DLHIX vs. FSHCX
Compare and contrast key facts about Delaware Healthcare Fund (DLHIX) and Fidelity Select Health Care Services Portfolio (FSHCX).
DLHIX is managed by Delaware Funds by Macquarie. It was launched on Sep 27, 2007. 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: DLHIX or FSHCX.
Key characteristics
| DLHIX | FSHCX | |
|---|---|---|
| YTD Return | 15.54% | -7.50% |
| 1Y Return | 18.92% | -4.67% |
| 3Y Return (Ann) | -0.39% | -3.57% |
| 5Y Return (Ann) | 2.47% | 5.71% |
| 10Y Return (Ann) | 3.97% | 4.70% |
| Sharpe Ratio | 1.42 | -0.25 |
| Sortino Ratio | 1.90 | -0.24 |
| Omega Ratio | 1.26 | 0.97 |
| Calmar Ratio | 0.92 | -0.22 |
| Martin Ratio | 7.18 | -0.58 |
| Ulcer Index | 2.71% | 6.64% |
| Daily Std Dev | 13.75% | 15.36% |
| Max Drawdown | -37.64% | -57.77% |
| Current Drawdown | -5.89% | -14.37% |
Correlation
The correlation between DLHIX and FSHCX is 0.71, 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.
Performance
DLHIX vs. FSHCX - Performance Comparison
In the year-to-date period, DLHIX achieves a 15.54% return, which is significantly higher than FSHCX's -7.50% return. Over the past 10 years, DLHIX has underperformed FSHCX with an annualized return of 3.97%, while FSHCX has yielded a comparatively higher 4.70% annualized 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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DLHIX vs. FSHCX - Expense Ratio Comparison
DLHIX has a 0.98% expense ratio, which is higher than FSHCX's 0.71% expense ratio.
Risk-Adjusted Performance
DLHIX vs. FSHCX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Delaware Healthcare Fund (DLHIX) 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
DLHIX vs. FSHCX - Dividend Comparison
DLHIX's dividend yield for the trailing twelve months is around 0.75%, more than FSHCX's 0.39% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
DLHIX Delaware Healthcare Fund | 0.75% | 0.87% | 0.25% | 0.16% | 0.44% | 0.10% | 0.91% | 3.23% | 1.27% | 1.12% | 0.32% | 0.00% |
FSHCX Fidelity Select Health Care Services Portfolio | 0.39% | 0.35% | 0.23% | 0.21% | 0.76% | 0.27% | 0.12% | 0.11% | 0.16% | 1.91% | 3.52% | 5.98% |
Drawdowns
DLHIX vs. FSHCX - Drawdown Comparison
The maximum DLHIX drawdown since its inception was -37.64%, smaller than the maximum FSHCX drawdown of -57.77%. Use the drawdown chart below to compare losses from any high point for DLHIX and FSHCX. For additional features, visit the drawdowns tool.
Volatility
DLHIX vs. FSHCX - Volatility Comparison
The current volatility for Delaware Healthcare Fund (DLHIX) is 3.09%, while Fidelity Select Health Care Services Portfolio (FSHCX) has a volatility of 5.53%. This indicates that DLHIX experiences smaller price fluctuations and is considered to be less risky than FSHCX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.