FBDIX vs. IBB

In the year-to-date period, FBDIX achieves a -5.17% return, which is significantly higher than IBB's -5.66% return. Over the past 10 years, FBDIX has underperformed IBB with an annualized return of -4.62%, while IBB has yielded a comparatively higher 1.07% annualized return.

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FBDIX has a 1.06% expense ratio, which is higher than IBB's 0.47% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Franklin Biotechnology Discovery Fund (FBDIX) and iShares Nasdaq Biotechnology ETF (IBB). 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 FBDIX Sharpe Ratio is -0.51, which is lower than the IBB Sharpe Ratio of -0.10. The chart below compares the historical Sharpe Ratios of FBDIX and IBB, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

FBDIX has not paid dividends to shareholders, while IBB's dividend yield for the trailing twelve months is around 0.31%.

The maximum FBDIX drawdown since its inception was -71.51%, which is greater than IBB's maximum drawdown of -62.85%. Use the drawdown chart below to compare losses from any high point for FBDIX and IBB. For additional features, visit the drawdowns tool.

Franklin Biotechnology Discovery Fund (FBDIX) and iShares Nasdaq Biotechnology ETF (IBB) have volatilities of 13.06% and 12.82%, 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.