It is the internal testing website that you are visiting. Please go to our official customer website (www.myplaniq.com).
Find A Portfolio/Ticker
Comparison Box
FIRIX: FIDELITY INTERNATIONAL REAL ESTATE FUND FIDELITY ADVISOR INTERNATIONAL REAL ESTATE FUND: CLASS I (MUTUAL FUND)
Basic Info 9.96 0.14(1.39%) June 05
| Asset Class: | Global Real Estate |
| MyPlanIQ Rating: | (77%) |
| Start Date: | 09/07/2006 |
| Last Dividend Date: | 12/19/2025 |
| 12-Mo. Yield | 3.14% |
| Expenses | 0.95% |
| Sign up to get fund ranking change alerts | |
Performance Analytics (As of 06/04/2026)
Not up-to-date? Try| Last 1 Week* | YTD*(2026) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Since 09/07/2006 |
2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -4.1 | -5.4 | 1.5 | 3.0 | -4.9 | 2.8 | 4.0 | 1.8 | 22.7 | -9.4 | 4.1 | -29.3 | 10.0 | 5.8 | 28.0 | -6.1 | 26.9 | -1.5 | 1.9 | 4.3 | 12.6 | 44.2 | -22.3 | 15.0 | 35.9 | -50.6 | -8.2 | 10.2 |
| Sharpe Ratio | NA | -0.39 | 0.34 | 0.15 | -0.47 | 0.12 | NA | 0.05 | 1.66 | -1.12 | 0.03 | -1.7 | 0.98 | 0.23 | 3.54 | -0.74 | 4.08 | -0.12 | 0.16 | 0.48 | 0.96 | 3.26 | -0.92 | 0.76 | 1.12 | -1.13 | -0.54 | 2.19 |
| Draw Down(%) | NA | 13.8 | 13.8 | 18.1 | 40.4 | 40.4 | NA | 71.4 | 6.8 | 16.8 | 19.4 | 36.6 | 8.0 | 35.3 | 5.1 | 11.8 | 2.6 | 10.6 | 10.7 | 9.9 | 14.7 | 11.5 | 27.7 | 17.7 | 35.1 | 61.8 | 20.0 | 5.3 |
| Standard Deviation(%) | NA | 14.8 | 12.0 | 12.7 | 13.7 | 13.8 | NA | 19.1 | 12.0 | 11.7 | 13.2 | 18.1 | 10.2 | 24.5 | 7.5 | 10.2 | 6.5 | 14.5 | 11.7 | 8.9 | 13.1 | 13.7 | 24.1 | 19.6 | 32.1 | 45.7 | 21.1 | 15.0 |
| Treynor Ratio | NA | -0.07 | 0.05 | 0.02 | -0.08 | 0.02 | NA | 0.01 | 0.24 | -0.17 | 0.01 | -0.39 | 0.13 | 0.07 | 0.38 | -0.1 | 0.4 | -0.02 | 0.03 | 0.06 | 0.16 | 0.56 | -0.27 | 0.19 | 0.42 | -0.52 | -0.13 | 0.51 |
| Alpha | NA | -0.01 | 0.0 | 0.0 | -0.01 | 0.01 | NA | 0.01 | 0.0 | 0.0 | -0.01 | -0.06 | 0.01 | 0.05 | 0.05 | 0.0 | 0.06 | -0.01 | 0.02 | 0.01 | 0.03 | 0.04 | -0.05 | -0.01 | 0.02 | 0.0 | -0.01 | 0.09 |
| Beta | NA | 0.82 | 0.81 | 0.8 | 0.79 | 0.77 | NA | 0.83 | 0.83 | 0.76 | 0.78 | 0.79 | 0.76 | 0.75 | 0.7 | 0.76 | 0.67 | 0.76 | 0.66 | 0.69 | 0.78 | 0.79 | 0.81 | 0.78 | 0.86 | 0.98 | 0.87 | 0.65 |
| RSquared | NA | 0.83 | 0.79 | 0.83 | 0.83 | 0.84 | NA | 0.8 | 0.81 | 0.84 | 0.82 | 0.85 | 0.77 | 0.89 | 0.64 | 0.77 | 0.63 | 0.85 | 0.79 | 0.7 | 0.79 | 0.75 | 0.85 | 0.81 | 0.82 | 0.79 | 0.81 | 0.02 |
| Yield(%) | N/A | 0.0 | 3.1 | 3.2 | 2.1 | 3.3 | 4.0 | N/A | 3.6 | 4.5 | 1.9 | 0.3 | 4.0 | 1.9 | 6.3 | 1.9 | 4.2 | 4.1 | 3.0 | 4.8 | 5.6 | 6.5 | 3.9 | 7.6 | 2.9 | 0.0 | 11.1 | 1.4 |
| Dividend Growth(%) | N/A | -100.0 | -30.9 | 17.0 | -20.2 | N/A | N/A | N/A | -30.9 | 135.1 | 410.5 | -93.0 | 118.6 | -62.9 | 196.9 | -43.1 | -2.2 | 30.8 | -35.6 | -11.5 | 16.9 | 23.9 | -45.0 | 242.4 | N/A | -100.0 | 732.7 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 09/07/2006
Calculate Performance
Start date (MM/dd/yyyy)
End date (MM/dd/yyyy)
|
View Historical Data in an advanced chart |
Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See Global Real Estate Asset Class Trend Rankings |
Top Rated Funds in Global Real Estate
Best Mutual Funds
- RRESX (GLOBAL REAL ESTATE SECURITIES FUND CLASS S) (95%)
- IRGIX (VY(R) CLARION GLOBAL REAL ESTATE PORTFOLIO CLASS I) (94%)
- IGREX (INVESCO GLOBAL REAL ESTATE FUND CLASS R5) (93%)
- PURZX (PRUDENTIAL GLOBAL REAL ESTATE FUND CLASS Z) (92%)
- ARIIX (AB GLOBAL REAL ESTATE INVESTMENT FUND II CLASS I) (91%)
- TAREX (THIRD AVENUE REAL ESTATE VALUE FUND INSTITUTIONAL CLASS) (90%)
- AEEIX (AB GLOBAL REAL ESTATE INVESTMENT FUND INC. CLASS I) (89%)
- ARSYX (AB GLOBAL REAL ESTATE INVESTMENT FUND INC. ADVISOR CLASS) (88%)
- IRFIX (COHEN & STEERS INTERNATIONAL REALTY FUND INC. CLASS I) (86%)
- CSSPX (COHEN & STEERS GLOBAL REALTY SHARES INC. CLASS I) (85%)
Best ETFs
- RWX (SPDR Dow Jones International Real Estate ETF) 1.78% (98%)
- IFGL (iShares International Developed Real Estate ETF) 1.95% (97%)
- RWO (SPDR Dow Jones Global Real Estate ETF) 0.10% (96%)
- VNQI (Vanguard Global ex-U.S. Real Estate ETF) 2.01% (34%)
Best Closed End Funds
- AWP (Aberdeen Global Premier Properties) 0.0% (100%)
- IGR (CBRE Clarion Global Real Estate Income Fund) 0.0% (99%)
Latest Articles Related to FIRIX
Register for FREE
No Credit Card Required
Or Start FREE 30-day trial now >>
Or Start FREE 30-day trial now >>
