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FSHCX vs. FHCCX
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

Correlation

The correlation between FSHCX and FHCCX is 0.72, 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.


-0.50.00.51.00.7

Performance

FSHCX vs. FHCCX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Fidelity Select Health Care Services Portfolio (FSHCX) and Fidelity Advisor Health Care Fund Class C (FHCCX). The values are adjusted to include any dividend payments, if applicable.

-10.00%-5.00%0.00%5.00%10.00%JulyAugustSeptemberOctoberNovemberDecember
-8.59%
1.13%
FSHCX
FHCCX

Key characteristics

Sharpe Ratio

FSHCX:

-0.92

FHCCX:

0.48

Sortino Ratio

FSHCX:

-1.18

FHCCX:

0.74

Omega Ratio

FSHCX:

0.85

FHCCX:

1.09

Calmar Ratio

FSHCX:

-0.66

FHCCX:

0.27

Martin Ratio

FSHCX:

-2.00

FHCCX:

1.89

Ulcer Index

FSHCX:

7.69%

FHCCX:

3.47%

Daily Std Dev

FSHCX:

16.77%

FHCCX:

13.74%

Max Drawdown

FSHCX:

-57.77%

FHCCX:

-45.22%

Current Drawdown

FSHCX:

-22.63%

FHCCX:

-18.58%

Returns By Period

In the year-to-date period, FSHCX achieves a -16.42% return, which is significantly lower than FHCCX's 2.91% return. Over the past 10 years, FSHCX has underperformed FHCCX with an annualized return of 3.51%, while FHCCX has yielded a comparatively higher 4.17% annualized return.


FSHCX

YTD

-16.42%

1M

-8.94%

6M

-8.66%

1Y

-15.80%

5Y*

1.65%

10Y*

3.51%

FHCCX

YTD

2.91%

1M

-2.67%

6M

1.02%

1Y

5.51%

5Y*

0.92%

10Y*

4.17%

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


FSHCX vs. FHCCX - Expense Ratio Comparison

FSHCX has a 0.71% expense ratio, which is lower than FHCCX's 1.72% expense ratio.


FHCCX
Fidelity Advisor Health Care Fund Class C
Expense ratio chart for FHCCX: current value at 1.72% compared with the broader market ranging from 0.00% to 2.12%.0.50%1.00%1.50%2.00%1.72%
Expense ratio chart for FSHCX: current value at 0.71% compared with the broader market ranging from 0.00% to 2.12%.0.50%1.00%1.50%2.00%0.71%

Risk-Adjusted Performance

FSHCX vs. FHCCX - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Fidelity Select Health Care Services Portfolio (FSHCX) and Fidelity Advisor Health Care Fund Class C (FHCCX). 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.


Sharpe ratio
The chart of Sharpe ratio for FSHCX, currently valued at -0.92, compared to the broader market-1.000.001.002.003.004.00-0.920.48
The chart of Sortino ratio for FSHCX, currently valued at -1.18, compared to the broader market-2.000.002.004.006.008.0010.00-1.180.74
The chart of Omega ratio for FSHCX, currently valued at 0.85, compared to the broader market0.501.001.502.002.503.003.500.851.09
The chart of Calmar ratio for FSHCX, currently valued at -0.66, compared to the broader market0.005.0010.0015.00-0.660.27
The chart of Martin ratio for FSHCX, currently valued at -2.00, compared to the broader market0.0020.0040.0060.00-2.001.89
FSHCX
FHCCX

The current FSHCX Sharpe Ratio is -0.92, which is lower than the FHCCX Sharpe Ratio of 0.48. The chart below compares the historical Sharpe Ratios of FSHCX and FHCCX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


Rolling 12-month Sharpe Ratio-1.00-0.500.000.501.001.502.002.50JulyAugustSeptemberOctoberNovemberDecember
-0.92
0.48
FSHCX
FHCCX

Dividends

FSHCX vs. FHCCX - Dividend Comparison

FSHCX's dividend yield for the trailing twelve months is around 0.43%, while FHCCX has not paid dividends to shareholders.


TTM20232022202120202019201820172016201520142013
FSHCX
Fidelity Select Health Care Services Portfolio
0.43%0.35%0.23%0.21%0.76%0.27%0.12%0.11%0.16%1.91%3.52%5.98%
FHCCX
Fidelity Advisor Health Care Fund Class C
0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%7.84%9.19%12.13%

Drawdowns

FSHCX vs. FHCCX - Drawdown Comparison

The maximum FSHCX drawdown since its inception was -57.77%, which is greater than FHCCX's maximum drawdown of -45.22%. Use the drawdown chart below to compare losses from any high point for FSHCX and FHCCX. For additional features, visit the drawdowns tool.


-20.00%-15.00%-10.00%-5.00%JulyAugustSeptemberOctoberNovemberDecember
-22.63%
-18.58%
FSHCX
FHCCX

Volatility

FSHCX vs. FHCCX - Volatility Comparison

Fidelity Select Health Care Services Portfolio (FSHCX) has a higher volatility of 6.49% compared to Fidelity Advisor Health Care Fund Class C (FHCCX) at 4.37%. This indicates that FSHCX's price experiences larger fluctuations and is considered to be riskier than FHCCX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


2.00%3.00%4.00%5.00%6.00%7.00%JulyAugustSeptemberOctoberNovemberDecember
6.49%
4.37%
FSHCX
FHCCX
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Disclaimer

The information contained herein does not constitute investment advice and made available for educational purposes only. Prices and returns on equities are listed without consideration of fees, commissions, taxes, penalties, or interest payable due to purchasing, holding, or selling.

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