FSHCX vs. FHCIX
Compare and contrast key facts about Fidelity Select Health Care Services Portfolio (FSHCX) and Fidelity Advisor Health Care Fund Class I (FHCIX).
FSHCX is managed by Fidelity. It was launched on Jun 30, 1986. FHCIX is managed by Fidelity. It was launched on Sep 3, 1996.
Performance
FSHCX vs. FHCIX - Performance Comparison
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FSHCX vs. FHCIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FSHCX Fidelity Select Health Care Services Portfolio | -13.20% | 3.85% | -13.21% | 1.52% | 0.86% | 20.22% | 18.58% | 19.91% | 10.17% | 24.46% |
FHCIX Fidelity Advisor Health Care Fund Class I | -9.59% | 14.48% | 4.22% | 4.07% | -12.84% | 11.53% | 21.40% | 28.22% | 7.51% | 24.38% |
Returns By Period
In the year-to-date period, FSHCX achieves a -13.20% return, which is significantly lower than FHCIX's -9.59% return. Over the past 10 years, FSHCX has underperformed FHCIX with an annualized return of 6.88%, while FHCIX has yielded a comparatively higher 8.60% annualized return.
FSHCX
- 1D
- 0.02%
- 1M
- -11.93%
- YTD
- -13.20%
- 6M
- -12.00%
- 1Y
- -21.02%
- 3Y*
- -5.07%
- 5Y*
- -1.99%
- 10Y*
- 6.88%
FHCIX
- 1D
- -0.71%
- 1M
- -9.50%
- YTD
- -9.59%
- 6M
- 0.23%
- 1Y
- 4.53%
- 3Y*
- 3.73%
- 5Y*
- 1.47%
- 10Y*
- 8.60%
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FSHCX vs. FHCIX - Expense Ratio Comparison
Both FSHCX and FHCIX have an expense ratio of 0.71%.
Return for Risk
FSHCX vs. FHCIX — Risk / Return Rank
FSHCX
FHCIX
FSHCX vs. FHCIX - Risk-Adjusted Trends 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 I (FHCIX). 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.
| FSHCX | FHCIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | -0.89 | 0.22 | -1.11 |
Sortino ratioReturn per unit of downside risk | -1.05 | 0.44 | -1.49 |
Omega ratioGain probability vs. loss probability | 0.85 | 1.05 | -0.21 |
Calmar ratioReturn relative to maximum drawdown | -0.73 | 0.23 | -0.95 |
Martin ratioReturn relative to average drawdown | -1.29 | 0.69 | -1.98 |
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
| FSHCX | FHCIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | -0.89 | 0.22 | -1.11 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.11 | 0.08 | -0.19 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.32 | 0.46 | -0.14 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.52 | 0.57 | -0.05 |
Correlation
The correlation between FSHCX and FHCIX is 0.71, 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
FSHCX vs. FHCIX - Dividend Comparison
FSHCX's dividend yield for the trailing twelve months is around 0.87%, less than FHCIX's 12.78% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FSHCX Fidelity Select Health Care Services Portfolio | 0.87% | 0.75% | 16.63% | 0.57% | 5.32% | 7.09% | 0.76% | 0.27% | 12.92% | 13.41% | 4.62% | 4.06% |
FHCIX Fidelity Advisor Health Care Fund Class I | 12.78% | 11.56% | 10.92% | 0.00% | 0.00% | 5.64% | 5.72% | 0.48% | 4.65% | 0.06% | 0.00% | 6.29% |
Drawdowns
FSHCX vs. FHCIX - Drawdown Comparison
The maximum FSHCX drawdown since its inception was -57.81%, which is greater than FHCIX's maximum drawdown of -44.75%. Use the drawdown chart below to compare losses from any high point for FSHCX and FHCIX.
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Drawdown Indicators
| FSHCX | FHCIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -57.81% | -44.75% | -13.06% |
Max Drawdown (1Y)Largest decline over 1 year | -28.32% | -13.37% | -14.95% |
Max Drawdown (5Y)Largest decline over 5 years | -29.52% | -29.24% | -0.28% |
Max Drawdown (10Y)Largest decline over 10 years | -35.48% | -29.24% | -6.24% |
Current DrawdownCurrent decline from peak | -25.72% | -13.37% | -12.35% |
Average DrawdownAverage peak-to-trough decline | -11.36% | -9.20% | -2.16% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 15.92% | 4.39% | +11.53% |
Volatility
FSHCX vs. FHCIX - Volatility Comparison
The current volatility for Fidelity Select Health Care Services Portfolio (FSHCX) is 4.32%, while Fidelity Advisor Health Care Fund Class I (FHCIX) has a volatility of 5.59%. This indicates that FSHCX experiences smaller price fluctuations and is considered to be less risky than FHCIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| FSHCX | FHCIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.32% | 5.59% | -1.27% |
Volatility (6M)Calculated over the trailing 6-month period | 14.42% | 10.99% | +3.43% |
Volatility (1Y)Calculated over the trailing 1-year period | 23.02% | 18.39% | +4.63% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 18.96% | 17.69% | +1.27% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.40% | 18.75% | +2.65% |