FIREX vs. BLRYX
Compare and contrast key facts about Fidelity International Real Estate Fund (FIREX) and Brookfield Global Listed Real Estate Fund (BLRYX).
FIREX is managed by Fidelity. It was launched on Sep 8, 2004. BLRYX is managed by Brookfield Investment Funds. It was launched on Nov 29, 2011.
Performance
FIREX vs. BLRYX - Performance Comparison
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FIREX vs. BLRYX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FIREX Fidelity International Real Estate Fund | -1.98% | 22.85% | -9.46% | 4.01% | -26.61% | 11.85% | 5.71% | 27.96% | -6.15% | 24.61% |
BLRYX Brookfield Global Listed Real Estate Fund | 2.70% | 10.99% | 1.21% | 7.11% | -22.02% | 23.74% | -10.36% | 20.46% | -8.13% | 10.20% |
Returns By Period
In the year-to-date period, FIREX achieves a -1.98% return, which is significantly lower than BLRYX's 2.70% return. Over the past 10 years, FIREX has outperformed BLRYX with an annualized return of 3.74%, while BLRYX has yielded a comparatively lower 2.96% annualized return.
FIREX
- 1D
- 1.37%
- 1M
- -6.74%
- YTD
- -1.98%
- 6M
- 0.50%
- 1Y
- 16.10%
- 3Y*
- 4.31%
- 5Y*
- -1.76%
- 10Y*
- 3.74%
BLRYX
- 1D
- 1.25%
- 1M
- -6.12%
- YTD
- 2.70%
- 6M
- 3.38%
- 1Y
- 11.60%
- 3Y*
- 6.86%
- 5Y*
- 1.49%
- 10Y*
- 2.96%
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FIREX vs. BLRYX - Expense Ratio Comparison
Both FIREX and BLRYX have an expense ratio of 0.95%.
Return for Risk
FIREX vs. BLRYX — Risk / Return Rank
FIREX
BLRYX
FIREX vs. BLRYX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity International Real Estate Fund (FIREX) and Brookfield Global Listed Real Estate Fund (BLRYX). 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.
| FIREX | BLRYX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.23 | 0.82 | +0.41 |
Sortino ratioReturn per unit of downside risk | 1.70 | 1.21 | +0.48 |
Omega ratioGain probability vs. loss probability | 1.24 | 1.17 | +0.07 |
Calmar ratioReturn relative to maximum drawdown | 1.21 | 1.17 | +0.04 |
Martin ratioReturn relative to average drawdown | 5.00 | 4.44 | +0.57 |
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
| FIREX | BLRYX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.23 | 0.82 | +0.41 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.13 | 0.09 | -0.22 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.27 | 0.17 | +0.11 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.25 | 0.36 | -0.11 |
Correlation
The correlation between FIREX and BLRYX is 0.73, 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
FIREX vs. BLRYX - Dividend Comparison
FIREX's dividend yield for the trailing twelve months is around 3.03%, less than BLRYX's 3.29% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FIREX Fidelity International Real Estate Fund | 3.03% | 2.97% | 5.27% | 1.86% | 4.44% | 5.44% | 1.77% | 5.10% | 2.01% | 1.46% | 4.14% | 2.87% |
BLRYX Brookfield Global Listed Real Estate Fund | 3.29% | 2.55% | 2.72% | 1.86% | 2.08% | 2.25% | 3.59% | 4.91% | 4.32% | 3.92% | 6.25% | 4.08% |
Drawdowns
FIREX vs. BLRYX - Drawdown Comparison
The maximum FIREX drawdown since its inception was -71.40%, which is greater than BLRYX's maximum drawdown of -43.17%. Use the drawdown chart below to compare losses from any high point for FIREX and BLRYX.
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Drawdown Indicators
| FIREX | BLRYX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -71.40% | -43.17% | -28.23% |
Max Drawdown (1Y)Largest decline over 1 year | -13.75% | -10.68% | -3.07% |
Max Drawdown (5Y)Largest decline over 5 years | -37.14% | -31.85% | -5.29% |
Max Drawdown (10Y)Largest decline over 10 years | -37.14% | -43.17% | +6.03% |
Current DrawdownCurrent decline from peak | -19.09% | -7.80% | -11.29% |
Average DrawdownAverage peak-to-trough decline | -18.74% | -8.36% | -10.38% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.32% | 2.82% | +0.50% |
Volatility
FIREX vs. BLRYX - Volatility Comparison
Fidelity International Real Estate Fund (FIREX) has a higher volatility of 5.53% compared to Brookfield Global Listed Real Estate Fund (BLRYX) at 4.84%. This indicates that FIREX's price experiences larger fluctuations and is considered to be riskier than BLRYX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| FIREX | BLRYX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.53% | 4.84% | +0.69% |
Volatility (6M)Calculated over the trailing 6-month period | 8.96% | 8.41% | +0.55% |
Volatility (1Y)Calculated over the trailing 1-year period | 13.02% | 14.71% | -1.69% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 13.56% | 16.53% | -2.97% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 13.69% | 17.85% | -4.16% |