FBTAX vs. FBIOX

In the year-to-date period, FBTAX achieves a -7.79% return, which is significantly lower than FBIOX's -5.87% return. Over the past 10 years, FBTAX has outperformed FBIOX with an annualized return of -0.06%, while FBIOX has yielded a comparatively lower -2.61% annualized return.

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

This table presents a comparison of risk-adjusted performance metrics for Fidelity Advisor Biotechnology Fund Class A (FBTAX) and Fidelity Select Biotechnology Portfolio (FBIOX). 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 FBTAX Sharpe Ratio is -0.42, which is lower than the FBIOX Sharpe Ratio of 0.03. The chart below compares the historical Sharpe Ratios of FBTAX and FBIOX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

FBTAX's dividend yield for the trailing twelve months is around 3.17%, more than FBIOX's 0.93% yield.

The maximum FBTAX drawdown since its inception was -60.08%, smaller than the maximum FBIOX drawdown of -71.96%. Use the drawdown chart below to compare losses from any high point for FBTAX and FBIOX. For additional features, visit the drawdowns tool.

Fidelity Advisor Biotechnology Fund Class A (FBTAX) has a higher volatility of 13.29% compared to Fidelity Select Biotechnology Portfolio (FBIOX) at 12.15%. This indicates that FBTAX's price experiences larger fluctuations and is considered to be riskier than FBIOX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.