FPHAX vs. FIKCX
Compare and contrast key facts about Fidelity Select Pharmaceuticals Portfolio (FPHAX) and Fidelity Advisor Health Care Fund Class Z (FIKCX).
FPHAX is managed by Fidelity. It was launched on Jun 17, 2001. FIKCX is managed by Fidelity. It was launched on Oct 2, 2018.
Performance
FPHAX vs. FIKCX - Performance Comparison
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FPHAX vs. FIKCX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|
FPHAX Fidelity Select Pharmaceuticals Portfolio | -2.56% | 30.41% | 9.39% | 12.54% | 0.94% | 11.79% | 11.16% | 31.73% | -7.37% |
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% |
Returns By Period
In the year-to-date period, FPHAX achieves a -2.56% return, which is significantly higher than FIKCX's -9.55% 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%
FIKCX
- 1D
- -0.71%
- 1M
- -9.48%
- YTD
- -9.55%
- 6M
- 0.31%
- 1Y
- 4.67%
- 3Y*
- 0.40%
- 5Y*
- -0.45%
- 10Y*
- —
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FPHAX vs. FIKCX - Expense Ratio Comparison
FPHAX has a 0.75% expense ratio, which is higher than FIKCX's 0.59% expense ratio.
Return for Risk
FPHAX vs. FIKCX — Risk / Return Rank
FPHAX
FIKCX
FPHAX vs. FIKCX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Select Pharmaceuticals Portfolio (FPHAX) and Fidelity Advisor Health Care Fund Class Z (FIKCX). 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 | FIKCX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.14 | 0.23 | +0.91 |
Sortino ratioReturn per unit of downside risk | 1.61 | 0.45 | +1.16 |
Omega ratioGain probability vs. loss probability | 1.21 | 1.05 | +0.15 |
Calmar ratioReturn relative to maximum drawdown | 2.05 | 0.24 | +1.82 |
Martin ratioReturn relative to average drawdown | 5.99 | 0.72 | +5.27 |
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 | FIKCX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.14 | 0.23 | +0.91 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.67 | -0.03 | +0.70 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.62 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.52 | 0.22 | +0.30 |
Correlation
The correlation between FPHAX and FIKCX is 0.80, 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. FIKCX - Dividend Comparison
FPHAX's dividend yield for the trailing twelve months is around 5.83%, less than FIKCX's 12.69% 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% |
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% |
Drawdowns
FPHAX vs. FIKCX - Drawdown Comparison
The maximum FPHAX drawdown since its inception was -38.26%, which is greater than FIKCX's maximum drawdown of -29.19%. Use the drawdown chart below to compare losses from any high point for FPHAX and FIKCX.
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Drawdown Indicators
| FPHAX | FIKCX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -38.26% | -29.19% | -9.07% |
Max Drawdown (1Y)Largest decline over 1 year | -11.00% | -13.35% | +2.35% |
Max Drawdown (5Y)Largest decline over 5 years | -28.82% | -29.19% | +0.37% |
Max Drawdown (10Y)Largest decline over 10 years | -28.82% | — | — |
Current DrawdownCurrent decline from peak | -9.82% | -15.10% | +5.28% |
Average DrawdownAverage peak-to-trough decline | -9.21% | -9.26% | +0.05% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.35% | 4.38% | -0.03% |
Volatility
FPHAX vs. FIKCX - Volatility Comparison
Fidelity Select Pharmaceuticals Portfolio (FPHAX) has a higher volatility of 6.10% compared to Fidelity Advisor Health Care Fund Class Z (FIKCX) at 5.61%. This indicates that FPHAX's price experiences larger fluctuations and is considered to be riskier than FIKCX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| FPHAX | FIKCX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.10% | 5.61% | +0.49% |
Volatility (6M)Calculated over the trailing 6-month period | 14.17% | 10.99% | +3.18% |
Volatility (1Y)Calculated over the trailing 1-year period | 23.39% | 18.37% | +5.02% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.69% | 18.16% | -0.47% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.78% | 20.32% | -2.54% |