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
FSREX: FIDELITY SERIES REAL ESTATE INCOME FUND FIDELITY SERIES REAL ESTATE INCOME FUND (MUTUAL FUND)
Basic Info 10.08 0.11(1.08%) June 05
| Asset Class: | Global Real Estate |
| MyPlanIQ Rating: | (31%) |
| Start Date: | 10/28/2011 |
| Last Dividend Date: | 03/06/2026 |
| 12-Mo. Yield | 5.66% |
| Expenses | 0.00% |
| Sign up to get fund ranking change alerts | |
Performance Analytics (As of 06/05/2026)
| Last 1 Week* | YTD*(2026) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Inception** | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -1.1 | 0.4 | 6.1 | 8.4 | 3.1 | 4.8 | 6.3 | 3.7 | 9.9 | 8.3 | -14.5 | 14.9 | -0.1 | 16.0 | 0.7 | 6.6 | 5.6 | 4.3 | 10.8 | 5.2 | 17.2 | 1.7 |
| Sharpe Ratio | NA | -0.5 | 1.29 | 1.44 | 0.12 | 0.39 | 0.74 | 0.2 | 0.96 | 0.78 | -2.1 | 4.04 | -0.01 | 6.0 | -0.21 | 2.67 | 1.14 | 1.09 | 4.7 | 1.43 | 6.65 | 1.68 |
| Draw Down(%) | NA | 2.1 | 2.1 | 5.1 | 17.8 | 32.0 | 32.0 | 3.0 | 1.8 | 7.0 | 17.8 | 2.2 | 32.0 | 0.8 | 3.9 | 1.2 | 5.1 | 2.2 | 1.3 | 5.5 | 1.3 | 2.3 |
| Standard Deviation(%) | NA | 3.2 | 2.7 | 3.6 | 4.9 | 8.1 | 7.0 | 4.2 | 3.4 | 5.3 | 7.6 | 3.7 | 22.2 | 2.4 | 3.1 | 2.3 | 4.8 | 3.9 | 2.3 | 3.6 | 2.6 | 6.2 |
| Treynor Ratio | NA | -0.13 | 0.28 | 0.35 | 0.03 | 0.12 | 0.23 | 0.09 | 0.21 | 0.18 | -0.66 | 0.82 | -0.01 | 1.1 | -0.05 | 0.52 | 0.38 | 0.34 | 1.2 | 0.31 | 1.45 | 0.61 |
| Alpha | NA | 0.0 | 0.01 | 0.02 | 0.01 | 0.01 | 0.02 | 0.0 | 0.02 | 0.01 | -0.04 | 0.05 | 0.02 | 0.04 | 0.0 | 0.02 | 0.02 | 0.02 | 0.04 | 0.02 | 0.05 | 0.08 |
| Beta | NA | 0.12 | 0.12 | 0.15 | 0.19 | 0.26 | 0.23 | 0.1 | 0.16 | 0.22 | 0.24 | 0.18 | 0.42 | 0.13 | 0.13 | 0.12 | 0.14 | 0.12 | 0.09 | 0.17 | 0.12 | 0.17 |
| RSquared | NA | 0.42 | 0.37 | 0.35 | 0.39 | 0.29 | 0.28 | 0.09 | 0.42 | 0.42 | 0.46 | 0.34 | 0.36 | 0.22 | 0.26 | 0.16 | 0.28 | 0.25 | 0.18 | 0.47 | 0.47 | 0.77 |
| Yield(%) | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 5.8 | 6.3 | 7.4 | 5.3 | 3.2 | 5.3 | 7.2 | 6.9 | 6.2 | 4.0 | 7.9 | 8.0 | 7.9 | 7.5 | 1.3 |
| Dividend Growth(%) | N/A | N/A | N/A | N/A | N/A | N/A | N/A | -4.0 | -15.7 | 13.5 | 87.6 | -43.9 | -19.9 | -2.1 | 11.2 | 58.9 | -52.0 | 2.1 | -1.7 | 14.5 | 485.6 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 10/26/2011
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 FSREX
Register for FREE
No Credit Card Required
Or Start FREE 30-day trial now >>
Or Start FREE 30-day trial now >>
