HGHYX vs. FIKCX
Compare and contrast key facts about The Hartford Healthcare Fund (HGHYX) and Fidelity Advisor Health Care Fund Class Z (FIKCX).
HGHYX is managed by Hartford. It was launched on Apr 30, 2000. FIKCX is managed by Fidelity. It was launched on Oct 2, 2018.
Performance
HGHYX vs. FIKCX - Performance Comparison
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HGHYX vs. FIKCX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|
HGHYX The Hartford Healthcare Fund | -5.03% | 15.95% | 0.23% | 4.04% | -11.48% | 10.24% | 23.07% | 41.54% | -12.02% |
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, HGHYX achieves a -5.03% return, which is significantly higher than FIKCX's -6.00% 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%
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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HGHYX vs. FIKCX - Expense Ratio Comparison
HGHYX has a 1.00% expense ratio, which is higher than FIKCX's 0.59% expense ratio.
Return for Risk
HGHYX vs. FIKCX — Risk / Return Rank
HGHYX
FIKCX
HGHYX vs. FIKCX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for The Hartford Healthcare Fund (HGHYX) 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.
| HGHYX | FIKCX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.52 | 0.47 | +0.05 |
Sortino ratioReturn per unit of downside risk | 0.84 | 0.79 | +0.04 |
Omega ratioGain probability vs. loss probability | 1.11 | 1.10 | +0.01 |
Calmar ratioReturn relative to maximum drawdown | 0.86 | 0.62 | +0.24 |
Martin ratioReturn relative to average drawdown | 1.90 | 1.93 | -0.04 |
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 | FIKCX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.52 | 0.47 | +0.05 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.15 | 0.01 | +0.14 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.52 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.59 | 0.24 | +0.35 |
Correlation
The correlation between HGHYX and FIKCX is 0.94, 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. FIKCX - Dividend Comparison
HGHYX's dividend yield for the trailing twelve months is around 3.03%, less than FIKCX's 12.21% 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% |
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
HGHYX vs. FIKCX - Drawdown Comparison
The maximum HGHYX drawdown since its inception was -42.58%, which is greater than FIKCX's maximum drawdown of -29.19%. Use the drawdown chart below to compare losses from any high point for HGHYX and FIKCX.
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Drawdown Indicators
| HGHYX | FIKCX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -42.58% | -29.19% | -13.39% |
Max Drawdown (1Y)Largest decline over 1 year | -10.82% | -13.35% | +2.53% |
Max Drawdown (5Y)Largest decline over 5 years | -25.42% | -29.19% | +3.77% |
Max Drawdown (10Y)Largest decline over 10 years | -28.51% | — | — |
Current DrawdownCurrent decline from peak | -7.81% | -11.77% | +3.96% |
Average DrawdownAverage peak-to-trough decline | -7.65% | -9.26% | +1.61% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.93% | 4.27% | +0.66% |
Volatility
HGHYX vs. FIKCX - Volatility Comparison
The current volatility for The Hartford Healthcare Fund (HGHYX) is 6.01%, while Fidelity Advisor Health Care Fund Class Z (FIKCX) has a volatility of 7.08%. This indicates that HGHYX 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
| HGHYX | FIKCX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.01% | 7.08% | -1.07% |
Volatility (6M)Calculated over the trailing 6-month period | 10.85% | 11.61% | -0.76% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.12% | 18.74% | -0.62% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.73% | 18.23% | -2.50% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.76% | 20.36% | -2.60% |