AHSAX vs. SWHFX
Compare and contrast key facts about Alger Health Sciences Fund (AHSAX) and Schwab Health Care Fund™ (SWHFX).
AHSAX is managed by Alger. It was launched on Apr 30, 2002. SWHFX is managed by Charles Schwab. It was launched on Jul 2, 2000.
Performance
AHSAX vs. SWHFX - Performance Comparison
Loading graphics...
AHSAX vs. SWHFX - 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% |
SWHFX Schwab Health Care Fund™ | -4.90% | 9.81% | 0.10% | 0.73% | -4.66% | 23.36% | 12.83% | 17.64% | 3.68% | 20.31% |
Returns By Period
In the year-to-date period, AHSAX achieves a -5.75% return, which is significantly lower than SWHFX's -4.90% return. Over the past 10 years, AHSAX has outperformed SWHFX with an annualized return of 8.21%, while SWHFX has yielded a comparatively lower 7.56% 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%
SWHFX
- 1D
- 0.46%
- 1M
- -9.48%
- YTD
- -4.90%
- 6M
- -0.66%
- 1Y
- -2.33%
- 3Y*
- 3.11%
- 5Y*
- 4.00%
- 10Y*
- 7.56%
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. SWHFX - Expense Ratio Comparison
AHSAX has a 1.05% expense ratio, which is higher than SWHFX's 0.80% expense ratio.
Return for Risk
AHSAX vs. SWHFX — Risk / Return Rank
AHSAX
SWHFX
AHSAX vs. SWHFX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Alger Health Sciences Fund (AHSAX) and Schwab Health Care Fund™ (SWHFX). 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 | SWHFX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.91 | -0.10 | +1.01 |
Sortino ratioReturn per unit of downside risk | 1.35 | -0.01 | +1.36 |
Omega ratioGain probability vs. loss probability | 1.17 | 1.00 | +0.17 |
Calmar ratioReturn relative to maximum drawdown | 1.50 | -0.14 | +1.64 |
Martin ratioReturn relative to average drawdown | 4.92 | -0.30 | +5.22 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| AHSAX | SWHFX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.91 | -0.10 | +1.01 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.10 | 0.28 | -0.37 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.35 | 0.48 | -0.12 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.31 | 0.49 | -0.18 |
Correlation
The correlation between AHSAX and SWHFX is 0.84, 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. SWHFX - Dividend Comparison
Neither AHSAX nor SWHFX has paid dividends to shareholders.
| 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% |
SWHFX Schwab Health Care Fund™ | 0.00% | 0.00% | 9.49% | 3.60% | 4.18% | 12.52% | 11.47% | 4.56% | 10.02% | 7.32% | 2.63% | 16.31% |
Drawdowns
AHSAX vs. SWHFX - Drawdown Comparison
The maximum AHSAX drawdown since its inception was -46.23%, which is greater than SWHFX's maximum drawdown of -43.10%. Use the drawdown chart below to compare losses from any high point for AHSAX and SWHFX.
Loading graphics...
Drawdown Indicators
| AHSAX | SWHFX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -46.23% | -43.10% | -3.13% |
Max Drawdown (1Y)Largest decline over 1 year | -9.67% | -12.25% | +2.58% |
Max Drawdown (5Y)Largest decline over 5 years | -45.04% | -19.35% | -25.69% |
Max Drawdown (10Y)Largest decline over 10 years | -45.04% | -27.28% | -17.76% |
Current DrawdownCurrent decline from peak | -31.45% | -11.81% | -19.64% |
Average DrawdownAverage peak-to-trough decline | -14.61% | -8.15% | -6.46% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.95% | 5.62% | -2.67% |
Volatility
AHSAX vs. SWHFX - Volatility Comparison
Alger Health Sciences Fund (AHSAX) has a higher volatility of 4.84% compared to Schwab Health Care Fund™ (SWHFX) at 4.40%. This indicates that AHSAX's price experiences larger fluctuations and is considered to be riskier than SWHFX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| AHSAX | SWHFX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.84% | 4.40% | +0.44% |
Volatility (6M)Calculated over the trailing 6-month period | 11.50% | 12.09% | -0.59% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.42% | 18.18% | -1.76% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 24.29% | 14.46% | +9.83% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 23.37% | 15.92% | +7.45% |