DLHIX vs. FSHCX

In the year-to-date period, DLHIX achieves a -3.96% return, which is significantly lower than FSHCX's 0.73% return. Both investments have delivered pretty close results over the past 10 years, with DLHIX having a 7.59% annualized return and FSHCX not far behind at 7.38%.

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DLHIX has a 0.98% expense ratio, which is higher than FSHCX's 0.71% expense ratio.

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.

The current DLHIX Sharpe Ratio is -0.13, which is higher than the FSHCX Sharpe Ratio of -0.31. The chart below compares the historical Sharpe Ratios of DLHIX and FSHCX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

DLHIX's dividend yield for the trailing twelve months is around 14.58%, more than FSHCX's 11.98% yield.

The maximum DLHIX drawdown since its inception was -34.64%, smaller than the maximum FSHCX drawdown of -57.80%. Use the drawdown chart below to compare losses from any high point for DLHIX and FSHCX.

Delaware Healthcare Fund (DLHIX) and Fidelity Select Health Care Services Portfolio (FSHCX) have volatilities of 8.11% and 8.13%, 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.