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FHCIX vs. FSHCX
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

FHCIX vs. FSHCX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Fidelity Advisor Health Care Fund Class I (FHCIX) and Fidelity Select Health Care Services Portfolio (FSHCX). The values are adjusted to include any dividend payments, if applicable.

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FHCIX vs. FSHCX - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
FHCIX
Fidelity Advisor Health Care Fund Class I
-9.59%14.48%4.22%4.07%-12.84%11.53%21.40%28.22%7.51%24.38%
FSHCX
Fidelity Select Health Care Services Portfolio
-13.20%3.85%-13.21%1.52%0.86%20.22%18.58%19.91%10.17%24.46%

Returns By Period

In the year-to-date period, FHCIX achieves a -9.59% return, which is significantly higher than FSHCX's -13.20% return. Over the past 10 years, FHCIX has outperformed FSHCX with an annualized return of 8.60%, while FSHCX has yielded a comparatively lower 6.88% annualized return.


FHCIX

1D
-0.71%
1M
-9.50%
YTD
-9.59%
6M
0.23%
1Y
4.53%
3Y*
3.73%
5Y*
1.47%
10Y*
8.60%

FSHCX

1D
0.02%
1M
-11.93%
YTD
-13.20%
6M
-12.00%
1Y
-21.02%
3Y*
-5.07%
5Y*
-1.99%
10Y*
6.88%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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FHCIX vs. FSHCX - Expense Ratio Comparison

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


Return for Risk

FHCIX vs. FSHCX — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

FHCIX
FHCIX Risk / Return Rank: 1010
Overall Rank
FHCIX Sharpe Ratio Rank: 1010
Sharpe Ratio Rank
FHCIX Sortino Ratio Rank: 1010
Sortino Ratio Rank
FHCIX Omega Ratio Rank: 99
Omega Ratio Rank
FHCIX Calmar Ratio Rank: 1010
Calmar Ratio Rank
FHCIX Martin Ratio Rank: 1010
Martin Ratio Rank

FSHCX
FSHCX Risk / Return Rank: 11
Overall Rank
FSHCX Sharpe Ratio Rank: 00
Sharpe Ratio Rank
FSHCX Sortino Ratio Rank: 11
Sortino Ratio Rank
FSHCX Omega Ratio Rank: 11
Omega Ratio Rank
FSHCX Calmar Ratio Rank: 11
Calmar Ratio Rank
FSHCX Martin Ratio Rank: 22
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

FHCIX vs. FSHCX - Risk-Adjusted Trends Comparison

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.


FHCIXFSHCXDifference

Sharpe ratio

Return per unit of total volatility

0.22

-0.89

+1.11

Sortino ratio

Return per unit of downside risk

0.44

-1.05

+1.49

Omega ratio

Gain probability vs. loss probability

1.05

0.85

+0.21

Calmar ratio

Return relative to maximum drawdown

0.23

-0.73

+0.95

Martin ratio

Return relative to average drawdown

0.69

-1.29

+1.98

FHCIX vs. FSHCX - Sharpe Ratio Comparison

The current FHCIX Sharpe Ratio is 0.22, which is higher than the FSHCX Sharpe Ratio of -0.89. 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.


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Sharpe Ratios by Period


FHCIXFSHCXDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.22

-0.89

+1.11

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.08

-0.11

+0.19

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.46

0.32

+0.14

Sharpe Ratio (All Time)

Calculated using the full available price history

0.57

0.52

+0.05

Correlation

The correlation between FHCIX and FSHCX is 0.71, 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.


Dividends

FHCIX vs. FSHCX - Dividend Comparison

FHCIX's dividend yield for the trailing twelve months is around 12.78%, more than FSHCX's 0.87% yield.


TTM20252024202320222021202020192018201720162015
FHCIX
Fidelity Advisor Health Care Fund Class I
12.78%11.56%10.92%0.00%0.00%5.64%5.72%0.48%4.65%0.06%0.00%6.29%
FSHCX
Fidelity Select Health Care Services Portfolio
0.87%0.75%16.63%0.57%5.32%7.09%0.76%0.27%12.92%13.41%4.62%4.06%

Drawdowns

FHCIX vs. FSHCX - Drawdown Comparison

The maximum FHCIX drawdown since its inception was -44.75%, smaller than the maximum FSHCX drawdown of -57.81%. Use the drawdown chart below to compare losses from any high point for FHCIX and FSHCX.


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Drawdown Indicators


FHCIXFSHCXDifference

Max Drawdown

Largest peak-to-trough decline

-44.75%

-57.81%

+13.06%

Max Drawdown (1Y)

Largest decline over 1 year

-13.37%

-28.32%

+14.95%

Max Drawdown (5Y)

Largest decline over 5 years

-29.24%

-29.52%

+0.28%

Max Drawdown (10Y)

Largest decline over 10 years

-29.24%

-35.48%

+6.24%

Current Drawdown

Current decline from peak

-13.37%

-25.72%

+12.35%

Average Drawdown

Average peak-to-trough decline

-9.20%

-11.36%

+2.16%

Ulcer Index

Depth and duration of drawdowns from previous peaks

4.39%

15.92%

-11.53%

Volatility

FHCIX vs. FSHCX - Volatility Comparison

Fidelity Advisor Health Care Fund Class I (FHCIX) has a higher volatility of 5.59% compared to Fidelity Select Health Care Services Portfolio (FSHCX) at 4.32%. This indicates that FHCIX's price experiences larger fluctuations and is considered to be riskier than FSHCX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


FHCIXFSHCXDifference

Volatility (1M)

Calculated over the trailing 1-month period

5.59%

4.32%

+1.27%

Volatility (6M)

Calculated over the trailing 6-month period

10.99%

14.42%

-3.43%

Volatility (1Y)

Calculated over the trailing 1-year period

18.39%

23.02%

-4.63%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

17.69%

18.96%

-1.27%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

18.75%

21.40%

-2.65%