CREEX vs. FIKMX
Compare and contrast key facts about Columbia Real Estate Equity Fund (CREEX) and Fidelity Advisor Real Estate Income Fund Class Z (FIKMX).
CREEX is managed by Columbia. It was launched on Apr 4, 1994. FIKMX is managed by Fidelity. It was launched on Oct 2, 2018.
Performance
CREEX vs. FIKMX - Performance Comparison
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CREEX vs. FIKMX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|
CREEX Columbia Real Estate Equity Fund | 2.58% | 0.19% | 7.40% | 16.20% | -25.10% | 41.91% | -3.54% | 28.40% | -4.45% |
FIKMX Fidelity Advisor Real Estate Income Fund Class Z | 0.00% | 7.29% | 8.03% | 9.51% | -14.48% | 19.04% | -0.98% | 18.04% | -1.71% |
Returns By Period
CREEX
- 1D
- 0.21%
- 1M
- -7.21%
- YTD
- 2.58%
- 6M
- 1.35%
- 1Y
- 2.16%
- 3Y*
- 6.95%
- 5Y*
- 5.20%
- 10Y*
- 5.00%
FIKMX
- 1D
- 0.33%
- 1M
- -3.12%
- YTD
- 0.00%
- 6M
- 1.05%
- 1Y
- 4.47%
- 3Y*
- 7.50%
- 5Y*
- 4.02%
- 10Y*
- —
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CREEX vs. FIKMX - Expense Ratio Comparison
CREEX has a 1.01% expense ratio, which is higher than FIKMX's 0.59% expense ratio.
Return for Risk
CREEX vs. FIKMX — Risk / Return Rank
CREEX
FIKMX
CREEX vs. FIKMX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Columbia Real Estate Equity Fund (CREEX) 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.
| CREEX | FIKMX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.18 | 0.94 | -0.76 |
Sortino ratioReturn per unit of downside risk | 0.37 | 1.25 | -0.89 |
Omega ratioGain probability vs. loss probability | 1.05 | 1.18 | -0.14 |
Calmar ratioReturn relative to maximum drawdown | 0.23 | 1.11 | -0.88 |
Martin ratioReturn relative to average drawdown | 0.92 | 4.71 | -3.79 |
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
| CREEX | FIKMX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.18 | 0.94 | -0.76 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.27 | 0.62 | -0.35 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.24 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.37 | 0.51 | -0.14 |
Correlation
The correlation between CREEX 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
CREEX vs. FIKMX - Dividend Comparison
CREEX's dividend yield for the trailing twelve months is around 6.11%, more than FIKMX's 4.80% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CREEX Columbia Real Estate Equity Fund | 6.11% | 6.26% | 10.13% | 32.32% | 5.92% | 6.41% | 7.50% | 12.02% | 8.22% | 14.73% | 4.23% | 8.59% |
FIKMX Fidelity Advisor Real Estate Income Fund Class Z | 4.80% | 4.80% | 4.81% | 5.15% | 6.24% | 1.59% | 4.90% | 5.82% | 2.31% | 0.00% | 0.00% | 0.00% |
Drawdowns
CREEX vs. FIKMX - Drawdown Comparison
The maximum CREEX drawdown since its inception was -70.78%, which is greater than FIKMX's maximum drawdown of -34.49%. Use the drawdown chart below to compare losses from any high point for CREEX and FIKMX.
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Drawdown Indicators
| CREEX | FIKMX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -70.78% | -34.49% | -36.29% |
Max Drawdown (1Y)Largest decline over 1 year | -13.15% | -4.35% | -8.80% |
Max Drawdown (5Y)Largest decline over 5 years | -31.25% | -18.04% | -13.21% |
Max Drawdown (10Y)Largest decline over 10 years | -41.42% | — | — |
Current DrawdownCurrent decline from peak | -7.74% | -3.12% | -4.62% |
Average DrawdownAverage peak-to-trough decline | -10.77% | -5.26% | -5.51% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.25% | 1.02% | +2.23% |
Volatility
CREEX vs. FIKMX - Volatility Comparison
Columbia Real Estate Equity Fund (CREEX) has a higher volatility of 4.31% compared to Fidelity Advisor Real Estate Income Fund Class Z (FIKMX) at 1.57%. This indicates that CREEX'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
| CREEX | FIKMX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.31% | 1.57% | +2.74% |
Volatility (6M)Calculated over the trailing 6-month period | 9.29% | 2.88% | +6.41% |
Volatility (1Y)Calculated over the trailing 1-year period | 17.09% | 4.95% | +12.14% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 19.04% | 6.52% | +12.52% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 20.66% | 10.69% | +9.97% |