FBTAX vs. FPHAX
Compare and contrast key facts about Fidelity Advisor Biotechnology Fund Class A (FBTAX) and Fidelity Select Pharmaceuticals Portfolio (FPHAX).
FBTAX is managed by Fidelity. It was launched on Dec 27, 2000. FPHAX is managed by Fidelity. It was launched on Jun 17, 2001.
Performance
FBTAX vs. FPHAX - Performance Comparison
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FBTAX vs. FPHAX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FBTAX Fidelity Advisor Biotechnology Fund Class A | 2.24% | 39.54% | 5.37% | 10.70% | -7.95% | -3.10% | 32.17% | 25.74% | -3.86% | 25.80% |
FPHAX Fidelity Select Pharmaceuticals Portfolio | 0.39% | 30.41% | 9.39% | 12.54% | 0.94% | 11.79% | 11.16% | 31.73% | 5.41% | 10.70% |
Returns By Period
In the year-to-date period, FBTAX achieves a 2.24% return, which is significantly higher than FPHAX's 0.39% return. Both investments have delivered pretty close results over the past 10 years, with FBTAX having a 11.86% annualized return and FPHAX not far behind at 11.27%.
FBTAX
- 1D
- 5.08%
- 1M
- -0.75%
- YTD
- 2.24%
- 6M
- 15.54%
- 1Y
- 55.40%
- 3Y*
- 20.44%
- 5Y*
- 8.92%
- 10Y*
- 11.86%
FPHAX
- 1D
- 3.02%
- 1M
- -5.31%
- YTD
- 0.39%
- 6M
- 13.18%
- 1Y
- 34.09%
- 3Y*
- 17.36%
- 5Y*
- 12.54%
- 10Y*
- 11.27%
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FBTAX vs. FPHAX - Expense Ratio Comparison
FBTAX has a 1.00% expense ratio, which is higher than FPHAX's 0.75% expense ratio.
Return for Risk
FBTAX vs. FPHAX — Risk / Return Rank
FBTAX
FPHAX
FBTAX vs. FPHAX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Advisor Biotechnology Fund Class A (FBTAX) and Fidelity Select Pharmaceuticals Portfolio (FPHAX). 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.
| FBTAX | FPHAX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.94 | 1.33 | +0.61 |
Sortino ratioReturn per unit of downside risk | 2.53 | 1.84 | +0.69 |
Omega ratioGain probability vs. loss probability | 1.33 | 1.24 | +0.09 |
Calmar ratioReturn relative to maximum drawdown | 3.16 | 2.50 | +0.66 |
Martin ratioReturn relative to average drawdown | 12.63 | 7.03 | +5.60 |
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
| FBTAX | FPHAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.94 | 1.33 | +0.61 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.38 | 0.71 | -0.33 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.48 | 0.64 | -0.15 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.31 | 0.53 | -0.22 |
Correlation
The correlation between FBTAX and FPHAX is 0.75, 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
FBTAX vs. FPHAX - Dividend Comparison
FBTAX's dividend yield for the trailing twelve months is around 1.42%, less than FPHAX's 5.66% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FBTAX Fidelity Advisor Biotechnology Fund Class A | 1.42% | 1.45% | 6.00% | 1.15% | 0.00% | 20.12% | 8.37% | 6.77% | 2.50% | 0.00% | 0.00% | 5.36% |
FPHAX Fidelity Select Pharmaceuticals Portfolio | 5.66% | 5.68% | 1.90% | 8.08% | 5.18% | 11.09% | 8.85% | 8.33% | 1.65% | 1.62% | 1.07% | 12.63% |
Drawdowns
FBTAX vs. FPHAX - Drawdown Comparison
The maximum FBTAX drawdown since its inception was -63.55%, which is greater than FPHAX's maximum drawdown of -38.26%. Use the drawdown chart below to compare losses from any high point for FBTAX and FPHAX.
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Drawdown Indicators
| FBTAX | FPHAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -63.55% | -38.26% | -25.29% |
Max Drawdown (1Y)Largest decline over 1 year | -13.60% | -11.00% | -2.60% |
Max Drawdown (5Y)Largest decline over 5 years | -36.51% | -28.82% | -7.69% |
Max Drawdown (10Y)Largest decline over 10 years | -38.82% | -28.82% | -10.00% |
Current DrawdownCurrent decline from peak | -2.54% | -7.10% | +4.56% |
Average DrawdownAverage peak-to-trough decline | -21.34% | -9.21% | -12.13% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.71% | 4.30% | -0.59% |
Volatility
FBTAX vs. FPHAX - Volatility Comparison
Fidelity Advisor Biotechnology Fund Class A (FBTAX) has a higher volatility of 9.36% compared to Fidelity Select Pharmaceuticals Portfolio (FPHAX) at 6.89%. This indicates that FBTAX's price experiences larger fluctuations and is considered to be riskier than FPHAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| FBTAX | FPHAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 9.36% | 6.89% | +2.47% |
Volatility (6M)Calculated over the trailing 6-month period | 17.00% | 14.30% | +2.70% |
Volatility (1Y)Calculated over the trailing 1-year period | 26.00% | 23.52% | +2.48% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 23.32% | 17.74% | +5.58% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 24.59% | 17.81% | +6.78% |