SHSSX vs. FPHAX
Compare and contrast key facts about Health Sciences Opportunities Fund Class Institutional (SHSSX) and Fidelity Select Pharmaceuticals Portfolio (FPHAX).
SHSSX is a passively managed fund by BlackRock that tracks the performance of the Russell 3000 HealthCare Index. It was launched on Oct 16, 2000. FPHAX is managed by Fidelity. It was launched on Jun 17, 2001.
Performance
SHSSX vs. FPHAX - Performance Comparison
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SHSSX vs. FPHAX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
SHSSX Health Sciences Opportunities Fund Class Institutional | -6.87% | 16.13% | 4.00% | 3.86% | -5.72% | 12.17% | 19.54% | 25.63% | 8.24% | 25.02% |
FPHAX Fidelity Select Pharmaceuticals Portfolio | -2.56% | 30.41% | 9.39% | 12.54% | 0.94% | 11.79% | 11.16% | 31.73% | 5.41% | 10.70% |
Returns By Period
In the year-to-date period, SHSSX achieves a -6.87% return, which is significantly lower than FPHAX's -2.56% return. Over the past 10 years, SHSSX has underperformed FPHAX with an annualized return of 9.97%, while FPHAX has yielded a comparatively higher 10.94% annualized return.
SHSSX
- 1D
- 0.31%
- 1M
- -9.09%
- YTD
- -6.87%
- 6M
- 4.09%
- 1Y
- 4.34%
- 3Y*
- 6.17%
- 5Y*
- 4.28%
- 10Y*
- 9.97%
FPHAX
- 1D
- 0.57%
- 1M
- -9.52%
- YTD
- -2.56%
- 6M
- 15.21%
- 1Y
- 27.23%
- 3Y*
- 16.20%
- 5Y*
- 11.88%
- 10Y*
- 10.94%
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SHSSX vs. FPHAX - Expense Ratio Comparison
SHSSX has a 0.84% expense ratio, which is higher than FPHAX's 0.75% expense ratio.
Return for Risk
SHSSX vs. FPHAX — Risk / Return Rank
SHSSX
FPHAX
SHSSX vs. FPHAX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Health Sciences Opportunities Fund Class Institutional (SHSSX) and Fidelity Select Pharmaceuticals Portfolio (FPHAX). 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.
| SHSSX | FPHAX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.29 | 1.14 | -0.84 |
Sortino ratioReturn per unit of downside risk | 0.52 | 1.61 | -1.09 |
Omega ratioGain probability vs. loss probability | 1.06 | 1.21 | -0.14 |
Calmar ratioReturn relative to maximum drawdown | 0.43 | 2.05 | -1.62 |
Martin ratioReturn relative to average drawdown | 1.02 | 5.99 | -4.97 |
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
| SHSSX | FPHAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.29 | 1.14 | -0.84 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.30 | 0.67 | -0.37 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.61 | 0.62 | -0.01 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.69 | 0.52 | +0.16 |
Correlation
The correlation between SHSSX and FPHAX is 0.86, 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
SHSSX vs. FPHAX - Dividend Comparison
SHSSX's dividend yield for the trailing twelve months is around 10.63%, more than FPHAX's 5.83% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SHSSX Health Sciences Opportunities Fund Class Institutional | 10.63% | 9.90% | 8.68% | 3.82% | 7.20% | 8.96% | 4.18% | 3.87% | 8.44% | 3.59% | 2.33% | 12.29% |
FPHAX Fidelity Select Pharmaceuticals Portfolio | 5.83% | 5.68% | 1.90% | 8.08% | 5.18% | 11.09% | 8.85% | 8.33% | 1.65% | 1.62% | 1.07% | 12.63% |
Drawdowns
SHSSX vs. FPHAX - Drawdown Comparison
The maximum SHSSX drawdown since its inception was -35.40%, smaller than the maximum FPHAX drawdown of -38.26%. Use the drawdown chart below to compare losses from any high point for SHSSX and FPHAX.
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Drawdown Indicators
| SHSSX | FPHAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -35.40% | -38.26% | +2.86% |
Max Drawdown (1Y)Largest decline over 1 year | -9.83% | -11.00% | +1.17% |
Max Drawdown (5Y)Largest decline over 5 years | -17.90% | -28.82% | +10.92% |
Max Drawdown (10Y)Largest decline over 10 years | -28.34% | -28.82% | +0.48% |
Current DrawdownCurrent decline from peak | -9.56% | -9.82% | +0.26% |
Average DrawdownAverage peak-to-trough decline | -5.98% | -9.21% | +3.23% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.17% | 4.35% | -0.18% |
Volatility
SHSSX vs. FPHAX - Volatility Comparison
The current volatility for Health Sciences Opportunities Fund Class Institutional (SHSSX) is 4.61%, while Fidelity Select Pharmaceuticals Portfolio (FPHAX) has a volatility of 6.10%. This indicates that SHSSX experiences smaller price fluctuations and is considered to be less risky than FPHAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| SHSSX | FPHAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.61% | 6.10% | -1.49% |
Volatility (6M)Calculated over the trailing 6-month period | 9.73% | 14.17% | -4.44% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.32% | 23.39% | -7.07% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.19% | 17.69% | -3.50% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.53% | 17.78% | -1.25% |