PortfoliosLab logoPortfoliosLab logo

Documentation

Upgrade your plan

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

Mutual Fund · Currency in USD · Last updated Jun 4, 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.

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 Jun 4, 2026.

SymbolName1Y Sortino Ratio5Y Sortino Ratio10Y Sortino RatioAll Time Sortino Ratio
CREMXRedwood Real Estate Income Fund184.50
QREARXTIAA Real Estate Account6.52
FSREXFidelity Series Real Estate Income Fund4.95
FRIRXFidelity Advisor Real Estate Income Fund Class I2.91
FIKMXFidelity Advisor Real Estate Income Fund Class Z2.91
FRIFXFidelity Real Estate Income Fund2.87
FRINXFidelity Advisor Real Estate Income Fund Class A2.85
FRIQXFidelity Advisor Real Estate Income Fund Class M2.72
FRIOXFidelity Advisor Real Estate Income Fund Class C2.46
IRSAXDelaware Ivy Securian Real Estate Securities Fund1.84
FHEAXFidelity Advisor Real Estate Fund Class A—

S&P 500 Index

How to choose period

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.

Loading charts...

Sortino Ratio Calculator

IHow does FHEAX fit in your portfolio?

Add your other holdings to see your portfolio's Sortino Ratio and find out.

Analyze Your Portfolio