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ARYVX vs. FIREX
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

ARYVX vs. FIREX - Performance Comparison

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

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ARYVX vs. FIREX - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
ARYVX
American Century Global Real Estate Fund
1.72%6.61%7.05%12.38%-26.06%32.97%-0.66%29.88%-6.53%14.38%
FIREX
Fidelity International Real Estate Fund
-3.31%22.85%-9.46%4.01%-26.61%11.85%5.71%27.96%-6.15%24.61%

Returns By Period

In the year-to-date period, ARYVX achieves a 1.72% return, which is significantly higher than FIREX's -3.31% return. Over the past 10 years, ARYVX has outperformed FIREX with an annualized return of 5.62%, while FIREX has yielded a comparatively lower 3.60% annualized 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%

FIREX

1D
1.89%
1M
-10.33%
YTD
-3.31%
6M
-1.14%
1Y
14.41%
3Y*
3.84%
5Y*
-2.02%
10Y*
3.60%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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ARYVX vs. FIREX - Expense Ratio Comparison

ARYVX has a 1.11% expense ratio, which is higher than FIREX's 0.95% expense ratio.


Return for Risk

ARYVX vs. FIREX — Risk / Return Rank

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

ARYVX
ARYVX Risk / Return Rank: 1919
Overall Rank
ARYVX Sharpe Ratio Rank: 1717
Sharpe Ratio Rank
ARYVX Sortino Ratio Rank: 1616
Sortino Ratio Rank
ARYVX Omega Ratio Rank: 1616
Omega Ratio Rank
ARYVX Calmar Ratio Rank: 2121
Calmar Ratio Rank
ARYVX Martin Ratio Rank: 2525
Martin Ratio Rank

FIREX
FIREX Risk / Return Rank: 5050
Overall Rank
FIREX Sharpe Ratio Rank: 6262
Sharpe Ratio Rank
FIREX Sortino Ratio Rank: 5858
Sortino Ratio Rank
FIREX Omega Ratio Rank: 5252
Omega Ratio Rank
FIREX Calmar Ratio Rank: 3636
Calmar Ratio Rank
FIREX Martin Ratio Rank: 4040
Martin Ratio Rank
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. FIREX - Risk-Adjusted Trends Comparison

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


ARYVXFIREXDifference

Sharpe ratio

Return per unit of total volatility

0.55

1.17

-0.62

Sortino ratio

Return per unit of downside risk

0.83

1.61

-0.78

Omega ratio

Gain probability vs. loss probability

1.12

1.22

-0.11

Calmar ratio

Return relative to maximum drawdown

0.75

1.05

-0.30

Martin ratio

Return relative to average drawdown

3.09

4.43

-1.35

ARYVX vs. FIREX - Sharpe Ratio Comparison

The current ARYVX Sharpe Ratio is 0.55, which is lower than the FIREX Sharpe Ratio of 1.17. The chart below compares the historical Sharpe Ratios of ARYVX and FIREX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Sharpe Ratios by Period


ARYVXFIREXDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.55

1.17

-0.62

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.22

-0.15

+0.37

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.32

0.26

+0.06

Sharpe Ratio (All Time)

Calculated using the full available price history

0.35

0.25

+0.11

Correlation

The correlation between ARYVX and FIREX is 0.73, 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. FIREX - Dividend Comparison

ARYVX's dividend yield for the trailing twelve months is around 2.98%, less than FIREX's 3.07% yield.


TTM20252024202320222021202020192018201720162015
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%
FIREX
Fidelity International Real Estate Fund
3.07%2.97%5.27%1.86%4.44%5.44%1.77%5.10%2.01%1.46%4.14%2.87%

Drawdowns

ARYVX vs. FIREX - Drawdown Comparison

The maximum ARYVX drawdown since its inception was -39.31%, smaller than the maximum FIREX drawdown of -71.40%. Use the drawdown chart below to compare losses from any high point for ARYVX and FIREX.


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Drawdown Indicators


ARYVXFIREXDifference

Max Drawdown

Largest peak-to-trough decline

-39.31%

-71.40%

+32.09%

Max Drawdown (1Y)

Largest decline over 1 year

-11.25%

-13.75%

+2.50%

Max Drawdown (5Y)

Largest decline over 5 years

-33.69%

-37.14%

+3.45%

Max Drawdown (10Y)

Largest decline over 10 years

-39.31%

-37.14%

-2.17%

Current Drawdown

Current decline from peak

-7.80%

-20.18%

+12.38%

Average Drawdown

Average peak-to-trough decline

-8.18%

-18.74%

+10.56%

Ulcer Index

Depth and duration of drawdowns from previous peaks

2.74%

3.25%

-0.51%

Volatility

ARYVX vs. FIREX - Volatility Comparison

The current volatility for American Century Global Real Estate Fund (ARYVX) is 4.75%, while Fidelity International Real Estate Fund (FIREX) has a volatility of 5.66%. This indicates that ARYVX experiences smaller price fluctuations and is considered to be less risky than FIREX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


ARYVXFIREXDifference

Volatility (1M)

Calculated over the trailing 1-month period

4.75%

5.66%

-0.91%

Volatility (6M)

Calculated over the trailing 6-month period

8.44%

8.87%

-0.43%

Volatility (1Y)

Calculated over the trailing 1-year period

14.64%

12.97%

+1.67%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

16.67%

13.55%

+3.12%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

17.48%

13.68%

+3.80%