BHCHX vs. FSHCX
Compare and contrast key facts about Baron Health Care Fund (BHCHX) and Fidelity Select Health Care Services Portfolio (FSHCX).
BHCHX is managed by Baron Capital Group, Inc.. It was launched on Apr 29, 2018. FSHCX is managed by Fidelity. It was launched on Jun 30, 1986.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: BHCHX or FSHCX.
Key characteristics
| BHCHX | FSHCX | |
|---|---|---|
| YTD Return | 6.19% | -2.07% |
| 1Y Return | 9.71% | 4.72% |
| 3Y Return (Ann) | 1.34% | 1.90% |
| 5Y Return (Ann) | 13.55% | 12.23% |
| Sharpe Ratio | 0.74 | 0.34 |
| Daily Std Dev | 13.09% | 15.38% |
| Max Drawdown | -29.26% | -57.77% |
| Current Drawdown | -11.12% | -6.68% |
Correlation
The correlation between BHCHX and FSHCX is 0.66, 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.
Performance
BHCHX vs. FSHCX - Performance Comparison
In the year-to-date period, BHCHX achieves a 6.19% return, which is significantly higher than FSHCX's -2.07% return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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BHCHX vs. FSHCX - Expense Ratio Comparison
BHCHX has a 0.85% expense ratio, which is higher than FSHCX's 0.71% expense ratio.
Risk-Adjusted Performance
BHCHX vs. FSHCX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Baron Health Care Fund (BHCHX) 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.
Dividends
BHCHX vs. FSHCX - Dividend Comparison
BHCHX has not paid dividends to shareholders, while FSHCX's dividend yield for the trailing twelve months is around 4.22%.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BHCHX Baron Health Care Fund | 0.00% | 0.00% | 0.00% | 1.41% | 0.99% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
FSHCX Fidelity Select Health Care Services Portfolio | 4.22% | 0.57% | 5.32% | 7.09% | 0.76% | 0.27% | 12.92% | 13.41% | 4.62% | 4.06% | 9.07% | 5.98% |
Drawdowns
BHCHX vs. FSHCX - Drawdown Comparison
The maximum BHCHX drawdown since its inception was -29.26%, smaller than the maximum FSHCX drawdown of -57.77%. Use the drawdown chart below to compare losses from any high point for BHCHX and FSHCX. For additional features, visit the drawdowns tool.
Volatility
BHCHX vs. FSHCX - Volatility Comparison
Baron Health Care Fund (BHCHX) and Fidelity Select Health Care Services Portfolio (FSHCX) have volatilities of 3.64% and 3.74%, 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.