FBTAX vs. FSHCX
Compare and contrast key facts about Fidelity Advisor Biotechnology Fund Class A (FBTAX) and Fidelity Select Health Care Services Portfolio (FSHCX).
FBTAX is managed by Fidelity. It was launched on Dec 27, 2000. FSHCX is managed by Fidelity. It was launched on Jun 30, 1986.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FBTAX or FSHCX.
Correlation
The correlation between FBTAX and FSHCX is 0.65, 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.
Performance
FBTAX vs. FSHCX - Performance Comparison
Key characteristics
FBTAX:
-0.42
FSHCX:
-0.68
FBTAX:
-0.43
FSHCX:
-0.78
FBTAX:
0.95
FSHCX:
0.89
FBTAX:
-0.25
FSHCX:
-0.49
FBTAX:
-0.71
FSHCX:
-1.24
FBTAX:
13.63%
FSHCX:
12.16%
FBTAX:
22.93%
FSHCX:
22.13%
FBTAX:
-60.08%
FSHCX:
-57.77%
FBTAX:
-29.62%
FSHCX:
-25.73%
Returns By Period
In the year-to-date period, FBTAX achieves a -7.79% return, which is significantly lower than FSHCX's 6.69% return. Over the past 10 years, FBTAX has underperformed FSHCX with an annualized return of -0.06%, while FSHCX has yielded a comparatively higher 2.01% annualized return.
FBTAX
-7.79%
-4.42%
-23.41%
-7.68%
-1.85%
-0.06%
FSHCX
6.69%
-5.60%
-12.84%
-14.75%
1.43%
2.01%
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FBTAX vs. FSHCX - Expense Ratio Comparison
FBTAX has a 1.00% expense ratio, which is higher than FSHCX's 0.71% expense ratio.
Risk-Adjusted Performance
FBTAX vs. FSHCX — Risk-Adjusted Performance Rank
FBTAX
FSHCX
FBTAX vs. FSHCX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Advisor Biotechnology Fund Class A (FBTAX) 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.
Dividends
FBTAX vs. FSHCX - Dividend Comparison
FBTAX's dividend yield for the trailing twelve months is around 3.17%, more than FSHCX's 0.65% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FBTAX Fidelity Advisor Biotechnology Fund Class A | 3.17% | 2.92% | 1.15% | 0.00% | 0.79% | 0.09% | 0.00% | 0.00% | 0.00% | 0.00% | 5.36% | 2.45% |
FSHCX Fidelity Select Health Care Services Portfolio | 0.65% | 0.71% | 0.35% | 0.23% | 0.21% | 0.76% | 0.27% | 0.12% | 0.11% | 0.16% | 1.91% | 3.52% |
Drawdowns
FBTAX vs. FSHCX - Drawdown Comparison
The maximum FBTAX drawdown since its inception was -60.08%, roughly equal to the maximum FSHCX drawdown of -57.77%. Use the drawdown chart below to compare losses from any high point for FBTAX and FSHCX. For additional features, visit the drawdowns tool.
Volatility
FBTAX vs. FSHCX - Volatility Comparison
Fidelity Advisor Biotechnology Fund Class A (FBTAX) has a higher volatility of 13.29% compared to Fidelity Select Health Care Services Portfolio (FSHCX) at 11.15%. This indicates that FBTAX'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.