FIRIX vs. DCREX
Compare and contrast key facts about Fidelity Advisor International Real Estate Fund Class I (FIRIX) and Dunham Real Estate Stock Fund (DCREX).
FIRIX is managed by Fidelity. It was launched on Apr 4, 2007. DCREX is managed by Dunham. It was launched on Dec 10, 2004.
Performance
FIRIX vs. DCREX - Performance Comparison
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FIRIX vs. DCREX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FIRIX Fidelity Advisor International Real Estate Fund Class I | -5.03% | 22.73% | -9.43% | 4.07% | -26.55% | 11.87% | 5.82% | 28.09% | -6.12% | 26.95% |
DCREX Dunham Real Estate Stock Fund | 1.86% | -6.83% | 6.05% | 12.43% | -40.12% | 8.93% | 19.66% | 26.09% | -7.29% | 3.20% |
Returns By Period
In the year-to-date period, FIRIX achieves a -5.03% return, which is significantly lower than DCREX's 1.86% return. Over the past 10 years, FIRIX has outperformed DCREX with an annualized return of 3.64%, while DCREX has yielded a comparatively lower 0.68% annualized return.
FIRIX
- 1D
- 0.20%
- 1M
- -13.64%
- YTD
- -5.03%
- 6M
- -2.99%
- 1Y
- 12.98%
- 3Y*
- 3.22%
- 5Y*
- -2.20%
- 10Y*
- 3.64%
DCREX
- 1D
- 0.00%
- 1M
- -7.44%
- YTD
- 1.86%
- 6M
- -0.26%
- 1Y
- 1.15%
- 3Y*
- 2.69%
- 5Y*
- -6.35%
- 10Y*
- 0.68%
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FIRIX vs. DCREX - Expense Ratio Comparison
FIRIX has a 0.92% expense ratio, which is lower than DCREX's 2.37% expense ratio.
Return for Risk
FIRIX vs. DCREX — Risk / Return Rank
FIRIX
DCREX
FIRIX vs. DCREX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Advisor International Real Estate Fund Class I (FIRIX) and Dunham Real Estate Stock Fund (DCREX). 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.
| FIRIX | DCREX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.96 | 0.07 | +0.89 |
Sortino ratioReturn per unit of downside risk | 1.35 | 0.22 | +1.13 |
Omega ratioGain probability vs. loss probability | 1.18 | 1.03 | +0.15 |
Calmar ratioReturn relative to maximum drawdown | 0.89 | 0.04 | +0.86 |
Martin ratioReturn relative to average drawdown | 3.90 | 0.11 | +3.79 |
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
| FIRIX | DCREX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.96 | 0.07 | +0.89 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.16 | -0.30 | +0.13 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.27 | 0.03 | +0.24 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.12 | 0.09 | +0.03 |
Correlation
The correlation between FIRIX and DCREX is 0.53, 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
FIRIX vs. DCREX - Dividend Comparison
FIRIX's dividend yield for the trailing twelve months is around 3.15%, more than DCREX's 0.55% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FIRIX Fidelity Advisor International Real Estate Fund Class I | 3.15% | 2.99% | 5.16% | 1.90% | 4.41% | 5.49% | 1.84% | 5.15% | 2.10% | 3.41% | 4.27% | 3.09% |
DCREX Dunham Real Estate Stock Fund | 0.55% | 0.56% | 0.00% | 1.72% | 0.00% | 7.09% | 8.26% | 7.31% | 1.07% | 0.80% | 20.50% | 10.54% |
Drawdowns
FIRIX vs. DCREX - Drawdown Comparison
The maximum FIRIX drawdown since its inception was -71.41%, roughly equal to the maximum DCREX drawdown of -74.32%. Use the drawdown chart below to compare losses from any high point for FIRIX and DCREX.
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Drawdown Indicators
| FIRIX | DCREX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -71.41% | -74.32% | +2.91% |
Max Drawdown (1Y)Largest decline over 1 year | -13.82% | -14.36% | +0.54% |
Max Drawdown (5Y)Largest decline over 5 years | -37.07% | -49.40% | +12.33% |
Max Drawdown (10Y)Largest decline over 10 years | -37.07% | -49.40% | +12.33% |
Current DrawdownCurrent decline from peak | -21.56% | -35.67% | +14.11% |
Average DrawdownAverage peak-to-trough decline | -20.00% | -19.16% | -0.84% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.17% | 4.96% | -1.79% |
Volatility
FIRIX vs. DCREX - Volatility Comparison
Fidelity Advisor International Real Estate Fund Class I (FIRIX) has a higher volatility of 5.19% compared to Dunham Real Estate Stock Fund (DCREX) at 4.39%. This indicates that FIRIX's price experiences larger fluctuations and is considered to be riskier than DCREX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| FIRIX | DCREX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.19% | 4.39% | +0.80% |
Volatility (6M)Calculated over the trailing 6-month period | 8.70% | 8.22% | +0.48% |
Volatility (1Y)Calculated over the trailing 1-year period | 12.91% | 18.31% | -5.40% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 13.55% | 21.57% | -8.02% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 13.67% | 21.14% | -7.47% |