Find A Portfolio/Ticker
Comparison Box
FIREX: FIDELITY INTERNATIONAL REAL ESTATE FUND FIDELITY INTERNATIONAL REAL ESTATE FUND (MUTUAL FUND)
Basic Info 9.42 0.09(0.95%) December 02
| Asset Class: | Global Real Estate |
| MyPlanIQ Rating: | (84%) |
| Start Date: | 12/22/2004 |
| Last Dividend Date: | 09/13/2024 |
| 12-Mo. Yield | 3.98% |
| Expenses | 1.20% |
| Sign up to get fund ranking change alerts | |
Performance Analytics (As of 11/29/2024)
Not up-to-date? Try| Last 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Inception** | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 1.1 | -5.4 | 2.2 | -9.3 | -2.4 | 2.5 | 4.4 | 3.4 | 4.0 | -26.6 | 11.8 | 5.7 | 27.9 | -6.1 | 25.5 | -1.6 | 1.8 | 4.2 | 12.6 | 44.2 | -22.2 | 14.8 | 35.8 | -50.5 | -8.3 | 42.9 | 10.3 | 2.3 |
| Sharpe Ratio | NA | -1.01 | -0.38 | -0.89 | -0.28 | 0.08 | NA | 0.11 | -0.02 | -1.54 | 1.17 | 0.22 | 3.52 | -0.72 | 3.82 | -0.12 | 0.15 | 0.47 | 0.96 | 3.25 | -0.92 | 0.75 | 1.12 | -1.12 | -0.53 | 2.91 | 0.76 | 31.12 |
| Draw Down(%) | NA | 13.0 | 13.0 | 35.3 | 37.1 | 37.1 | NA | 71.4 | 19.5 | 34.2 | 7.0 | 35.3 | 5.0 | 11.9 | 2.7 | 10.7 | 10.9 | 9.9 | 14.7 | 11.5 | 27.8 | 17.7 | 35.0 | 61.8 | 20.1 | 14.8 | 9.8 | 0.1 |
| Standard Deviation(%) | NA | 11.7 | 11.9 | 14.6 | 16.3 | 13.8 | NA | 19.0 | 13.2 | 18.2 | 10.1 | 24.4 | 7.5 | 10.3 | 6.5 | 14.6 | 11.7 | 8.8 | 13.1 | 13.7 | 24.2 | 19.6 | 32.0 | 45.7 | 21.1 | 13.7 | 10.6 | 5.2 |
| Treynor Ratio | NA | -0.16 | -0.06 | -0.16 | -0.06 | 0.01 | NA | 0.03 | 0.0 | -0.35 | 0.16 | 0.07 | 0.38 | -0.1 | 0.38 | -0.02 | 0.03 | 0.06 | 0.16 | 0.56 | -0.27 | 0.19 | 0.42 | -0.52 | -0.13 | 0.66 | 0.0 | 0.0 |
| Alpha | NA | -0.01 | 0.0 | -0.02 | 0.0 | 0.01 | NA | 0.01 | -0.01 | -0.05 | 0.02 | 0.05 | 0.05 | 0.0 | 0.05 | -0.01 | 0.02 | 0.0 | 0.03 | 0.04 | -0.05 | -0.01 | 0.02 | 0.0 | -0.01 | 0.13 | NA | NA |
| Beta | NA | 0.75 | 0.75 | 0.79 | 0.77 | 0.75 | NA | 0.83 | 0.78 | 0.81 | 0.75 | 0.75 | 0.71 | 0.76 | 0.66 | 0.77 | 0.66 | 0.68 | 0.78 | 0.8 | 0.82 | 0.78 | 0.86 | 0.98 | 0.87 | 0.6 | NA | NA |
| RSquared | NA | 0.84 | 0.83 | 0.86 | 0.87 | 0.84 | NA | 0.77 | 0.83 | 0.89 | 0.78 | 0.91 | 0.64 | 0.77 | 0.61 | 0.85 | 0.79 | 0.7 | 0.8 | 0.76 | 0.85 | 0.81 | 0.82 | 0.79 | 0.81 | 0.01 | 0.0 | 0.0 |
| Yield(%) | N/A | 3.3 | N/A | N/A | N/A | N/A | N/A | N/A | 1.9 | 3.1 | 5.8 | 1.8 | 6.2 | 1.8 | 2.6 | 4.0 | 2.8 | 4.7 | 5.5 | 6.4 | 3.9 | 7.5 | 2.9 | 0.0 | 10.9 | 12.5 | 1.0 | 0.3 |
| Dividend Growth(%) | N/A | 75.9 | N/A | N/A | N/A | N/A | N/A | N/A | -57.4 | -42.5 | 225.9 | -64.0 | 207.4 | -11.5 | -37.9 | 36.5 | -39.0 | -11.3 | 16.4 | 23.5 | -44.9 | 238.9 | N/A | -100.0 | 10.2 | 1266.7 | 300.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 09/15/2004
Calculate Performance
Start date (MM/dd/yyyy)
End date (MM/dd/yyyy)
|
View Historical Data in an advanced chart |
Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See Global Real Estate Asset Class Trend Rankings |
Top Rated Funds in Global Real Estate
Best Mutual Funds
- RRESX (GLOBAL REAL ESTATE SECURITIES FUND CLASS S) (95%)
- IRGIX (VY(R) CLARION GLOBAL REAL ESTATE PORTFOLIO CLASS I) (94%)
- IGREX (INVESCO GLOBAL REAL ESTATE FUND CLASS R5) (93%)
- PURZX (PRUDENTIAL GLOBAL REAL ESTATE FUND CLASS Z) (92%)
- ARIIX (AB GLOBAL REAL ESTATE INVESTMENT FUND II CLASS I) (91%)
- TAREX (THIRD AVENUE REAL ESTATE VALUE FUND INSTITUTIONAL CLASS) (90%)
- AEEIX (AB GLOBAL REAL ESTATE INVESTMENT FUND INC. CLASS I) (89%)
- ARSYX (AB GLOBAL REAL ESTATE INVESTMENT FUND INC. ADVISOR CLASS) (88%)
- IRFIX (COHEN & STEERS INTERNATIONAL REALTY FUND INC. CLASS I) (86%)
- CSSPX (COHEN & STEERS GLOBAL REALTY SHARES INC. CLASS I) (85%)
Best ETFs
- RWX (SPDR® Dow Jones International Real Estate ETF) 0.81% (98%)
- IFGL (iShares International Developed Real Estate ETF) 0.72% (97%)
- RWO (SPDR® Dow Jones Global Real Estate ETF) 1.24% (96%)
- VNQI (Vanguard Global ex-U.S. Real Estate Index Fund ETF Shares) 0.39% (34%)
Best Closed End Funds
- AWP (Aberdeen Global Premier Properties) 1.81% (100%)
- IGR (CBRE Clarion Global Real Estate Income Fund) 2.07% (99%)
Latest Articles Related to FIREX
Register for FREE
No Credit Card Required
Or Start FREE 30-day trial now >>
Or Start FREE 30-day trial now >>
