Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| FSRVX (FIDELITY REAL ESTATE INDEX FUND PREMIUM CLASS) | NA | -1.85% | 4.47% | 8.15% | NA | NA | NA | 8.98% |
Data as of 11/12/2018, AR inception is 09/15/2011
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FSRVX (FIDELITY REAL ESTATE INDEX FUND PREMIUM CLASS) | 09/15/2011 | 11/12/2018 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -1.85 | 4.47 | 8.15 | NA | NA | NA | 8.98 | -1.04 | 3.13 | 6.58 | 4.37 | 31.67 | 1.35 | 16.98 | 3.01 |
| Sharpe Ratio | NA | -0.18 | 0.26 | 0.53 | NA | NA | NA | 0.53 | -0.16 | 0.24 | 0.38 | 0.25 | 2.80 | 0.08 | 1.24 | 0.30 |
| Standard Deviation(%) | NA | 14.63 | 14.48 | 14.49 | NA | NA | NA | 16.03 | 15.18 | 10.44 | 16.98 | 17.48 | 11.29 | 15.80 | 13.79 | 35.81 |
| Draw Down(%) | NA | 13.95 | 17.04 | 17.04 | NA | NA | NA | 17.88 | 12.52 | 6.34 | 14.57 | 16.48 | 7.51 | 17.88 | 9.26 | 14.63 |
| Yield(%) | 0.00 | 3.34 | 3.43 | 3.78 | 2.70 | 1.80 | 1.35 | 3.86 | 2.37 | 2.27 | 4.08 | 2.56 | 3.41 | 2.85 | 2.36 | 0.00 |
Data as of 11/12/2018, AR inception is 09/15/2011
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FSRVX (FIDELITY REAL ESTATE INDEX FUND PREMIUM CLASS) |
-0.20%
Feb 2015 - Feb 2018 |
4.69%
Apr 2013 - Apr 2018 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FSRVX (FIDELITY REAL ESTATE INDEX FUND PREMIUM CLASS) |
16.74%
Nov 2011 - Nov 2014 |
11.67%
Dec 2011 - Dec 2016 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart