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FIRBX: Fidelity Advisor Intl Real Estate B (MUTUAL FUND)
Basic Info
Asset Class: | Global Real Estate |
MyPlanIQ Rating: | Not Rated |
Start Date: | 04/12/2007 |
Last Dividend Date: | 09/11/2015 |
12-Mo. Yield | 0.00% |
Expenses | 2.17% |
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Performance Analytics (As of 07/31/2020)
Not up-to-date? TryLast 1 Week* | 1 Yr | 3 Yr | 5 Yr | Since 04/12/2007 |
2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.0 | 0.0 | 0.0 | -1.4 | -6.2 | -2.3 | -0.3 | -0.6 | 6.8 | 36.8 | -25.8 | 6.5 | 32.0 | -51.0 | -23.1 |
Sharpe Ratio | NA | -0.5 | 0.01 | 0.11 | -0.27 | -0.28 | -0.03 | -0.07 | 0.5 | 2.69 | -1.04 | 0.32 | 0.99 | -1.14 | -1.37 |
Draw Down(%) | NA | 16.5 | 18.8 | 29.3 | 75.0 | 10.7 | 11.4 | 11.4 | 14.8 | 11.7 | 30.4 | 18.0 | 35.2 | 62.1 | 25.8 |
Standard Deviation(%) | NA | 15.4 | 12.2 | 16.0 | 24.1 | 17.4 | 11.7 | 9.1 | 13.5 | 13.8 | 24.8 | 20.0 | 32.2 | 45.6 | 24.4 |
Treynor Ratio | NA | -0.12 | 0.0 | 0.02 | -0.08 | -0.06 | -0.01 | -0.01 | 0.08 | 0.41 | -0.28 | 0.08 | 0.46 | -0.66 | -0.39 |
Alpha | NA | -0.04 | -0.02 | -0.02 | -0.04 | -0.02 | 0.0 | -0.04 | 0.01 | 0.04 | -0.1 | -0.02 | 0.03 | -0.12 | -0.08 |
Beta | NA | 0.67 | 0.68 | 0.83 | 0.78 | 0.84 | 0.51 | 0.77 | 0.82 | 0.91 | 0.93 | 0.83 | 0.7 | 0.78 | 0.86 |
RSquared | NA | 0.55 | 0.55 | 0.71 | 0.74 | 0.75 | 0.39 | 0.6 | 0.73 | 0.7 | 0.85 | 0.77 | 0.76 | 0.77 | 0.66 |
Yield(%) | N/A | 1.2 | 3.2 | 3.5 | N/A | 0.0 | 1.2 | 3.7 | 4.5 | 5.3 | 2.9 | 6.7 | 2.4 | 0.0 | 10.0 |
Dividend Growth(%) | N/A | -67.6 | -23.3 | N/A | N/A | -100.0 | -67.6 | -14.0 | 16.2 | 37.0 | -54.2 | 268.7 | N/A | -100.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 04/12/2007
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See Global Real Estate Asset Class Trend Rankings |
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