FBIOX vs. FBTAX
Compare and contrast key facts about Fidelity Select Biotechnology Portfolio (FBIOX) and Fidelity Advisor Biotechnology Fund Class A (FBTAX).
FBIOX is managed by Fidelity. It was launched on Dec 16, 1985. FBTAX is managed by Fidelity. It was launched on Dec 27, 2000.
Performance
FBIOX vs. FBTAX - Performance Comparison
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FBIOX vs. FBTAX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FBIOX Fidelity Select Biotechnology Portfolio | -3.22% | 36.38% | 7.26% | 10.09% | -15.87% | -12.26% | 38.62% | 36.12% | -10.92% | 27.87% |
FBTAX Fidelity Advisor Biotechnology Fund Class A | -2.70% | 39.54% | 5.37% | 10.70% | -7.95% | -3.10% | 32.17% | 25.74% | -3.86% | 25.80% |
Returns By Period
In the year-to-date period, FBIOX achieves a -3.22% return, which is significantly lower than FBTAX's -2.70% return. Over the past 10 years, FBIOX has underperformed FBTAX with an annualized return of 9.85%, while FBTAX has yielded a comparatively higher 11.31% annualized return.
FBIOX
- 1D
- 0.08%
- 1M
- -6.89%
- YTD
- -3.22%
- 6M
- 11.54%
- 1Y
- 33.83%
- 3Y*
- 17.53%
- 5Y*
- 3.77%
- 10Y*
- 9.85%
FBTAX
- 1D
- -0.76%
- 1M
- -6.06%
- YTD
- -2.70%
- 6M
- 11.41%
- 1Y
- 42.70%
- 3Y*
- 18.47%
- 5Y*
- 7.93%
- 10Y*
- 11.31%
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FBIOX vs. FBTAX - Expense Ratio Comparison
FBIOX has a 0.69% expense ratio, which is lower than FBTAX's 1.00% expense ratio.
Return for Risk
FBIOX vs. FBTAX — Risk / Return Rank
FBIOX
FBTAX
FBIOX vs. FBTAX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Select Biotechnology Portfolio (FBIOX) and Fidelity Advisor Biotechnology Fund Class A (FBTAX). 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 | FBTAX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.35 | 1.56 | -0.22 |
Sortino ratioReturn per unit of downside risk | 1.84 | 2.10 | -0.26 |
Omega ratioGain probability vs. loss probability | 1.24 | 1.27 | -0.03 |
Calmar ratioReturn relative to maximum drawdown | 2.10 | 2.38 | -0.28 |
Martin ratioReturn relative to average drawdown | 7.73 | 9.61 | -1.88 |
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
| FBIOX | FBTAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.35 | 1.56 | -0.22 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.15 | 0.34 | -0.19 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.37 | 0.46 | -0.09 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.47 | 0.30 | +0.17 |
Correlation
The correlation between FBIOX and FBTAX is 0.99, 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. FBTAX - Dividend Comparison
FBIOX's dividend yield for the trailing twelve months is around 2.55%, more than FBTAX's 1.49% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FBIOX Fidelity Select Biotechnology Portfolio | 2.55% | 2.47% | 1.21% | 0.45% | 0.00% | 14.48% | 19.46% | 8.89% | 11.18% | 1.41% | 3.42% | 6.71% |
FBTAX Fidelity Advisor Biotechnology Fund Class A | 1.49% | 1.45% | 6.00% | 1.15% | 0.00% | 20.12% | 8.37% | 6.77% | 2.50% | 0.00% | 0.00% | 5.36% |
Drawdowns
FBIOX vs. FBTAX - Drawdown Comparison
The maximum FBIOX drawdown since its inception was -71.98%, which is greater than FBTAX's maximum drawdown of -63.55%. Use the drawdown chart below to compare losses from any high point for FBIOX and FBTAX.
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Drawdown Indicators
| FBIOX | FBTAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -71.98% | -63.55% | -8.43% |
Max Drawdown (1Y)Largest decline over 1 year | -12.27% | -13.60% | +1.33% |
Max Drawdown (5Y)Largest decline over 5 years | -44.87% | -36.51% | -8.36% |
Max Drawdown (10Y)Largest decline over 10 years | -48.66% | -38.82% | -9.84% |
Current DrawdownCurrent decline from peak | -7.32% | -7.25% | -0.07% |
Average DrawdownAverage peak-to-trough decline | -23.72% | -21.34% | -2.38% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.05% | 4.11% | -0.06% |
Volatility
FBIOX vs. FBTAX - Volatility Comparison
The current volatility for Fidelity Select Biotechnology Portfolio (FBIOX) is 7.30%, while Fidelity Advisor Biotechnology Fund Class A (FBTAX) has a volatility of 7.76%. This indicates that FBIOX experiences smaller price fluctuations and is considered to be less risky than FBTAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| FBIOX | FBTAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.30% | 7.76% | -0.46% |
Volatility (6M)Calculated over the trailing 6-month period | 14.68% | 16.36% | -1.68% |
Volatility (1Y)Calculated over the trailing 1-year period | 23.91% | 25.58% | -1.67% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 24.85% | 23.24% | +1.61% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 26.38% | 24.55% | +1.83% |