FHCIX vs. FSHCX

In the year-to-date period, FHCIX achieves a -6.50% return, which is significantly lower than FSHCX's -0.40% return. Over the past 10 years, FHCIX has underperformed FSHCX with an annualized return of 5.48%, while FSHCX has yielded a comparatively higher 7.16% annualized return.

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Both FHCIX and FSHCX have an expense ratio of 0.71%.

This table presents a comparison of risk-adjusted performance metrics for Fidelity Advisor Health Care Fund Class I (FHCIX) 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.

The current FHCIX Sharpe Ratio is -0.17, which is higher than the FSHCX Sharpe Ratio of -0.33. The chart below compares the historical Sharpe Ratios of FHCIX and FSHCX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

FHCIX's dividend yield for the trailing twelve months is around 11.68%, less than FSHCX's 12.11% yield.

The maximum FHCIX drawdown since its inception was -44.69%, smaller than the maximum FSHCX drawdown of -57.80%. Use the drawdown chart below to compare losses from any high point for FHCIX and FSHCX.

The current volatility for Fidelity Advisor Health Care Fund Class I (FHCIX) is 6.96%, while Fidelity Select Health Care Services Portfolio (FSHCX) has a volatility of 8.17%. This indicates that FHCIX 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.