Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FSRNX (FIDELITY REAL ESTATE INDEX FUND INSTITUTIONAL CLASS) | 9.54% | 11.54% | 9.95% | 2.51% | 4.16% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 09/15/2011
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FSRNX (FIDELITY REAL ESTATE INDEX FUND INSTITUTIONAL CLASS) | 09/15/2011 | 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 | 4.16 | NA | NA | … | … | 9.54 | 3.03 | 4.99 | 11.93 | -26.14 | 40.66 | -11.31 | 23.02 | -4.21 | 3.15 | 4.99 | 4.39 | 31.59 | 1.38 | 17.11 | 3.01 |
| 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 | 1.73 | -0.34 | 0.24 | 0.27 | 0.25 | 2.81 | 0.09 | 1.23 | 0.30 |
| Standard Deviation(%) | NA | 13.18 | 16.81 | 18.91 | 21.68 | NA | NA | … | … | 14.06 | 17.08 | 16.09 | 20.24 | 24.88 | 14.98 | 45.98 | 12.45 | 16.64 | 10.40 | 17.42 | 17.50 | 11.23 | 15.71 | 13.93 | 35.83 |
| 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 | 13.50 | 6.34 | 15.80 | 16.53 | 7.51 | 17.80 | 9.26 | 14.63 |
| Yield(%) | 0.00 | 2.75 | 2.94 | 2.26 | 2.82 | 3.93 | 2.95 | … | … | 0.00 | 2.81 | 2.89 | 3.09 | 1.93 | 1.79 | 2.91 | 4.77 | 4.08 | 2.29 | 2.46 | 2.57 | 3.45 | 2.87 | 2.39 | 0.00 |
Data as of 06/04/2026, Common starting date is 09/15/2011
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FSRNX (FIDELITY REAL ESTATE INDEX FUND INSTITUTIONAL CLASS) |
-4.61%
Dec 2021 – Dec 2024 |
-1.91%
Mar 2015 – Mar 2020 |
3.18%
Mar 2016 – Mar 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FSRNX (FIDELITY REAL ESTATE INDEX FUND INSTITUTIONAL CLASS) |
16.77%
Nov 2011 – Nov 2014 |
11.35%
Dec 2011 – Dec 2016 |
10.01%
Dec 2011 – Dec 2021 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart
