FACDX vs. FELAX
Compare and contrast key facts about Fidelity Advisor Health Care Fund Class A (FACDX) and Fidelity Advisor Semiconductors Fund Class A (FELAX).
FACDX is managed by Fidelity. It was launched on Sep 3, 1996. FELAX is managed by Fidelity. It was launched on Dec 27, 2000.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FACDX or FELAX.
Performance
FACDX vs. FELAX - Performance Comparison
Returns By Period
In the year-to-date period, FACDX achieves a 6.58% return, which is significantly lower than FELAX's 36.21% return. Over the past 10 years, FACDX has underperformed FELAX with an annualized return of 5.91%, while FELAX has yielded a comparatively higher 20.66% annualized return.
FACDX
6.58%
-6.05%
3.21%
17.67%
4.33%
5.91%
FELAX
36.21%
-5.04%
4.00%
43.56%
26.26%
20.66%
Key characteristics
FACDX | FELAX | |
---|---|---|
Sharpe Ratio | 1.31 | 1.23 |
Sortino Ratio | 1.87 | 1.75 |
Omega Ratio | 1.23 | 1.22 |
Calmar Ratio | 0.69 | 1.81 |
Martin Ratio | 5.97 | 5.11 |
Ulcer Index | 2.98% | 8.58% |
Daily Std Dev | 13.56% | 35.55% |
Max Drawdown | -44.81% | -71.33% |
Current Drawdown | -12.58% | -12.71% |
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FACDX vs. FELAX - Expense Ratio Comparison
FACDX has a 0.97% expense ratio, which is lower than FELAX's 1.01% expense ratio.
Correlation
The correlation between FACDX and FELAX is 0.58, 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.
Risk-Adjusted Performance
FACDX vs. FELAX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Advisor Health Care Fund Class A (FACDX) and Fidelity Advisor Semiconductors Fund Class A (FELAX). 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
FACDX vs. FELAX - Dividend Comparison
Neither FACDX nor FELAX has paid dividends to shareholders.
TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|
Fidelity Advisor Health Care Fund Class A | 0.00% | 0.00% | 0.00% | 0.00% | 0.25% | 0.00% | 0.00% | 0.00% | 0.00% | 6.66% | 7.90% | 10.79% |
Fidelity Advisor Semiconductors Fund Class A | 0.00% | 0.00% | 0.00% | 0.00% | 0.11% | 0.26% | 0.61% | 0.49% | 0.24% | 10.72% | 0.04% | 0.00% |
Drawdowns
FACDX vs. FELAX - Drawdown Comparison
The maximum FACDX drawdown since its inception was -44.81%, smaller than the maximum FELAX drawdown of -71.33%. Use the drawdown chart below to compare losses from any high point for FACDX and FELAX. For additional features, visit the drawdowns tool.
Volatility
FACDX vs. FELAX - Volatility Comparison
The current volatility for Fidelity Advisor Health Care Fund Class A (FACDX) is 4.87%, while Fidelity Advisor Semiconductors Fund Class A (FELAX) has a volatility of 9.14%. This indicates that FACDX experiences smaller price fluctuations and is considered to be less risky than FELAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.