FSPHX vs. FAGAX
Compare and contrast key facts about Fidelity® Select Health Care Portfolio (FSPHX) and Fidelity Advisor Growth Opportunities Fund Class A (FAGAX).
FSPHX is an actively managed fund by Fidelity. It was launched on Jul 14, 1981. FAGAX is managed by Fidelity. It was launched on Sep 3, 1996.
Performance
FSPHX vs. FAGAX - Performance Comparison
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FSPHX vs. FAGAX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FSPHX Fidelity® Select Health Care Portfolio | -9.67% | 9.36% | 4.91% | 4.13% | -12.82% | 11.58% | 24.57% | 31.48% | 7.15% | 23.83% |
FAGAX Fidelity Advisor Growth Opportunities Fund Class A | -13.66% | 22.17% | 38.71% | 45.14% | -38.40% | 11.31% | 68.60% | 40.26% | 14.87% | 34.66% |
Returns By Period
In the year-to-date period, FSPHX achieves a -9.67% return, which is significantly higher than FAGAX's -13.66% return. Over the past 10 years, FSPHX has underperformed FAGAX with an annualized return of 8.61%, while FAGAX has yielded a comparatively higher 18.64% annualized return.
FSPHX
- 1D
- -0.66%
- 1M
- -9.51%
- YTD
- -9.67%
- 6M
- -6.38%
- 1Y
- -0.19%
- 3Y*
- 2.37%
- 5Y*
- 0.64%
- 10Y*
- 8.61%
FAGAX
- 1D
- -1.17%
- 1M
- -9.95%
- YTD
- -13.66%
- 6M
- -12.33%
- 1Y
- 18.39%
- 3Y*
- 22.90%
- 5Y*
- 7.34%
- 10Y*
- 18.64%
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FSPHX vs. FAGAX - Expense Ratio Comparison
FSPHX has a 0.69% expense ratio, which is lower than FAGAX's 1.04% expense ratio.
Return for Risk
FSPHX vs. FAGAX — Risk / Return Rank
FSPHX
FAGAX
FSPHX vs. FAGAX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity® Select Health Care Portfolio (FSPHX) and Fidelity Advisor Growth Opportunities Fund Class A (FAGAX). 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.
| FSPHX | FAGAX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | -0.03 | 0.75 | -0.78 |
Sortino ratioReturn per unit of downside risk | 0.10 | 1.19 | -1.10 |
Omega ratioGain probability vs. loss probability | 1.01 | 1.17 | -0.16 |
Calmar ratioReturn relative to maximum drawdown | -0.09 | 0.93 | -1.02 |
Martin ratioReturn relative to average drawdown | -0.25 | 3.40 | -3.65 |
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
| FSPHX | FAGAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | -0.03 | 0.75 | -0.78 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.04 | 0.30 | -0.26 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.46 | 0.79 | -0.33 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.74 | 0.45 | +0.29 |
Correlation
The correlation between FSPHX and FAGAX 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
FSPHX vs. FAGAX - Dividend Comparison
FSPHX's dividend yield for the trailing twelve months is around 4.60%, less than FAGAX's 4.76% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FSPHX Fidelity® Select Health Care Portfolio | 4.60% | 4.16% | 10.77% | 0.00% | 2.13% | 9.06% | 11.29% | 1.35% | 9.02% | 2.27% | 0.18% | 11.63% |
FAGAX Fidelity Advisor Growth Opportunities Fund Class A | 4.76% | 4.11% | 0.00% | 0.00% | 0.00% | 10.19% | 5.45% | 4.10% | 11.99% | 7.67% | 15.44% | 11.12% |
Drawdowns
FSPHX vs. FAGAX - Drawdown Comparison
The maximum FSPHX drawdown since its inception was -44.45%, smaller than the maximum FAGAX drawdown of -65.24%. Use the drawdown chart below to compare losses from any high point for FSPHX and FAGAX.
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Drawdown Indicators
| FSPHX | FAGAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -44.45% | -65.24% | +20.79% |
Max Drawdown (1Y)Largest decline over 1 year | -18.32% | -16.19% | -2.13% |
Max Drawdown (5Y)Largest decline over 5 years | -29.31% | -44.70% | +15.39% |
Max Drawdown (10Y)Largest decline over 10 years | -29.31% | -44.70% | +15.39% |
Current DrawdownCurrent decline from peak | -18.32% | -16.19% | -2.13% |
Average DrawdownAverage peak-to-trough decline | -9.81% | -15.27% | +5.46% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 6.26% | 4.43% | +1.83% |
Volatility
FSPHX vs. FAGAX - Volatility Comparison
The current volatility for Fidelity® Select Health Care Portfolio (FSPHX) is 5.62%, while Fidelity Advisor Growth Opportunities Fund Class A (FAGAX) has a volatility of 6.78%. This indicates that FSPHX experiences smaller price fluctuations and is considered to be less risky than FAGAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| FSPHX | FAGAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.62% | 6.78% | -1.16% |
Volatility (6M)Calculated over the trailing 6-month period | 13.61% | 14.04% | -0.43% |
Volatility (1Y)Calculated over the trailing 1-year period | 20.30% | 24.01% | -3.71% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 18.11% | 24.80% | -6.69% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.99% | 23.78% | -4.79% |