FSHCX vs. FIKCX
Compare and contrast key facts about Fidelity Select Health Care Services Portfolio (FSHCX) and Fidelity Advisor Health Care Fund Class Z (FIKCX).
FSHCX is managed by Fidelity. It was launched on Jun 30, 1986. FIKCX is managed by Fidelity. It was launched on Oct 2, 2018.
Performance
FSHCX vs. FIKCX - Performance Comparison
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FSHCX vs. FIKCX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|
FSHCX Fidelity Select Health Care Services Portfolio | -11.13% | 3.85% | -13.21% | 1.52% | 0.86% | 20.22% | 18.58% | 19.91% | -11.02% |
FIKCX Fidelity Advisor Health Care Fund Class Z | -6.00% | 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, FSHCX achieves a -11.13% return, which is significantly lower than FIKCX's -6.00% return.
FSHCX
- 1D
- 2.38%
- 1M
- -10.28%
- YTD
- -11.13%
- 6M
- -9.79%
- 1Y
- -18.95%
- 3Y*
- -4.33%
- 5Y*
- -1.51%
- 10Y*
- 7.14%
FIKCX
- 1D
- 3.93%
- 1M
- -5.33%
- YTD
- -6.00%
- 6M
- 3.08%
- 1Y
- 10.32%
- 3Y*
- 1.70%
- 5Y*
- 0.26%
- 10Y*
- —
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FSHCX vs. FIKCX - Expense Ratio Comparison
FSHCX has a 0.71% expense ratio, which is higher than FIKCX's 0.59% expense ratio.
Return for Risk
FSHCX vs. FIKCX — Risk / Return Rank
FSHCX
FIKCX
FSHCX vs. FIKCX - 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 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.
| FSHCX | FIKCX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | -0.83 | 0.47 | -1.30 |
Sortino ratioReturn per unit of downside risk | -0.97 | 0.79 | -1.77 |
Omega ratioGain probability vs. loss probability | 0.86 | 1.10 | -0.24 |
Calmar ratioReturn relative to maximum drawdown | -0.65 | 0.62 | -1.27 |
Martin ratioReturn relative to average drawdown | -1.15 | 1.93 | -3.09 |
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 | FIKCX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | -0.83 | 0.47 | -1.30 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.08 | 0.01 | -0.09 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.33 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.52 | 0.24 | +0.28 |
Correlation
The correlation between FSHCX and FIKCX 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.
Dividends
FSHCX vs. FIKCX - Dividend Comparison
FSHCX's dividend yield for the trailing twelve months is around 0.85%, less than FIKCX's 12.21% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FSHCX Fidelity Select Health Care Services Portfolio | 0.85% | 0.75% | 16.63% | 0.57% | 5.32% | 7.09% | 0.76% | 0.27% | 12.92% | 13.41% | 4.62% | 4.06% |
FIKCX Fidelity Advisor Health Care Fund Class Z | 12.21% | 11.48% | 0.00% | 0.00% | 0.00% | 5.71% | 5.86% | 0.61% | 4.65% | 0.00% | 0.00% | 0.00% |
Drawdowns
FSHCX vs. FIKCX - Drawdown Comparison
The maximum FSHCX drawdown since its inception was -57.81%, which is greater than FIKCX's maximum drawdown of -29.19%. Use the drawdown chart below to compare losses from any high point for FSHCX and FIKCX.
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Drawdown Indicators
| FSHCX | FIKCX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -57.81% | -29.19% | -28.62% |
Max Drawdown (1Y)Largest decline over 1 year | -28.32% | -13.35% | -14.97% |
Max Drawdown (5Y)Largest decline over 5 years | -29.52% | -29.19% | -0.33% |
Max Drawdown (10Y)Largest decline over 10 years | -35.48% | — | — |
Current DrawdownCurrent decline from peak | -23.95% | -11.77% | -12.18% |
Average DrawdownAverage peak-to-trough decline | -11.36% | -9.26% | -2.10% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 15.98% | 4.27% | +11.71% |
Volatility
FSHCX vs. FIKCX - Volatility Comparison
The current volatility for Fidelity Select Health Care Services Portfolio (FSHCX) is 5.14%, while Fidelity Advisor Health Care Fund Class Z (FIKCX) has a volatility of 7.08%. This indicates that FSHCX experiences smaller price fluctuations and is considered to be less risky 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
| FSHCX | FIKCX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.14% | 7.08% | -1.94% |
Volatility (6M)Calculated over the trailing 6-month period | 14.62% | 11.61% | +3.01% |
Volatility (1Y)Calculated over the trailing 1-year period | 23.10% | 18.74% | +4.36% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 18.99% | 18.23% | +0.76% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.41% | 20.36% | +1.05% |