FBTIX vs. FBIOX

The year-to-date returns for both investments are quite close, with FBTIX having a -7.23% return and FBIOX slightly higher at -7.00%. Over the past 10 years, FBTIX has outperformed FBIOX with an annualized return of 3.60%, while FBIOX has yielded a comparatively lower 2.23% annualized return.

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FBTIX has a 0.73% 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 I Class (FBTIX) 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 FBTIX Sharpe Ratio is -0.22, which is lower than the FBIOX Sharpe Ratio of -0.14. The chart below compares the historical Sharpe Ratios of FBTIX 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.

FBTIX's dividend yield for the trailing twelve months is around 6.13%, more than FBIOX's 1.30% yield.

The maximum FBTIX drawdown since its inception was -60.66%, smaller than the maximum FBIOX drawdown of -71.96%. Use the drawdown chart below to compare losses from any high point for FBTIX and FBIOX.

Fidelity Advisor Biotechnology Fund I Class (FBTIX) and Fidelity Select Biotechnology Portfolio (FBIOX) have volatilities of 9.97% and 10.43%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.