AHSAX vs. FBTIX
Compare and contrast key facts about Alger Health Sciences Fund (AHSAX) and Fidelity Advisor Biotechnology Fund I Class (FBTIX).
AHSAX is managed by Alger. It was launched on Apr 30, 2002. FBTIX is managed by Fidelity. It was launched on Dec 27, 2000.
Performance
AHSAX vs. FBTIX - Performance Comparison
Loading graphics...
AHSAX vs. FBTIX - 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% |
FBTIX Fidelity Advisor Biotechnology Fund I Class | -2.62% | 39.91% | 5.63% | 11.02% | -7.74% | -2.86% | 32.53% | 26.11% | -3.61% | 26.15% |
Returns By Period
In the year-to-date period, AHSAX achieves a -5.75% return, which is significantly lower than FBTIX's -2.62% return. Over the past 10 years, AHSAX has underperformed FBTIX with an annualized return of 8.21%, while FBTIX has yielded a comparatively higher 11.60% 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%
FBTIX
- 1D
- -0.74%
- 1M
- -6.04%
- YTD
- -2.62%
- 6M
- 11.57%
- 1Y
- 43.10%
- 3Y*
- 18.79%
- 5Y*
- 8.22%
- 10Y*
- 11.60%
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. FBTIX - Expense Ratio Comparison
AHSAX has a 1.05% expense ratio, which is higher than FBTIX's 0.73% expense ratio.
Return for Risk
AHSAX vs. FBTIX — Risk / Return Rank
AHSAX
FBTIX
AHSAX vs. FBTIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Alger Health Sciences Fund (AHSAX) and Fidelity Advisor Biotechnology Fund I Class (FBTIX). 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 | FBTIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.91 | 1.58 | -0.67 |
Sortino ratioReturn per unit of downside risk | 1.35 | 2.12 | -0.78 |
Omega ratioGain probability vs. loss probability | 1.17 | 1.27 | -0.11 |
Calmar ratioReturn relative to maximum drawdown | 1.50 | 2.40 | -0.91 |
Martin ratioReturn relative to average drawdown | 4.92 | 9.76 | -4.84 |
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 | FBTIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.91 | 1.58 | -0.67 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.10 | 0.36 | -0.45 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.35 | 0.47 | -0.12 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.31 | 0.32 | -0.01 |
Correlation
The correlation between AHSAX and FBTIX 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. FBTIX - Dividend Comparison
AHSAX has not paid dividends to shareholders, while FBTIX's dividend yield for the trailing twelve months is around 1.42%.
| 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% |
FBTIX Fidelity Advisor Biotechnology Fund I Class | 1.42% | 1.39% | 5.69% | 1.36% | 0.00% | 18.74% | 8.01% | 6.44% | 2.35% | 0.00% | 0.00% | 5.23% |
Drawdowns
AHSAX vs. FBTIX - Drawdown Comparison
The maximum AHSAX drawdown since its inception was -46.23%, smaller than the maximum FBTIX drawdown of -63.45%. Use the drawdown chart below to compare losses from any high point for AHSAX and FBTIX.
Loading graphics...
Drawdown Indicators
| AHSAX | FBTIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -46.23% | -63.45% | +17.22% |
Max Drawdown (1Y)Largest decline over 1 year | -9.67% | -13.62% | +3.95% |
Max Drawdown (5Y)Largest decline over 5 years | -45.04% | -36.41% | -8.63% |
Max Drawdown (10Y)Largest decline over 10 years | -45.04% | -38.64% | -6.40% |
Current DrawdownCurrent decline from peak | -31.45% | -7.21% | -24.24% |
Average DrawdownAverage peak-to-trough decline | -14.61% | -20.73% | +6.12% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.95% | 4.09% | -1.14% |
Volatility
AHSAX vs. FBTIX - Volatility Comparison
The current volatility for Alger Health Sciences Fund (AHSAX) is 4.84%, while Fidelity Advisor Biotechnology Fund I Class (FBTIX) has a volatility of 7.77%. This indicates that AHSAX experiences smaller price fluctuations and is considered to be less risky than FBTIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| AHSAX | FBTIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.84% | 7.77% | -2.93% |
Volatility (6M)Calculated over the trailing 6-month period | 11.50% | 16.36% | -4.86% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.42% | 25.57% | -9.15% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 24.29% | 23.23% | +1.06% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 23.37% | 24.54% | -1.17% |