FIKCX vs. HIAOX
Compare and contrast key facts about Fidelity Advisor Health Care Fund Class Z (FIKCX) and Hartford International Opportunities HLS Fund (HIAOX).
FIKCX is managed by Fidelity. It was launched on Oct 2, 2018. HIAOX is managed by Hartford. It was launched on Jul 2, 1990.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FIKCX or HIAOX.
Key characteristics
| FIKCX | HIAOX | |
|---|---|---|
| YTD Return | 12.99% | 10.23% |
| 1Y Return | 27.72% | 19.38% |
| 3Y Return (Ann) | -1.28% | -0.85% |
| 5Y Return (Ann) | 6.73% | 6.48% |
| Sharpe Ratio | 2.21 | 1.51 |
| Sortino Ratio | 3.09 | 2.14 |
| Omega Ratio | 1.38 | 1.26 |
| Calmar Ratio | 1.11 | 1.04 |
| Martin Ratio | 10.18 | 8.79 |
| Ulcer Index | 2.89% | 2.20% |
| Daily Std Dev | 13.29% | 12.83% |
| Max Drawdown | -33.17% | -59.32% |
| Current Drawdown | -6.08% | -5.03% |
Correlation
The correlation between FIKCX and HIAOX is 0.67, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
FIKCX vs. HIAOX - Performance Comparison
In the year-to-date period, FIKCX achieves a 12.99% return, which is significantly higher than HIAOX's 10.23% return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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FIKCX vs. HIAOX - Expense Ratio Comparison
FIKCX has a 0.59% expense ratio, which is lower than HIAOX's 0.74% expense ratio.
Risk-Adjusted Performance
FIKCX vs. HIAOX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Advisor Health Care Fund Class Z (FIKCX) and Hartford International Opportunities HLS Fund (HIAOX). 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.
Dividends
FIKCX vs. HIAOX - Dividend Comparison
FIKCX has not paid dividends to shareholders, while HIAOX's dividend yield for the trailing twelve months is around 1.53%.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FIKCX Fidelity Advisor Health Care Fund Class Z | 0.00% | 0.00% | 0.00% | 0.00% | 0.52% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
HIAOX Hartford International Opportunities HLS Fund | 1.53% | 1.14% | 2.11% | 1.01% | 1.62% | 1.83% | 2.33% | 1.35% | 1.63% | 1.52% | 2.37% | 1.95% |
Drawdowns
FIKCX vs. HIAOX - Drawdown Comparison
The maximum FIKCX drawdown since its inception was -33.17%, smaller than the maximum HIAOX drawdown of -59.32%. Use the drawdown chart below to compare losses from any high point for FIKCX and HIAOX. For additional features, visit the drawdowns tool.
Volatility
FIKCX vs. HIAOX - Volatility Comparison
Fidelity Advisor Health Care Fund Class Z (FIKCX) and Hartford International Opportunities HLS Fund (HIAOX) have volatilities of 3.98% and 4.15%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.