FPHAX vs. FBTIX
Compare and contrast key facts about Fidelity Select Pharmaceuticals Portfolio (FPHAX) and Fidelity Advisor Biotechnology Fund I Class (FBTIX).
FPHAX is managed by Fidelity. It was launched on Jun 17, 2001. FBTIX is managed by Fidelity. It was launched on Dec 27, 2000.
Performance
FPHAX vs. FBTIX - Performance Comparison
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FPHAX vs. FBTIX - 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% |
FBTIX Fidelity Advisor Biotechnology Fund I Class | -2.62% | 39.91% | 5.63% | 11.02% | -7.74% | -2.86% | 32.53% | 26.11% | -3.61% | 26.15% |
Returns By Period
The year-to-date returns for both stocks are quite close, with FPHAX having a -2.56% return and FBTIX slightly lower at -2.62%. Over the past 10 years, FPHAX has underperformed FBTIX with an annualized return of 10.94%, while FBTIX has yielded a comparatively higher 11.60% annualized return.
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%
FBTIX
- 1D
- -0.74%
- 1M
- -6.04%
- YTD
- -2.62%
- 6M
- 11.57%
- 1Y
- 43.10%
- 3Y*
- 18.79%
- 5Y*
- 8.22%
- 10Y*
- 11.60%
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FPHAX vs. FBTIX - Expense Ratio Comparison
FPHAX has a 0.75% expense ratio, which is higher than FBTIX's 0.73% expense ratio.
Return for Risk
FPHAX vs. FBTIX — Risk / Return Rank
FPHAX
FBTIX
FPHAX vs. FBTIX - 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 I Class (FBTIX). 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 | FBTIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.14 | 1.58 | -0.44 |
Sortino ratioReturn per unit of downside risk | 1.61 | 2.12 | -0.51 |
Omega ratioGain probability vs. loss probability | 1.21 | 1.27 | -0.06 |
Calmar ratioReturn relative to maximum drawdown | 2.05 | 2.40 | -0.35 |
Martin ratioReturn relative to average drawdown | 5.99 | 9.76 | -3.77 |
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 | FBTIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.14 | 1.58 | -0.44 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.67 | 0.36 | +0.32 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.62 | 0.47 | +0.14 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.52 | 0.32 | +0.21 |
Correlation
The correlation between FPHAX and FBTIX 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. FBTIX - Dividend Comparison
FPHAX's dividend yield for the trailing twelve months is around 5.83%, more than FBTIX's 1.42% 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% |
FBTIX Fidelity Advisor Biotechnology Fund I Class | 1.42% | 1.39% | 5.69% | 1.36% | 0.00% | 18.74% | 8.01% | 6.44% | 2.35% | 0.00% | 0.00% | 5.23% |
Drawdowns
FPHAX vs. FBTIX - Drawdown Comparison
The maximum FPHAX drawdown since its inception was -38.26%, smaller than the maximum FBTIX drawdown of -63.45%. Use the drawdown chart below to compare losses from any high point for FPHAX and FBTIX.
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Drawdown Indicators
| FPHAX | FBTIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -38.26% | -63.45% | +25.19% |
Max Drawdown (1Y)Largest decline over 1 year | -11.00% | -13.62% | +2.62% |
Max Drawdown (5Y)Largest decline over 5 years | -28.82% | -36.41% | +7.59% |
Max Drawdown (10Y)Largest decline over 10 years | -28.82% | -38.64% | +9.82% |
Current DrawdownCurrent decline from peak | -9.82% | -7.21% | -2.61% |
Average DrawdownAverage peak-to-trough decline | -9.21% | -20.73% | +11.52% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.35% | 4.09% | +0.26% |
Volatility
FPHAX vs. FBTIX - Volatility Comparison
The current volatility for Fidelity Select Pharmaceuticals Portfolio (FPHAX) is 6.10%, while Fidelity Advisor Biotechnology Fund I Class (FBTIX) has a volatility of 7.77%. This indicates that FPHAX experiences smaller price fluctuations and is considered to be less risky than FBTIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| FPHAX | FBTIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.10% | 7.77% | -1.67% |
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% | 25.57% | -2.18% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.69% | 23.23% | -5.54% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.78% | 24.54% | -6.76% |