PHSZX vs. FSMEX

In the year-to-date period, PHSZX achieves a -8.73% return, which is significantly lower than FSMEX's -1.63% return. Over the past 10 years, PHSZX has underperformed FSMEX with an annualized return of 5.66%, while FSMEX has yielded a comparatively higher 10.22% annualized return.

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PHSZX has a 0.86% expense ratio, which is higher than FSMEX's 0.68% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for PGIM Jennison Health Sciences Fund (PHSZX) and Fidelity Select Medical Technology and Devices Portfolio (FSMEX). 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.

The current PHSZX Sharpe Ratio is -0.42, which is lower than the FSMEX Sharpe Ratio of 0.24. The chart below compares the historical Sharpe Ratios of PHSZX and FSMEX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

PHSZX's dividend yield for the trailing twelve months is around 13.60%, more than FSMEX's 10.64% yield.

The maximum PHSZX drawdown since its inception was -42.26%, roughly equal to the maximum FSMEX drawdown of -40.34%. Use the drawdown chart below to compare losses from any high point for PHSZX and FSMEX.

PGIM Jennison Health Sciences Fund (PHSZX) has a higher volatility of 7.61% compared to Fidelity Select Medical Technology and Devices Portfolio (FSMEX) at 5.55%. This indicates that PHSZX's price experiences larger fluctuations and is considered to be riskier than FSMEX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.