Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FSREX (FIDELITY SERIES REAL ESTATE INCOME FUND FIDELITY SERIES REAL ESTATE INCOME FUND) | 1.49% | 7.15% | 8.79% | 3.37% | 4.97% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 10/28/2011
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FSREX (FIDELITY SERIES REAL ESTATE INCOME FUND FIDELITY SERIES REAL ESTATE INCOME FUND) | 10/28/2011 | 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 (%) | 0.00 | 7.15 | 8.79 | 3.37 | 4.97 | NA | NA | … | … | 1.49 | 3.69 | 9.87 | 8.29 | -14.52 | 14.91 | -0.06 | 16.01 | 0.67 | 6.64 | 5.62 | 4.28 | 10.77 | 5.17 | 17.21 | 1.71 |
| Sharpe Ratio | NA | 1.94 | 1.71 | 0.20 | 0.42 | NA | NA | … | … | 0.42 | 0.20 | 0.96 | 0.78 | -2.10 | 4.04 | -0.01 | 6.00 | -0.21 | 2.67 | 1.14 | 1.09 | 4.70 | 1.43 | 6.65 | 1.68 |
| Standard Deviation(%) | NA | 2.48 | 3.55 | 4.86 | 8.08 | NA | NA | … | … | 2.77 | 4.24 | 3.39 | 5.25 | 7.58 | 3.68 | 22.17 | 2.43 | 3.14 | 2.26 | 4.77 | 3.90 | 2.29 | 3.61 | 2.60 | 6.20 |
| Draw Down(%) | NA | 2.06 | 5.12 | 17.85 | 32.02 | NA | NA | … | … | 2.06 | 3.00 | 1.75 | 7.03 | 17.85 | 2.18 | 32.02 | 0.80 | 3.92 | 1.23 | 5.11 | 2.18 | 1.35 | 5.53 | 1.32 | 2.25 |
| Yield(%) | 0.00 | 5.66 | 5.95 | 5.04 | 5.34 | 6.30 | 4.73 | … | … | 0.69 | 5.79 | 6.27 | 7.44 | 5.30 | 3.17 | 5.30 | 7.19 | 6.90 | 6.21 | 3.99 | 7.95 | 8.01 | 7.89 | 7.55 | 1.30 |
Data as of 06/04/2026, Common starting date is 10/28/2011
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FSREX (FIDELITY SERIES REAL ESTATE INCOME FUND FIDELITY SERIES REAL ESTATE INCOME FUND) |
-2.75%
Mar 2017 – Mar 2020 |
-0.07%
Mar 2015 – Mar 2020 |
4.13%
Oct 2013 – Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FSREX (FIDELITY SERIES REAL ESTATE INCOME FUND FIDELITY SERIES REAL ESTATE INCOME FUND) |
11.59%
Nov 2011 – Nov 2014 |
9.54%
Mar 2020 – Mar 2025 |
7.96%
Nov 2011 – Nov 2021 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart