FIRIX vs. JIREX
Compare and contrast key facts about Fidelity Advisor International Real Estate Fund Class I (FIRIX) and JHancock Real Estate Securities Fund (JIREX).
FIRIX is managed by Fidelity. It was launched on Apr 4, 2007. JIREX is managed by John Hancock. It was launched on Oct 14, 2005.
Performance
FIRIX vs. JIREX - Performance Comparison
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FIRIX vs. JIREX - 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% |
JIREX JHancock Real Estate Securities Fund | 2.30% | -1.14% | 10.74% | 12.94% | -28.64% | 46.44% | -5.53% | 29.33% | -3.46% | 4.72% |
Returns By Period
In the year-to-date period, FIRIX achieves a -5.03% return, which is significantly lower than JIREX's 2.30% return. Over the past 10 years, FIRIX has underperformed JIREX with an annualized return of 3.64%, while JIREX has yielded a comparatively higher 4.70% 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%
JIREX
- 1D
- -0.72%
- 1M
- -7.15%
- YTD
- 2.30%
- 6M
- 0.32%
- 1Y
- 2.47%
- 3Y*
- 7.12%
- 5Y*
- 4.13%
- 10Y*
- 4.70%
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FIRIX vs. JIREX - Expense Ratio Comparison
FIRIX has a 0.92% expense ratio, which is higher than JIREX's 0.85% expense ratio.
Return for Risk
FIRIX vs. JIREX — Risk / Return Rank
FIRIX
JIREX
FIRIX vs. JIREX - 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 JHancock Real Estate Securities Fund (JIREX). 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 | JIREX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.96 | 0.26 | +0.70 |
Sortino ratioReturn per unit of downside risk | 1.35 | 0.51 | +0.84 |
Omega ratioGain probability vs. loss probability | 1.18 | 1.07 | +0.12 |
Calmar ratioReturn relative to maximum drawdown | 0.89 | 0.03 | +0.87 |
Martin ratioReturn relative to average drawdown | 3.90 | 0.10 | +3.81 |
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 | JIREX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.96 | 0.26 | +0.70 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.16 | 0.23 | -0.39 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.27 | 0.23 | +0.04 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.12 | 0.22 | -0.10 |
Correlation
The correlation between FIRIX and JIREX is 0.51, 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. JIREX - Dividend Comparison
FIRIX's dividend yield for the trailing twelve months is around 3.15%, while JIREX has not paid dividends to shareholders.
| 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% |
JIREX JHancock Real Estate Securities Fund | 0.00% | 0.00% | 1.99% | 2.37% | 13.80% | 11.82% | 1.92% | 8.80% | 4.66% | 5.89% | 8.70% | 12.72% |
Drawdowns
FIRIX vs. JIREX - Drawdown Comparison
The maximum FIRIX drawdown since its inception was -71.41%, roughly equal to the maximum JIREX drawdown of -73.35%. Use the drawdown chart below to compare losses from any high point for FIRIX and JIREX.
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Drawdown Indicators
| FIRIX | JIREX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -71.41% | -73.35% | +1.94% |
Max Drawdown (1Y)Largest decline over 1 year | -13.82% | -12.99% | -0.83% |
Max Drawdown (5Y)Largest decline over 5 years | -37.07% | -34.41% | -2.66% |
Max Drawdown (10Y)Largest decline over 10 years | -37.07% | -41.23% | +4.16% |
Current DrawdownCurrent decline from peak | -21.56% | -9.74% | -11.82% |
Average DrawdownAverage peak-to-trough decline | -20.00% | -14.91% | -5.09% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.17% | 4.94% | -1.77% |
Volatility
FIRIX vs. JIREX - Volatility Comparison
Fidelity Advisor International Real Estate Fund Class I (FIRIX) has a higher volatility of 5.19% compared to JHancock Real Estate Securities Fund (JIREX) at 3.92%. This indicates that FIRIX's price experiences larger fluctuations and is considered to be riskier than JIREX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| FIRIX | JIREX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.19% | 3.92% | +1.27% |
Volatility (6M)Calculated over the trailing 6-month period | 8.70% | 9.48% | -0.78% |
Volatility (1Y)Calculated over the trailing 1-year period | 12.91% | 18.63% | -5.72% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 13.55% | 19.17% | -5.62% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 13.67% | 21.02% | -7.35% |