AHSAX vs. FSHCX
Compare and contrast key facts about Alger Health Sciences Fund (AHSAX) and Fidelity Select Health Care Services Portfolio (FSHCX).
AHSAX is managed by Alger. It was launched on Apr 30, 2002. FSHCX is managed by Fidelity. It was launched on Jun 30, 1986.
Performance
AHSAX vs. FSHCX - Performance Comparison
Loading graphics...
AHSAX vs. FSHCX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
AHSAX Alger Health Sciences Fund | -3.73% | 10.14% | 1.17% | -4.26% | -17.04% | 3.26% | 30.99% | 22.02% | 5.71% | 33.06% |
FSHCX Fidelity Select Health Care Services Portfolio | -10.34% | 3.85% | -13.21% | 1.52% | 0.86% | 20.22% | 18.58% | 19.91% | 10.17% | 24.46% |
Returns By Period
In the year-to-date period, AHSAX achieves a -3.73% return, which is significantly higher than FSHCX's -10.34% return. Over the past 10 years, AHSAX has outperformed FSHCX with an annualized return of 8.44%, while FSHCX has yielded a comparatively lower 7.23% annualized 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%
FSHCX
- 1D
- 0.89%
- 1M
- -8.54%
- YTD
- -10.34%
- 6M
- -9.69%
- 1Y
- -18.46%
- 3Y*
- -4.05%
- 5Y*
- -1.34%
- 10Y*
- 7.23%
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. FSHCX - Expense Ratio Comparison
AHSAX has a 1.05% expense ratio, which is higher than FSHCX's 0.71% expense ratio.
Return for Risk
AHSAX vs. FSHCX — Risk / Return Rank
AHSAX
FSHCX
AHSAX vs. FSHCX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Alger Health Sciences Fund (AHSAX) and Fidelity Select Health Care Services Portfolio (FSHCX). 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 | FSHCX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.03 | -0.79 | +1.83 |
Sortino ratioReturn per unit of downside risk | 1.51 | -0.91 | +2.43 |
Omega ratioGain probability vs. loss probability | 1.19 | 0.87 | +0.32 |
Calmar ratioReturn relative to maximum drawdown | 1.79 | -0.65 | +2.44 |
Martin ratioReturn relative to average drawdown | 5.81 | -1.15 | +6.95 |
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 | FSHCX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.03 | -0.79 | +1.83 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.08 | -0.07 | -0.01 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.36 | 0.34 | +0.02 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.31 | 0.52 | -0.21 |
Correlation
The correlation between AHSAX and FSHCX is 0.68, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Dividends
AHSAX vs. FSHCX - Dividend Comparison
AHSAX has not paid dividends to shareholders, while FSHCX's dividend yield for the trailing twelve months is around 0.84%.
| 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% |
FSHCX Fidelity Select Health Care Services Portfolio | 0.84% | 0.75% | 16.63% | 0.57% | 5.32% | 7.09% | 0.76% | 0.27% | 12.92% | 13.41% | 4.62% | 4.06% |
Drawdowns
AHSAX vs. FSHCX - Drawdown Comparison
The maximum AHSAX drawdown since its inception was -46.23%, smaller than the maximum FSHCX drawdown of -57.81%. Use the drawdown chart below to compare losses from any high point for AHSAX and FSHCX.
Loading graphics...
Drawdown Indicators
| AHSAX | FSHCX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -46.23% | -57.81% | +11.58% |
Max Drawdown (1Y)Largest decline over 1 year | -9.67% | -28.32% | +18.65% |
Max Drawdown (5Y)Largest decline over 5 years | -45.04% | -29.52% | -15.52% |
Max Drawdown (10Y)Largest decline over 10 years | -45.04% | -35.48% | -9.56% |
Current DrawdownCurrent decline from peak | -29.98% | -23.27% | -6.71% |
Average DrawdownAverage peak-to-trough decline | -14.61% | -11.36% | -3.25% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.98% | 16.04% | -13.06% |
Volatility
AHSAX vs. FSHCX - Volatility Comparison
Alger Health Sciences Fund (AHSAX) and Fidelity Select Health Care Services Portfolio (FSHCX) have volatilities of 5.45% and 5.29%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| AHSAX | FSHCX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.45% | 5.29% | +0.16% |
Volatility (6M)Calculated over the trailing 6-month period | 11.68% | 14.64% | -2.96% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.52% | 23.10% | -6.58% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 24.28% | 19.00% | +5.28% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 23.38% | 21.41% | +1.97% |