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FIREX: Fidelity International Real Estate (MUTUAL FUND)
Basic Info 14.96 0.06(0.40%) June 11
| Asset Class: | Global Real Estate |
| MyPlanIQ Rating: | (87%) |
| Start Date: | 01/26/2005 |
| Last Dividend Date: | 12/30/2020 |
| 12-Mo. Yield | 1.77% |
| Expenses | 1.17% |
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Performance Analytics (As of 06/11/2021)
| Last 1 Week* | YTD*(2021) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Inception** | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| AR(%) | 1.6 | 10.9 | 34.5 | 11.2 | 11.1 | 9.0 | 5.4 | 6.1 | 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 |
| SR | NA | 2.64 | 3.01 | 0.65 | 0.74 | 0.59 | NA | 0.27 | 0.22 | 3.52 | -0.73 | 3.82 | -0.12 | 0.15 | 0.47 | 0.96 | 3.25 | -0.92 | 0.75 | 1.12 | -1.12 | -0.54 | 2.91 | 0.76 | 31.12 |
| DD(%) | NA | 4.0 | 6.3 | 35.3 | 35.3 | 35.3 | NA | 71.4 | 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 | 20.0 | 14.8 | 9.8 | 0.1 |
| SD(%) | NA | 10.0 | 11.5 | 15.9 | 13.9 | 14.5 | NA | 19.9 | 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 |
| TR | NA | 0.35 | 0.5 | 0.14 | 0.14 | 0.11 | NA | 0.06 | 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 | 0.04 | 0.03 | 0.03 | 0.02 | NA | 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 | 0.01 | 1.05 |
| Beta(%) | NA | 0.75 | 0.69 | 0.75 | 0.74 | 0.76 | NA | 0.84 | 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 | 0.58 | -1.81 |
| RS | NA | 0.77 | 0.81 | 0.87 | 0.85 | 0.83 | NA | 0.77 | 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 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 01/26/2005
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