AHSAX vs. FBDIX
Compare and contrast key facts about Alger Health Sciences Fund (AHSAX) and Franklin Biotechnology Discovery Fund (FBDIX).
AHSAX is managed by Alger. It was launched on Apr 30, 2002. FBDIX is managed by Franklin Templeton. It was launched on Sep 14, 1997.
Performance
AHSAX vs. FBDIX - Performance Comparison
Loading graphics...
AHSAX vs. FBDIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
AHSAX Alger Health Sciences Fund | -5.75% | 10.14% | 1.17% | -4.26% | -17.04% | 3.26% | 30.99% | 22.02% | 5.71% | 33.06% |
FBDIX Franklin Biotechnology Discovery Fund | -3.29% | 52.68% | 15.37% | 18.40% | -12.65% | -27.58% | 29.85% | 49.11% | -15.77% | 18.83% |
Returns By Period
In the year-to-date period, AHSAX achieves a -5.75% return, which is significantly lower than FBDIX's -3.29% return. Over the past 10 years, AHSAX has underperformed FBDIX with an annualized return of 8.21%, while FBDIX has yielded a comparatively higher 10.22% annualized return.
AHSAX
- 1D
- 0.28%
- 1M
- -8.71%
- YTD
- -5.75%
- 6M
- 7.29%
- 1Y
- 14.55%
- 3Y*
- 2.02%
- 5Y*
- -2.34%
- 10Y*
- 8.21%
FBDIX
- 1D
- -0.30%
- 1M
- -6.49%
- YTD
- -3.29%
- 6M
- 19.63%
- 1Y
- 54.72%
- 3Y*
- 25.99%
- 5Y*
- 6.18%
- 10Y*
- 10.22%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
AHSAX vs. FBDIX - Expense Ratio Comparison
AHSAX has a 1.05% expense ratio, which is lower than FBDIX's 1.06% expense ratio.
Return for Risk
AHSAX vs. FBDIX — Risk / Return Rank
AHSAX
FBDIX
AHSAX vs. FBDIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Alger Health Sciences Fund (AHSAX) and Franklin Biotechnology Discovery Fund (FBDIX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
| AHSAX | FBDIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.91 | 1.99 | -1.08 |
Sortino ratioReturn per unit of downside risk | 1.35 | 2.59 | -1.24 |
Omega ratioGain probability vs. loss probability | 1.17 | 1.33 | -0.16 |
Calmar ratioReturn relative to maximum drawdown | 1.50 | 3.04 | -1.54 |
Martin ratioReturn relative to average drawdown | 4.92 | 12.26 | -7.34 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| AHSAX | FBDIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.91 | 1.99 | -1.08 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.10 | 0.24 | -0.34 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.35 | 0.39 | -0.04 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.31 | 0.40 | -0.09 |
Correlation
The correlation between AHSAX and FBDIX is 0.85, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
AHSAX vs. FBDIX - Dividend Comparison
AHSAX has not paid dividends to shareholders, while FBDIX's dividend yield for the trailing twelve months is around 11.18%.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AHSAX Alger Health Sciences Fund | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 27.18% | 11.68% | 6.98% | 7.82% | 0.00% | 0.00% | 0.00% |
FBDIX Franklin Biotechnology Discovery Fund | 11.18% | 10.81% | 19.53% | 0.00% | 0.13% | 0.98% | 14.50% | 18.77% | 3.72% | 2.39% | 4.57% | 8.42% |
Drawdowns
AHSAX vs. FBDIX - Drawdown Comparison
The maximum AHSAX drawdown since its inception was -46.23%, smaller than the maximum FBDIX drawdown of -71.44%. Use the drawdown chart below to compare losses from any high point for AHSAX and FBDIX.
Loading graphics...
Drawdown Indicators
| AHSAX | FBDIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -46.23% | -71.44% | +25.21% |
Max Drawdown (1Y)Largest decline over 1 year | -9.67% | -12.39% | +2.72% |
Max Drawdown (5Y)Largest decline over 5 years | -45.04% | -46.83% | +1.79% |
Max Drawdown (10Y)Largest decline over 10 years | -45.04% | -53.67% | +8.63% |
Current DrawdownCurrent decline from peak | -31.45% | -7.38% | -24.07% |
Average DrawdownAverage peak-to-trough decline | -14.61% | -28.90% | +14.29% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.95% | 3.98% | -1.03% |
Volatility
AHSAX vs. FBDIX - Volatility Comparison
The current volatility for Alger Health Sciences Fund (AHSAX) is 4.84%, while Franklin Biotechnology Discovery Fund (FBDIX) has a volatility of 7.62%. This indicates that AHSAX experiences smaller price fluctuations and is considered to be less risky than FBDIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| AHSAX | FBDIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.84% | 7.62% | -2.78% |
Volatility (6M)Calculated over the trailing 6-month period | 11.50% | 15.74% | -4.24% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.42% | 25.50% | -9.08% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 24.29% | 25.47% | -1.18% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 23.37% | 26.35% | -2.98% |