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DOC vs. FREL
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

DOC vs. FREL - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Physicians Realty Trust (DOC) and Fidelity MSCI Real Estate Index ETF (FREL). The values are adjusted to include any dividend payments, if applicable.

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DOC vs. FREL - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
DOC
Physicians Realty Trust
4.03%-15.17%8.79%-16.40%-27.53%23.74%-7.69%29.16%13.69%-7.70%
FREL
Fidelity MSCI Real Estate Index ETF
0.98%3.09%5.05%11.74%-26.21%40.46%-4.99%28.78%-4.52%8.86%

Returns By Period

In the year-to-date period, DOC achieves a 4.03% return, which is significantly higher than FREL's 0.98% return. Over the past 10 years, DOC has underperformed FREL with an annualized return of -1.53%, while FREL has yielded a comparatively higher 5.16% annualized return.


DOC

1D
-0.73%
1M
-6.52%
YTD
4.03%
6M
-11.10%
1Y
-12.89%
3Y*
-3.25%
5Y*
-8.02%
10Y*
-1.53%

FREL

1D
1.43%
1M
-6.56%
YTD
0.98%
6M
-1.57%
1Y
1.45%
3Y*
6.30%
5Y*
2.68%
10Y*
5.16%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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Return for Risk

DOC vs. FREL — Risk / Return Rank

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

DOC
DOC Risk / Return Rank: 1818
Overall Rank
DOC Sharpe Ratio Rank: 1919
Sharpe Ratio Rank
DOC Sortino Ratio Rank: 1818
Sortino Ratio Rank
DOC Omega Ratio Rank: 1919
Omega Ratio Rank
DOC Calmar Ratio Rank: 1717
Calmar Ratio Rank
DOC Martin Ratio Rank: 1919
Martin Ratio Rank

FREL
FREL Risk / Return Rank: 1616
Overall Rank
FREL Sharpe Ratio Rank: 1515
Sharpe Ratio Rank
FREL Sortino Ratio Rank: 1414
Sortino Ratio Rank
FREL Omega Ratio Rank: 1414
Omega Ratio Rank
FREL Calmar Ratio Rank: 1717
Calmar Ratio Rank
FREL Martin Ratio Rank: 1818
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.

DOC vs. FREL - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Physicians Realty Trust (DOC) and Fidelity MSCI Real Estate Index ETF (FREL). 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.


DOCFRELDifference

Sharpe ratio

Return per unit of total volatility

-0.53

0.09

-0.61

Sortino ratio

Return per unit of downside risk

-0.57

0.24

-0.81

Omega ratio

Gain probability vs. loss probability

0.93

1.03

-0.10

Calmar ratio

Return relative to maximum drawdown

-0.72

0.20

-0.91

Martin ratio

Return relative to average drawdown

-1.22

0.77

-1.99

DOC vs. FREL - Sharpe Ratio Comparison

The current DOC Sharpe Ratio is -0.53, which is lower than the FREL Sharpe Ratio of 0.09. The chart below compares the historical Sharpe Ratios of DOC and FREL, 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


DOCFRELDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

-0.53

0.09

-0.61

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

-0.32

0.14

-0.47

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

-0.05

0.25

-0.30

Sharpe Ratio (All Time)

Calculated using the full available price history

0.33

0.23

+0.10

Correlation

The correlation between DOC and FREL is 0.79, 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

DOC vs. FREL - Dividend Comparison

DOC's dividend yield for the trailing twelve months is around 7.43%, more than FREL's 3.56% yield.


TTM20252024202320222021202020192018201720162015
DOC
Physicians Realty Trust
7.43%7.59%5.92%6.06%4.79%3.33%4.90%4.29%5.30%5.67%7.05%5.91%
FREL
Fidelity MSCI Real Estate Index ETF
3.56%3.59%3.48%3.73%3.57%2.34%3.77%3.32%5.54%3.27%4.01%3.80%

Drawdowns

DOC vs. FREL - Drawdown Comparison

The maximum DOC drawdown since its inception was -61.03%, which is greater than FREL's maximum drawdown of -42.61%. Use the drawdown chart below to compare losses from any high point for DOC and FREL.


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Drawdown Indicators


DOCFRELDifference

Max Drawdown

Largest peak-to-trough decline

-61.03%

-42.61%

-18.42%

Max Drawdown (1Y)

Largest decline over 1 year

-17.17%

-12.42%

-4.75%

Max Drawdown (5Y)

Largest decline over 5 years

-54.07%

-34.40%

-19.67%

Max Drawdown (10Y)

Largest decline over 10 years

-54.07%

-42.61%

-11.46%

Current Drawdown

Current decline from peak

-42.86%

-9.83%

-33.03%

Average Drawdown

Average peak-to-trough decline

-14.72%

-10.05%

-4.67%

Ulcer Index

Depth and duration of drawdowns from previous peaks

10.50%

3.19%

+7.31%

Volatility

DOC vs. FREL - Volatility Comparison

Physicians Realty Trust (DOC) has a higher volatility of 7.20% compared to Fidelity MSCI Real Estate Index ETF (FREL) at 4.55%. This indicates that DOC's price experiences larger fluctuations and is considered to be riskier than FREL based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


DOCFRELDifference

Volatility (1M)

Calculated over the trailing 1-month period

7.20%

4.55%

+2.65%

Volatility (6M)

Calculated over the trailing 6-month period

17.21%

9.29%

+7.92%

Volatility (1Y)

Calculated over the trailing 1-year period

24.63%

16.41%

+8.22%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

24.97%

18.85%

+6.12%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

29.09%

20.67%

+8.42%