FRIRX vs. FSKAX
Compare and contrast key facts about Fidelity Advisor Real Estate Income Fund Class I (FRIRX) and Fidelity Total Market Index Fund (FSKAX).
FRIRX is managed by Fidelity. FSKAX is managed by Fidelity.
Performance
FRIRX vs. FSKAX - Performance Comparison
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FRIRX vs. FSKAX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FRIRX Fidelity Advisor Real Estate Income Fund Class I | 0.00% | 7.10% | 7.89% | 9.36% | -14.59% | 18.98% | -1.08% | 17.89% | -1.81% | 6.23% |
FSKAX Fidelity Total Market Index Fund | -6.77% | 17.06% | 23.89% | 26.12% | -19.53% | 25.66% | 20.79% | 30.92% | -5.32% | 20.85% |
Returns By Period
Over the past 10 years, FRIRX has underperformed FSKAX with an annualized return of 5.26%, while FSKAX has yielded a comparatively higher 13.23% annualized return.
FRIRX
- 1D
- 0.33%
- 1M
- -3.11%
- YTD
- 0.00%
- 6M
- 0.98%
- 1Y
- 4.37%
- 3Y*
- 7.38%
- 5Y*
- 3.90%
- 10Y*
- 5.26%
FSKAX
- 1D
- -0.47%
- 1M
- -7.69%
- YTD
- -6.77%
- 6M
- -4.56%
- 1Y
- 14.73%
- 3Y*
- 16.72%
- 5Y*
- 10.13%
- 10Y*
- 13.23%
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FRIRX vs. FSKAX - Expense Ratio Comparison
FRIRX has a 0.71% expense ratio, which is higher than FSKAX's 0.02% expense ratio.
Return for Risk
FRIRX vs. FSKAX — Risk / Return Rank
FRIRX
FSKAX
FRIRX vs. FSKAX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Advisor Real Estate Income Fund Class I (FRIRX) and Fidelity Total Market Index Fund (FSKAX). 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.
| FRIRX | FSKAX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.91 | 0.83 | +0.08 |
Sortino ratioReturn per unit of downside risk | 1.21 | 1.29 | -0.07 |
Omega ratioGain probability vs. loss probability | 1.18 | 1.19 | -0.01 |
Calmar ratioReturn relative to maximum drawdown | 1.10 | 1.04 | +0.05 |
Martin ratioReturn relative to average drawdown | 4.66 | 5.05 | -0.39 |
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
| FRIRX | FSKAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.91 | 0.83 | +0.08 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.60 | 0.59 | +0.01 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.56 | 0.72 | -0.16 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.78 | 0.78 | +0.01 |
Correlation
The correlation between FRIRX and FSKAX is 0.59, 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
FRIRX vs. FSKAX - Dividend Comparison
FRIRX's dividend yield for the trailing twelve months is around 4.62%, more than FSKAX's 1.09% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FRIRX Fidelity Advisor Real Estate Income Fund Class I | 4.62% | 4.62% | 4.68% | 5.01% | 6.08% | 1.48% | 4.80% | 5.70% | 5.10% | 4.43% | 5.05% | 3.69% |
FSKAX Fidelity Total Market Index Fund | 1.09% | 1.01% | 1.19% | 1.41% | 1.62% | 1.15% | 1.45% | 1.94% | 2.54% | 2.07% | 2.43% | 0.82% |
Drawdowns
FRIRX vs. FSKAX - Drawdown Comparison
The maximum FRIRX drawdown since its inception was -34.50%, roughly equal to the maximum FSKAX drawdown of -35.01%. Use the drawdown chart below to compare losses from any high point for FRIRX and FSKAX.
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Drawdown Indicators
| FRIRX | FSKAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -34.50% | -35.01% | +0.51% |
Max Drawdown (1Y)Largest decline over 1 year | -4.30% | -12.42% | +8.12% |
Max Drawdown (5Y)Largest decline over 5 years | -18.18% | -25.39% | +7.21% |
Max Drawdown (10Y)Largest decline over 10 years | -34.50% | -35.01% | +0.51% |
Current DrawdownCurrent decline from peak | -3.11% | -8.92% | +5.81% |
Average DrawdownAverage peak-to-trough decline | -3.30% | -4.05% | +0.75% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.01% | 2.57% | -1.56% |
Volatility
FRIRX vs. FSKAX - Volatility Comparison
The current volatility for Fidelity Advisor Real Estate Income Fund Class I (FRIRX) is 1.57%, while Fidelity Total Market Index Fund (FSKAX) has a volatility of 4.42%. This indicates that FRIRX experiences smaller price fluctuations and is considered to be less risky than FSKAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| FRIRX | FSKAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.57% | 4.42% | -2.85% |
Volatility (6M)Calculated over the trailing 6-month period | 2.81% | 9.40% | -6.59% |
Volatility (1Y)Calculated over the trailing 1-year period | 4.91% | 18.50% | -13.59% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 6.53% | 17.38% | -10.85% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 9.49% | 18.42% | -8.93% |