FIREX vs. CSRSX
Compare and contrast key facts about Fidelity International Real Estate Fund (FIREX) and Cohen & Steers Realty Shares Fund (CSRSX).
FIREX is managed by Fidelity. It was launched on Sep 8, 2004. CSRSX is managed by Cohen & Steers. It was launched on Jul 2, 1991.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FIREX or CSRSX.
Key characteristics
| FIREX | CSRSX | |
|---|---|---|
| YTD Return | -3.68% | 13.81% |
| 1Y Return | 7.93% | 32.96% |
| 3Y Return (Ann) | -11.19% | -1.34% |
| 5Y Return (Ann) | -2.98% | 4.59% |
| 10Y Return (Ann) | 1.75% | 2.07% |
| Sharpe Ratio | 0.66 | 1.89 |
| Sortino Ratio | 1.07 | 2.68 |
| Omega Ratio | 1.13 | 1.34 |
| Calmar Ratio | 0.22 | 1.01 |
| Martin Ratio | 1.79 | 8.75 |
| Ulcer Index | 4.62% | 3.55% |
| Daily Std Dev | 12.50% | 16.41% |
| Max Drawdown | -74.26% | -77.14% |
| Current Drawdown | -32.29% | -7.96% |
Correlation
The correlation between FIREX and CSRSX is 0.50, 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.
Performance
FIREX vs. CSRSX - Performance Comparison
In the year-to-date period, FIREX achieves a -3.68% return, which is significantly lower than CSRSX's 13.81% return. Over the past 10 years, FIREX has underperformed CSRSX with an annualized return of 1.75%, while CSRSX has yielded a comparatively higher 2.07% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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FIREX vs. CSRSX - Expense Ratio Comparison
FIREX has a 0.95% expense ratio, which is higher than CSRSX's 0.88% expense ratio.
Risk-Adjusted Performance
FIREX vs. CSRSX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity International Real Estate Fund (FIREX) and Cohen & Steers Realty Shares Fund (CSRSX). 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.
Dividends
FIREX vs. CSRSX - Dividend Comparison
FIREX's dividend yield for the trailing twelve months is around 4.00%, more than CSRSX's 2.66% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FIREX Fidelity International Real Estate Fund | 4.00% | 1.86% | 0.44% | 3.76% | 1.77% | 2.18% | 1.72% | 2.09% | 1.55% | 4.16% | 6.23% | 3.71% |
CSRSX Cohen & Steers Realty Shares Fund | 2.66% | 2.95% | 3.32% | 1.59% | 2.54% | 2.63% | 3.89% | 2.70% | 3.09% | 3.84% | 2.29% | 2.50% |
Drawdowns
FIREX vs. CSRSX - Drawdown Comparison
The maximum FIREX drawdown since its inception was -74.26%, roughly equal to the maximum CSRSX drawdown of -77.14%. Use the drawdown chart below to compare losses from any high point for FIREX and CSRSX. For additional features, visit the drawdowns tool.
Volatility
FIREX vs. CSRSX - Volatility Comparison
The current volatility for Fidelity International Real Estate Fund (FIREX) is 3.10%, while Cohen & Steers Realty Shares Fund (CSRSX) has a volatility of 5.26%. This indicates that FIREX experiences smaller price fluctuations and is considered to be less risky than CSRSX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.