Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FRXIX (FIDELITY REAL ESTATE INDEX FUND INVESTOR CLASS) | 9.54% | 11.54% | 9.95% | 2.51% | 4.15% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 09/09/2011
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FRXIX (FIDELITY REAL ESTATE INDEX FUND INVESTOR CLASS) | 09/09/2011 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.39 | 11.54 | 9.95 | 2.51 | 4.15 | NA | NA | … | … | 9.54 | 3.03 | 4.99 | 11.93 | -26.14 | 40.66 | -11.31 | 22.12 | -4.84 | 2.98 | 6.39 | 4.29 | 31.42 | 1.20 | 16.77 | 6.10 |
| Sharpe Ratio | NA | 0.64 | 0.44 | 0.02 | 0.11 | NA | NA | … | … | 1.47 | 0.01 | 0.09 | 0.41 | -1.11 | 2.71 | -0.25 | 1.66 | -0.37 | 0.22 | 0.36 | 0.24 | 2.80 | 0.07 | 1.22 | 0.60 |
| Standard Deviation(%) | NA | 13.18 | 16.81 | 18.91 | 21.69 | NA | NA | … | … | 14.06 | 17.08 | 16.09 | 20.24 | 24.88 | 14.98 | 45.98 | 12.45 | 17.06 | 10.45 | 17.02 | 17.52 | 11.22 | 15.81 | 13.88 | 35.01 |
| Draw Down(%) | NA | 8.47 | 17.49 | 34.27 | 44.26 | NA | NA | … | … | 8.47 | 14.56 | 10.99 | 21.72 | 32.75 | 7.46 | 44.26 | 6.42 | 13.65 | 6.36 | 14.56 | 16.61 | 7.44 | 17.87 | 9.35 | 14.63 |
| Yield(%) | 0.00 | 2.75 | 2.94 | 2.26 | 2.80 | 3.95 | 2.96 | … | … | 0.00 | 2.81 | 2.89 | 3.09 | 1.93 | 1.79 | 2.91 | 3.86 | 3.35 | 2.13 | 3.90 | 2.42 | 3.24 | 2.70 | 2.26 | 0.00 |
Data as of 06/04/2026, Common starting date is 09/09/2011
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FRXIX (FIDELITY REAL ESTATE INDEX FUND INVESTOR CLASS) |
-4.96%
Mar 2017 – Mar 2020 |
-1.96%
Mar 2015 – Mar 2020 |
3.17%
Mar 2016 – Mar 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FRXIX (FIDELITY REAL ESTATE INDEX FUND INVESTOR CLASS) |
16.56%
Nov 2011 – Nov 2014 |
11.50%
Dec 2011 – Dec 2016 |
9.91%
Dec 2011 – Dec 2021 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart
