CREEX vs. FRINX
Compare and contrast key facts about Columbia Real Estate Equity Fund (CREEX) and Fidelity Advisor Real Estate Income Fund Class A (FRINX).
CREEX is managed by Columbia. It was launched on Apr 4, 1994. FRINX is managed by Fidelity. It was launched on Apr 14, 2010.
Performance
CREEX vs. FRINX - Performance Comparison
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CREEX vs. FRINX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
CREEX Columbia Real Estate Equity Fund | 2.58% | 0.19% | 7.40% | 16.20% | -25.10% | 41.91% | -3.54% | 28.40% | -7.21% | 4.56% |
FRINX Fidelity Advisor Real Estate Income Fund Class A | -0.08% | 6.87% | 7.61% | 9.01% | -14.79% | 18.64% | -1.36% | 17.52% | -1.93% | 6.00% |
Returns By Period
In the year-to-date period, CREEX achieves a 2.58% return, which is significantly higher than FRINX's -0.08% return. Over a longer period, both investments have demonstrated similar performance, with their 10-year annualized returns being quite close: CREEX at 5.00% and FRINX at 5.00%.
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%
FRINX
- 1D
- 0.33%
- 1M
- -3.12%
- YTD
- -0.08%
- 6M
- 0.84%
- 1Y
- 4.05%
- 3Y*
- 7.09%
- 5Y*
- 3.61%
- 10Y*
- 5.00%
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CREEX vs. FRINX - Expense Ratio Comparison
CREEX has a 1.01% expense ratio, which is higher than FRINX's 0.98% expense ratio.
Return for Risk
CREEX vs. FRINX — Risk / Return Rank
CREEX
FRINX
CREEX vs. FRINX - 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 A (FRINX). 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 | FRINX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.18 | 0.86 | -0.68 |
Sortino ratioReturn per unit of downside risk | 0.37 | 1.16 | -0.79 |
Omega ratioGain probability vs. loss probability | 1.05 | 1.17 | -0.12 |
Calmar ratioReturn relative to maximum drawdown | 0.23 | 1.03 | -0.80 |
Martin ratioReturn relative to average drawdown | 0.92 | 4.35 | -3.43 |
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 | FRINX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.18 | 0.86 | -0.68 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.27 | 0.56 | -0.28 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.24 | 0.53 | -0.29 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.37 | 0.75 | -0.37 |
Correlation
The correlation between CREEX and FRINX is 0.89, 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. FRINX - Dividend Comparison
CREEX's dividend yield for the trailing twelve months is around 6.11%, more than FRINX's 4.40% 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% |
FRINX Fidelity Advisor Real Estate Income Fund Class A | 4.40% | 4.40% | 4.41% | 4.78% | 5.80% | 1.31% | 4.53% | 5.45% | 4.89% | 4.21% | 4.77% | 3.53% |
Drawdowns
CREEX vs. FRINX - Drawdown Comparison
The maximum CREEX drawdown since its inception was -70.78%, which is greater than FRINX's maximum drawdown of -34.50%. Use the drawdown chart below to compare losses from any high point for CREEX and FRINX.
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Drawdown Indicators
| CREEX | FRINX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -70.78% | -34.50% | -36.28% |
Max Drawdown (1Y)Largest decline over 1 year | -13.15% | -4.28% | -8.87% |
Max Drawdown (5Y)Largest decline over 5 years | -31.25% | -18.30% | -12.95% |
Max Drawdown (10Y)Largest decline over 10 years | -41.42% | -34.50% | -6.92% |
Current DrawdownCurrent decline from peak | -7.74% | -3.12% | -4.62% |
Average DrawdownAverage peak-to-trough decline | -10.77% | -3.41% | -7.36% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.25% | 1.01% | +2.24% |
Volatility
CREEX vs. FRINX - Volatility Comparison
Columbia Real Estate Equity Fund (CREEX) has a higher volatility of 4.31% compared to Fidelity Advisor Real Estate Income Fund Class A (FRINX) at 1.55%. This indicates that CREEX's price experiences larger fluctuations and is considered to be riskier than FRINX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| CREEX | FRINX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.31% | 1.55% | +2.76% |
Volatility (6M)Calculated over the trailing 6-month period | 9.29% | 2.84% | +6.45% |
Volatility (1Y)Calculated over the trailing 1-year period | 17.09% | 4.92% | +12.17% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 19.04% | 6.51% | +12.53% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 20.66% | 9.50% | +11.16% |