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FIRAX: FIDELITY INTERNATIONAL REAL ESTATE FUND FIDELITY ADVISOR INTERNATIONAL REAL ESTATE FUND: CLASS A (MUTUAL FUND)
Basic Info 9.85 0.13(1.30%) June 05
| Asset Class: | Global Real Estate |
| MyPlanIQ Rating: | (39%) |
| Start Date: | 09/07/2006 |
| Last Dividend Date: | 12/19/2025 |
| 12-Mo. Yield | 2.87% |
| Expenses | 0.95% |
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Performance Analytics (As of 06/05/2026)
| Last 1 Week* | YTD*(2026) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Inception** | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -4.1 | -5.5 | 1.4 | 2.7 | -4.1 | 2.9 | 4.1 | 1.8 | 22.4 | -9.7 | 3.8 | -26.8 | 11.6 | 5.4 | 27.5 | -6.5 | 26.5 | -1.8 | 1.6 | 3.9 | 12.3 | 43.8 | -22.4 | 14.8 | 35.6 | -50.7 | -8.4 | 10.2 |
| Sharpe Ratio | NA | -1.0 | -0.11 | -0.05 | -0.48 | 0.09 | NA | 0.03 | 1.65 | -1.14 | 0.01 | -1.56 | 1.15 | 0.21 | 3.47 | -0.77 | 4.04 | -0.14 | 0.13 | 0.44 | 0.93 | 3.22 | -0.93 | 0.75 | 1.11 | -1.13 | -0.55 | 2.19 |
| Draw Down(%) | NA | 14.0 | 14.0 | 18.2 | 37.5 | 37.5 | NA | 71.6 | 6.8 | 17.0 | 19.5 | 34.3 | 7.0 | 35.3 | 5.1 | 12.1 | 2.7 | 10.7 | 10.9 | 10.0 | 14.7 | 11.4 | 27.8 | 17.5 | 35.2 | 61.9 | 20.2 | 5.3 |
| Standard Deviation(%) | NA | 14.9 | 12.1 | 12.7 | 13.7 | 13.8 | NA | 19.1 | 11.9 | 11.7 | 13.2 | 18.2 | 10.1 | 24.4 | 7.5 | 10.2 | 6.4 | 14.5 | 11.7 | 8.9 | 13.2 | 13.7 | 24.2 | 19.6 | 32.1 | 45.7 | 21.2 | 15.0 |
| Treynor Ratio | NA | -0.18 | -0.02 | -0.01 | -0.08 | 0.02 | NA | 0.01 | 0.24 | -0.18 | 0.0 | -0.35 | 0.15 | 0.07 | 0.37 | -0.1 | 0.4 | -0.03 | 0.02 | 0.06 | 0.16 | 0.55 | -0.28 | 0.19 | 0.41 | -0.52 | -0.13 | 0.51 |
| Alpha | NA | -0.02 | 0.0 | -0.01 | -0.01 | 0.01 | NA | 0.0 | 0.0 | -0.01 | -0.01 | -0.05 | 0.02 | 0.05 | 0.04 | 0.0 | 0.06 | -0.01 | 0.01 | 0.0 | 0.03 | 0.04 | -0.05 | -0.01 | 0.02 | 0.0 | -0.01 | 0.09 |
| Beta | NA | 0.82 | 0.81 | 0.8 | 0.8 | 0.77 | NA | 0.83 | 0.83 | 0.76 | 0.78 | 0.81 | 0.76 | 0.75 | 0.7 | 0.75 | 0.66 | 0.76 | 0.66 | 0.69 | 0.79 | 0.8 | 0.82 | 0.78 | 0.86 | 0.98 | 0.87 | 0.65 |
| RSquared | NA | 0.84 | 0.79 | 0.83 | 0.85 | 0.85 | NA | 0.8 | 0.82 | 0.84 | 0.83 | 0.89 | 0.78 | 0.9 | 0.64 | 0.76 | 0.61 | 0.85 | 0.79 | 0.7 | 0.8 | 0.76 | 0.85 | 0.81 | 0.82 | 0.79 | 0.81 | 0.02 |
| Yield(%) | N/A | 0.0 | N/A | N/A | N/A | N/A | N/A | N/A | 3.3 | 4.4 | 1.6 | 3.0 | 5.6 | 1.5 | 5.9 | 1.7 | 3.4 | 3.8 | 2.7 | 4.5 | 5.3 | 6.3 | 3.7 | 7.6 | 2.8 | 0.0 | 10.9 | 1.4 |
| Dividend Growth(%) | N/A | -100.0 | N/A | N/A | N/A | N/A | N/A | N/A | -35.5 | 181.6 | -63.2 | -42.6 | 279.7 | -68.1 | 215.3 | -38.4 | -15.6 | 40.7 | -40.7 | -10.5 | 14.5 | 27.1 | -48.3 | 255.0 | N/A | -100.0 | 723.2 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 03/01/2006
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Best ETFs
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Best Closed End Funds
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