Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FRIFX (FIDELITY REAL ESTATE INCOME FUND FIDELITY REAL ESTATE INCOME FUND) | 4.05% | 8.48% | 8.71% | 3.57% | 5.58% | 6.51% | 6.13% | … | … |
Data as of 06/05/2026, Common starting date is 02/07/2003
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FRIFX (FIDELITY REAL ESTATE INCOME FUND FIDELITY REAL ESTATE INCOME FUND) | 02/07/2003 | 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 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.08 | 8.48 | 8.71 | 3.57 | 5.58 | 6.51 | 6.13 | … | … | 4.05 | 7.16 | 7.93 | 9.32 | -14.54 | 18.90 | -1.08 | 17.91 | -0.64 | 6.73 | 10.21 | 1.66 | 12.57 | 4.12 | 18.84 | 4.71 | 18.81 | 46.82 | -31.02 | -6.45 | 11.72 | 5.07 | 10.42 | 16.54 |
| Sharpe Ratio | NA | 1.45 | 1.08 | 0.21 | 0.41 | NA | NA | … | … | 1.59 | 0.85 | 0.83 | 0.79 | -1.77 | 3.58 | -0.05 | 4.17 | -0.39 | 1.92 | 1.61 | 0.31 | 2.38 | 0.77 | 5.71 | 0.61 | 3.26 | 3.69 | -2.23 | -1.66 | 2.94 | 1.00 | 2.82 | 8.07 |
| Standard Deviation(%) | NA | 4.08 | 5.52 | 6.46 | 9.65 | NA | NA | … | … | 4.71 | 5.02 | 5.17 | 7.19 | 9.06 | 5.27 | 25.19 | 3.95 | 5.19 | 3.18 | 6.20 | 5.26 | 5.27 | 5.27 | 3.32 | 7.65 | 5.75 | 12.66 | 14.31 | 5.80 | 2.84 | 2.81 | 3.34 | 2.22 |
| Draw Down(%) | NA | 3.42 | 7.24 | 18.12 | 34.50 | NA | NA | … | … | 3.42 | 5.04 | 3.24 | 8.94 | 18.12 | 2.29 | 34.50 | 1.49 | 5.26 | 1.93 | 5.32 | 4.25 | 2.76 | 7.83 | 1.97 | 8.26 | 3.38 | 8.36 | 34.99 | 11.20 | 0.93 | 2.11 | 5.45 | 1.19 |
| Yield(%) | 0.00 | 4.70 | 4.98 | 4.07 | 4.84 | 5.74 | 5.36 | … | … | 0.90 | 4.80 | 4.79 | 5.17 | 4.89 | 1.74 | 4.50 | 6.35 | 5.93 | 4.99 | 5.24 | 5.32 | 7.03 | 6.82 | 7.26 | 6.02 | 5.52 | 6.75 | 5.64 | 7.61 | 7.53 | 7.46 | 5.71 | 3.98 |
Data as of 06/05/2026, Common starting date is 02/07/2003
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FRIFX (FIDELITY REAL ESTATE INCOME FUND FIDELITY REAL ESTATE INCOME FUND) |
-11.62%
Feb 2006 – Feb 2009 |
-4.53%
Feb 2004 – Feb 2009 |
4.49%
Oct 2013 – Oct 2023 |
4.84%
Mar 2005 – Mar 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FRIFX (FIDELITY REAL ESTATE INCOME FUND FIDELITY REAL ESTATE INCOME FUND) |
25.29%
Feb 2009 – Feb 2012 |
19.40%
Feb 2009 – Feb 2014 |
12.66%
Feb 2009 – Feb 2019 |
9.73%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart