HGHYX vs. FSHCX
Compare and contrast key facts about The Hartford Healthcare Fund (HGHYX) and Fidelity Select Health Care Services Portfolio (FSHCX).
HGHYX is managed by Hartford. It was launched on Apr 30, 2000. FSHCX is managed by Fidelity. It was launched on Jun 30, 1986.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: HGHYX or FSHCX.
Key characteristics
| HGHYX | FSHCX | |
|---|---|---|
| YTD Return | 14.62% | 3.03% |
| 1Y Return | 21.40% | 10.16% |
| 3Y Return (Ann) | 1.61% | 4.62% |
| 5Y Return (Ann) | 10.48% | 12.61% |
| 10Y Return (Ann) | 9.97% | 11.29% |
| Sharpe Ratio | 1.76 | 0.66 |
| Daily Std Dev | 12.13% | 15.07% |
| Max Drawdown | -42.58% | -57.77% |
| Current Drawdown | -1.67% | -2.18% |
Correlation
The correlation between HGHYX and FSHCX is 0.73, 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.
Performance
HGHYX vs. FSHCX - Performance Comparison
In the year-to-date period, HGHYX achieves a 14.62% return, which is significantly higher than FSHCX's 3.03% return. Over the past 10 years, HGHYX has underperformed FSHCX with an annualized return of 9.97%, while FSHCX has yielded a comparatively higher 11.29% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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HGHYX vs. FSHCX - Expense Ratio Comparison
HGHYX has a 1.00% expense ratio, which is higher than FSHCX's 0.71% expense ratio.
Risk-Adjusted Performance
HGHYX vs. FSHCX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for The Hartford Healthcare Fund (HGHYX) and Fidelity Select Health Care Services Portfolio (FSHCX). 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.
Dividends
HGHYX vs. FSHCX - Dividend Comparison
HGHYX has not paid dividends to shareholders, while FSHCX's dividend yield for the trailing twelve months is around 4.01%.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
HGHYX The Hartford Healthcare Fund | 0.00% | 0.00% | 0.83% | 8.86% | 10.56% | 5.36% | 7.15% | 4.67% | 9.23% | 13.39% | 6.36% | 0.00% |
FSHCX Fidelity Select Health Care Services Portfolio | 4.01% | 0.57% | 5.32% | 7.09% | 0.76% | 0.27% | 12.92% | 13.41% | 4.62% | 4.06% | 9.07% | 5.98% |
Drawdowns
HGHYX vs. FSHCX - Drawdown Comparison
The maximum HGHYX drawdown since its inception was -42.58%, smaller than the maximum FSHCX drawdown of -57.77%. Use the drawdown chart below to compare losses from any high point for HGHYX and FSHCX. For additional features, visit the drawdowns tool.
Volatility
HGHYX vs. FSHCX - Volatility Comparison
The current volatility for The Hartford Healthcare Fund (HGHYX) is 2.48%, while Fidelity Select Health Care Services Portfolio (FSHCX) has a volatility of 3.54%. This indicates that HGHYX experiences smaller price fluctuations and is considered to be less risky than FSHCX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.