FBTCX vs. MSFT
Compare and contrast key facts about Fidelity Advisor Biotechnology Fund Class C (FBTCX) and Microsoft Corporation (MSFT).
FBTCX is managed by Fidelity. It was launched on Dec 27, 2000.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FBTCX or MSFT.
Correlation
The correlation between FBTCX and MSFT is 0.45, 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
FBTCX vs. MSFT - Performance Comparison
Key characteristics
FBTCX:
-0.30
MSFT:
0.18
FBTCX:
-0.27
MSFT:
0.37
FBTCX:
0.97
MSFT:
1.05
FBTCX:
-0.18
MSFT:
0.24
FBTCX:
-0.59
MSFT:
0.49
FBTCX:
10.13%
MSFT:
7.66%
FBTCX:
20.00%
MSFT:
21.09%
FBTCX:
-61.27%
MSFT:
-69.39%
FBTCX:
-28.94%
MSFT:
-10.48%
Returns By Period
In the year-to-date period, FBTCX achieves a 1.71% return, which is significantly higher than MSFT's -1.08% return. Over the past 10 years, FBTCX has underperformed MSFT with an annualized return of -0.52%, while MSFT has yielded a comparatively higher 27.08% annualized return.
FBTCX
1.71%
3.88%
-14.13%
-4.81%
-1.83%
-0.52%
MSFT
-1.08%
-2.69%
0.54%
4.26%
19.54%
27.08%
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Risk-Adjusted Performance
FBTCX vs. MSFT — Risk-Adjusted Performance Rank
FBTCX
MSFT
FBTCX vs. MSFT - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Advisor Biotechnology Fund Class C (FBTCX) and Microsoft Corporation (MSFT). 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
FBTCX vs. MSFT - Dividend Comparison
FBTCX's dividend yield for the trailing twelve months is around 2.82%, more than MSFT's 0.76% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FBTCX Fidelity Advisor Biotechnology Fund Class C | 2.82% | 2.87% | 0.00% | 0.00% | 0.03% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 5.73% | 2.75% |
MSFT Microsoft Corporation | 0.76% | 0.73% | 0.74% | 1.06% | 0.68% | 0.94% | 1.20% | 1.69% | 1.86% | 2.37% | 2.33% | 2.48% |
Drawdowns
FBTCX vs. MSFT - Drawdown Comparison
The maximum FBTCX drawdown since its inception was -61.27%, smaller than the maximum MSFT drawdown of -69.39%. Use the drawdown chart below to compare losses from any high point for FBTCX and MSFT. For additional features, visit the drawdowns tool.
Volatility
FBTCX vs. MSFT - Volatility Comparison
The current volatility for Fidelity Advisor Biotechnology Fund Class C (FBTCX) is 4.93%, while Microsoft Corporation (MSFT) has a volatility of 9.05%. This indicates that FBTCX experiences smaller price fluctuations and is considered to be less risky than MSFT based on this measure. The chart below showcases a comparison of their rolling one-month volatility.