ARYVX vs. FESIX

Last updated Apr 1, 2026

Compare and contrast key facts about American Century Global Real Estate Fund (ARYVX) and Fidelity SAI Real Estate Index Fund (FESIX).

ARYVX is managed by American Century. It was launched on Apr 28, 2011. FESIX is managed by Fidelity. It was launched on Feb 2, 2016.

Performance

ARYVX vs. FESIX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in American Century Global Real Estate Fund (ARYVX) and Fidelity SAI Real Estate Index Fund (FESIX). The values are adjusted to include any dividend payments, if applicable.

ARYVX vs. FESIX - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019	2018	2017
ARYVX American Century Global Real Estate Fund	0.00%	6.61%	7.05%	12.38%	-26.06%	32.97%	-0.66%	29.88%	-6.53%	14.27%
FESIX Fidelity SAI Real Estate Index Fund	-0.59%	3.09%	4.80%	11.83%	-26.47%	40.61%	-11.10%	23.06%	-4.95%	2.81%

Returns By Period

ARYVX

• 1D: 0.07%
• 1M: -9.36%
• YTD: 0.00%
• 6M: -0.33%
• 1Y: 6.12%
• 3Y*: 8.05%
• 5Y*: 3.71%
• 10Y*: 5.44%

FESIX

• 1D: 0.40%
• 1M: -7.72%
• YTD: -0.59%
• 6M: -3.03%
• 1Y: -0.09%
• 3Y*: 5.62%
• 5Y*: 2.63%
• 10Y*: —

*Multi-year figures are annualized to reflect compound growth (CAGR)

ARYVX vs. FESIX - Expense Ratio Comparison

ARYVX has a 1.11% expense ratio, which is higher than FESIX's 0.07% expense ratio.

ARYVX

American Century Global Real Estate Fund

FESIX

Fidelity SAI Real Estate Index Fund

Return for Risk

ARYVX vs. FESIX — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

ARYVX

ARYVX Risk / Return Rank: 18
ARYVX Sharpe Ratio Rank: 17
ARYVX Sortino Ratio Rank: 16
ARYVX Omega Ratio Rank: 16
ARYVX Calmar Ratio Rank: 20
ARYVX Martin Ratio Rank: 23

FESIX

FESIX Risk / Return Rank: 6
FESIX Sharpe Ratio Rank: 6
FESIX Sortino Ratio Rank: 6
FESIX Omega Ratio Rank: 6
FESIX Calmar Ratio Rank: 7
FESIX Martin Ratio Rank: 7

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

ARYVX vs. FESIX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for American Century Global Real Estate Fund (ARYVX) and Fidelity SAI Real Estate Index Fund (FESIX). 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.

	ARYVX	FESIX	Difference
Sharpe ratio Return per unit of total volatility	0.46	0.05	+0.40
Sortino ratio Return per unit of downside risk	0.71	0.19	+0.52
Omega ratio Gain probability vs. loss probability	1.10	1.03	+0.07
Calmar ratio Return relative to maximum drawdown	0.59	0.04	+0.55
Martin ratio Return relative to average drawdown	2.46	0.15	+2.30
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

ARYVX vs. FESIX - Sharpe Ratio Comparison

The current ARYVX Sharpe Ratio is 0.46, which is higher than the FESIX Sharpe Ratio of 0.05. The chart below compares the historical Sharpe Ratios of ARYVX and FESIX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

Sharpe Ratios by Period

	ARYVX	FESIX	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	0.46	0.05	+0.40
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	0.22	0.14	+0.08
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	0.31	—	—
Sharpe Ratio (All Time) Calculated using the full available price history	0.35	0.14	+0.20

Correlation

The correlation between ARYVX and FESIX is 0.91, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.

Dividends

ARYVX vs. FESIX - Dividend Comparison

ARYVX's dividend yield for the trailing twelve months is around 3.03%, less than FESIX's 3.11% yield.

	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
ARYVX American Century Global Real Estate Fund	3.03%	3.03%	2.14%	2.49%	7.05%	7.85%	0.99%	4.37%	3.97%	3.40%	4.48%	2.98%
FESIX Fidelity SAI Real Estate Index Fund	3.11%	3.09%	52.40%	3.87%	55.39%	5.01%	2.71%	3.78%	3.15%	2.21%	0.00%	0.00%

Drawdowns

ARYVX vs. FESIX - Drawdown Comparison

The maximum ARYVX drawdown since its inception was -39.31%, smaller than the maximum FESIX drawdown of -44.22%. Use the drawdown chart below to compare losses from any high point for ARYVX and FESIX.

Drawdown Indicators

	ARYVX	FESIX	Difference
Max Drawdown Largest peak-to-trough decline	-39.31%	-44.22%	+4.91%
Max Drawdown (1Y) Largest decline over 1 year	-11.25%	-12.48%	+1.23%
Max Drawdown (5Y) Largest decline over 5 years	-33.69%	-34.51%	+0.82%
Max Drawdown (10Y) Largest decline over 10 years	-39.31%	—	—
Current Drawdown Current decline from peak	-9.36%	-11.69%	+2.33%
Average Drawdown Average peak-to-trough decline	-8.18%	-11.53%	+3.35%
Ulcer Index Depth and duration of drawdowns from previous peaks	2.69%	3.20%	-0.51%

Volatility

ARYVX vs. FESIX - Volatility Comparison

American Century Global Real Estate Fund (ARYVX) and Fidelity SAI Real Estate Index Fund (FESIX) have volatilities of 4.23% and 4.26%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	ARYVX	FESIX	Difference
Volatility (1M) Calculated over the trailing 1-month period	4.23%	4.26%	-0.03%
Volatility (6M) Calculated over the trailing 6-month period	8.27%	9.16%	-0.89%
Volatility (1Y) Calculated over the trailing 1-year period	14.57%	16.44%	-1.87%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	16.66%	18.93%	-2.27%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	17.47%	21.86%	-4.39%