PHSZX vs. FBTAX
Compare and contrast key facts about PGIM Jennison Health Sciences Fund (PHSZX) and Fidelity Advisor Biotechnology Fund Class A (FBTAX).
PHSZX is managed by PGIM. It was launched on Jun 29, 1999. FBTAX is managed by Fidelity. It was launched on Dec 27, 2000.
Performance
PHSZX vs. FBTAX - Performance Comparison
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PHSZX vs. FBTAX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
PHSZX PGIM Jennison Health Sciences Fund | -9.27% | 19.73% | 23.04% | 12.50% | -10.06% | 6.09% | 41.72% | 18.62% | -3.77% | 31.41% |
FBTAX Fidelity Advisor Biotechnology Fund Class A | -2.70% | 39.54% | 5.37% | 10.70% | -7.95% | -3.10% | 32.17% | 25.74% | -3.86% | 25.80% |
Returns By Period
In the year-to-date period, PHSZX achieves a -9.27% return, which is significantly lower than FBTAX's -2.70% return. Over the past 10 years, PHSZX has outperformed FBTAX with an annualized return of 12.19%, while FBTAX has yielded a comparatively lower 11.31% annualized return.
PHSZX
- 1D
- 0.31%
- 1M
- -9.73%
- YTD
- -9.27%
- 6M
- 6.04%
- 1Y
- 11.81%
- 3Y*
- 14.65%
- 5Y*
- 8.36%
- 10Y*
- 12.19%
FBTAX
- 1D
- -0.76%
- 1M
- -6.06%
- YTD
- -2.70%
- 6M
- 11.41%
- 1Y
- 42.70%
- 3Y*
- 18.47%
- 5Y*
- 7.93%
- 10Y*
- 11.31%
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PHSZX vs. FBTAX - Expense Ratio Comparison
PHSZX has a 0.86% expense ratio, which is lower than FBTAX's 1.00% expense ratio.
Return for Risk
PHSZX vs. FBTAX — Risk / Return Rank
PHSZX
FBTAX
PHSZX vs. FBTAX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for PGIM Jennison Health Sciences Fund (PHSZX) and Fidelity Advisor Biotechnology Fund Class A (FBTAX). 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.
| PHSZX | FBTAX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.52 | 1.56 | -1.04 |
Sortino ratioReturn per unit of downside risk | 0.84 | 2.10 | -1.27 |
Omega ratioGain probability vs. loss probability | 1.10 | 1.27 | -0.17 |
Calmar ratioReturn relative to maximum drawdown | 0.77 | 2.38 | -1.61 |
Martin ratioReturn relative to average drawdown | 2.11 | 9.61 | -7.51 |
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
| PHSZX | FBTAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.52 | 1.56 | -1.04 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.39 | 0.34 | +0.04 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.53 | 0.46 | +0.07 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.63 | 0.30 | +0.33 |
Correlation
The correlation between PHSZX and FBTAX is 0.88, 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
PHSZX vs. FBTAX - Dividend Comparison
PHSZX's dividend yield for the trailing twelve months is around 12.05%, more than FBTAX's 1.49% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PHSZX PGIM Jennison Health Sciences Fund | 12.05% | 10.93% | 23.93% | 4.26% | 1.48% | 29.82% | 20.26% | 2.92% | 11.21% | 4.43% | 3.44% | 13.45% |
FBTAX Fidelity Advisor Biotechnology Fund Class A | 1.49% | 1.45% | 6.00% | 1.15% | 0.00% | 20.12% | 8.37% | 6.77% | 2.50% | 0.00% | 0.00% | 5.36% |
Drawdowns
PHSZX vs. FBTAX - Drawdown Comparison
The maximum PHSZX drawdown since its inception was -42.77%, smaller than the maximum FBTAX drawdown of -63.55%. Use the drawdown chart below to compare losses from any high point for PHSZX and FBTAX.
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Drawdown Indicators
| PHSZX | FBTAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -42.77% | -63.55% | +20.78% |
Max Drawdown (1Y)Largest decline over 1 year | -12.24% | -13.60% | +1.36% |
Max Drawdown (5Y)Largest decline over 5 years | -29.36% | -36.51% | +7.15% |
Max Drawdown (10Y)Largest decline over 10 years | -30.92% | -38.82% | +7.90% |
Current DrawdownCurrent decline from peak | -11.98% | -7.25% | -4.73% |
Average DrawdownAverage peak-to-trough decline | -9.96% | -21.34% | +11.38% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.50% | 4.11% | +0.39% |
Volatility
PHSZX vs. FBTAX - Volatility Comparison
The current volatility for PGIM Jennison Health Sciences Fund (PHSZX) is 6.14%, while Fidelity Advisor Biotechnology Fund Class A (FBTAX) has a volatility of 7.76%. This indicates that PHSZX experiences smaller price fluctuations and is considered to be less risky than FBTAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| PHSZX | FBTAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.14% | 7.76% | -1.62% |
Volatility (6M)Calculated over the trailing 6-month period | 12.28% | 16.36% | -4.08% |
Volatility (1Y)Calculated over the trailing 1-year period | 19.86% | 25.58% | -5.72% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 21.71% | 23.24% | -1.53% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 23.20% | 24.55% | -1.35% |