FBIOX vs. FSHCX
Compare and contrast key facts about Fidelity Select Biotechnology Portfolio (FBIOX) and Fidelity Select Health Care Services Portfolio (FSHCX).
FBIOX is managed by Fidelity. It was launched on Dec 16, 1985. FSHCX is managed by Fidelity. It was launched on Jun 30, 1986.
Performance
FBIOX vs. FSHCX - Performance Comparison
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FBIOX vs. FSHCX - 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% |
FSHCX Fidelity Select Health Care Services Portfolio | -13.20% | 3.85% | -13.21% | 1.52% | 0.86% | 20.22% | 18.58% | 19.91% | 10.17% | 24.46% |
Returns By Period
In the year-to-date period, FBIOX achieves a -3.22% return, which is significantly higher than FSHCX's -13.20% return. Over the past 10 years, FBIOX has outperformed FSHCX with an annualized return of 9.85%, while FSHCX has yielded a comparatively lower 6.88% 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%
FSHCX
- 1D
- 0.02%
- 1M
- -11.93%
- YTD
- -13.20%
- 6M
- -12.00%
- 1Y
- -21.02%
- 3Y*
- -5.07%
- 5Y*
- -1.99%
- 10Y*
- 6.88%
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FBIOX vs. FSHCX - Expense Ratio Comparison
FBIOX has a 0.69% expense ratio, which is lower than FSHCX's 0.71% expense ratio.
Return for Risk
FBIOX vs. FSHCX — Risk / Return Rank
FBIOX
FSHCX
FBIOX vs. FSHCX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Select Biotechnology Portfolio (FBIOX) and Fidelity Select Health Care Services Portfolio (FSHCX). 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 | FSHCX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.35 | -0.89 | +2.23 |
Sortino ratioReturn per unit of downside risk | 1.84 | -1.05 | +2.89 |
Omega ratioGain probability vs. loss probability | 1.24 | 0.85 | +0.39 |
Calmar ratioReturn relative to maximum drawdown | 2.10 | -0.73 | +2.82 |
Martin ratioReturn relative to average drawdown | 7.73 | -1.29 | +9.03 |
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 | FSHCX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.35 | -0.89 | +2.23 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.15 | -0.11 | +0.26 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.37 | 0.32 | +0.05 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.47 | 0.52 | -0.04 |
Correlation
The correlation between FBIOX and FSHCX is 0.55, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Dividends
FBIOX vs. FSHCX - Dividend Comparison
FBIOX's dividend yield for the trailing twelve months is around 2.55%, more than FSHCX's 0.87% 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% |
FSHCX Fidelity Select Health Care Services Portfolio | 0.87% | 0.75% | 16.63% | 0.57% | 5.32% | 7.09% | 0.76% | 0.27% | 12.92% | 13.41% | 4.62% | 4.06% |
Drawdowns
FBIOX vs. FSHCX - Drawdown Comparison
The maximum FBIOX drawdown since its inception was -71.98%, which is greater than FSHCX's maximum drawdown of -57.81%. Use the drawdown chart below to compare losses from any high point for FBIOX and FSHCX.
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Drawdown Indicators
| FBIOX | FSHCX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -71.98% | -57.81% | -14.17% |
Max Drawdown (1Y)Largest decline over 1 year | -12.27% | -28.32% | +16.05% |
Max Drawdown (5Y)Largest decline over 5 years | -44.87% | -29.52% | -15.35% |
Max Drawdown (10Y)Largest decline over 10 years | -48.66% | -35.48% | -13.18% |
Current DrawdownCurrent decline from peak | -7.32% | -25.72% | +18.40% |
Average DrawdownAverage peak-to-trough decline | -23.72% | -11.36% | -12.36% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.05% | 15.92% | -11.87% |
Volatility
FBIOX vs. FSHCX - Volatility Comparison
Fidelity Select Biotechnology Portfolio (FBIOX) has a higher volatility of 7.30% compared to Fidelity Select Health Care Services Portfolio (FSHCX) at 4.32%. This indicates that FBIOX's price experiences larger fluctuations and is considered to be riskier than FSHCX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| FBIOX | FSHCX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.30% | 4.32% | +2.98% |
Volatility (6M)Calculated over the trailing 6-month period | 14.68% | 14.42% | +0.26% |
Volatility (1Y)Calculated over the trailing 1-year period | 23.91% | 23.02% | +0.89% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 24.85% | 18.96% | +5.89% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 26.38% | 21.40% | +4.98% |