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EQPGX vs. FHCIX
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

EQPGX vs. FHCIX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Fidelity Advisor Equity Growth Fund Class I (EQPGX) and Fidelity Advisor Health Care Fund Class I (FHCIX). The values are adjusted to include any dividend payments, if applicable.

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EQPGX vs. FHCIX - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
EQPGX
Fidelity Advisor Equity Growth Fund Class I
-9.32%14.60%29.99%35.60%-24.45%22.94%43.80%34.01%0.17%35.19%
FHCIX
Fidelity Advisor Health Care Fund Class I
-9.59%14.48%4.22%4.07%-12.84%11.53%21.40%28.22%7.51%24.38%

Returns By Period

The year-to-date returns for both stocks are quite close, with EQPGX having a -9.32% return and FHCIX slightly lower at -9.59%. Over the past 10 years, EQPGX has outperformed FHCIX with an annualized return of 16.55%, while FHCIX has yielded a comparatively lower 8.60% annualized return.


EQPGX

1D
-0.82%
1M
-9.01%
YTD
-9.32%
6M
-8.58%
1Y
13.29%
3Y*
18.48%
5Y*
10.57%
10Y*
16.55%

FHCIX

1D
-0.71%
1M
-9.50%
YTD
-9.59%
6M
0.23%
1Y
4.53%
3Y*
3.73%
5Y*
1.47%
10Y*
8.60%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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EQPGX vs. FHCIX - Expense Ratio Comparison

Both EQPGX and FHCIX have an expense ratio of 0.71%.


Return for Risk

EQPGX vs. FHCIX — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

EQPGX
EQPGX Risk / Return Rank: 2727
Overall Rank
EQPGX Sharpe Ratio Rank: 2626
Sharpe Ratio Rank
EQPGX Sortino Ratio Rank: 2828
Sortino Ratio Rank
EQPGX Omega Ratio Rank: 2727
Omega Ratio Rank
EQPGX Calmar Ratio Rank: 2929
Calmar Ratio Rank
EQPGX Martin Ratio Rank: 2727
Martin Ratio Rank

FHCIX
FHCIX Risk / Return Rank: 1010
Overall Rank
FHCIX Sharpe Ratio Rank: 1010
Sharpe Ratio Rank
FHCIX Sortino Ratio Rank: 1010
Sortino Ratio Rank
FHCIX Omega Ratio Rank: 99
Omega Ratio Rank
FHCIX Calmar Ratio Rank: 1010
Calmar Ratio Rank
FHCIX Martin Ratio Rank: 1010
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

EQPGX vs. FHCIX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Fidelity Advisor Equity Growth Fund Class I (EQPGX) and Fidelity Advisor Health Care Fund Class I (FHCIX). 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.


EQPGXFHCIXDifference

Sharpe ratio

Return per unit of total volatility

0.62

0.22

+0.40

Sortino ratio

Return per unit of downside risk

1.01

0.44

+0.57

Omega ratio

Gain probability vs. loss probability

1.14

1.05

+0.09

Calmar ratio

Return relative to maximum drawdown

0.82

0.23

+0.59

Martin ratio

Return relative to average drawdown

2.91

0.69

+2.22

EQPGX vs. FHCIX - Sharpe Ratio Comparison

The current EQPGX Sharpe Ratio is 0.62, which is higher than the FHCIX Sharpe Ratio of 0.22. The chart below compares the historical Sharpe Ratios of EQPGX and FHCIX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Sharpe Ratios by Period


EQPGXFHCIXDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.62

0.22

+0.40

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.53

0.08

+0.45

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.81

0.46

+0.35

Sharpe Ratio (All Time)

Calculated using the full available price history

0.59

0.57

+0.02

Correlation

The correlation between EQPGX and FHCIX is 0.75, 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

EQPGX vs. FHCIX - Dividend Comparison

EQPGX's dividend yield for the trailing twelve months is around 0.58%, less than FHCIX's 12.78% yield.


TTM20252024202320222021202020192018201720162015
EQPGX
Fidelity Advisor Equity Growth Fund Class I
0.58%0.52%10.64%0.48%1.96%11.42%10.84%8.56%6.43%11.57%5.90%2.21%
FHCIX
Fidelity Advisor Health Care Fund Class I
12.78%11.56%10.92%0.00%0.00%5.64%5.72%0.48%4.65%0.06%0.00%6.29%

Drawdowns

EQPGX vs. FHCIX - Drawdown Comparison

The maximum EQPGX drawdown since its inception was -62.00%, which is greater than FHCIX's maximum drawdown of -44.75%. Use the drawdown chart below to compare losses from any high point for EQPGX and FHCIX.


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Drawdown Indicators


EQPGXFHCIXDifference

Max Drawdown

Largest peak-to-trough decline

-62.00%

-44.75%

-17.25%

Max Drawdown (1Y)

Largest decline over 1 year

-12.80%

-13.37%

+0.57%

Max Drawdown (5Y)

Largest decline over 5 years

-29.81%

-29.24%

-0.57%

Max Drawdown (10Y)

Largest decline over 10 years

-31.11%

-29.24%

-1.87%

Current Drawdown

Current decline from peak

-12.57%

-13.37%

+0.80%

Average Drawdown

Average peak-to-trough decline

-13.80%

-9.20%

-4.60%

Ulcer Index

Depth and duration of drawdowns from previous peaks

3.59%

4.39%

-0.80%

Volatility

EQPGX vs. FHCIX - Volatility Comparison

Fidelity Advisor Equity Growth Fund Class I (EQPGX) has a higher volatility of 6.23% compared to Fidelity Advisor Health Care Fund Class I (FHCIX) at 5.59%. This indicates that EQPGX's price experiences larger fluctuations and is considered to be riskier than FHCIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


EQPGXFHCIXDifference

Volatility (1M)

Calculated over the trailing 1-month period

6.23%

5.59%

+0.64%

Volatility (6M)

Calculated over the trailing 6-month period

12.62%

10.99%

+1.63%

Volatility (1Y)

Calculated over the trailing 1-year period

21.46%

18.39%

+3.07%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

20.08%

17.69%

+2.39%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

20.45%

18.75%

+1.70%