Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| FREL (Fidelity MSCI Real Estate Index ETF) | 1.27% | 11.19% | 1.07% | 5.81% | 6.51% | NA | NA | 5.70% |
Data as of 06/04/2025, AR inception is 02/05/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FREL (Fidelity MSCI Real Estate Index ETF) | 02/05/2015 | 06/04/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.01 | 11.19 | 1.07 | 5.81 | 6.51 | NA | NA | 5.70 | 1.27 | 5.05 | 11.77 | -26.23 | 40.44 | -4.87 | 28.79 | -4.51 | 11.02 | 9.79 | -0.89 |
| Sharpe Ratio | NA | 0.58 | -0.15 | 0.24 | 0.24 | NA | NA | 0.20 | -0.01 | -0.10 | 0.38 | -1.12 | 2.72 | -0.12 | 2.25 | -0.37 | 1.06 | 0.58 | -0.06 |
| Standard Deviation(%) | NA | 18.15 | 20.49 | 20.15 | 21.10 | NA | NA | 20.97 | 22.04 | 16.05 | 20.19 | 24.83 | 14.85 | 42.91 | 12.17 | 15.61 | 9.89 | 16.58 | 15.89 |
| Draw Down(%) | NA | 17.54 | 26.48 | 34.39 | 42.57 | NA | NA | 42.57 | 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 | 3.75 | 3.22 | 3.76 | 4.08 | 2.52 | 1.89 | 3.79 | 0.96 | 3.50 | 4.00 | 2.57 | 3.31 | 3.48 | 4.23 | 5.04 | 3.43 | 2.98 | 3.48 |
Data as of 06/04/2025, AR inception 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 |
5.99%
Mar 2015 - Mar 2025 |
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 |
6.38%
May 2015 - May 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart