AHSAX vs. FIKCX
Compare and contrast key facts about Alger Health Sciences Fund (AHSAX) and Fidelity Advisor Health Care Fund Class Z (FIKCX).
AHSAX is managed by Alger. It was launched on Apr 30, 2002. FIKCX is managed by Fidelity. It was launched on Oct 2, 2018.
Performance
AHSAX vs. FIKCX - Performance Comparison
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AHSAX vs. FIKCX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|
AHSAX Alger Health Sciences Fund | -3.73% | 10.14% | 1.17% | -4.26% | -17.04% | 3.26% | 30.99% | 22.02% | -14.10% |
FIKCX Fidelity Advisor Health Care Fund Class Z | -6.00% | 14.61% | -5.73% | 4.20% | -12.74% | 11.66% | 21.55% | 28.39% | -11.04% |
Returns By Period
In the year-to-date period, AHSAX achieves a -3.73% return, which is significantly higher than FIKCX's -6.00% return.
AHSAX
- 1D
- 2.14%
- 1M
- -6.00%
- YTD
- -3.73%
- 6M
- 8.88%
- 1Y
- 18.01%
- 3Y*
- 2.74%
- 5Y*
- -2.00%
- 10Y*
- 8.44%
FIKCX
- 1D
- 3.93%
- 1M
- -5.33%
- YTD
- -6.00%
- 6M
- 3.08%
- 1Y
- 10.32%
- 3Y*
- 1.70%
- 5Y*
- 0.26%
- 10Y*
- —
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AHSAX vs. FIKCX - Expense Ratio Comparison
AHSAX has a 1.05% expense ratio, which is higher than FIKCX's 0.59% expense ratio.
Return for Risk
AHSAX vs. FIKCX — Risk / Return Rank
AHSAX
FIKCX
AHSAX vs. FIKCX - 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 Z (FIKCX). 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 | FIKCX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.03 | 0.47 | +0.56 |
Sortino ratioReturn per unit of downside risk | 1.51 | 0.79 | +0.72 |
Omega ratioGain probability vs. loss probability | 1.19 | 1.10 | +0.09 |
Calmar ratioReturn relative to maximum drawdown | 1.79 | 0.62 | +1.17 |
Martin ratioReturn relative to average drawdown | 5.81 | 1.93 | +3.87 |
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 | FIKCX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.03 | 0.47 | +0.56 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.08 | 0.01 | -0.10 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.36 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.31 | 0.24 | +0.07 |
Correlation
The correlation between AHSAX and FIKCX is 0.88, 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. FIKCX - Dividend Comparison
AHSAX has not paid dividends to shareholders, while FIKCX's dividend yield for the trailing twelve months is around 12.21%.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|
AHSAX Alger Health Sciences Fund | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 27.18% | 11.68% | 6.98% | 7.82% |
FIKCX Fidelity Advisor Health Care Fund Class Z | 12.21% | 11.48% | 0.00% | 0.00% | 0.00% | 5.71% | 5.86% | 0.61% | 4.65% |
Drawdowns
AHSAX vs. FIKCX - Drawdown Comparison
The maximum AHSAX drawdown since its inception was -46.23%, which is greater than FIKCX's maximum drawdown of -29.19%. Use the drawdown chart below to compare losses from any high point for AHSAX and FIKCX.
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Drawdown Indicators
| AHSAX | FIKCX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -46.23% | -29.19% | -17.04% |
Max Drawdown (1Y)Largest decline over 1 year | -9.67% | -13.35% | +3.68% |
Max Drawdown (5Y)Largest decline over 5 years | -45.04% | -29.19% | -15.85% |
Max Drawdown (10Y)Largest decline over 10 years | -45.04% | — | — |
Current DrawdownCurrent decline from peak | -29.98% | -11.77% | -18.21% |
Average DrawdownAverage peak-to-trough decline | -14.61% | -9.26% | -5.35% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.98% | 4.27% | -1.29% |
Volatility
AHSAX vs. FIKCX - Volatility Comparison
The current volatility for Alger Health Sciences Fund (AHSAX) is 5.45%, while Fidelity Advisor Health Care Fund Class Z (FIKCX) has a volatility of 7.08%. This indicates that AHSAX experiences smaller price fluctuations and is considered to be less risky than FIKCX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| AHSAX | FIKCX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.45% | 7.08% | -1.63% |
Volatility (6M)Calculated over the trailing 6-month period | 11.68% | 11.61% | +0.07% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.52% | 18.74% | -2.22% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 24.28% | 18.23% | +6.05% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 23.38% | 20.36% | +3.02% |