Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FREL (Fidelity MSCI Real Estate Index ETF) | 10.36% | 12.35% | 10.24% | 2.37% | 6.54% | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 02/05/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FREL (Fidelity MSCI Real Estate Index ETF) | 02/05/2015 | 06/05/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.17 | 12.35 | 10.24 | 2.37 | 6.54 | NA | NA | … | … | 10.36 | 3.09 | 5.05 | 11.77 | -26.23 | 40.44 | -4.87 | 28.79 | -4.51 | 11.02 | 9.79 | -0.89 |
| Sharpe Ratio | NA | 0.65 | 0.45 | 0.02 | 0.23 | NA | NA | … | … | 1.52 | 0.01 | 0.09 | 0.41 | -1.12 | 2.72 | -0.12 | 2.24 | -0.38 | 1.05 | 0.58 | -0.06 |
| Standard Deviation(%) | NA | 13.09 | 16.76 | 18.85 | 20.86 | NA | NA | … | … | 13.95 | 17.02 | 16.05 | 20.19 | 24.83 | 14.85 | 42.91 | 12.17 | 15.61 | 9.89 | 16.58 | 15.89 |
| Draw Down(%) | NA | 8.45 | 17.54 | 34.39 | 42.57 | NA | NA | … | … | 8.45 | 14.63 | 10.96 | 21.73 | 32.76 | 7.55 | 42.57 | 5.47 | 12.75 | 5.30 | 13.28 | 13.63 |
| Yield(%) | 0.00 | 3.54 | 3.85 | 3.00 | 3.98 | 2.78 | 2.09 | … | … | 0.93 | 3.60 | 3.50 | 4.00 | 2.57 | 3.31 | 3.48 | 4.23 | 5.04 | 3.43 | 2.98 | 3.48 |
Data as of 06/05/2026, Common starting date is 02/05/2015
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FREL (Fidelity MSCI Real Estate Index ETF) |
-4.67%
Dec 2021 – Dec 2024 |
1.98%
Apr 2019 – Apr 2024 |
5.71%
Mar 2016 – Mar 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FREL (Fidelity MSCI Real Estate Index ETF) |
19.83%
Dec 2018 – Dec 2021 |
12.77%
Dec 2016 – Dec 2021 |
7.33%
Aug 2015 – Aug 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart