Sortino 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 Sortino 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 Jul 14, 2026.
| Symbol | Name | 1Y Sortino Ratio | 5Y Sortino Ratio | 10Y Sortino Ratio | All Time Sortino Ratio |
|---|---|---|---|---|---|
| CREMX | Redwood Real Estate Income Fund | 126.67 | |||
| QREARX | TIAA Real Estate Account | 11.34 | |||
| FSREX | Fidelity Series Real Estate Income Fund | 3.86 | |||
| IRSAX | Delaware Ivy Securian Real Estate Securities Fund | 2.48 | |||
| AIGYX | abrdn Realty Income & Growth Fund | 2.43 | |||
| MXREX | Great-West Real Estate Index Fund | 2.27 | |||
| IVRSX | VY CBRE Real Estate Portfolio | 2.20 | |||
| PJEZX | PGIM US Real Estate Fund | 2.16 | |||
| GRIFX | Apollo Diversified Real Estate Fund Class I | 2.16 | |||
| JIREX | JHancock Real Estate Securities Fund | 2.12 | |||
| FHEAX | Fidelity Advisor Real Estate Fund Class A | — |
Historical Sortino Ratio
The chart shows FHEAX's rolling Sortino ratio over time compared to your chosen benchmark. Rising trends indicate improving returns relative to downside risk, while declining trends may signal deteriorating risk-adjusted performance or increased volatility during market stress. 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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