ARYVX vs. FIKMX
Compare and contrast key facts about American Century Global Real Estate Fund (ARYVX) and Fidelity Advisor Real Estate Income Fund Class Z (FIKMX).
ARYVX is managed by American Century. It was launched on Apr 28, 2011. FIKMX is managed by Fidelity. It was launched on Oct 2, 2018.
Performance
ARYVX vs. FIKMX - Performance Comparison
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ARYVX vs. FIKMX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|
ARYVX American Century Global Real Estate Fund | 1.72% | 6.61% | 7.05% | 12.38% | -26.06% | 32.97% | -0.66% | 29.88% | -1.99% |
FIKMX Fidelity Advisor Real Estate Income Fund Class Z | 0.41% | 7.29% | 8.03% | 9.51% | -14.48% | 19.04% | -0.98% | 18.04% | -1.71% |
Returns By Period
In the year-to-date period, ARYVX achieves a 1.72% return, which is significantly higher than FIKMX's 0.41% return.
ARYVX
- 1D
- 1.72%
- 1M
- -7.67%
- YTD
- 1.72%
- 6M
- 1.16%
- 1Y
- 7.69%
- 3Y*
- 8.66%
- 5Y*
- 3.71%
- 10Y*
- 5.62%
FIKMX
- 1D
- 0.41%
- 1M
- -2.56%
- YTD
- 0.41%
- 6M
- 1.22%
- 1Y
- 4.81%
- 3Y*
- 7.65%
- 5Y*
- 3.93%
- 10Y*
- —
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ARYVX vs. FIKMX - Expense Ratio Comparison
ARYVX has a 1.11% expense ratio, which is higher than FIKMX's 0.59% expense ratio.
Return for Risk
ARYVX vs. FIKMX — Risk / Return Rank
ARYVX
FIKMX
ARYVX vs. FIKMX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for American Century Global Real Estate Fund (ARYVX) and Fidelity Advisor Real Estate Income Fund Class Z (FIKMX). 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 | FIKMX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.55 | 0.99 | -0.45 |
Sortino ratioReturn per unit of downside risk | 0.83 | 1.32 | -0.49 |
Omega ratioGain probability vs. loss probability | 1.12 | 1.19 | -0.08 |
Calmar ratioReturn relative to maximum drawdown | 0.75 | 1.17 | -0.42 |
Martin ratioReturn relative to average drawdown | 3.09 | 4.90 | -1.81 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| ARYVX | FIKMX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.55 | 0.99 | -0.45 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.22 | 0.61 | -0.38 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.32 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.35 | 0.52 | -0.16 |
Correlation
The correlation between ARYVX and FIKMX is 0.88, 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. FIKMX - Dividend Comparison
ARYVX's dividend yield for the trailing twelve months is around 2.98%, less than FIKMX's 4.78% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ARYVX American Century Global Real Estate Fund | 2.98% | 3.03% | 2.14% | 2.49% | 7.05% | 7.85% | 0.99% | 4.37% | 3.97% | 3.40% | 4.48% | 2.98% |
FIKMX Fidelity Advisor Real Estate Income Fund Class Z | 4.78% | 4.80% | 4.81% | 5.15% | 6.24% | 1.59% | 4.90% | 5.82% | 2.31% | 0.00% | 0.00% | 0.00% |
Drawdowns
ARYVX vs. FIKMX - Drawdown Comparison
The maximum ARYVX drawdown since its inception was -39.31%, which is greater than FIKMX's maximum drawdown of -34.49%. Use the drawdown chart below to compare losses from any high point for ARYVX and FIKMX.
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Drawdown Indicators
| ARYVX | FIKMX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -39.31% | -34.49% | -4.82% |
Max Drawdown (1Y)Largest decline over 1 year | -11.25% | -4.35% | -6.90% |
Max Drawdown (5Y)Largest decline over 5 years | -33.69% | -18.04% | -15.65% |
Max Drawdown (10Y)Largest decline over 10 years | -39.31% | — | — |
Current DrawdownCurrent decline from peak | -7.80% | -2.72% | -5.08% |
Average DrawdownAverage peak-to-trough decline | -8.18% | -5.26% | -2.92% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.74% | 1.04% | +1.70% |
Volatility
ARYVX vs. FIKMX - Volatility Comparison
American Century Global Real Estate Fund (ARYVX) has a higher volatility of 4.75% compared to Fidelity Advisor Real Estate Income Fund Class Z (FIKMX) at 1.67%. This indicates that ARYVX's price experiences larger fluctuations and is considered to be riskier than FIKMX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| ARYVX | FIKMX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.75% | 1.67% | +3.08% |
Volatility (6M)Calculated over the trailing 6-month period | 8.44% | 2.90% | +5.54% |
Volatility (1Y)Calculated over the trailing 1-year period | 14.64% | 4.96% | +9.68% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.67% | 6.52% | +10.15% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.48% | 10.69% | +6.79% |