AHSAX vs. FHCIX
Compare and contrast key facts about Alger Health Sciences Fund (AHSAX) and Fidelity Advisor Health Care Fund Class I (FHCIX).
AHSAX is managed by Alger. It was launched on Apr 30, 2002. FHCIX is managed by Fidelity. It was launched on Sep 3, 1996.
Performance
AHSAX vs. FHCIX - Performance Comparison
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AHSAX vs. FHCIX - 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% |
FHCIX Fidelity Advisor Health Care Fund Class I | -9.59% | 14.48% | 4.22% | 4.07% | -12.84% | 11.53% | 21.40% | 28.22% | 7.51% | 24.38% |
Returns By Period
In the year-to-date period, AHSAX achieves a -5.75% return, which is significantly higher than FHCIX's -9.59% return. Both investments have delivered pretty close results over the past 10 years, with AHSAX having a 8.21% annualized return and FHCIX not far ahead at 8.60%.
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%
FHCIX
- 1D
- -0.71%
- 1M
- -9.50%
- YTD
- -9.59%
- 6M
- 0.23%
- 1Y
- 4.53%
- 3Y*
- 3.73%
- 5Y*
- 1.47%
- 10Y*
- 8.60%
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AHSAX vs. FHCIX - Expense Ratio Comparison
AHSAX has a 1.05% expense ratio, which is higher than FHCIX's 0.71% expense ratio.
Return for Risk
AHSAX vs. FHCIX — Risk / Return Rank
AHSAX
FHCIX
AHSAX vs. FHCIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Alger Health Sciences Fund (AHSAX) and Fidelity Advisor Health Care Fund Class I (FHCIX). 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 | FHCIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.91 | 0.22 | +0.69 |
Sortino ratioReturn per unit of downside risk | 1.35 | 0.44 | +0.91 |
Omega ratioGain probability vs. loss probability | 1.17 | 1.05 | +0.11 |
Calmar ratioReturn relative to maximum drawdown | 1.50 | 0.23 | +1.27 |
Martin ratioReturn relative to average drawdown | 4.92 | 0.69 | +4.22 |
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 | FHCIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.91 | 0.22 | +0.69 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.10 | 0.08 | -0.18 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.35 | 0.46 | -0.11 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.31 | 0.57 | -0.26 |
Correlation
The correlation between AHSAX and FHCIX is 0.90, 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. FHCIX - Dividend Comparison
AHSAX has not paid dividends to shareholders, while FHCIX's dividend yield for the trailing twelve months is around 12.78%.
| 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% |
FHCIX Fidelity Advisor Health Care Fund Class I | 12.78% | 11.56% | 10.92% | 0.00% | 0.00% | 5.64% | 5.72% | 0.48% | 4.65% | 0.06% | 0.00% | 6.29% |
Drawdowns
AHSAX vs. FHCIX - Drawdown Comparison
The maximum AHSAX drawdown since its inception was -46.23%, roughly equal to the maximum FHCIX drawdown of -44.75%. Use the drawdown chart below to compare losses from any high point for AHSAX and FHCIX.
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Drawdown Indicators
| AHSAX | FHCIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -46.23% | -44.75% | -1.48% |
Max Drawdown (1Y)Largest decline over 1 year | -9.67% | -13.37% | +3.70% |
Max Drawdown (5Y)Largest decline over 5 years | -45.04% | -29.24% | -15.80% |
Max Drawdown (10Y)Largest decline over 10 years | -45.04% | -29.24% | -15.80% |
Current DrawdownCurrent decline from peak | -31.45% | -13.37% | -18.08% |
Average DrawdownAverage peak-to-trough decline | -14.61% | -9.20% | -5.41% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.95% | 4.39% | -1.44% |
Volatility
AHSAX vs. FHCIX - Volatility Comparison
The current volatility for Alger Health Sciences Fund (AHSAX) is 4.84%, while Fidelity Advisor Health Care Fund Class I (FHCIX) has a volatility of 5.59%. This indicates that AHSAX experiences smaller price fluctuations and is considered to be less risky than FHCIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| AHSAX | FHCIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.84% | 5.59% | -0.75% |
Volatility (6M)Calculated over the trailing 6-month period | 11.50% | 10.99% | +0.51% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.42% | 18.39% | -1.97% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 24.29% | 17.69% | +6.60% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 23.37% | 18.75% | +4.62% |