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LYFIX vs. FBTIX
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

LYFIX vs. FBTIX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in AlphaCentric LifeSci Healthcare Fund (LYFIX) and Fidelity Advisor Biotechnology Fund I Class (FBTIX). The values are adjusted to include any dividend payments, if applicable.

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LYFIX vs. FBTIX - Yearly Performance Comparison


2026 (YTD)2025202420232022202120202019
LYFIX
AlphaCentric LifeSci Healthcare Fund
-4.21%28.22%-0.27%7.19%-0.92%-3.42%54.83%1.20%
FBTIX
Fidelity Advisor Biotechnology Fund I Class
-2.62%39.91%5.63%11.02%-7.74%-2.86%32.53%2.92%

Returns By Period

In the year-to-date period, LYFIX achieves a -4.21% return, which is significantly lower than FBTIX's -2.62% return.


LYFIX

1D
0.93%
1M
-7.36%
YTD
-4.21%
6M
13.80%
1Y
19.23%
3Y*
7.08%
5Y*
4.29%
10Y*

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%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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LYFIX vs. FBTIX - Expense Ratio Comparison

LYFIX has a 1.40% expense ratio, which is higher than FBTIX's 0.73% expense ratio.


Return for Risk

LYFIX vs. FBTIX — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

LYFIX
LYFIX Risk / Return Rank: 5454
Overall Rank
LYFIX Sharpe Ratio Rank: 5454
Sharpe Ratio Rank
LYFIX Sortino Ratio Rank: 5454
Sortino Ratio Rank
LYFIX Omega Ratio Rank: 4040
Omega Ratio Rank
LYFIX Calmar Ratio Rank: 7777
Calmar Ratio Rank
LYFIX Martin Ratio Rank: 4343
Martin Ratio Rank

FBTIX
FBTIX Risk / Return Rank: 8383
Overall Rank
FBTIX Sharpe Ratio Rank: 8484
Sharpe Ratio Rank
FBTIX Sortino Ratio Rank: 8383
Sortino Ratio Rank
FBTIX Omega Ratio Rank: 7373
Omega Ratio Rank
FBTIX Calmar Ratio Rank: 8989
Calmar Ratio Rank
FBTIX Martin Ratio Rank: 8989
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

LYFIX vs. FBTIX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for AlphaCentric LifeSci Healthcare Fund (LYFIX) 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.


LYFIXFBTIXDifference

Sharpe ratio

Return per unit of total volatility

1.03

1.58

-0.55

Sortino ratio

Return per unit of downside risk

1.50

2.12

-0.63

Omega ratio

Gain probability vs. loss probability

1.18

1.27

-0.09

Calmar ratio

Return relative to maximum drawdown

1.85

2.40

-0.56

Martin ratio

Return relative to average drawdown

4.50

9.76

-5.26

LYFIX vs. FBTIX - Sharpe Ratio Comparison

The current LYFIX Sharpe Ratio is 1.03, which is lower than the FBTIX Sharpe Ratio of 1.58. The chart below compares the historical Sharpe Ratios of LYFIX and FBTIX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Sharpe Ratios by Period


LYFIXFBTIXDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.03

1.58

-0.55

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.19

0.36

-0.17

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.47

Sharpe Ratio (All Time)

Calculated using the full available price history

0.48

0.32

+0.17

Correlation

The correlation between LYFIX and FBTIX 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

LYFIX vs. FBTIX - Dividend Comparison

LYFIX's dividend yield for the trailing twelve months is around 1.86%, more than FBTIX's 1.42% yield.


TTM20252024202320222021202020192018201720162015
LYFIX
AlphaCentric LifeSci Healthcare Fund
1.86%1.78%2.24%2.63%4.43%12.88%2.30%0.00%0.00%0.00%0.00%0.00%
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

LYFIX vs. FBTIX - Drawdown Comparison

The maximum LYFIX drawdown since its inception was -35.33%, smaller than the maximum FBTIX drawdown of -63.45%. Use the drawdown chart below to compare losses from any high point for LYFIX and FBTIX.


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Drawdown Indicators


LYFIXFBTIXDifference

Max Drawdown

Largest peak-to-trough decline

-35.33%

-63.45%

+28.12%

Max Drawdown (1Y)

Largest decline over 1 year

-9.47%

-13.62%

+4.15%

Max Drawdown (5Y)

Largest decline over 5 years

-32.45%

-36.41%

+3.96%

Max Drawdown (10Y)

Largest decline over 10 years

-38.64%

Current Drawdown

Current decline from peak

-7.64%

-7.21%

-0.43%

Average Drawdown

Average peak-to-trough decline

-10.07%

-20.73%

+10.66%

Ulcer Index

Depth and duration of drawdowns from previous peaks

4.23%

4.09%

+0.14%

Volatility

LYFIX vs. FBTIX - Volatility Comparison

The current volatility for AlphaCentric LifeSci Healthcare Fund (LYFIX) is 6.67%, while Fidelity Advisor Biotechnology Fund I Class (FBTIX) has a volatility of 7.77%. This indicates that LYFIX 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


LYFIXFBTIXDifference

Volatility (1M)

Calculated over the trailing 1-month period

6.67%

7.77%

-1.10%

Volatility (6M)

Calculated over the trailing 6-month period

13.17%

16.36%

-3.19%

Volatility (1Y)

Calculated over the trailing 1-year period

19.01%

25.57%

-6.56%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

22.89%

23.23%

-0.34%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

23.45%

24.54%

-1.09%