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Fidelity Advisor Real Estate Fund Class A (FHEAX) Sharpe Ratio

Mutual Fund · Currency in USD · Last updated Jun 3, 2026

The fund invests primarily in common stocks. It invests at least 80% of assets in securities of companies principally engaged in the real estate industry and other real estate related investments. The fund invests in domestic and foreign issuers. It uses fundamental analysis of factors such as each issuer's financial condition and industry position, as well as market and economic conditions, to select investments. The fund is non-diversified.

Sharpe ratio is not yet available for FHEAX. This metric requires at least 12 months of historical daily returns to calculate. Check back once this data is available.

How it compares to other similar mutual funds

The table compares Fidelity Advisor Real Estate Fund Class A's Sharpe Ratio with other mutual funds in the REIT category across multiple time periods, showing how FHEAX's risk-adjusted performance compares to similar funds.

Data shows 1-, 5-, and 10-year periods, plus each fund's all-time average, as of Jun 3, 2026.

SymbolName1Y Sharpe Ratio5Y Sharpe Ratio10Y Sharpe RatioAll Time Sharpe Ratio
CREMXRedwood Real Estate Income Fund17.83
QREARXTIAA Real Estate Account4.27
FSREXFidelity Series Real Estate Income Fund3.18
FIKMXFidelity Advisor Real Estate Income Fund Class Z2.05
FRIRXFidelity Advisor Real Estate Income Fund Class I2.03
FRIFXFidelity Real Estate Income Fund2.02
FRINXFidelity Advisor Real Estate Income Fund Class A1.98
FRIQXFidelity Advisor Real Estate Income Fund Class M1.93
FRIOXFidelity Advisor Real Estate Income Fund Class C1.73
IRSAXDelaware Ivy Securian Real Estate Securities Fund1.34
FHEAXFidelity Advisor Real Estate Fund Class A—

S&P 500 Index

How to choose period

Historical Sharpe Ratio

The chart shows FHEAX's rolling Sharpe ratio over time compared to your chosen benchmark. Rising trends indicate improving returns relative to total volatility, while declining trends may signal deteriorating risk-adjusted performance or increased volatility. Use multiple timeframes to distinguish short-term fluctuations from long-term patterns.

Identify market cycles by observing when FHEAX consistently outperforms (line above benchmark), underperforms (below benchmark), or aligns with the benchmark.

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