LOGSX vs. FBTCX
Compare and contrast key facts about Live Oak Health Sciences Fund (LOGSX) and Fidelity Advisor Biotechnology Fund Class C (FBTCX).
LOGSX is managed by Oak Associates. It was launched on Jun 28, 2001. FBTCX is managed by Fidelity. It was launched on Dec 27, 2000.
Performance
LOGSX vs. FBTCX - Performance Comparison
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LOGSX vs. FBTCX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
LOGSX Live Oak Health Sciences Fund | -1.53% | 19.63% | 0.16% | 1.21% | 3.71% | 17.59% | 6.01% | 18.98% | -3.84% | 13.42% |
FBTCX Fidelity Advisor Biotechnology Fund Class C | -2.86% | 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, LOGSX achieves a -1.53% return, which is significantly higher than FBTCX's -2.86% return. Over the past 10 years, LOGSX has underperformed FBTCX with an annualized return of 7.11%, while FBTCX has yielded a comparatively higher 9.77% annualized return.
LOGSX
- 1D
- 1.05%
- 1M
- -6.68%
- YTD
- -1.53%
- 6M
- 10.22%
- 1Y
- 12.96%
- 3Y*
- 8.08%
- 5Y*
- 6.73%
- 10Y*
- 7.11%
FBTCX
- 1D
- -0.75%
- 1M
- -6.13%
- YTD
- -2.86%
- 6M
- 10.98%
- 1Y
- 41.66%
- 3Y*
- 15.08%
- 5Y*
- 5.77%
- 10Y*
- 9.77%
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LOGSX vs. FBTCX - Expense Ratio Comparison
LOGSX has a 1.02% expense ratio, which is lower than FBTCX's 1.75% expense ratio.
Return for Risk
LOGSX vs. FBTCX — Risk / Return Rank
LOGSX
FBTCX
LOGSX vs. FBTCX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Live Oak Health Sciences Fund (LOGSX) 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.
| LOGSX | FBTCX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.84 | 1.52 | -0.68 |
Sortino ratioReturn per unit of downside risk | 1.26 | 2.06 | -0.80 |
Omega ratioGain probability vs. loss probability | 1.16 | 1.26 | -0.11 |
Calmar ratioReturn relative to maximum drawdown | 1.72 | 2.31 | -0.60 |
Martin ratioReturn relative to average drawdown | 5.03 | 9.25 | -4.22 |
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
| LOGSX | FBTCX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.84 | 1.52 | -0.68 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.48 | 0.25 | +0.23 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.44 | 0.40 | +0.04 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.43 | 0.26 | +0.17 |
Correlation
The correlation between LOGSX and FBTCX 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.
Dividends
LOGSX vs. FBTCX - Dividend Comparison
LOGSX's dividend yield for the trailing twelve months is around 2.10%, more than FBTCX's 1.73% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
LOGSX Live Oak Health Sciences Fund | 2.10% | 2.07% | 2.64% | 6.28% | 0.55% | 7.02% | 7.04% | 0.85% | 15.20% | 6.45% | 2.10% | 15.52% |
FBTCX Fidelity Advisor Biotechnology Fund Class C | 1.73% | 1.68% | 0.00% | 0.00% | 0.00% | 24.50% | 9.78% | 7.92% | 2.92% | 0.00% | 0.00% | 5.73% |
Drawdowns
LOGSX vs. FBTCX - Drawdown Comparison
The maximum LOGSX drawdown since its inception was -45.85%, smaller than the maximum FBTCX drawdown of -64.04%. Use the drawdown chart below to compare losses from any high point for LOGSX and FBTCX.
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Drawdown Indicators
| LOGSX | FBTCX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -45.85% | -64.04% | +18.19% |
Max Drawdown (1Y)Largest decline over 1 year | -7.65% | -13.63% | +5.98% |
Max Drawdown (5Y)Largest decline over 5 years | -15.03% | -37.26% | +22.23% |
Max Drawdown (10Y)Largest decline over 10 years | -27.28% | -39.37% | +12.09% |
Current DrawdownCurrent decline from peak | -6.68% | -7.46% | +0.78% |
Average DrawdownAverage peak-to-trough decline | -7.63% | -23.21% | +15.58% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.61% | 4.16% | -1.55% |
Volatility
LOGSX vs. FBTCX - Volatility Comparison
The current volatility for Live Oak Health Sciences Fund (LOGSX) is 4.71%, while Fidelity Advisor Biotechnology Fund Class C (FBTCX) has a volatility of 7.76%. This indicates that LOGSX 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
| LOGSX | FBTCX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.71% | 7.76% | -3.05% |
Volatility (6M)Calculated over the trailing 6-month period | 9.80% | 16.37% | -6.57% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.35% | 25.57% | -9.22% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.11% | 23.40% | -9.29% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.12% | 24.62% | -8.50% |