
Fidelity Advisor Biotechnology Fund Class ZHealth & Biotech EquitiesOct 2, 20180.61%
6.05%
1.47%
Fidelity Advisor Health Care Fund Class ZHealth & Biotech EquitiesOct 2, 20180.59%
2.11%
0.00%
Fidelity Select Pharmaceuticals PortfolioHealth & Biotech EquitiesJun 17, 20010.75%
16.69%
10.02%
4.02%
Fidelity Select Health Care Services PortfolioHealth & Biotech EquitiesJun 30, 19860.71%
-5.63%
11.87%
4.38%
Fidelity Select Medical Technology and Devices Por...Health & Biotech EquitiesApr 28, 19980.68%
4.42%
13.50%
2.07%

1–20 of 44

Risk vs. Return Scatterplot

The Risk vs. Return Scatterplot allows you to quickly compare funds, stocks, and ETFs in one view. It displays the yearly return of an instrument on one axis and the risk (volatility) on the other.

0%Annualized Volatility0%Annualized Return

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