FBIOX vs. AHSAX
Compare and contrast key facts about Fidelity Select Biotechnology Portfolio (FBIOX) and Alger Health Sciences Fund (AHSAX).
FBIOX is managed by Fidelity. It was launched on Dec 16, 1985. AHSAX is managed by Alger. It was launched on Apr 30, 2002.
Performance
FBIOX vs. AHSAX - Performance Comparison
Loading graphics...
FBIOX vs. AHSAX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FBIOX Fidelity Select Biotechnology Portfolio | 2.11% | 36.38% | 7.26% | 10.09% | -15.87% | -12.26% | 38.62% | 36.12% | -10.92% | 27.87% |
AHSAX Alger Health Sciences Fund | -5.75% | 10.14% | 1.17% | -4.26% | -17.04% | 3.26% | 30.99% | 22.02% | 5.71% | 33.06% |
Returns By Period
In the year-to-date period, FBIOX achieves a 2.11% return, which is significantly higher than AHSAX's -5.75% return. Over the past 10 years, FBIOX has outperformed AHSAX with an annualized return of 10.44%, while AHSAX has yielded a comparatively lower 8.21% annualized return.
FBIOX
- 1D
- 5.51%
- 1M
- -1.00%
- YTD
- 2.11%
- 6M
- 15.61%
- 1Y
- 46.30%
- 3Y*
- 19.65%
- 5Y*
- 4.79%
- 10Y*
- 10.44%
AHSAX
- 1D
- 0.28%
- 1M
- -7.97%
- YTD
- -5.75%
- 6M
- 6.60%
- 1Y
- 15.54%
- 3Y*
- 2.02%
- 5Y*
- -2.34%
- 10Y*
- 8.21%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
FBIOX vs. AHSAX - Expense Ratio Comparison
FBIOX has a 0.69% expense ratio, which is lower than AHSAX's 1.05% expense ratio.
Return for Risk
FBIOX vs. AHSAX — Risk / Return Rank
FBIOX
AHSAX
FBIOX vs. AHSAX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Select Biotechnology Portfolio (FBIOX) and Alger Health Sciences Fund (AHSAX). 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.
| FBIOX | AHSAX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.70 | 0.91 | +0.78 |
Sortino ratioReturn per unit of downside risk | 2.26 | 1.35 | +0.92 |
Omega ratioGain probability vs. loss probability | 1.29 | 1.17 | +0.13 |
Calmar ratioReturn relative to maximum drawdown | 2.86 | 1.50 | +1.36 |
Martin ratioReturn relative to average drawdown | 11.00 | 4.92 | +6.08 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| FBIOX | AHSAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.70 | 0.91 | +0.78 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.19 | -0.10 | +0.29 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.40 | 0.35 | +0.04 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.48 | 0.31 | +0.17 |
Correlation
The correlation between FBIOX and AHSAX is 0.85, 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
FBIOX vs. AHSAX - Dividend Comparison
FBIOX's dividend yield for the trailing twelve months is around 2.42%, while AHSAX has not paid dividends to shareholders.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FBIOX Fidelity Select Biotechnology Portfolio | 2.42% | 2.47% | 1.21% | 0.45% | 0.00% | 14.48% | 19.46% | 8.89% | 11.18% | 1.41% | 3.42% | 6.71% |
AHSAX Alger Health Sciences Fund | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 27.18% | 11.68% | 6.98% | 7.82% | 0.00% | 0.00% | 0.00% |
Drawdowns
FBIOX vs. AHSAX - Drawdown Comparison
The maximum FBIOX drawdown since its inception was -71.98%, which is greater than AHSAX's maximum drawdown of -46.23%. Use the drawdown chart below to compare losses from any high point for FBIOX and AHSAX.
Loading graphics...
Drawdown Indicators
| FBIOX | AHSAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -71.98% | -46.23% | -25.75% |
Max Drawdown (1Y)Largest decline over 1 year | -12.27% | -9.67% | -2.60% |
Max Drawdown (5Y)Largest decline over 5 years | -44.87% | -45.04% | +0.17% |
Max Drawdown (10Y)Largest decline over 10 years | -48.66% | -45.04% | -3.62% |
Current DrawdownCurrent decline from peak | -2.21% | -31.45% | +29.24% |
Average DrawdownAverage peak-to-trough decline | -23.72% | -14.61% | -9.11% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.57% | 2.95% | +0.62% |
Volatility
FBIOX vs. AHSAX - Volatility Comparison
Fidelity Select Biotechnology Portfolio (FBIOX) has a higher volatility of 9.24% compared to Alger Health Sciences Fund (AHSAX) at 4.84%. This indicates that FBIOX's price experiences larger fluctuations and is considered to be riskier than AHSAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| FBIOX | AHSAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 9.24% | 4.84% | +4.40% |
Volatility (6M)Calculated over the trailing 6-month period | 15.54% | 11.50% | +4.04% |
Volatility (1Y)Calculated over the trailing 1-year period | 24.47% | 16.42% | +8.05% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 24.93% | 24.29% | +0.64% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 26.43% | 23.37% | +3.06% |