FHCCX vs. FSHCX
Compare and contrast key facts about Fidelity Advisor Health Care Fund Class C (FHCCX) and Fidelity Select Health Care Services Portfolio (FSHCX).
FHCCX is managed by Fidelity. It was launched on Nov 3, 1997. 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: FHCCX or FSHCX.
Performance
FHCCX vs. FSHCX - Performance Comparison
Returns By Period
In the year-to-date period, FHCCX achieves a 5.89% return, which is significantly higher than FSHCX's -8.35% return. Over the past 10 years, FHCCX has outperformed FSHCX with an annualized return of 4.63%, while FSHCX has yielded a comparatively lower 4.37% annualized return.
FHCCX
5.89%
-6.10%
2.85%
16.80%
2.89%
4.63%
FSHCX
-8.35%
-3.27%
-2.98%
-5.09%
4.52%
4.37%
Key characteristics
| FHCCX | FSHCX | |
|---|---|---|
| Sharpe Ratio | 1.25 | -0.34 |
| Sortino Ratio | 1.78 | -0.37 |
| Omega Ratio | 1.22 | 0.95 |
| Calmar Ratio | 0.59 | -0.32 |
| Martin Ratio | 5.51 | -0.81 |
| Ulcer Index | 3.07% | 6.79% |
| Daily Std Dev | 13.55% | 16.07% |
| Max Drawdown | -45.22% | -57.77% |
| Current Drawdown | -16.23% | -15.16% |
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FHCCX vs. FSHCX - Expense Ratio Comparison
FHCCX has a 1.72% expense ratio, which is higher than FSHCX's 0.71% expense ratio.
Correlation
The correlation between FHCCX and FSHCX is 0.72, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Risk-Adjusted Performance
FHCCX vs. FSHCX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Advisor Health Care Fund Class C (FHCCX) 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
FHCCX vs. FSHCX - Dividend Comparison
FHCCX has not paid dividends to shareholders, while FSHCX's dividend yield for the trailing twelve months is around 0.39%.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FHCCX Fidelity Advisor Health Care Fund Class C | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 7.84% | 9.19% | 12.13% |
FSHCX Fidelity Select Health Care Services Portfolio | 0.39% | 0.35% | 0.23% | 0.21% | 0.76% | 0.27% | 0.12% | 0.11% | 0.16% | 1.91% | 3.52% | 5.98% |
Drawdowns
FHCCX vs. FSHCX - Drawdown Comparison
The maximum FHCCX drawdown since its inception was -45.22%, smaller than the maximum FSHCX drawdown of -57.77%. Use the drawdown chart below to compare losses from any high point for FHCCX and FSHCX. For additional features, visit the drawdowns tool.
Volatility
FHCCX vs. FSHCX - Volatility Comparison
The current volatility for Fidelity Advisor Health Care Fund Class C (FHCCX) is 4.87%, while Fidelity Select Health Care Services Portfolio (FSHCX) has a volatility of 6.04%. This indicates that FHCCX experiences smaller price fluctuations and is considered to be less risky than FSHCX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.