FARCX vs. FIKMX
Compare and contrast key facts about Nuveen Real Estate Securities Fund (FARCX) and Fidelity Advisor Real Estate Income Fund Class Z (FIKMX).
FARCX is managed by Nuveen. It was launched on Jun 30, 1995. FIKMX is managed by Fidelity. It was launched on Oct 2, 2018.
Performance
FARCX vs. FIKMX - Performance Comparison
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FARCX vs. FIKMX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|
FARCX Nuveen Real Estate Securities Fund | 3.59% | 2.56% | 6.04% | 11.55% | -24.57% | 41.57% | -6.14% | 25.63% | -3.14% |
FIKMX Fidelity Advisor Real Estate Income Fund Class Z | 0.41% | 7.29% | 8.03% | 9.51% | -14.48% | 19.04% | -0.98% | 18.04% | -1.71% |
Returns By Period
In the year-to-date period, FARCX achieves a 3.59% return, which is significantly higher than FIKMX's 0.41% return.
FARCX
- 1D
- 0.87%
- 1M
- -6.77%
- YTD
- 3.59%
- 6M
- 2.75%
- 1Y
- 4.73%
- 3Y*
- 6.97%
- 5Y*
- 4.21%
- 10Y*
- 4.87%
FIKMX
- 1D
- 0.41%
- 1M
- -2.56%
- YTD
- 0.41%
- 6M
- 1.22%
- 1Y
- 4.81%
- 3Y*
- 7.65%
- 5Y*
- 3.93%
- 10Y*
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FARCX vs. FIKMX - Expense Ratio Comparison
FARCX has a 0.97% expense ratio, which is higher than FIKMX's 0.59% expense ratio.
Return for Risk
FARCX vs. FIKMX — Risk / Return Rank
FARCX
FIKMX
FARCX vs. FIKMX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Nuveen Real Estate Securities Fund (FARCX) 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.
| FARCX | FIKMX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.29 | 0.99 | -0.70 |
Sortino ratioReturn per unit of downside risk | 0.51 | 1.32 | -0.81 |
Omega ratioGain probability vs. loss probability | 1.07 | 1.19 | -0.13 |
Calmar ratioReturn relative to maximum drawdown | 0.47 | 1.17 | -0.70 |
Martin ratioReturn relative to average drawdown | 1.94 | 4.90 | -2.95 |
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
| FARCX | FIKMX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.29 | 0.99 | -0.70 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.23 | 0.61 | -0.38 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.24 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.40 | 0.52 | -0.12 |
Correlation
The correlation between FARCX and FIKMX 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
FARCX vs. FIKMX - Dividend Comparison
FARCX's dividend yield for the trailing twelve months is around 4.87%, more than FIKMX's 4.78% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FARCX Nuveen Real Estate Securities Fund | 4.87% | 5.77% | 9.34% | 3.30% | 20.25% | 15.12% | 2.89% | 11.46% | 6.19% | 13.43% | 10.99% | 8.24% |
FIKMX Fidelity Advisor Real Estate Income Fund Class Z | 4.78% | 4.80% | 4.81% | 5.15% | 6.24% | 1.59% | 4.90% | 5.82% | 2.31% | 0.00% | 0.00% | 0.00% |
Drawdowns
FARCX vs. FIKMX - Drawdown Comparison
The maximum FARCX drawdown since its inception was -70.62%, which is greater than FIKMX's maximum drawdown of -34.49%. Use the drawdown chart below to compare losses from any high point for FARCX and FIKMX.
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Drawdown Indicators
| FARCX | FIKMX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -70.62% | -34.49% | -36.13% |
Max Drawdown (1Y)Largest decline over 1 year | -12.35% | -4.35% | -8.00% |
Max Drawdown (5Y)Largest decline over 5 years | -31.77% | -18.04% | -13.73% |
Max Drawdown (10Y)Largest decline over 10 years | -41.05% | — | — |
Current DrawdownCurrent decline from peak | -6.77% | -2.72% | -4.05% |
Average DrawdownAverage peak-to-trough decline | -10.50% | -5.26% | -5.24% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.96% | 1.04% | +1.92% |
Volatility
FARCX vs. FIKMX - Volatility Comparison
Nuveen Real Estate Securities Fund (FARCX) has a higher volatility of 4.22% compared to Fidelity Advisor Real Estate Income Fund Class Z (FIKMX) at 1.67%. This indicates that FARCX'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
| FARCX | FIKMX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.22% | 1.67% | +2.55% |
Volatility (6M)Calculated over the trailing 6-month period | 9.02% | 2.90% | +6.12% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.14% | 4.96% | +11.18% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 18.36% | 6.52% | +11.84% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 20.16% | 10.69% | +9.47% |