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Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in Fidelity International Real Estate Fund, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.
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Returns By Period
Fidelity International Real Estate Fund (FIREX) has returned -5.10% so far this year and 12.90% over the past 12 months. Over the last ten years, FIREX has returned 3.40% per year, falling short of the S&P 500 Index benchmark, which averaged 12.16% annually.
Fidelity International Real Estate Fund
- 1D
- 0.10%
- 1M
- -13.66%
- YTD
- -5.10%
- 6M
- -3.06%
- 1Y
- 12.90%
- 3Y*
- 3.20%
- 5Y*
- -2.23%
- 10Y*
- 3.40%
Benchmark (S&P 500 Index)
- 1D
- 2.91%
- 1M
- -5.09%
- YTD
- -4.63%
- 6M
- -2.39%
- 1Y
- 16.33%
- 3Y*
- 16.69%
- 5Y*
- 10.18%
- 10Y*
- 12.16%
Monthly Returns
Based on dividend-adjusted daily data since Sep 9, 2004, FIREX's average daily return is +0.02%, while the average monthly return is +0.51%. At this rate, your investment would double in approximately 11.4 years.
Historically, 59% of months were positive and 41% were negative. The best month was May 2009 with a return of +19.7%, while the worst month was Oct 2008 at -21.0%. The longest winning streak lasted 11 consecutive months, and the longest losing streak was 7 months.
On a daily basis, FIREX closed higher 50% of trading days. The best single day was Oct 13, 2008 with a return of +14.7%, while the worst single day was Sep 29, 2008 at -9.5%.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 4.25% | 5.43% | -13.66% | -5.10% | |||||||||
| 2025 | 2.03% | 0.88% | 0.33% | 6.32% | 3.69% | 3.26% | -3.07% | 5.34% | 0.19% | -0.96% | 2.31% | 0.80% | 22.85% |
| 2024 | -4.28% | -2.54% | 3.96% | -3.91% | 2.92% | -2.84% | 5.85% | 2.96% | 4.24% | -8.25% | -1.65% | -5.21% | -9.46% |
| 2023 | 5.75% | -2.81% | -2.80% | 3.38% | -4.80% | -0.20% | 3.94% | -3.79% | -4.46% | -5.16% | 8.27% | 8.06% | 4.01% |
| 2022 | -5.10% | -3.38% | 1.90% | -6.58% | -0.56% | -8.29% | 5.79% | -7.38% | -12.54% | 0.75% | 7.42% | -0.59% | -26.61% |
| 2021 | -1.26% | 1.58% | 0.59% | 3.89% | 3.18% | -0.27% | 3.37% | 2.19% | -5.55% | 3.25% | -2.87% | 3.63% | 11.85% |
Benchmark Metrics
Fidelity International Real Estate Fund has an annualized alpha of -0.86%, beta of 0.71, and R² of 0.53 versus S&P 500 Index. Calculated based on daily prices since September 10, 2004.
- This fund participated in 100.14% of S&P 500 Index downside but only 82.54% of its upside — more exposed to losses than it benefited from rallies.
- Alpha
- -0.86%
- Beta
- 0.71
- R²
- 0.53
- Upside Capture
- 82.54%
- Downside Capture
- 100.14%
Expense Ratio
FIREX has a high expense ratio of 0.95%, indicating above-average management fees.
Return for Risk
Risk / Return Rank
FIREX ranks 39 for risk / return — below 39% of mutual funds on our site. The returns aren't fully compensating for the risk involved. This isn't necessarily a dealbreaker, but factor it into your decision — especially if you're risk-averse.
Return / Risk — by metrics
The table below present risk-adjusted performance metrics for Fidelity International Real Estate Fund (FIREX) and compare them to a chosen benchmark (S&P 500 Index).
| FIREX | Benchmark | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.96 | 0.90 | +0.07 |
Sortino ratioReturn per unit of downside risk | 1.34 | 1.39 | -0.04 |
Omega ratioGain probability vs. loss probability | 1.19 | 1.21 | -0.03 |
Calmar ratioReturn relative to maximum drawdown | 0.89 | 1.40 | -0.51 |
Martin ratioReturn relative to average drawdown | 3.89 | 6.61 | -2.72 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Explore FIREX risk-adjusted metrics in detail
Dive deeper into individual metrics with historical trends, benchmark comparisons, and performance across different time periods.
Dividends
Dividend History
Fidelity International Real Estate Fund provided a 3.12% dividend yield over the last twelve months, with an annual payout of $0.31 per share.
| Period | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $0.31 | $0.31 | $0.47 | $0.19 | $0.45 | $0.78 | $0.24 | $0.66 | $0.22 | $0.17 | $0.39 | $0.29 |
Dividend yield | 3.12% | 2.97% | 5.27% | 1.86% | 4.44% | 5.44% | 1.77% | 5.10% | 2.01% | 1.46% | 4.14% | 2.87% |
Monthly Dividends
The table displays the monthly dividend distributions for Fidelity International Real Estate Fund. The dividends shown in the table have been adjusted to account for any splits that may have occurred.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | $0.00 | $0.00 | $0.00 | $0.00 | |||||||||
| 2025 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.21 | $0.00 | $0.00 | $0.10 | $0.31 |
| 2024 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.34 | $0.00 | $0.00 | $0.13 | $0.47 |
| 2023 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.14 | $0.00 | $0.00 | $0.05 | $0.19 |
| 2022 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.45 | $0.00 | $0.00 | $0.00 | $0.45 |
| 2021 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.71 | $0.00 | $0.00 | $0.07 | $0.78 |
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.
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Worst Drawdowns
The table below displays the maximum drawdowns of the Fidelity International Real Estate Fund. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.
The maximum drawdown for the Fidelity International Real Estate Fund was 71.40%, occurring on Mar 9, 2009. Recovery took 2107 trading sessions.
The current Fidelity International Real Estate Fund drawdown is 21.66%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -71.4% | Feb 26, 2007 | 513 | Mar 9, 2009 | 2107 | Jul 20, 2017 | 2620 |
| -37.14% | Sep 7, 2021 | 539 | Oct 26, 2023 | — | — | — |
| -35.25% | Feb 20, 2020 | 21 | Mar 19, 2020 | 180 | Dec 3, 2020 | 201 |
| -14.81% | May 10, 2006 | 24 | Jun 13, 2006 | 77 | Oct 2, 2006 | 101 |
| -11.87% | Jan 29, 2018 | 229 | Dec 24, 2018 | 58 | Mar 20, 2019 | 287 |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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