FIKJX vs. IVRSX

Last updated Apr 2, 2026

Compare and contrast key facts about Fidelity Advisor Real Estate Fund Class Z (FIKJX) and VY CBRE Real Estate Portfolio (IVRSX).

FIKJX is managed by Fidelity. It was launched on Oct 2, 2018. IVRSX is managed by Voya. It was launched on Jan 24, 1989.

Performance

FIKJX vs. IVRSX - Performance Comparison

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

FIKJX vs. IVRSX - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019	2018
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%
IVRSX VY CBRE Real Estate Portfolio	4.62%	-0.01%	4.32%	14.11%	-27.22%	51.91%	-6.66%	28.15%	-4.01%

Returns By Period

FIKJX

• 1D: —
• 1M: —
• YTD: —
• 6M: —
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

IVRSX

• 1D: 1.50%
• 1M: -6.12%
• YTD: 4.62%
• 6M: 3.24%
• 1Y: 4.69%
• 3Y*: 6.31%
• 5Y*: 4.13%
• 10Y*: 4.44%

*Multi-year figures are annualized to reflect compound growth (CAGR)

FIKJX vs. IVRSX - Expense Ratio Comparison

FIKJX has a 0.64% expense ratio, which is lower than IVRSX's 0.93% expense ratio.

IVRSX

VY CBRE Real Estate Portfolio

FIKJX

Fidelity Advisor Real Estate Fund Class Z

Return for Risk

FIKJX vs. IVRSX — Risk / Return Rank

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

IVRSX

IVRSX Risk / Return Rank: 8
IVRSX Sharpe Ratio Rank: 9
IVRSX Sortino Ratio Rank: 9
IVRSX Omega Ratio Rank: 8
IVRSX Calmar Ratio Rank: 6
IVRSX Martin Ratio Rank: 6

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. IVRSX - Risk-Adjusted Trends Comparison

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

Sharpe Ratios by Period

	FIKJX	IVRSX	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	—	0.29	—
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	—	0.22	—
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	—	0.21	—
Sharpe Ratio (All Time) Calculated using the full available price history	—	0.34	—

Correlation

The correlation between FIKJX and IVRSX is 0.94, 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

FIKJX vs. IVRSX - Dividend Comparison

FIKJX's dividend yield for the trailing twelve months is around 12.74%, more than IVRSX's 4.70% yield.

	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
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%
IVRSX VY CBRE Real Estate Portfolio	4.70%	2.74%	2.50%	8.77%	26.34%	1.46%	13.92%	2.44%	11.42%	2.07%	1.57%	1.31%

Drawdowns

Drawdown Indicators

	FIKJX	IVRSX	Difference
Max Drawdown Largest peak-to-trough decline	—	-73.77%	—
Max Drawdown (1Y) Largest decline over 1 year	—	-12.85%	—
Max Drawdown (5Y) Largest decline over 5 years	—	-34.51%	—
Max Drawdown (10Y) Largest decline over 10 years	—	-45.19%	—
Current Drawdown Current decline from peak	—	-9.36%	—
Average Drawdown Average peak-to-trough decline	—	-11.97%	—
Ulcer Index Depth and duration of drawdowns from previous peaks	—	4.71%	—

Volatility

Volatility by Period

	FIKJX	IVRSX	Difference
Volatility (1M) Calculated over the trailing 1-month period	—	4.54%	—
Volatility (6M) Calculated over the trailing 6-month period	—	9.23%	—
Volatility (1Y) Calculated over the trailing 1-year period	—	18.01%	—
Volatility (5Y) Calculated over the trailing 5-year period, annualized	—	19.65%	—
Volatility (10Y) Calculated over the trailing 10-year period, annualized	—	21.54%	—