FELAX vs. FACDX
Compare and contrast key facts about Fidelity Advisor Semiconductors Fund Class A (FELAX) and Fidelity Advisor Health Care Fund Class A (FACDX).
FELAX is managed by Fidelity. It was launched on Dec 27, 2000. FACDX is managed by Fidelity. It was launched on Sep 3, 1996.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FELAX or FACDX.
Key characteristics
| FELAX | FACDX | |
|---|---|---|
| YTD Return | 32.14% | 3.45% |
| 1Y Return | 71.95% | 3.57% |
| 3Y Return (Ann) | 31.45% | 0.32% |
| 5Y Return (Ann) | 35.47% | 8.92% |
| 10Y Return (Ann) | 27.16% | 9.79% |
| Sharpe Ratio | 2.49 | 0.28 |
| Daily Std Dev | 30.89% | 13.29% |
| Max Drawdown | -71.33% | -44.81% |
| Current Drawdown | -0.71% | -9.77% |
Correlation
The correlation between FELAX and FACDX is 0.58, 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
FELAX vs. FACDX - Performance Comparison
In the year-to-date period, FELAX achieves a 32.14% return, which is significantly higher than FACDX's 3.45% return. Over the past 10 years, FELAX has outperformed FACDX with an annualized return of 27.16%, while FACDX has yielded a comparatively lower 9.79% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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FELAX vs. FACDX - Expense Ratio Comparison
FELAX has a 1.01% expense ratio, which is higher than FACDX's 0.97% expense ratio.
Risk-Adjusted Performance
FELAX vs. FACDX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Advisor Semiconductors Fund Class A (FELAX) and Fidelity Advisor Health Care Fund Class A (FACDX). 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
FELAX vs. FACDX - Dividend Comparison
FELAX's dividend yield for the trailing twelve months is around 2.58%, while FACDX has not paid dividends to shareholders.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FELAX Fidelity Advisor Semiconductors Fund Class A | 2.58% | 3.40% | 3.32% | 4.34% | 4.51% | 1.00% | 20.15% | 9.67% | 0.36% | 10.72% | 0.48% | 0.00% |
FACDX Fidelity Advisor Health Care Fund Class A | 0.00% | 0.00% | 0.00% | 6.24% | 5.94% | 0.32% | 5.08% | 0.00% | 0.00% | 6.66% | 11.39% | 10.79% |
Drawdowns
FELAX vs. FACDX - Drawdown Comparison
The maximum FELAX drawdown since its inception was -71.33%, which is greater than FACDX's maximum drawdown of -44.81%. Use the drawdown chart below to compare losses from any high point for FELAX and FACDX. For additional features, visit the drawdowns tool.
Volatility
FELAX vs. FACDX - Volatility Comparison
Fidelity Advisor Semiconductors Fund Class A (FELAX) has a higher volatility of 10.19% compared to Fidelity Advisor Health Care Fund Class A (FACDX) at 3.42%. This indicates that FELAX's price experiences larger fluctuations and is considered to be riskier than FACDX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.