FIKCX vs. SHSSX
Compare and contrast key facts about Fidelity Advisor Health Care Fund Class Z (FIKCX) and Health Sciences Opportunities Fund Class Institutional (SHSSX).
FIKCX is managed by Fidelity. It was launched on Oct 2, 2018. SHSSX is a passively managed fund by BlackRock that tracks the performance of the Russell 3000 HealthCare Index. It was launched on Oct 16, 2000.
Performance
FIKCX vs. SHSSX - Performance Comparison
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FIKCX vs. SHSSX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|
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% |
SHSSX Health Sciences Opportunities Fund Class Institutional | -6.87% | 16.13% | 4.00% | 3.86% | -5.72% | 12.17% | 19.54% | 25.63% | -7.83% |
Returns By Period
In the year-to-date period, FIKCX achieves a -9.55% return, which is significantly lower than SHSSX's -6.87% return.
FIKCX
- 1D
- -0.71%
- 1M
- -9.48%
- YTD
- -9.55%
- 6M
- 0.31%
- 1Y
- 4.67%
- 3Y*
- 0.40%
- 5Y*
- -0.45%
- 10Y*
- —
SHSSX
- 1D
- 0.31%
- 1M
- -9.09%
- YTD
- -6.87%
- 6M
- 4.09%
- 1Y
- 4.34%
- 3Y*
- 6.17%
- 5Y*
- 4.28%
- 10Y*
- 9.97%
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FIKCX vs. SHSSX - Expense Ratio Comparison
FIKCX has a 0.59% expense ratio, which is lower than SHSSX's 0.84% expense ratio.
Return for Risk
FIKCX vs. SHSSX — Risk / Return Rank
FIKCX
SHSSX
FIKCX vs. SHSSX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Advisor Health Care Fund Class Z (FIKCX) and Health Sciences Opportunities Fund Class Institutional (SHSSX). 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 | SHSSX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.23 | 0.29 | -0.06 |
Sortino ratioReturn per unit of downside risk | 0.45 | 0.52 | -0.07 |
Omega ratioGain probability vs. loss probability | 1.05 | 1.06 | -0.01 |
Calmar ratioReturn relative to maximum drawdown | 0.24 | 0.43 | -0.19 |
Martin ratioReturn relative to average drawdown | 0.72 | 1.02 | -0.29 |
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 | SHSSX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.23 | 0.29 | -0.06 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.03 | 0.30 | -0.33 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.61 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.22 | 0.69 | -0.47 |
Correlation
The correlation between FIKCX and SHSSX 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
FIKCX vs. SHSSX - Dividend Comparison
FIKCX's dividend yield for the trailing twelve months is around 12.69%, more than SHSSX's 10.63% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
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% |
SHSSX Health Sciences Opportunities Fund Class Institutional | 10.63% | 9.90% | 8.68% | 3.82% | 7.20% | 8.96% | 4.18% | 3.87% | 8.44% | 3.59% | 2.33% | 12.29% |
Drawdowns
FIKCX vs. SHSSX - Drawdown Comparison
The maximum FIKCX drawdown since its inception was -29.19%, smaller than the maximum SHSSX drawdown of -35.40%. Use the drawdown chart below to compare losses from any high point for FIKCX and SHSSX.
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Drawdown Indicators
| FIKCX | SHSSX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -29.19% | -35.40% | +6.21% |
Max Drawdown (1Y)Largest decline over 1 year | -13.35% | -9.83% | -3.52% |
Max Drawdown (5Y)Largest decline over 5 years | -29.19% | -17.90% | -11.29% |
Max Drawdown (10Y)Largest decline over 10 years | — | -28.34% | — |
Current DrawdownCurrent decline from peak | -15.10% | -9.56% | -5.54% |
Average DrawdownAverage peak-to-trough decline | -9.26% | -5.98% | -3.28% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.38% | 4.17% | +0.21% |
Volatility
FIKCX vs. SHSSX - Volatility Comparison
Fidelity Advisor Health Care Fund Class Z (FIKCX) has a higher volatility of 5.61% compared to Health Sciences Opportunities Fund Class Institutional (SHSSX) at 4.61%. This indicates that FIKCX's price experiences larger fluctuations and is considered to be riskier than SHSSX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| FIKCX | SHSSX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.61% | 4.61% | +1.00% |
Volatility (6M)Calculated over the trailing 6-month period | 10.99% | 9.73% | +1.26% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.37% | 16.32% | +2.05% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 18.16% | 14.19% | +3.97% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 20.32% | 16.53% | +3.79% |