CREEX vs. FRIRX
Compare and contrast key facts about Columbia Real Estate Equity Fund (CREEX) and Fidelity Advisor Real Estate Income Fund Class I (FRIRX).
CREEX is managed by Columbia. It was launched on Apr 4, 1994. FRIRX is managed by Fidelity.
Performance
CREEX vs. FRIRX - Performance Comparison
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CREEX vs. FRIRX - 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% |
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, CREEX has underperformed FRIRX with an annualized return of 5.00%, while FRIRX has yielded a comparatively higher 5.26% annualized return.
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%
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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CREEX vs. FRIRX - Expense Ratio Comparison
CREEX has a 1.01% expense ratio, which is higher than FRIRX's 0.71% expense ratio.
Return for Risk
CREEX vs. FRIRX — Risk / Return Rank
CREEX
FRIRX
CREEX vs. FRIRX - 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 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.
| CREEX | FRIRX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.18 | 0.91 | -0.73 |
Sortino ratioReturn per unit of downside risk | 0.37 | 1.21 | -0.85 |
Omega ratioGain probability vs. loss probability | 1.05 | 1.18 | -0.13 |
Calmar ratioReturn relative to maximum drawdown | 0.23 | 1.10 | -0.87 |
Martin ratioReturn relative to average drawdown | 0.92 | 4.66 | -3.74 |
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 | FRIRX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.18 | 0.91 | -0.73 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.27 | 0.60 | -0.33 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.24 | 0.56 | -0.31 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.37 | 0.78 | -0.41 |
Correlation
The correlation between CREEX and FRIRX 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. FRIRX - Dividend Comparison
CREEX's dividend yield for the trailing twelve months is around 6.11%, more than FRIRX's 4.62% 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% |
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
CREEX vs. FRIRX - Drawdown Comparison
The maximum CREEX drawdown since its inception was -70.78%, which is greater than FRIRX's maximum drawdown of -34.50%. Use the drawdown chart below to compare losses from any high point for CREEX and FRIRX.
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Drawdown Indicators
| CREEX | FRIRX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -70.78% | -34.50% | -36.28% |
Max Drawdown (1Y)Largest decline over 1 year | -13.15% | -4.30% | -8.85% |
Max Drawdown (5Y)Largest decline over 5 years | -31.25% | -18.18% | -13.07% |
Max Drawdown (10Y)Largest decline over 10 years | -41.42% | -34.50% | -6.92% |
Current DrawdownCurrent decline from peak | -7.74% | -3.11% | -4.63% |
Average DrawdownAverage peak-to-trough decline | -10.77% | -3.30% | -7.47% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.25% | 1.01% | +2.24% |
Volatility
CREEX vs. FRIRX - Volatility Comparison
Columbia Real Estate Equity Fund (CREEX) has a higher volatility of 4.31% compared to Fidelity Advisor Real Estate Income Fund Class I (FRIRX) at 1.57%. This indicates that CREEX'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
| CREEX | FRIRX | 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% | 2.81% | +6.48% |
Volatility (1Y)Calculated over the trailing 1-year period | 17.09% | 4.91% | +12.18% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 19.04% | 6.53% | +12.51% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 20.66% | 9.49% | +11.17% |