Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FRESX (FIDELITY REAL ESTATE INVESTMENT PORTFOLIO FIDELITY REAL ESTATE INVESTMENT PORTFOLIO) | 11.98% | 11.89% | 10.10% | 3.54% | 5.15% | 7.30% | 5.87% | … | … |
Data as of 06/04/2026, Common starting date is 03/13/1987
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FRESX (FIDELITY REAL ESTATE INVESTMENT PORTFOLIO FIDELITY REAL ESTATE INVESTMENT PORTFOLIO) | 03/13/1987 | 06/04/2026 |
| 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 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | 1992 | 1991 | 1990 | 1989 | 1988 | 1987 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.24 | 11.89 | 10.10 | 3.54 | 5.15 | 7.30 | 5.87 | … | … | 11.98 | 2.54 | 5.87 | 10.82 | -24.36 | 42.34 | -7.93 | 25.22 | -5.34 | 2.05 | 7.71 | 6.02 | 30.15 | 1.55 | 18.01 | 8.29 | 29.85 | 32.88 | -38.15 | -21.47 | 33.00 | 15.04 | 34.22 | 33.80 | 5.10 | 9.52 | 31.38 | -0.89 | -18.60 | 21.39 | 36.23 | 10.92 | 2.04 | 12.51 | 19.51 | 39.19 | -8.70 | 13.77 | 10.36 | -14.87 |
| Sharpe Ratio | NA | 0.66 | 0.45 | 0.08 | 0.16 | NA | NA | … | … | 1.98 | -0.02 | 0.14 | 0.37 | -1.04 | 2.85 | -0.19 | 1.89 | -0.40 | 0.14 | 0.44 | 0.34 | 2.66 | 0.10 | 1.28 | 0.27 | 1.04 | 0.48 | -0.52 | -0.93 | 2.01 | 0.82 | 2.01 | 2.99 | 0.28 | 0.73 | 2.50 | -0.40 | -1.50 | 1.98 | 5.50 | 1.25 | -0.14 | 1.10 | 2.96 | 4.19 | -1.92 | 1.34 | 0.96 | -1.27 |
| Standard Deviation(%) | NA | 13.23 | 16.46 | 18.70 | 20.76 | NA | NA | … | … | 13.74 | 17.15 | 15.80 | 19.61 | 24.86 | 14.84 | 42.10 | 12.58 | 16.79 | 10.25 | 16.99 | 17.39 | 11.32 | 15.60 | 14.12 | 30.48 | 28.48 | 68.55 | 74.51 | 26.48 | 14.79 | 15.58 | 16.50 | 11.06 | 14.24 | 9.84 | 10.85 | 10.56 | 14.67 | 8.90 | 5.87 | 5.53 | 7.31 | 9.37 | 5.69 | 8.37 | 7.37 | 5.83 | 5.66 | 17.55 |
| Draw Down(%) | NA | 7.78 | 16.44 | 32.13 | 40.93 | NA | NA | … | … | 7.78 | 14.50 | 11.31 | 21.35 | 31.65 | 8.26 | 40.93 | 6.28 | 13.51 | 5.68 | 14.78 | 16.18 | 7.42 | 17.87 | 9.34 | 23.41 | 17.02 | 45.16 | 65.46 | 32.32 | 9.65 | 11.34 | 18.02 | 6.91 | 16.98 | 11.14 | 8.00 | 19.66 | 26.27 | 8.30 | 3.72 | 4.80 | 13.80 | 9.87 | 6.99 | 3.81 | 16.91 | 5.96 | 4.69 | 22.89 |
| Yield(%) | 0.00 | 4.43 | 5.74 | 5.15 | 4.98 | 6.20 | 5.02 | … | … | 0.00 | 4.60 | 5.54 | 7.15 | 7.08 | 5.26 | 4.25 | 8.31 | 2.96 | 1.80 | 5.10 | 5.97 | 2.13 | 2.15 | 1.56 | 0.73 | 2.17 | 2.72 | 2.11 | 7.95 | 14.48 | 9.45 | 8.49 | 4.33 | 5.79 | 9.09 | 5.02 | 4.39 | 5.79 | 7.65 | 5.19 | 5.44 | 4.70 | 4.78 | 3.97 | 5.92 | 5.27 | 6.06 | 6.77 | 5.57 |
Data as of 06/04/2026, Common starting date is 03/13/1987
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FRESX (FIDELITY REAL ESTATE INVESTMENT PORTFOLIO FIDELITY REAL ESTATE INVESTMENT PORTFOLIO) |
-28.28%
Mar 2006 – Mar 2009 |
-10.41%
Mar 2004 – Mar 2009 |
2.59%
Feb 1999 – Feb 2009 |
4.12%
Feb 1994 – Feb 2009 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FRESX (FIDELITY REAL ESTATE INVESTMENT PORTFOLIO FIDELITY REAL ESTATE INVESTMENT PORTFOLIO) |
47.64%
Mar 2009 – Mar 2012 |
30.81%
Feb 2009 – Feb 2014 |
19.07%
Mar 2009 – Mar 2019 |
16.23%
Nov 1991 – Nov 2006 |
Annualized Rolling Returns Comparison Chart