FHCIX vs. SHSAX
Compare and contrast key facts about Fidelity Advisor Health Care Fund Class I (FHCIX) and BlackRock Health Sciences Opportunities Portfolio (SHSAX).
FHCIX is managed by Fidelity. It was launched on Sep 3, 1996. SHSAX is managed by BlackRock. It was launched on Dec 20, 1999.
Performance
FHCIX vs. SHSAX - Performance Comparison
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FHCIX vs. SHSAX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
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% |
SHSAX BlackRock Health Sciences Opportunities Portfolio | -6.94% | 15.85% | 3.73% | 3.59% | -5.94% | 11.88% | 19.44% | 25.27% | 7.93% | 24.74% |
Returns By Period
In the year-to-date period, FHCIX achieves a -9.59% return, which is significantly lower than SHSAX's -6.94% return. Over the past 10 years, FHCIX has underperformed SHSAX with an annualized return of 8.60%, while SHSAX has yielded a comparatively higher 9.71% 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%
SHSAX
- 1D
- 0.28%
- 1M
- -9.11%
- YTD
- -6.94%
- 6M
- 3.97%
- 1Y
- 4.06%
- 3Y*
- 5.89%
- 5Y*
- 4.02%
- 10Y*
- 9.71%
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FHCIX vs. SHSAX - Expense Ratio Comparison
FHCIX has a 0.71% expense ratio, which is lower than SHSAX's 1.09% expense ratio.
Return for Risk
FHCIX vs. SHSAX — Risk / Return Rank
FHCIX
SHSAX
FHCIX vs. SHSAX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Advisor Health Care Fund Class I (FHCIX) and BlackRock Health Sciences Opportunities Portfolio (SHSAX). 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.
| FHCIX | SHSAX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.22 | 0.28 | -0.06 |
Sortino ratioReturn per unit of downside risk | 0.44 | 0.50 | -0.06 |
Omega ratioGain probability vs. loss probability | 1.05 | 1.06 | -0.01 |
Calmar ratioReturn relative to maximum drawdown | 0.23 | 0.40 | -0.17 |
Martin ratioReturn relative to average drawdown | 0.69 | 0.94 | -0.25 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| FHCIX | SHSAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.22 | 0.28 | -0.06 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.08 | 0.28 | -0.20 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.46 | 0.59 | -0.13 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.57 | 0.72 | -0.15 |
Correlation
The correlation between FHCIX and SHSAX is 0.91, 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. SHSAX - Dividend Comparison
FHCIX's dividend yield for the trailing twelve months is around 12.78%, more than SHSAX's 11.43% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
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% |
SHSAX BlackRock Health Sciences Opportunities Portfolio | 11.43% | 10.63% | 9.18% | 3.84% | 7.44% | 9.20% | 4.34% | 3.89% | 8.56% | 3.53% | 2.43% | 12.58% |
Drawdowns
FHCIX vs. SHSAX - Drawdown Comparison
The maximum FHCIX drawdown since its inception was -44.75%, which is greater than SHSAX's maximum drawdown of -35.49%. Use the drawdown chart below to compare losses from any high point for FHCIX and SHSAX.
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Drawdown Indicators
| FHCIX | SHSAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -44.75% | -35.49% | -9.26% |
Max Drawdown (1Y)Largest decline over 1 year | -13.37% | -9.87% | -3.50% |
Max Drawdown (5Y)Largest decline over 5 years | -29.24% | -17.99% | -11.25% |
Max Drawdown (10Y)Largest decline over 10 years | -29.24% | -28.36% | -0.88% |
Current DrawdownCurrent decline from peak | -13.37% | -9.62% | -3.75% |
Average DrawdownAverage peak-to-trough decline | -9.20% | -6.17% | -3.03% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.39% | 4.20% | +0.19% |
Volatility
FHCIX vs. SHSAX - Volatility Comparison
Fidelity Advisor Health Care Fund Class I (FHCIX) has a higher volatility of 5.59% compared to BlackRock Health Sciences Opportunities Portfolio (SHSAX) at 4.60%. This indicates that FHCIX's price experiences larger fluctuations and is considered to be riskier than SHSAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| FHCIX | SHSAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.59% | 4.60% | +0.99% |
Volatility (6M)Calculated over the trailing 6-month period | 10.99% | 9.72% | +1.27% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.39% | 16.30% | +2.09% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.69% | 14.18% | +3.51% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.75% | 16.53% | +2.22% |