FBTIX vs. QQQ

In the year-to-date period, FBTIX achieves a -6.39% return, which is significantly lower than QQQ's 1.85% return. Over the past 10 years, FBTIX has underperformed QQQ with an annualized return of 3.66%, while QQQ has yielded a comparatively higher 17.67% annualized return.

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FBTIX has a 0.73% expense ratio, which is higher than QQQ's 0.20% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Fidelity Advisor Biotechnology Fund I Class (FBTIX) and Invesco QQQ (QQQ). 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 -0.16, which is lower than the QQQ Sharpe Ratio of 0.57. The chart below compares the historical Sharpe Ratios of FBTIX and QQQ, 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 6.07%, more than QQQ's 0.57% yield.

The maximum FBTIX drawdown since its inception was -60.66%, smaller than the maximum QQQ drawdown of -82.98%. Use the drawdown chart below to compare losses from any high point for FBTIX and QQQ.

Fidelity Advisor Biotechnology Fund I Class (FBTIX) has a higher volatility of 10.12% compared to Invesco QQQ (QQQ) at 5.60%. This indicates that FBTIX's price experiences larger fluctuations and is considered to be riskier than QQQ based on this measure. The chart below showcases a comparison of their rolling one-month volatility.