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FIKJX vs. FIREX
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

FIKJX vs. FIREX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Fidelity Advisor Real Estate Fund Class Z (FIKJX) and Fidelity International Real Estate Fund (FIREX). The values are adjusted to include any dividend payments, if applicable.

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FIKJX vs. FIREX - Yearly Performance Comparison


2026 (YTD)20252024202320222021202020192018
FIKJX
Fidelity Advisor Real Estate Fund Class Z
2.73%1.74%-0.97%11.34%-27.80%39.08%-6.51%23.24%-4.15%
FIREX
Fidelity International Real Estate Fund
-3.31%22.85%-9.46%4.01%-26.61%11.85%5.71%27.96%-2.28%

Returns By Period


FIKJX

1D
1M
YTD
6M
1Y
3Y*
5Y*
10Y*

FIREX

1D
1.89%
1M
-10.33%
YTD
-3.31%
6M
-1.14%
1Y
14.41%
3Y*
3.84%
5Y*
-2.02%
10Y*
3.60%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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FIKJX vs. FIREX - Expense Ratio Comparison

FIKJX has a 0.64% expense ratio, which is lower than FIREX's 0.95% expense ratio.


Return for Risk

FIKJX vs. FIREX — Risk / Return Rank

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

FIKJX

FIREX
FIREX Risk / Return Rank: 5050
Overall Rank
FIREX Sharpe Ratio Rank: 6262
Sharpe Ratio Rank
FIREX Sortino Ratio Rank: 5858
Sortino Ratio Rank
FIREX Omega Ratio Rank: 5252
Omega Ratio Rank
FIREX Calmar Ratio Rank: 3636
Calmar Ratio Rank
FIREX Martin Ratio Rank: 4040
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.

FIKJX vs. FIREX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Fidelity Advisor Real Estate Fund Class Z (FIKJX) and Fidelity International Real Estate Fund (FIREX). 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.


Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.

FIKJX vs. FIREX - Sharpe Ratio Comparison


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Sharpe Ratios by Period


FIKJXFIREXDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.17

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

-0.15

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.26

Sharpe Ratio (All Time)

Calculated using the full available price history

0.25

Correlation

The correlation between FIKJX and FIREX is 0.54, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.


Dividends

FIKJX vs. FIREX - Dividend Comparison

FIKJX's dividend yield for the trailing twelve months is around 12.74%, more than FIREX's 3.07% yield.


TTM20252024202320222021202020192018201720162015
FIKJX
Fidelity Advisor Real Estate Fund Class Z
12.74%13.09%1.04%2.54%18.78%6.01%4.17%8.74%5.18%0.00%0.00%0.00%
FIREX
Fidelity International Real Estate Fund
3.07%2.97%5.27%1.86%4.44%5.44%1.77%5.10%2.01%1.46%4.14%2.87%

Drawdowns

FIKJX vs. FIREX - Drawdown Comparison


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Drawdown Indicators


FIKJXFIREXDifference

Max Drawdown

Largest peak-to-trough decline

-71.40%

Max Drawdown (1Y)

Largest decline over 1 year

-13.75%

Max Drawdown (5Y)

Largest decline over 5 years

-37.14%

Max Drawdown (10Y)

Largest decline over 10 years

-37.14%

Current Drawdown

Current decline from peak

-20.18%

Average Drawdown

Average peak-to-trough decline

-18.74%

Ulcer Index

Depth and duration of drawdowns from previous peaks

3.25%

Volatility

FIKJX vs. FIREX - Volatility Comparison


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Volatility by Period


FIKJXFIREXDifference

Volatility (1M)

Calculated over the trailing 1-month period

5.66%

Volatility (6M)

Calculated over the trailing 6-month period

8.87%

Volatility (1Y)

Calculated over the trailing 1-year period

12.97%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

13.55%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

13.68%