FBIOX vs. FBTAX

In the year-to-date period, FBIOX achieves a -5.99% return, which is significantly higher than FBTAX's -6.50% return. Over the past 10 years, FBIOX has underperformed FBTAX with an annualized return of 2.31%, while FBTAX has yielded a comparatively higher 3.39% annualized return.

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FBIOX has a 0.69% expense ratio, which is lower than FBTAX's 1.00% expense ratio.

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.

The current FBIOX Sharpe Ratio is -0.00, which is higher than the FBTAX Sharpe Ratio of -0.17. The chart below compares the historical Sharpe Ratios of FBIOX and FBTAX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

FBIOX's dividend yield for the trailing twelve months is around 1.29%, less than FBTAX's 6.42% yield.

The maximum FBIOX drawdown since its inception was -71.96%, which is greater than FBTAX's maximum drawdown of -60.08%. Use the drawdown chart below to compare losses from any high point for FBIOX and FBTAX.

Fidelity Select Biotechnology Portfolio (FBIOX) and Fidelity Advisor Biotechnology Fund Class A (FBTAX) have volatilities of 10.55% and 10.17%, 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.