HGHYX vs. FBTAX
Compare and contrast key facts about The Hartford Healthcare Fund (HGHYX) and Fidelity Advisor Biotechnology Fund Class A (FBTAX).
HGHYX is managed by Hartford. It was launched on Apr 30, 2000. FBTAX is managed by Fidelity. It was launched on Dec 27, 2000.
Performance
HGHYX vs. FBTAX - Performance Comparison
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HGHYX vs. FBTAX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
HGHYX The Hartford Healthcare Fund | -5.03% | 15.95% | 0.23% | 4.04% | -11.48% | 10.24% | 23.07% | 41.54% | -2.81% | 22.09% |
FBTAX Fidelity Advisor Biotechnology Fund Class A | 2.24% | 39.54% | 5.37% | 10.70% | -7.95% | -3.10% | 32.17% | 25.74% | -3.86% | 25.80% |
Returns By Period
In the year-to-date period, HGHYX achieves a -5.03% return, which is significantly lower than FBTAX's 2.24% return. Over the past 10 years, HGHYX has underperformed FBTAX with an annualized return of 9.12%, while FBTAX has yielded a comparatively higher 11.86% annualized return.
HGHYX
- 1D
- 3.24%
- 1M
- -5.34%
- YTD
- -5.03%
- 6M
- 6.71%
- 1Y
- 11.36%
- 3Y*
- 6.05%
- 5Y*
- 2.39%
- 10Y*
- 9.12%
FBTAX
- 1D
- 5.08%
- 1M
- -0.75%
- YTD
- 2.24%
- 6M
- 15.54%
- 1Y
- 55.40%
- 3Y*
- 20.44%
- 5Y*
- 8.92%
- 10Y*
- 11.86%
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HGHYX vs. FBTAX - Expense Ratio Comparison
Both HGHYX and FBTAX have an expense ratio of 1.00%.
Return for Risk
HGHYX vs. FBTAX — Risk / Return Rank
HGHYX
FBTAX
HGHYX vs. FBTAX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for The Hartford Healthcare Fund (HGHYX) and Fidelity Advisor Biotechnology Fund Class A (FBTAX). 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.
| HGHYX | FBTAX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.52 | 1.94 | -1.41 |
Sortino ratioReturn per unit of downside risk | 0.84 | 2.53 | -1.69 |
Omega ratioGain probability vs. loss probability | 1.11 | 1.33 | -0.22 |
Calmar ratioReturn relative to maximum drawdown | 0.86 | 3.16 | -2.29 |
Martin ratioReturn relative to average drawdown | 1.90 | 12.63 | -10.73 |
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
| HGHYX | FBTAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.52 | 1.94 | -1.41 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.15 | 0.38 | -0.23 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.52 | 0.48 | +0.03 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.59 | 0.31 | +0.28 |
Correlation
The correlation between HGHYX and FBTAX is 0.83, 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
HGHYX vs. FBTAX - Dividend Comparison
HGHYX's dividend yield for the trailing twelve months is around 3.03%, more than FBTAX's 1.42% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
HGHYX The Hartford Healthcare Fund | 3.03% | 2.88% | 4.74% | 0.00% | 0.83% | 8.86% | 10.56% | 10.72% | 7.15% | 4.67% | 9.23% | 13.39% |
FBTAX Fidelity Advisor Biotechnology Fund Class A | 1.42% | 1.45% | 6.00% | 1.15% | 0.00% | 20.12% | 8.37% | 6.77% | 2.50% | 0.00% | 0.00% | 5.36% |
Drawdowns
HGHYX vs. FBTAX - Drawdown Comparison
The maximum HGHYX drawdown since its inception was -42.58%, smaller than the maximum FBTAX drawdown of -63.55%. Use the drawdown chart below to compare losses from any high point for HGHYX and FBTAX.
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Drawdown Indicators
| HGHYX | FBTAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -42.58% | -63.55% | +20.97% |
Max Drawdown (1Y)Largest decline over 1 year | -10.82% | -13.60% | +2.78% |
Max Drawdown (5Y)Largest decline over 5 years | -25.42% | -36.51% | +11.09% |
Max Drawdown (10Y)Largest decline over 10 years | -28.51% | -38.82% | +10.31% |
Current DrawdownCurrent decline from peak | -7.81% | -2.54% | -5.27% |
Average DrawdownAverage peak-to-trough decline | -7.65% | -21.34% | +13.69% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.93% | 3.71% | +1.22% |
Volatility
HGHYX vs. FBTAX - Volatility Comparison
The current volatility for The Hartford Healthcare Fund (HGHYX) is 6.01%, while Fidelity Advisor Biotechnology Fund Class A (FBTAX) has a volatility of 9.36%. This indicates that HGHYX experiences smaller price fluctuations and is considered to be less risky than FBTAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| HGHYX | FBTAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.01% | 9.36% | -3.35% |
Volatility (6M)Calculated over the trailing 6-month period | 10.85% | 17.00% | -6.15% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.12% | 26.00% | -7.88% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.73% | 23.32% | -7.59% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.76% | 24.59% | -6.83% |