THQ vs. FBDIX
Compare and contrast key facts about Abrdn Healthcare Opportunities Fund (THQ) and Franklin Biotechnology Discovery Fund (FBDIX).
THQ is managed by Aberdeen. It was launched on Jul 29, 2014. FBDIX is managed by Franklin Templeton. It was launched on Sep 14, 1997.
Performance
THQ vs. FBDIX - Performance Comparison
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THQ vs. FBDIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
THQ Abrdn Healthcare Opportunities Fund | -9.62% | 13.88% | 15.51% | -1.62% | -17.53% | 33.39% | 15.20% | 22.70% | 3.41% | 21.84% |
FBDIX Franklin Biotechnology Discovery Fund | -3.29% | 52.68% | 15.37% | 18.40% | -12.65% | -27.58% | 29.85% | 49.11% | -15.77% | 18.83% |
Returns By Period
In the year-to-date period, THQ achieves a -9.62% return, which is significantly lower than FBDIX's -3.29% return. Over the past 10 years, THQ has underperformed FBDIX with an annualized return of 8.83%, while FBDIX has yielded a comparatively higher 10.22% annualized return.
THQ
- 1D
- 2.75%
- 1M
- -11.99%
- YTD
- -9.62%
- 6M
- 2.98%
- 1Y
- -8.31%
- 3Y*
- 6.67%
- 5Y*
- 3.30%
- 10Y*
- 8.83%
FBDIX
- 1D
- -0.30%
- 1M
- -6.49%
- YTD
- -3.29%
- 6M
- 19.63%
- 1Y
- 54.72%
- 3Y*
- 25.99%
- 5Y*
- 6.18%
- 10Y*
- 10.22%
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THQ vs. FBDIX - Expense Ratio Comparison
THQ has a 1.47% expense ratio, which is higher than FBDIX's 1.06% expense ratio.
Return for Risk
THQ vs. FBDIX — Risk / Return Rank
THQ
FBDIX
THQ vs. FBDIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Abrdn Healthcare Opportunities Fund (THQ) and Franklin Biotechnology Discovery Fund (FBDIX). 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.
| THQ | FBDIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | -0.39 | 1.99 | -2.37 |
Sortino ratioReturn per unit of downside risk | -0.40 | 2.59 | -2.98 |
Omega ratioGain probability vs. loss probability | 0.95 | 1.33 | -0.38 |
Calmar ratioReturn relative to maximum drawdown | -0.33 | 3.04 | -3.36 |
Martin ratioReturn relative to average drawdown | -0.78 | 12.26 | -13.04 |
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
| THQ | FBDIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | -0.39 | 1.99 | -2.37 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.18 | 0.24 | -0.07 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.43 | 0.39 | +0.04 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.33 | 0.40 | -0.07 |
Correlation
The correlation between THQ and FBDIX is 0.60, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Dividends
THQ vs. FBDIX - Dividend Comparison
THQ's dividend yield for the trailing twelve months is around 12.86%, more than FBDIX's 11.18% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
THQ Abrdn Healthcare Opportunities Fund | 12.86% | 11.29% | 11.09% | 7.45% | 6.81% | 5.27% | 6.62% | 7.08% | 8.05% | 7.71% | 8.70% | 9.50% |
FBDIX Franklin Biotechnology Discovery Fund | 11.18% | 10.81% | 19.53% | 0.00% | 0.13% | 0.98% | 14.50% | 18.77% | 3.72% | 2.39% | 4.57% | 8.42% |
Drawdowns
THQ vs. FBDIX - Drawdown Comparison
The maximum THQ drawdown since its inception was -39.35%, smaller than the maximum FBDIX drawdown of -71.44%. Use the drawdown chart below to compare losses from any high point for THQ and FBDIX.
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Drawdown Indicators
| THQ | FBDIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -39.35% | -71.44% | +32.09% |
Max Drawdown (1Y)Largest decline over 1 year | -22.11% | -12.39% | -9.72% |
Max Drawdown (5Y)Largest decline over 5 years | -32.20% | -46.83% | +14.63% |
Max Drawdown (10Y)Largest decline over 10 years | -39.35% | -53.67% | +14.32% |
Current DrawdownCurrent decline from peak | -14.45% | -7.38% | -7.07% |
Average DrawdownAverage peak-to-trough decline | -8.66% | -28.90% | +20.24% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 9.61% | 3.98% | +5.63% |
Volatility
THQ vs. FBDIX - Volatility Comparison
The current volatility for Abrdn Healthcare Opportunities Fund (THQ) is 5.90%, while Franklin Biotechnology Discovery Fund (FBDIX) has a volatility of 7.62%. This indicates that THQ experiences smaller price fluctuations and is considered to be less risky than FBDIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| THQ | FBDIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.90% | 7.62% | -1.72% |
Volatility (6M)Calculated over the trailing 6-month period | 12.38% | 15.74% | -3.36% |
Volatility (1Y)Calculated over the trailing 1-year period | 21.64% | 25.50% | -3.86% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 18.79% | 25.47% | -6.68% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 20.46% | 26.35% | -5.89% |