FPHAX vs. PHPIX

In the year-to-date period, FPHAX achieves a -9.16% return, which is significantly higher than PHPIX's -10.53% return. Over the past 10 years, FPHAX has outperformed PHPIX with an annualized return of 0.73%, while PHPIX has yielded a comparatively lower -1.33% annualized return.

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FPHAX has a 0.75% expense ratio, which is lower than PHPIX's 1.78% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Fidelity Select Pharmaceuticals Portfolio (FPHAX) and ProFunds Pharmaceuticals UltraSector Fund (PHPIX). 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.

The current FPHAX Sharpe Ratio is -0.84, which is lower than the PHPIX Sharpe Ratio of -0.22. The chart below compares the historical Sharpe Ratios of FPHAX and PHPIX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

FPHAX's dividend yield for the trailing twelve months is around 4.86%, more than PHPIX's 1.18% yield.

The maximum FPHAX drawdown since its inception was -37.34%, smaller than the maximum PHPIX drawdown of -77.37%. Use the drawdown chart below to compare losses from any high point for FPHAX and PHPIX. For additional features, visit the drawdowns tool.

The current volatility for Fidelity Select Pharmaceuticals Portfolio (FPHAX) is 10.72%, while ProFunds Pharmaceuticals UltraSector Fund (PHPIX) has a volatility of 11.84%. This indicates that FPHAX experiences smaller price fluctuations and is considered to be less risky than PHPIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.