AHSAX vs. FBIOX
Compare and contrast key facts about Alger Health Sciences Fund (AHSAX) and Fidelity Select Biotechnology Portfolio (FBIOX).
AHSAX is managed by Alger. It was launched on Apr 30, 2002. FBIOX is managed by Fidelity. It was launched on Dec 16, 1985.
Performance
AHSAX vs. FBIOX - Performance Comparison
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AHSAX vs. FBIOX - 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% |
FBIOX Fidelity Select Biotechnology Portfolio | -3.22% | 36.38% | 7.26% | 10.09% | -15.87% | -12.26% | 38.62% | 36.12% | -10.92% | 27.87% |
Returns By Period
In the year-to-date period, AHSAX achieves a -5.75% return, which is significantly lower than FBIOX's -3.22% return. Over the past 10 years, AHSAX has underperformed FBIOX with an annualized return of 8.21%, while FBIOX has yielded a comparatively higher 9.85% 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%
FBIOX
- 1D
- 0.08%
- 1M
- -6.89%
- YTD
- -3.22%
- 6M
- 11.54%
- 1Y
- 33.83%
- 3Y*
- 17.53%
- 5Y*
- 3.77%
- 10Y*
- 9.85%
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AHSAX vs. FBIOX - Expense Ratio Comparison
AHSAX has a 1.05% expense ratio, which is higher than FBIOX's 0.69% expense ratio.
Return for Risk
AHSAX vs. FBIOX — Risk / Return Rank
AHSAX
FBIOX
AHSAX vs. FBIOX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Alger Health Sciences Fund (AHSAX) and Fidelity Select Biotechnology Portfolio (FBIOX). 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 | FBIOX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.91 | 1.35 | -0.44 |
Sortino ratioReturn per unit of downside risk | 1.35 | 1.84 | -0.49 |
Omega ratioGain probability vs. loss probability | 1.17 | 1.24 | -0.07 |
Calmar ratioReturn relative to maximum drawdown | 1.50 | 2.10 | -0.60 |
Martin ratioReturn relative to average drawdown | 4.92 | 7.73 | -2.82 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| AHSAX | FBIOX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.91 | 1.35 | -0.44 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.10 | 0.15 | -0.25 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.35 | 0.37 | -0.02 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.31 | 0.47 | -0.16 |
Correlation
The correlation between AHSAX and FBIOX 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. FBIOX - Dividend Comparison
AHSAX has not paid dividends to shareholders, while FBIOX's dividend yield for the trailing twelve months is around 2.55%.
| 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% |
FBIOX Fidelity Select Biotechnology Portfolio | 2.55% | 2.47% | 1.21% | 0.45% | 0.00% | 14.48% | 19.46% | 8.89% | 11.18% | 1.41% | 3.42% | 6.71% |
Drawdowns
AHSAX vs. FBIOX - Drawdown Comparison
The maximum AHSAX drawdown since its inception was -46.23%, smaller than the maximum FBIOX drawdown of -71.98%. Use the drawdown chart below to compare losses from any high point for AHSAX and FBIOX.
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Drawdown Indicators
| AHSAX | FBIOX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -46.23% | -71.98% | +25.75% |
Max Drawdown (1Y)Largest decline over 1 year | -9.67% | -12.27% | +2.60% |
Max Drawdown (5Y)Largest decline over 5 years | -45.04% | -44.87% | -0.17% |
Max Drawdown (10Y)Largest decline over 10 years | -45.04% | -48.66% | +3.62% |
Current DrawdownCurrent decline from peak | -31.45% | -7.32% | -24.13% |
Average DrawdownAverage peak-to-trough decline | -14.61% | -23.72% | +9.11% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.95% | 4.05% | -1.10% |
Volatility
AHSAX vs. FBIOX - Volatility Comparison
The current volatility for Alger Health Sciences Fund (AHSAX) is 4.84%, while Fidelity Select Biotechnology Portfolio (FBIOX) has a volatility of 7.30%. This indicates that AHSAX experiences smaller price fluctuations and is considered to be less risky than FBIOX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| AHSAX | FBIOX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.84% | 7.30% | -2.46% |
Volatility (6M)Calculated over the trailing 6-month period | 11.50% | 14.68% | -3.18% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.42% | 23.91% | -7.49% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 24.29% | 24.85% | -0.56% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 23.37% | 26.38% | -3.01% |