SHSAX vs. FIKCX
Compare and contrast key facts about BlackRock Health Sciences Opportunities Portfolio (SHSAX) and Fidelity Advisor Health Care Fund Class Z (FIKCX).
SHSAX is managed by BlackRock. It was launched on Dec 20, 1999. FIKCX is managed by Fidelity. It was launched on Oct 2, 2018.
Performance
SHSAX vs. FIKCX - Performance Comparison
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SHSAX vs. FIKCX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|
SHSAX BlackRock Health Sciences Opportunities Portfolio | -4.62% | 15.85% | 3.73% | 3.59% | -5.94% | 11.88% | 19.44% | 25.27% | -7.87% |
FIKCX Fidelity Advisor Health Care Fund Class Z | -6.00% | 14.61% | -5.73% | 4.20% | -12.74% | 11.66% | 21.55% | 28.39% | -11.04% |
Returns By Period
In the year-to-date period, SHSAX achieves a -4.62% return, which is significantly higher than FIKCX's -6.00% return.
SHSAX
- 1D
- 2.49%
- 1M
- -6.01%
- YTD
- -4.62%
- 6M
- 4.34%
- 1Y
- 8.48%
- 3Y*
- 6.77%
- 5Y*
- 4.48%
- 10Y*
- 9.98%
FIKCX
- 1D
- 3.93%
- 1M
- -5.33%
- YTD
- -6.00%
- 6M
- 3.08%
- 1Y
- 10.32%
- 3Y*
- 1.70%
- 5Y*
- 0.26%
- 10Y*
- —
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SHSAX vs. FIKCX - Expense Ratio Comparison
SHSAX has a 1.09% expense ratio, which is higher than FIKCX's 0.59% expense ratio.
Return for Risk
SHSAX vs. FIKCX — Risk / Return Rank
SHSAX
FIKCX
SHSAX vs. FIKCX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for BlackRock Health Sciences Opportunities Portfolio (SHSAX) and Fidelity Advisor Health Care Fund Class Z (FIKCX). 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.
| SHSAX | FIKCX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.41 | 0.47 | -0.06 |
Sortino ratioReturn per unit of downside risk | 0.68 | 0.79 | -0.12 |
Omega ratioGain probability vs. loss probability | 1.08 | 1.10 | -0.01 |
Calmar ratioReturn relative to maximum drawdown | 0.72 | 0.62 | +0.10 |
Martin ratioReturn relative to average drawdown | 1.68 | 1.93 | -0.26 |
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
| SHSAX | FIKCX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.41 | 0.47 | -0.06 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.32 | 0.01 | +0.30 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.61 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.73 | 0.24 | +0.48 |
Correlation
The correlation between SHSAX and FIKCX is 0.91, 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
SHSAX vs. FIKCX - Dividend Comparison
SHSAX's dividend yield for the trailing twelve months is around 11.15%, less than FIKCX's 12.21% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SHSAX BlackRock Health Sciences Opportunities Portfolio | 11.15% | 10.63% | 9.18% | 3.84% | 7.44% | 9.20% | 4.34% | 3.89% | 8.56% | 3.53% | 2.43% | 12.58% |
FIKCX Fidelity Advisor Health Care Fund Class Z | 12.21% | 11.48% | 0.00% | 0.00% | 0.00% | 5.71% | 5.86% | 0.61% | 4.65% | 0.00% | 0.00% | 0.00% |
Drawdowns
SHSAX vs. FIKCX - Drawdown Comparison
The maximum SHSAX drawdown since its inception was -35.49%, which is greater than FIKCX's maximum drawdown of -29.19%. Use the drawdown chart below to compare losses from any high point for SHSAX and FIKCX.
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Drawdown Indicators
| SHSAX | FIKCX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -35.49% | -29.19% | -6.30% |
Max Drawdown (1Y)Largest decline over 1 year | -9.87% | -13.35% | +3.48% |
Max Drawdown (5Y)Largest decline over 5 years | -17.99% | -29.19% | +11.20% |
Max Drawdown (10Y)Largest decline over 10 years | -28.36% | — | — |
Current DrawdownCurrent decline from peak | -7.37% | -11.77% | +4.40% |
Average DrawdownAverage peak-to-trough decline | -6.17% | -9.26% | +3.09% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.23% | 4.27% | -0.04% |
Volatility
SHSAX vs. FIKCX - Volatility Comparison
The current volatility for BlackRock Health Sciences Opportunities Portfolio (SHSAX) is 5.41%, while Fidelity Advisor Health Care Fund Class Z (FIKCX) has a volatility of 7.08%. This indicates that SHSAX experiences smaller price fluctuations and is considered to be less risky than FIKCX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| SHSAX | FIKCX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.41% | 7.08% | -1.67% |
Volatility (6M)Calculated over the trailing 6-month period | 10.01% | 11.61% | -1.60% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.45% | 18.74% | -2.29% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.22% | 18.23% | -4.01% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.54% | 20.36% | -3.82% |