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The table below compares the performance and other essential indicators like dividend yield and expense ratio of 45 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
FSMEX
Fidelity Select Medical Technology and Devices Por...Health & Biotech EquitiesApr 28, 19980.68%
6.84%
13.75%
2.03%
Fidelity® Select Health Care PortfolioHealth & Biotech EquitiesJul 14, 19810.69%
3.55%
10.63%
3.22%
Invesco Health Care FundHealth & Biotech EquitiesAug 6, 19891.04%
10.88%
6.02%
0.00%
The Hartford Healthcare FundHealth & Biotech EquitiesApr 30, 20001.00%
6.68%
10.35%
0.00%
Hartford Healthcare HLS FundHealth & Biotech EquitiesApr 30, 20000.91%
6.76%
10.22%
1.64%
Janus Henderson Global Life Sciences Fund Class AHealth & Biotech EquitiesDec 31, 19980.98%
7.46%
11.65%
3.95%
Janus Henderson Global Life Sciences FundHealth & Biotech EquitiesDec 30, 19980.80%
7.54%
11.75%
3.96%
Lord Abbett Health Care FundHealth & Biotech EquitiesJul 30, 20190.78%
7.36%
0.00%
Live Oak Health Sciences FundHealth & Biotech EquitiesJun 28, 20011.02%
3.89%
8.04%
6.05%
AlphaCentric LifeSci Healthcare FundHealth & Biotech EquitiesNov 28, 20191.40%
-3.87%
2.74%
Perkins Discovery FundHealth & Biotech EquitiesApr 8, 19982.50%
-2.54%
5.08%
0.00%
Putnam Global Health Care FundHealth & Biotech EquitiesAug 17, 20200.72%
8.97%
4.89%
Putnam Global Health Care FundHealth & Biotech EquitiesMay 27, 19821.05%
8.85%
9.88%
5.17%
PGIM Jennison Health Sciences FundHealth & Biotech EquitiesJun 29, 19990.86%
10.79%
12.11%
3.84%
T. Rowe Price Health Sciences FundHealth & Biotech EquitiesDec 29, 19950.80%
6.26%
11.91%
4.90%
Virtus Health Sciences FundHealth & Biotech EquitiesFeb 4, 20021.37%
8.82%
10.43%
0.00%
Rydex Health Care FundHealth & Biotech EquitiesApr 16, 19981.35%
5.15%
9.37%
0.00%
Rydex Biotechnology FundHealth & Biotech EquitiesMar 31, 19981.36%
-1.27%
6.96%
0.00%
DWS Health and Wellness FundHealth & Biotech EquitiesMar 1, 19980.84%
8.05%
9.53%
4.89%
Saratoga Health & Biotechnology FundHealth & Biotech EquitiesJul 14, 19992.90%
5.22%
6.99%
5.11%

21–40 of 45

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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