FRESX vs. STMDX
Compare and contrast key facts about Fidelity Real Estate Investment Portfolio (FRESX) and Sterling Capital Stratton Real Estate Fund (STMDX).
FRESX is managed by Fidelity. It was launched on Nov 17, 1986. STMDX is managed by Sterling Capital. It was launched on May 30, 1980.
Performance
FRESX vs. STMDX - Performance Comparison
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FRESX vs. STMDX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FRESX Fidelity Real Estate Investment Portfolio | 1.88% | 2.54% | 5.87% | 10.82% | -24.36% | 42.34% | -7.93% | 25.22% | -4.48% | 4.28% |
STMDX Sterling Capital Stratton Real Estate Fund | 1.24% | 1.35% | 6.25% | 13.28% | -26.17% | 38.53% | -0.54% | 31.77% | -2.82% | 7.81% |
Returns By Period
In the year-to-date period, FRESX achieves a 1.88% return, which is significantly higher than STMDX's 1.24% return. Over the past 10 years, FRESX has underperformed STMDX with an annualized return of 4.41%, while STMDX has yielded a comparatively higher 5.92% annualized return.
FRESX
- 1D
- 0.31%
- 1M
- -7.31%
- YTD
- 1.88%
- 6M
- 1.01%
- 1Y
- 1.06%
- 3Y*
- 5.93%
- 5Y*
- 4.14%
- 10Y*
- 4.41%
STMDX
- 1D
- 0.41%
- 1M
- -7.04%
- YTD
- 1.24%
- 6M
- -0.08%
- 1Y
- -0.18%
- 3Y*
- 6.09%
- 5Y*
- 3.43%
- 10Y*
- 5.92%
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FRESX vs. STMDX - Expense Ratio Comparison
FRESX has a 0.71% expense ratio, which is lower than STMDX's 0.82% expense ratio.
Return for Risk
FRESX vs. STMDX — Risk / Return Rank
FRESX
STMDX
FRESX vs. STMDX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Real Estate Investment Portfolio (FRESX) and Sterling Capital Stratton Real Estate Fund (STMDX). 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.
| FRESX | STMDX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.12 | 0.05 | +0.07 |
Sortino ratioReturn per unit of downside risk | 0.28 | 0.18 | +0.10 |
Omega ratioGain probability vs. loss probability | 1.04 | 1.02 | +0.01 |
Calmar ratioReturn relative to maximum drawdown | 0.16 | 0.07 | +0.09 |
Martin ratioReturn relative to average drawdown | 0.62 | 0.26 | +0.37 |
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
| FRESX | STMDX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.12 | 0.05 | +0.07 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.22 | 0.18 | +0.04 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.22 | 0.29 | -0.08 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.38 | 0.38 | -0.01 |
Correlation
The correlation between FRESX and STMDX is 0.89, 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
FRESX vs. STMDX - Dividend Comparison
FRESX's dividend yield for the trailing twelve months is around 4.55%, less than STMDX's 6.27% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FRESX Fidelity Real Estate Investment Portfolio | 4.55% | 4.64% | 5.58% | 6.95% | 10.16% | 3.70% | 4.77% | 6.91% | 4.23% | 4.00% | 4.90% | 6.09% |
STMDX Sterling Capital Stratton Real Estate Fund | 6.27% | 6.24% | 7.14% | 8.39% | 8.29% | 7.14% | 4.05% | 9.15% | 5.92% | 4.80% | 7.98% | 2.96% |
Drawdowns
FRESX vs. STMDX - Drawdown Comparison
The maximum FRESX drawdown since its inception was -76.34%, which is greater than STMDX's maximum drawdown of -65.12%. Use the drawdown chart below to compare losses from any high point for FRESX and STMDX.
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Drawdown Indicators
| FRESX | STMDX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -76.34% | -65.12% | -11.22% |
Max Drawdown (1Y)Largest decline over 1 year | -12.24% | -12.22% | -0.02% |
Max Drawdown (5Y)Largest decline over 5 years | -32.13% | -33.43% | +1.30% |
Max Drawdown (10Y)Largest decline over 10 years | -40.93% | -40.52% | -0.41% |
Current DrawdownCurrent decline from peak | -7.49% | -8.82% | +1.33% |
Average DrawdownAverage peak-to-trough decline | -11.16% | -10.12% | -1.04% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.13% | 3.18% | -0.05% |
Volatility
FRESX vs. STMDX - Volatility Comparison
Fidelity Real Estate Investment Portfolio (FRESX) and Sterling Capital Stratton Real Estate Fund (STMDX) have volatilities of 3.97% and 4.16%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| FRESX | STMDX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.97% | 4.16% | -0.19% |
Volatility (6M)Calculated over the trailing 6-month period | 9.06% | 8.87% | +0.19% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.32% | 15.78% | +0.54% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 18.73% | 18.73% | 0.00% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 20.57% | 20.41% | +0.16% |