ARIIX vs. FRIFX
ARIIX (AB Global Real Estate Investment Fund II) and FRIFX (Fidelity Real Estate Income Fund) are both REIT funds. Over the past 10 years, ARIIX returned 4.80%/yr vs 4.94%/yr for FRIFX. Their correlation of 0.83 means they have usually moved in the same direction. ARIIX charges 0.74%/yr vs 0.71%/yr for FRIFX.
Performance
ARIIX vs. FRIFX - Performance Comparison
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Returns By Period
In the year-to-date period, ARIIX achieves a 12.37% return, which is significantly higher than FRIFX's 4.64% return. Both investments have delivered pretty close results over the past 10 years, with ARIIX having a 4.80% annualized return and FRIFX not far ahead at 4.94%.
ARIIX
- 1D
- -0.17%
- 1M
- 2.25%
- 6M
- 8.68%
- YTD
- 12.37%
- 1Y
- 18.19%
- 3Y*
- 10.36%
- 5Y*
- 2.51%
- 10Y*
- 4.80%
- ALL TIME*
- 6.86%
FRIFX
- 1D
- -0.24%
- 1M
- -0.15%
- 6M
- 3.79%
- YTD
- 4.64%
- 1Y
- 7.68%
- 3Y*
- 7.94%
- 5Y*
- 3.21%
- 10Y*
- 4.94%
- ALL TIME*
- 6.18%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $0.00 | $0.00 | $0.00 | |
| $0.00 | $0.00 | $0.00 |
ARIIX vs. FRIFX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
ARIIX AB Global Real Estate Investment Fund II | 12.37% | 10.49% | 2.89% | 12.50% | -25.35% | 26.57% | -4.62% | 23.44% | -4.31% | 14.43% |
FRIFX Fidelity Real Estate Income Fund | 4.64% | 7.16% | 7.93% | 9.32% | -14.54% | 18.90% | -1.09% | 17.92% | -1.80% | 6.20% |
Correlation
The correlation between ARIIX and FRIFX is 0.85, meaning they have usually moved in the same direction, including during past declines.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.85 |
Correlation (3Y) Balances recent behavior with more history. | 0.86 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.89 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.87 |
Correlation (All Time) Calculated using the full available price history since Jan 8, 2003 | 0.83 |
The correlation between ARIIX and FRIFX has been stable across timeframes, ranging from 0.83 to 0.89 - a consistent structural relationship.
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Return for Risk
ARIIX vs. FRIFX — Risk / Return Rank
ARIIX
FRIFX
ARIIX vs. FRIFX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for AB Global Real Estate Investment Fund II (ARIIX) and Fidelity Real Estate Income Fund (FRIFX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| ARIIX | FRIFX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.48 | ||
| Sortino ratioReturn per unit of downside risk | -0.73 | ||
| Omega ratioGain probability vs. loss probability | 1.25 | 1.35 | -0.10 |
| Calmar ratioReturn relative to maximum drawdown | 1.56 | 2.28 | -0.72 |
| Martin ratioReturn relative to average drawdown | 5.55 | 9.99 | -4.43 |
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Drawdowns
ARIIX vs. FRIFX - Drawdown Comparison
The maximum ARIIX drawdown since its inception was -70.35%, which is greater than FRIFX's maximum drawdown of -38.27%. Use the drawdown chart below to compare losses from any high point for ARIIX and FRIFX.
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Drawdown Indicators
| ARIIX | FRIFX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -70.35% | -38.27% | -32.08% |
Max Drawdown (1Y)Largest decline over 1 year | -10.76% | -3.42% | -7.34% |
Max Drawdown (3Y)Largest decline over 3 years | -17.13% | -6.10% | -11.03% |
Max Drawdown (5Y)Largest decline over 5 years | -33.83% | -18.12% | -15.71% |
Max Drawdown (10Y)Largest decline over 10 years | -42.30% | -34.50% | -7.80% |
Current DrawdownCurrent decline from peak | -0.59% | -0.40% | -0.19% |
Average DrawdownAverage peak-to-trough decline | -12.72% | -4.24% | -8.48% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.02% | 0.78% | +2.24% |
Volatility
ARIIX vs. FRIFX - Volatility Comparison
AB Global Real Estate Investment Fund II (ARIIX) has a higher volatility of 3.48% compared to Fidelity Real Estate Income Fund (FRIFX) at 1.07%. This indicates that ARIIX's price experiences larger fluctuations and is considered to be riskier than FRIFX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| ARIIX | FRIFX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.48% | 1.07% | +2.41% |
Volatility (6M)Calculated over the trailing 6-month period | 9.93% | 3.34% | +6.59% |
Volatility (1Y)Calculated over the trailing 1-year period | 12.20% | 4.21% | +7.99% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.30% | 6.45% | +9.85% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.61% | 9.47% | +8.14% |
ARIIX vs. FRIFX - Expense Ratio Comparison
ARIIX has a 0.74% expense ratio, which is higher than FRIFX's 0.71% expense ratio.
Dividends
ARIIX vs. FRIFX - Dividend Comparison
ARIIX's dividend yield for the trailing twelve months is around 3.92%, less than FRIFX's 4.67% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ARIIX AB Global Real Estate Investment Fund II | 3.92% | 3.77% | 2.99% | 3.34% | 5.98% | 4.38% | 1.54% | 8.58% | 4.72% | 5.59% | 5.20% | 3.45% |
FRIFX Fidelity Real Estate Income Fund | 4.67% | 4.69% | 4.65% | 4.99% | 6.04% | 1.47% | 4.77% | 5.68% | 5.08% | 4.40% | 4.98% | 3.65% |
Frequently Asked Questions
ARIIX and FRIFX have a correlation of 0.85, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
ARIIX has higher volatility (3.48%) compared to FRIFX (1.07%). In terms of maximum drawdown, ARIIX dropped -70.35% vs FRIFX's -38.27%.
FRIFX currently has the higher Sharpe Ratio (1.87 vs 1.38), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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