AWP vs. FRIRX
Compare and contrast key facts about abrdn Global Premier Properties Fund (AWP) and Fidelity Advisor Real Estate Income Fund Class I (FRIRX).
AWP is an actively managed fund by abrdn. It was launched on Feb 13, 2007. FRIRX is managed by Fidelity.
Performance
AWP vs. FRIRX - Performance Comparison
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AWP vs. FRIRX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
AWP abrdn Global Premier Properties Fund | -1.11% | 12.43% | 12.23% | 12.58% | -37.13% | 40.41% | -10.29% | 42.52% | -18.47% | 44.91% |
FRIRX Fidelity Advisor Real Estate Income Fund Class I | 0.00% | 7.10% | 7.89% | 9.36% | -14.59% | 18.98% | -1.08% | 17.89% | -1.81% | 6.23% |
Returns By Period
Over the past 10 years, AWP has outperformed FRIRX with an annualized return of 6.45%, while FRIRX has yielded a comparatively lower 5.26% annualized return.
AWP
- 1D
- 2.60%
- 1M
- -11.08%
- YTD
- -1.11%
- 6M
- -1.36%
- 1Y
- 7.31%
- 3Y*
- 8.91%
- 5Y*
- 1.35%
- 10Y*
- 6.45%
FRIRX
- 1D
- 0.33%
- 1M
- -3.11%
- YTD
- 0.00%
- 6M
- 0.98%
- 1Y
- 4.37%
- 3Y*
- 7.38%
- 5Y*
- 3.90%
- 10Y*
- 5.26%
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AWP vs. FRIRX - Expense Ratio Comparison
AWP has a 1.19% expense ratio, which is higher than FRIRX's 0.71% expense ratio.
Return for Risk
AWP vs. FRIRX — Risk / Return Rank
AWP
FRIRX
AWP vs. FRIRX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for abrdn Global Premier Properties Fund (AWP) and Fidelity Advisor Real Estate Income Fund Class I (FRIRX). 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.
| AWP | FRIRX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.39 | 0.91 | -0.52 |
Sortino ratioReturn per unit of downside risk | 0.66 | 1.21 | -0.55 |
Omega ratioGain probability vs. loss probability | 1.09 | 1.18 | -0.09 |
Calmar ratioReturn relative to maximum drawdown | 0.65 | 1.10 | -0.44 |
Martin ratioReturn relative to average drawdown | 2.66 | 4.66 | -2.00 |
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
| AWP | FRIRX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.39 | 0.91 | -0.52 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.06 | 0.60 | -0.54 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.27 | 0.56 | -0.28 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.05 | 0.78 | -0.73 |
Correlation
The correlation between AWP and FRIRX is 0.63, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Dividends
AWP vs. FRIRX - Dividend Comparison
AWP's dividend yield for the trailing twelve months is around 13.03%, more than FRIRX's 4.62% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AWP abrdn Global Premier Properties Fund | 13.03% | 12.50% | 12.44% | 12.37% | 12.31% | 7.02% | 9.13% | 8.49% | 12.05% | 8.90% | 11.70% | 10.40% |
FRIRX Fidelity Advisor Real Estate Income Fund Class I | 4.62% | 4.62% | 4.68% | 5.01% | 6.08% | 1.48% | 4.80% | 5.70% | 5.10% | 4.43% | 5.05% | 3.69% |
Drawdowns
AWP vs. FRIRX - Drawdown Comparison
The maximum AWP drawdown since its inception was -85.93%, which is greater than FRIRX's maximum drawdown of -34.50%. Use the drawdown chart below to compare losses from any high point for AWP and FRIRX.
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Drawdown Indicators
| AWP | FRIRX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -85.93% | -34.50% | -51.43% |
Max Drawdown (1Y)Largest decline over 1 year | -14.21% | -4.30% | -9.91% |
Max Drawdown (5Y)Largest decline over 5 years | -43.93% | -18.18% | -25.75% |
Max Drawdown (10Y)Largest decline over 10 years | -53.95% | -34.50% | -19.45% |
Current DrawdownCurrent decline from peak | -11.68% | -3.11% | -8.57% |
Average DrawdownAverage peak-to-trough decline | -27.60% | -3.30% | -24.30% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.49% | 1.01% | +2.48% |
Volatility
AWP vs. FRIRX - Volatility Comparison
abrdn Global Premier Properties Fund (AWP) has a higher volatility of 6.49% compared to Fidelity Advisor Real Estate Income Fund Class I (FRIRX) at 1.57%. This indicates that AWP's price experiences larger fluctuations and is considered to be riskier than FRIRX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| AWP | FRIRX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.49% | 1.57% | +4.92% |
Volatility (6M)Calculated over the trailing 6-month period | 10.62% | 2.81% | +7.81% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.84% | 4.91% | +13.93% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 22.19% | 6.53% | +15.66% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 23.59% | 9.49% | +14.10% |