LOGSX vs. FHCCX
Compare and contrast key facts about Live Oak Health Sciences Fund (LOGSX) and Fidelity Advisor Health Care Fund Class C (FHCCX).
LOGSX is managed by Oak Associates. It was launched on Jun 28, 2001. FHCCX is managed by Fidelity. It was launched on Nov 3, 1997.
Performance
LOGSX vs. FHCCX - Performance Comparison
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LOGSX vs. FHCCX - 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% |
FHCCX Fidelity Advisor Health Care Fund Class C | -9.80% | -5.49% | 3.20% | 3.02% | -13.72% | 10.43% | 20.15% | 26.96% | 6.37% | 23.12% |
Returns By Period
In the year-to-date period, LOGSX achieves a -1.53% return, which is significantly higher than FHCCX's -9.80% return. Over the past 10 years, LOGSX has outperformed FHCCX with an annualized return of 7.11%, while FHCCX has yielded a comparatively lower 5.57% 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%
FHCCX
- 1D
- -0.72%
- 1M
- -9.58%
- YTD
- -9.80%
- 6M
- -16.82%
- 1Y
- -13.69%
- 3Y*
- -3.33%
- 5Y*
- -3.13%
- 10Y*
- 5.57%
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LOGSX vs. FHCCX - Expense Ratio Comparison
LOGSX has a 1.02% expense ratio, which is lower than FHCCX's 1.72% expense ratio.
Return for Risk
LOGSX vs. FHCCX — Risk / Return Rank
LOGSX
FHCCX
LOGSX vs. FHCCX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Live Oak Health Sciences Fund (LOGSX) and Fidelity Advisor Health Care Fund Class C (FHCCX). 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 | FHCCX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.84 | -0.56 | +1.40 |
Sortino ratioReturn per unit of downside risk | 1.26 | -0.55 | +1.80 |
Omega ratioGain probability vs. loss probability | 1.16 | 0.90 | +0.25 |
Calmar ratioReturn relative to maximum drawdown | 1.72 | -0.55 | +2.26 |
Martin ratioReturn relative to average drawdown | 5.03 | -1.35 | +6.37 |
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 | FHCCX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.84 | -0.56 | +1.40 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.48 | -0.16 | +0.64 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.44 | 0.29 | +0.16 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.43 | 0.45 | -0.02 |
Correlation
The correlation between LOGSX and FHCCX is 0.84, 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. FHCCX - Dividend Comparison
LOGSX's dividend yield for the trailing twelve months is around 2.10%, while FHCCX has not paid dividends to shareholders.
| 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% |
FHCCX Fidelity Advisor Health Care Fund Class C | 0.00% | 0.00% | 17.59% | 0.00% | 0.00% | 8.32% | 6.85% | 0.41% | 6.43% | 0.00% | 0.00% | 7.84% |
Drawdowns
LOGSX vs. FHCCX - Drawdown Comparison
The maximum LOGSX drawdown since its inception was -45.85%, roughly equal to the maximum FHCCX drawdown of -45.28%. Use the drawdown chart below to compare losses from any high point for LOGSX and FHCCX.
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Drawdown Indicators
| LOGSX | FHCCX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -45.85% | -45.28% | -0.57% |
Max Drawdown (1Y)Largest decline over 1 year | -7.65% | -27.25% | +19.60% |
Max Drawdown (5Y)Largest decline over 5 years | -15.03% | -29.67% | +14.64% |
Max Drawdown (10Y)Largest decline over 10 years | -27.28% | -29.67% | +2.39% |
Current DrawdownCurrent decline from peak | -6.68% | -27.25% | +20.57% |
Average DrawdownAverage peak-to-trough decline | -7.63% | -10.12% | +2.49% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.61% | 11.08% | -8.47% |
Volatility
LOGSX vs. FHCCX - Volatility Comparison
The current volatility for Live Oak Health Sciences Fund (LOGSX) is 4.71%, while Fidelity Advisor Health Care Fund Class C (FHCCX) has a volatility of 5.59%. This indicates that LOGSX experiences smaller price fluctuations and is considered to be less risky than FHCCX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| LOGSX | FHCCX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.71% | 5.59% | -0.88% |
Volatility (6M)Calculated over the trailing 6-month period | 9.80% | 22.17% | -12.37% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.35% | 25.40% | -9.05% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.11% | 19.34% | -5.23% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.12% | 19.55% | -3.43% |