FACDX vs. SHSSX
Compare and contrast key facts about Fidelity Advisor Health Care Fund Class A (FACDX) and Health Sciences Opportunities Fund Class Institutional (SHSSX).
FACDX is managed by Fidelity. It was launched on Sep 3, 1996. SHSSX is a passively managed fund by BlackRock that tracks the performance of the Russell 3000 HealthCare Index. It was launched on Oct 16, 2000.
Performance
FACDX vs. SHSSX - Performance Comparison
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FACDX vs. SHSSX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FACDX Fidelity Advisor Health Care Fund Class A | -6.09% | 14.19% | 3.97% | 3.81% | -13.07% | 11.25% | 21.07% | 27.89% | 7.20% | 24.09% |
SHSSX Health Sciences Opportunities Fund Class Institutional | -4.56% | 16.13% | 4.00% | 3.86% | -5.72% | 12.17% | 19.54% | 25.63% | 8.24% | 25.02% |
Returns By Period
In the year-to-date period, FACDX achieves a -6.09% return, which is significantly lower than SHSSX's -4.56% return. Over the past 10 years, FACDX has underperformed SHSSX with an annualized return of 8.73%, while SHSSX has yielded a comparatively higher 10.24% annualized return.
FACDX
- 1D
- 3.94%
- 1M
- -5.35%
- YTD
- -6.09%
- 6M
- 2.89%
- 1Y
- 9.91%
- 3Y*
- 4.81%
- 5Y*
- 1.94%
- 10Y*
- 8.73%
SHSSX
- 1D
- 2.49%
- 1M
- -6.00%
- YTD
- -4.56%
- 6M
- 4.46%
- 1Y
- 8.75%
- 3Y*
- 7.04%
- 5Y*
- 4.75%
- 10Y*
- 10.24%
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FACDX vs. SHSSX - Expense Ratio Comparison
FACDX has a 0.97% expense ratio, which is higher than SHSSX's 0.84% expense ratio.
Return for Risk
FACDX vs. SHSSX — Risk / Return Rank
FACDX
SHSSX
FACDX vs. SHSSX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Advisor Health Care Fund Class A (FACDX) and Health Sciences Opportunities Fund Class Institutional (SHSSX). 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.
| FACDX | SHSSX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.45 | 0.42 | +0.03 |
Sortino ratioReturn per unit of downside risk | 0.76 | 0.70 | +0.06 |
Omega ratioGain probability vs. loss probability | 1.09 | 1.09 | +0.01 |
Calmar ratioReturn relative to maximum drawdown | 0.59 | 0.75 | -0.16 |
Martin ratioReturn relative to average drawdown | 1.82 | 1.75 | +0.07 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| FACDX | SHSSX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.45 | 0.42 | +0.03 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.11 | 0.34 | -0.23 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.47 | 0.62 | -0.15 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.57 | 0.69 | -0.13 |
Correlation
The correlation between FACDX and SHSSX is 0.92, 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
FACDX vs. SHSSX - Dividend Comparison
FACDX's dividend yield for the trailing twelve months is around 14.15%, more than SHSSX's 10.38% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FACDX Fidelity Advisor Health Care Fund Class A | 14.15% | 13.28% | 12.33% | 0.00% | 0.00% | 6.24% | 5.94% | 0.32% | 5.08% | 0.00% | 0.00% | 6.66% |
SHSSX Health Sciences Opportunities Fund Class Institutional | 10.38% | 9.90% | 8.68% | 3.82% | 7.20% | 8.96% | 4.18% | 3.87% | 8.44% | 3.59% | 2.33% | 12.29% |
Drawdowns
FACDX vs. SHSSX - Drawdown Comparison
The maximum FACDX drawdown since its inception was -44.55%, which is greater than SHSSX's maximum drawdown of -35.40%. Use the drawdown chart below to compare losses from any high point for FACDX and SHSSX.
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Drawdown Indicators
| FACDX | SHSSX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -44.55% | -35.40% | -9.15% |
Max Drawdown (1Y)Largest decline over 1 year | -13.43% | -9.83% | -3.60% |
Max Drawdown (5Y)Largest decline over 5 years | -29.35% | -17.90% | -11.45% |
Max Drawdown (10Y)Largest decline over 10 years | -29.35% | -28.34% | -1.01% |
Current DrawdownCurrent decline from peak | -10.01% | -7.31% | -2.70% |
Average DrawdownAverage peak-to-trough decline | -9.36% | -5.98% | -3.38% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.31% | 4.20% | +0.11% |
Volatility
FACDX vs. SHSSX - Volatility Comparison
Fidelity Advisor Health Care Fund Class A (FACDX) has a higher volatility of 7.07% compared to Health Sciences Opportunities Fund Class Institutional (SHSSX) at 5.42%. This indicates that FACDX's price experiences larger fluctuations and is considered to be riskier than SHSSX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| FACDX | SHSSX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.07% | 5.42% | +1.65% |
Volatility (6M)Calculated over the trailing 6-month period | 11.62% | 10.02% | +1.60% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.76% | 16.47% | +2.29% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.76% | 14.23% | +3.53% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.79% | 16.54% | +2.25% |