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FIKCX vs. FBIOX
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

FIKCX vs. FBIOX - Performance Comparison

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

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FIKCX vs. FBIOX - Yearly Performance Comparison


2026 (YTD)20252024202320222021202020192018
FIKCX
Fidelity Advisor Health Care Fund Class Z
-9.55%14.61%-5.73%4.20%-12.74%11.66%21.55%28.39%-11.04%
FBIOX
Fidelity Select Biotechnology Portfolio
-3.22%36.38%7.26%10.09%-15.87%-12.26%38.62%36.12%-16.58%

Returns By Period

In the year-to-date period, FIKCX achieves a -9.55% return, which is significantly lower than FBIOX's -3.22% return.


FIKCX

1D
-0.71%
1M
-9.48%
YTD
-9.55%
6M
0.31%
1Y
4.67%
3Y*
0.40%
5Y*
-0.45%
10Y*

FBIOX

1D
0.08%
1M
-6.89%
YTD
-3.22%
6M
11.54%
1Y
33.83%
3Y*
17.53%
5Y*
3.77%
10Y*
9.85%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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FIKCX vs. FBIOX - Expense Ratio Comparison

FIKCX has a 0.59% expense ratio, which is lower than FBIOX's 0.69% expense ratio.


Return for Risk

FIKCX vs. FBIOX — Risk / Return Rank

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

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

FBIOX
FBIOX Risk / Return Rank: 7676
Overall Rank
FBIOX Sharpe Ratio Rank: 7676
Sharpe Ratio Rank
FBIOX Sortino Ratio Rank: 7575
Sortino Ratio Rank
FBIOX Omega Ratio Rank: 6464
Omega Ratio Rank
FBIOX Calmar Ratio Rank: 8585
Calmar Ratio Rank
FBIOX Martin Ratio Rank: 7979
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.

FIKCX vs. FBIOX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Fidelity Advisor Health Care Fund Class Z (FIKCX) and Fidelity Select Biotechnology Portfolio (FBIOX). 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.


FIKCXFBIOXDifference

Sharpe ratio

Return per unit of total volatility

0.23

1.35

-1.12

Sortino ratio

Return per unit of downside risk

0.45

1.84

-1.39

Omega ratio

Gain probability vs. loss probability

1.05

1.24

-0.18

Calmar ratio

Return relative to maximum drawdown

0.24

2.10

-1.86

Martin ratio

Return relative to average drawdown

0.72

7.73

-7.01

FIKCX vs. FBIOX - Sharpe Ratio Comparison

The current FIKCX Sharpe Ratio is 0.23, which is lower than the FBIOX Sharpe Ratio of 1.35. The chart below compares the historical Sharpe Ratios of FIKCX and FBIOX, 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


FIKCXFBIOXDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.23

1.35

-1.12

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

-0.03

0.15

-0.18

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.37

Sharpe Ratio (All Time)

Calculated using the full available price history

0.22

0.47

-0.26

Correlation

The correlation between FIKCX and FBIOX is 0.83, 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

FIKCX vs. FBIOX - Dividend Comparison

FIKCX's dividend yield for the trailing twelve months is around 12.69%, more than FBIOX's 2.55% yield.


TTM20252024202320222021202020192018201720162015
FIKCX
Fidelity Advisor Health Care Fund Class Z
12.69%11.48%0.00%0.00%0.00%5.71%5.86%0.61%4.65%0.00%0.00%0.00%
FBIOX
Fidelity Select Biotechnology Portfolio
2.55%2.47%1.21%0.45%0.00%14.48%19.46%8.89%11.18%1.41%3.42%6.71%

Drawdowns

FIKCX vs. FBIOX - Drawdown Comparison

The maximum FIKCX drawdown since its inception was -29.19%, smaller than the maximum FBIOX drawdown of -71.98%. Use the drawdown chart below to compare losses from any high point for FIKCX and FBIOX.


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Drawdown Indicators


FIKCXFBIOXDifference

Max Drawdown

Largest peak-to-trough decline

-29.19%

-71.98%

+42.79%

Max Drawdown (1Y)

Largest decline over 1 year

-13.35%

-12.27%

-1.08%

Max Drawdown (5Y)

Largest decline over 5 years

-29.19%

-44.87%

+15.68%

Max Drawdown (10Y)

Largest decline over 10 years

-48.66%

Current Drawdown

Current decline from peak

-15.10%

-7.32%

-7.78%

Average Drawdown

Average peak-to-trough decline

-9.26%

-23.72%

+14.46%

Ulcer Index

Depth and duration of drawdowns from previous peaks

4.38%

4.05%

+0.33%

Volatility

FIKCX vs. FBIOX - Volatility Comparison

The current volatility for Fidelity Advisor Health Care Fund Class Z (FIKCX) is 5.61%, while Fidelity Select Biotechnology Portfolio (FBIOX) has a volatility of 7.30%. This indicates that FIKCX experiences smaller price fluctuations and is considered to be less risky than FBIOX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


FIKCXFBIOXDifference

Volatility (1M)

Calculated over the trailing 1-month period

5.61%

7.30%

-1.69%

Volatility (6M)

Calculated over the trailing 6-month period

10.99%

14.68%

-3.69%

Volatility (1Y)

Calculated over the trailing 1-year period

18.37%

23.91%

-5.54%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

18.16%

24.85%

-6.69%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

20.32%

26.38%

-6.06%