FIKCX vs. GGHCX
Compare and contrast key facts about Fidelity Advisor Health Care Fund Class Z (FIKCX) and Invesco Health Care Fund (GGHCX).
FIKCX is managed by Fidelity. It was launched on Oct 2, 2018. GGHCX is managed by Invesco. It was launched on Aug 6, 1989.
Performance
FIKCX vs. GGHCX - Performance Comparison
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FIKCX vs. GGHCX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|
FIKCX Fidelity Advisor Health Care Fund Class Z | -6.00% | 14.61% | -5.73% | 4.20% | -12.74% | 11.66% | 21.55% | 28.39% | -11.04% |
GGHCX Invesco Health Care Fund | -6.17% | 15.48% | 3.96% | 3.05% | -13.53% | 12.05% | 14.52% | 32.01% | -10.33% |
Returns By Period
The year-to-date returns for both stocks are quite close, with FIKCX having a -6.00% return and GGHCX slightly lower at -6.17%.
FIKCX
- 1D
- 3.93%
- 1M
- -5.33%
- YTD
- -6.00%
- 6M
- 3.08%
- 1Y
- 10.32%
- 3Y*
- 1.70%
- 5Y*
- 0.26%
- 10Y*
- —
GGHCX
- 1D
- 2.71%
- 1M
- -5.49%
- YTD
- -6.17%
- 6M
- -0.07%
- 1Y
- 5.67%
- 3Y*
- 6.01%
- 5Y*
- 2.87%
- 10Y*
- 7.04%
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FIKCX vs. GGHCX - Expense Ratio Comparison
FIKCX has a 0.59% expense ratio, which is lower than GGHCX's 1.04% expense ratio.
Return for Risk
FIKCX vs. GGHCX — Risk / Return Rank
FIKCX
GGHCX
FIKCX vs. GGHCX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Advisor Health Care Fund Class Z (FIKCX) and Invesco Health Care Fund (GGHCX). 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.
| FIKCX | GGHCX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.47 | 0.29 | +0.18 |
Sortino ratioReturn per unit of downside risk | 0.79 | 0.51 | +0.28 |
Omega ratioGain probability vs. loss probability | 1.10 | 1.06 | +0.03 |
Calmar ratioReturn relative to maximum drawdown | 0.62 | 0.29 | +0.32 |
Martin ratioReturn relative to average drawdown | 1.93 | 0.92 | +1.02 |
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
| FIKCX | GGHCX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.47 | 0.29 | +0.18 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.01 | 0.19 | -0.17 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.40 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.24 | 0.57 | -0.33 |
Correlation
The correlation between FIKCX and GGHCX is 0.92, 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. GGHCX - Dividend Comparison
FIKCX's dividend yield for the trailing twelve months is around 12.21%, more than GGHCX's 6.06% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FIKCX Fidelity Advisor Health Care Fund Class Z | 12.21% | 11.48% | 0.00% | 0.00% | 0.00% | 5.71% | 5.86% | 0.61% | 4.65% | 0.00% | 0.00% | 0.00% |
GGHCX Invesco Health Care Fund | 6.06% | 5.69% | 5.17% | 0.00% | 0.00% | 24.69% | 6.44% | 3.51% | 8.81% | 6.88% | 2.24% | 15.07% |
Drawdowns
FIKCX vs. GGHCX - Drawdown Comparison
The maximum FIKCX drawdown since its inception was -29.19%, smaller than the maximum GGHCX drawdown of -40.23%. Use the drawdown chart below to compare losses from any high point for FIKCX and GGHCX.
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Drawdown Indicators
| FIKCX | GGHCX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -29.19% | -40.23% | +11.04% |
Max Drawdown (1Y)Largest decline over 1 year | -13.35% | -13.53% | +0.18% |
Max Drawdown (5Y)Largest decline over 5 years | -29.19% | -25.37% | -3.82% |
Max Drawdown (10Y)Largest decline over 10 years | — | -29.34% | — |
Current DrawdownCurrent decline from peak | -11.77% | -10.60% | -1.17% |
Average DrawdownAverage peak-to-trough decline | -9.26% | -8.82% | -0.44% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.27% | 4.35% | -0.08% |
Volatility
FIKCX vs. GGHCX - Volatility Comparison
Fidelity Advisor Health Care Fund Class Z (FIKCX) has a higher volatility of 7.08% compared to Invesco Health Care Fund (GGHCX) at 5.53%. This indicates that FIKCX's price experiences larger fluctuations and is considered to be riskier than GGHCX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| FIKCX | GGHCX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.08% | 5.53% | +1.55% |
Volatility (6M)Calculated over the trailing 6-month period | 11.61% | 9.39% | +2.22% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.74% | 15.87% | +2.87% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 18.23% | 15.52% | +2.71% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 20.36% | 17.51% | +2.85% |