HGHYX vs. FBTCX
Compare and contrast key facts about The Hartford Healthcare Fund (HGHYX) and Fidelity Advisor Biotechnology Fund Class C (FBTCX).
HGHYX is managed by Hartford. It was launched on Apr 30, 2000. FBTCX is managed by Fidelity. It was launched on Dec 27, 2000.
Performance
HGHYX vs. FBTCX - Performance Comparison
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HGHYX vs. FBTCX - 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% |
FBTCX Fidelity Advisor Biotechnology Fund Class C | 2.09% | 38.48% | -2.00% | 9.86% | -8.64% | -3.72% | 31.17% | 24.82% | -4.55% | 24.81% |
Returns By Period
In the year-to-date period, HGHYX achieves a -5.03% return, which is significantly lower than FBTCX's 2.09% return. Over the past 10 years, HGHYX has underperformed FBTCX with an annualized return of 9.12%, while FBTCX has yielded a comparatively higher 10.32% 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%
FBTCX
- 1D
- 5.09%
- 1M
- -0.81%
- YTD
- 2.09%
- 6M
- 15.10%
- 1Y
- 54.26%
- 3Y*
- 17.00%
- 5Y*
- 6.73%
- 10Y*
- 10.32%
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HGHYX vs. FBTCX - Expense Ratio Comparison
HGHYX has a 1.00% expense ratio, which is lower than FBTCX's 1.75% expense ratio.
Return for Risk
HGHYX vs. FBTCX — Risk / Return Rank
HGHYX
FBTCX
HGHYX vs. FBTCX - 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 C (FBTCX). 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 | FBTCX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.52 | 1.90 | -1.37 |
Sortino ratioReturn per unit of downside risk | 0.84 | 2.49 | -1.65 |
Omega ratioGain probability vs. loss probability | 1.11 | 1.32 | -0.21 |
Calmar ratioReturn relative to maximum drawdown | 0.86 | 3.08 | -2.22 |
Martin ratioReturn relative to average drawdown | 1.90 | 12.19 | -10.30 |
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 | FBTCX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.52 | 1.90 | -1.37 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.15 | 0.29 | -0.14 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.52 | 0.42 | +0.10 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.59 | 0.27 | +0.32 |
Correlation
The correlation between HGHYX and FBTCX 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. FBTCX - Dividend Comparison
HGHYX's dividend yield for the trailing twelve months is around 3.03%, more than FBTCX's 1.65% 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% |
FBTCX Fidelity Advisor Biotechnology Fund Class C | 1.65% | 1.68% | 0.00% | 0.00% | 0.00% | 24.50% | 9.78% | 7.92% | 2.92% | 0.00% | 0.00% | 5.73% |
Drawdowns
HGHYX vs. FBTCX - Drawdown Comparison
The maximum HGHYX drawdown since its inception was -42.58%, smaller than the maximum FBTCX drawdown of -64.04%. Use the drawdown chart below to compare losses from any high point for HGHYX and FBTCX.
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Drawdown Indicators
| HGHYX | FBTCX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -42.58% | -64.04% | +21.46% |
Max Drawdown (1Y)Largest decline over 1 year | -10.82% | -13.63% | +2.81% |
Max Drawdown (5Y)Largest decline over 5 years | -25.42% | -37.26% | +11.84% |
Max Drawdown (10Y)Largest decline over 10 years | -28.51% | -39.37% | +10.86% |
Current DrawdownCurrent decline from peak | -7.81% | -2.75% | -5.06% |
Average DrawdownAverage peak-to-trough decline | -7.65% | -23.21% | +15.56% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.93% | 3.75% | +1.18% |
Volatility
HGHYX vs. FBTCX - Volatility Comparison
The current volatility for The Hartford Healthcare Fund (HGHYX) is 6.01%, while Fidelity Advisor Biotechnology Fund Class C (FBTCX) has a volatility of 9.37%. This indicates that HGHYX experiences smaller price fluctuations and is considered to be less risky than FBTCX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| HGHYX | FBTCX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.01% | 9.37% | -3.36% |
Volatility (6M)Calculated over the trailing 6-month period | 10.85% | 17.02% | -6.17% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.12% | 25.99% | -7.87% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.73% | 23.48% | -7.75% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.76% | 24.66% | -6.90% |