BHCHX vs. FPHAX
Compare and contrast key facts about Baron Health Care Fund (BHCHX) and Fidelity Select Pharmaceuticals Portfolio (FPHAX).
BHCHX is managed by Baron Capital Group, Inc.. It was launched on Apr 29, 2018. FPHAX is managed by Fidelity. It was launched on Jun 17, 2001.
Performance
BHCHX vs. FPHAX - Performance Comparison
Loading graphics...
BHCHX vs. FPHAX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|
BHCHX Baron Health Care Fund | -6.97% | 10.28% | 1.55% | 6.42% | -16.90% | 15.71% | 47.71% | 18.75% |
FPHAX Fidelity Select Pharmaceuticals Portfolio | 0.39% | 30.41% | 9.39% | 12.54% | 0.94% | 11.79% | 11.16% | 23.81% |
Returns By Period
In the year-to-date period, BHCHX achieves a -6.97% return, which is significantly lower than FPHAX's 0.39% return.
BHCHX
- 1D
- 3.02%
- 1M
- -4.73%
- YTD
- -6.97%
- 6M
- 3.13%
- 1Y
- 7.10%
- 3Y*
- 4.81%
- 5Y*
- 1.07%
- 10Y*
- —
FPHAX
- 1D
- 3.02%
- 1M
- -5.31%
- YTD
- 0.39%
- 6M
- 13.18%
- 1Y
- 34.09%
- 3Y*
- 17.36%
- 5Y*
- 12.54%
- 10Y*
- 11.27%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
BHCHX vs. FPHAX - Expense Ratio Comparison
BHCHX has a 0.85% expense ratio, which is higher than FPHAX's 0.75% expense ratio.
Return for Risk
BHCHX vs. FPHAX — Risk / Return Rank
BHCHX
FPHAX
BHCHX vs. FPHAX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Baron Health Care Fund (BHCHX) and Fidelity Select Pharmaceuticals Portfolio (FPHAX). 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.
| BHCHX | FPHAX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.30 | 1.33 | -1.03 |
Sortino ratioReturn per unit of downside risk | 0.54 | 1.84 | -1.30 |
Omega ratioGain probability vs. loss probability | 1.07 | 1.24 | -0.17 |
Calmar ratioReturn relative to maximum drawdown | 0.39 | 2.50 | -2.10 |
Martin ratioReturn relative to average drawdown | 1.04 | 7.03 | -5.98 |
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
| BHCHX | FPHAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.30 | 1.33 | -1.03 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.06 | 0.71 | -0.65 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.64 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.49 | 0.53 | -0.04 |
Correlation
The correlation between BHCHX and FPHAX is 0.78, 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
BHCHX vs. FPHAX - Dividend Comparison
BHCHX has not paid dividends to shareholders, while FPHAX's dividend yield for the trailing twelve months is around 5.66%.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BHCHX Baron Health Care Fund | 0.00% | 0.00% | 0.49% | 0.00% | 0.00% | 1.41% | 0.99% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
FPHAX Fidelity Select Pharmaceuticals Portfolio | 5.66% | 5.68% | 1.90% | 8.08% | 5.18% | 11.09% | 8.85% | 8.33% | 1.65% | 1.62% | 1.07% | 12.63% |
Drawdowns
BHCHX vs. FPHAX - Drawdown Comparison
The maximum BHCHX drawdown since its inception was -28.53%, smaller than the maximum FPHAX drawdown of -38.26%. Use the drawdown chart below to compare losses from any high point for BHCHX and FPHAX.
Loading graphics...
Drawdown Indicators
| BHCHX | FPHAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -28.53% | -38.26% | +9.73% |
Max Drawdown (1Y)Largest decline over 1 year | -14.24% | -11.00% | -3.24% |
Max Drawdown (5Y)Largest decline over 5 years | -28.53% | -28.82% | +0.29% |
Max Drawdown (10Y)Largest decline over 10 years | — | -28.82% | — |
Current DrawdownCurrent decline from peak | -11.89% | -7.10% | -4.79% |
Average DrawdownAverage peak-to-trough decline | -11.05% | -9.21% | -1.84% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.37% | 4.30% | +1.07% |
Volatility
BHCHX vs. FPHAX - Volatility Comparison
Baron Health Care Fund (BHCHX) and Fidelity Select Pharmaceuticals Portfolio (FPHAX) have volatilities of 6.58% and 6.89%, 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
| BHCHX | FPHAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.58% | 6.89% | -0.31% |
Volatility (6M)Calculated over the trailing 6-month period | 10.85% | 14.30% | -3.45% |
Volatility (1Y)Calculated over the trailing 1-year period | 17.94% | 23.52% | -5.58% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.90% | 17.74% | -0.84% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 19.77% | 17.81% | +1.96% |