FPHAX vs. FBTAX
Compare and contrast key facts about Fidelity Select Pharmaceuticals Portfolio (FPHAX) and Fidelity Advisor Biotechnology Fund Class A (FBTAX).
FPHAX is managed by Fidelity. It was launched on Jun 17, 2001. FBTAX is managed by Fidelity. It was launched on Dec 27, 2000.
Performance
FPHAX vs. FBTAX - Performance Comparison
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FPHAX vs. FBTAX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FPHAX Fidelity Select Pharmaceuticals Portfolio | -2.56% | 30.41% | 9.39% | 12.54% | 0.94% | 11.79% | 11.16% | 31.73% | 5.41% | 10.70% |
FBTAX Fidelity Advisor Biotechnology Fund Class A | -2.70% | 39.54% | 5.37% | 10.70% | -7.95% | -3.10% | 32.17% | 25.74% | -3.86% | 25.80% |
Returns By Period
In the year-to-date period, FPHAX achieves a -2.56% return, which is significantly higher than FBTAX's -2.70% return. Both investments have delivered pretty close results over the past 10 years, with FPHAX having a 10.94% annualized return and FBTAX not far ahead at 11.31%.
FPHAX
- 1D
- 0.57%
- 1M
- -9.52%
- YTD
- -2.56%
- 6M
- 15.21%
- 1Y
- 27.23%
- 3Y*
- 16.20%
- 5Y*
- 11.88%
- 10Y*
- 10.94%
FBTAX
- 1D
- -0.76%
- 1M
- -6.06%
- YTD
- -2.70%
- 6M
- 11.41%
- 1Y
- 42.70%
- 3Y*
- 18.47%
- 5Y*
- 7.93%
- 10Y*
- 11.31%
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FPHAX vs. FBTAX - Expense Ratio Comparison
FPHAX has a 0.75% expense ratio, which is lower than FBTAX's 1.00% expense ratio.
Return for Risk
FPHAX vs. FBTAX — Risk / Return Rank
FPHAX
FBTAX
FPHAX vs. FBTAX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Select Pharmaceuticals Portfolio (FPHAX) and Fidelity Advisor Biotechnology Fund Class A (FBTAX). 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.
| FPHAX | FBTAX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.14 | 1.56 | -0.43 |
Sortino ratioReturn per unit of downside risk | 1.61 | 2.10 | -0.49 |
Omega ratioGain probability vs. loss probability | 1.21 | 1.27 | -0.06 |
Calmar ratioReturn relative to maximum drawdown | 2.05 | 2.38 | -0.33 |
Martin ratioReturn relative to average drawdown | 5.99 | 9.61 | -3.62 |
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
| FPHAX | FBTAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.14 | 1.56 | -0.43 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.67 | 0.34 | +0.33 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.62 | 0.46 | +0.16 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.52 | 0.30 | +0.22 |
Correlation
The correlation between FPHAX and FBTAX is 0.75, 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
FPHAX vs. FBTAX - Dividend Comparison
FPHAX's dividend yield for the trailing twelve months is around 5.83%, more than FBTAX's 1.49% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FPHAX Fidelity Select Pharmaceuticals Portfolio | 5.83% | 5.68% | 1.90% | 8.08% | 5.18% | 11.09% | 8.85% | 8.33% | 1.65% | 1.62% | 1.07% | 12.63% |
FBTAX Fidelity Advisor Biotechnology Fund Class A | 1.49% | 1.45% | 6.00% | 1.15% | 0.00% | 20.12% | 8.37% | 6.77% | 2.50% | 0.00% | 0.00% | 5.36% |
Drawdowns
FPHAX vs. FBTAX - Drawdown Comparison
The maximum FPHAX drawdown since its inception was -38.26%, smaller than the maximum FBTAX drawdown of -63.55%. Use the drawdown chart below to compare losses from any high point for FPHAX and FBTAX.
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Drawdown Indicators
| FPHAX | FBTAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -38.26% | -63.55% | +25.29% |
Max Drawdown (1Y)Largest decline over 1 year | -11.00% | -13.60% | +2.60% |
Max Drawdown (5Y)Largest decline over 5 years | -28.82% | -36.51% | +7.69% |
Max Drawdown (10Y)Largest decline over 10 years | -28.82% | -38.82% | +10.00% |
Current DrawdownCurrent decline from peak | -9.82% | -7.25% | -2.57% |
Average DrawdownAverage peak-to-trough decline | -9.21% | -21.34% | +12.13% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.35% | 4.11% | +0.24% |
Volatility
FPHAX vs. FBTAX - Volatility Comparison
The current volatility for Fidelity Select Pharmaceuticals Portfolio (FPHAX) is 6.10%, while Fidelity Advisor Biotechnology Fund Class A (FBTAX) has a volatility of 7.76%. This indicates that FPHAX experiences smaller price fluctuations and is considered to be less risky than FBTAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| FPHAX | FBTAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.10% | 7.76% | -1.66% |
Volatility (6M)Calculated over the trailing 6-month period | 14.17% | 16.36% | -2.19% |
Volatility (1Y)Calculated over the trailing 1-year period | 23.39% | 25.58% | -2.19% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.69% | 23.24% | -5.55% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.78% | 24.55% | -6.77% |