HGHYX vs. FBTIX
Compare and contrast key facts about The Hartford Healthcare Fund (HGHYX) and Fidelity Advisor Biotechnology Fund I Class (FBTIX).
HGHYX is managed by Hartford. It was launched on Apr 30, 2000. FBTIX is managed by Fidelity. It was launched on Dec 27, 2000.
Performance
HGHYX vs. FBTIX - Performance Comparison
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HGHYX vs. FBTIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
HGHYX The Hartford Healthcare Fund | -8.01% | 15.95% | 0.23% | 4.04% | -11.48% | 10.24% | 23.07% | 41.54% | -2.81% | 22.09% |
FBTIX Fidelity Advisor Biotechnology Fund I Class | -2.62% | 39.91% | 5.63% | 11.02% | -7.74% | -2.86% | 32.53% | 26.11% | -3.61% | 26.15% |
Returns By Period
In the year-to-date period, HGHYX achieves a -8.01% return, which is significantly lower than FBTIX's -2.62% return. Over the past 10 years, HGHYX has underperformed FBTIX with an annualized return of 8.78%, while FBTIX has yielded a comparatively higher 11.60% annualized return.
HGHYX
- 1D
- 0.13%
- 1M
- -9.16%
- YTD
- -8.01%
- 6M
- 6.25%
- 1Y
- 6.01%
- 3Y*
- 4.93%
- 5Y*
- 1.74%
- 10Y*
- 8.78%
FBTIX
- 1D
- -0.74%
- 1M
- -6.04%
- YTD
- -2.62%
- 6M
- 11.57%
- 1Y
- 43.10%
- 3Y*
- 18.79%
- 5Y*
- 8.22%
- 10Y*
- 11.60%
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HGHYX vs. FBTIX - Expense Ratio Comparison
HGHYX has a 1.00% expense ratio, which is higher than FBTIX's 0.73% expense ratio.
Return for Risk
HGHYX vs. FBTIX — Risk / Return Rank
HGHYX
FBTIX
HGHYX vs. FBTIX - 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 I Class (FBTIX). 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 | FBTIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.33 | 1.58 | -1.25 |
Sortino ratioReturn per unit of downside risk | 0.58 | 2.12 | -1.55 |
Omega ratioGain probability vs. loss probability | 1.07 | 1.27 | -0.20 |
Calmar ratioReturn relative to maximum drawdown | 0.49 | 2.40 | -1.91 |
Martin ratioReturn relative to average drawdown | 1.08 | 9.76 | -8.68 |
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 | FBTIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.33 | 1.58 | -1.25 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.11 | 0.36 | -0.24 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.50 | 0.47 | +0.02 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.58 | 0.32 | +0.27 |
Correlation
The correlation between HGHYX and FBTIX 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. FBTIX - Dividend Comparison
HGHYX's dividend yield for the trailing twelve months is around 3.13%, more than FBTIX's 1.42% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
HGHYX The Hartford Healthcare Fund | 3.13% | 2.88% | 4.74% | 0.00% | 0.83% | 8.86% | 10.56% | 10.72% | 7.15% | 4.67% | 9.23% | 13.39% |
FBTIX Fidelity Advisor Biotechnology Fund I Class | 1.42% | 1.39% | 5.69% | 1.36% | 0.00% | 18.74% | 8.01% | 6.44% | 2.35% | 0.00% | 0.00% | 5.23% |
Drawdowns
HGHYX vs. FBTIX - Drawdown Comparison
The maximum HGHYX drawdown since its inception was -42.58%, smaller than the maximum FBTIX drawdown of -63.45%. Use the drawdown chart below to compare losses from any high point for HGHYX and FBTIX.
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Drawdown Indicators
| HGHYX | FBTIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -42.58% | -63.45% | +20.87% |
Max Drawdown (1Y)Largest decline over 1 year | -10.82% | -13.62% | +2.80% |
Max Drawdown (5Y)Largest decline over 5 years | -25.42% | -36.41% | +10.99% |
Max Drawdown (10Y)Largest decline over 10 years | -28.51% | -38.64% | +10.13% |
Current DrawdownCurrent decline from peak | -10.70% | -7.21% | -3.49% |
Average DrawdownAverage peak-to-trough decline | -7.65% | -20.73% | +13.08% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.95% | 4.09% | +0.86% |
Volatility
HGHYX vs. FBTIX - Volatility Comparison
The current volatility for The Hartford Healthcare Fund (HGHYX) is 4.82%, while Fidelity Advisor Biotechnology Fund I Class (FBTIX) has a volatility of 7.77%. This indicates that HGHYX experiences smaller price fluctuations and is considered to be less risky than FBTIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| HGHYX | FBTIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.82% | 7.77% | -2.95% |
Volatility (6M)Calculated over the trailing 6-month period | 10.43% | 16.36% | -5.93% |
Volatility (1Y)Calculated over the trailing 1-year period | 17.87% | 25.57% | -7.70% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.67% | 23.23% | -7.56% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.74% | 24.54% | -6.80% |