FRIRX vs. USA
Compare and contrast key facts about Fidelity Advisor Real Estate Income Fund Class I (FRIRX) and Liberty All-Star Equity Fund (USA).
FRIRX is managed by Fidelity.
Performance
FRIRX vs. USA - Performance Comparison
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FRIRX vs. USA - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FRIRX Fidelity Advisor Real Estate Income Fund Class I | 0.41% | 7.10% | 7.89% | 9.36% | -14.59% | 18.98% | -1.08% | 17.89% | -1.81% | 6.23% |
USA Liberty All-Star Equity Fund | -7.72% | 0.09% | 20.81% | 23.17% | -25.20% | 33.76% | 12.89% | 39.70% | -5.06% | 34.66% |
Returns By Period
In the year-to-date period, FRIRX achieves a 0.41% return, which is significantly higher than USA's -7.72% return. Over the past 10 years, FRIRX has underperformed USA with an annualized return of 5.31%, while USA has yielded a comparatively higher 11.94% annualized return.
FRIRX
- 1D
- 0.41%
- 1M
- -2.56%
- YTD
- 0.41%
- 6M
- 1.15%
- 1Y
- 4.63%
- 3Y*
- 7.52%
- 5Y*
- 3.80%
- 10Y*
- 5.31%
USA
- 1D
- 1.44%
- 1M
- -5.85%
- YTD
- -7.72%
- 6M
- -6.62%
- 1Y
- -5.00%
- 3Y*
- 7.24%
- 5Y*
- 3.73%
- 10Y*
- 11.94%
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Return for Risk
FRIRX vs. USA — Risk / Return Rank
FRIRX
USA
FRIRX vs. USA - 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 Liberty All-Star Equity Fund (USA). 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 | USA | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.98 | -0.29 | +1.27 |
Sortino ratioReturn per unit of downside risk | 1.30 | -0.30 | +1.60 |
Omega ratioGain probability vs. loss probability | 1.19 | 0.96 | +0.23 |
Calmar ratioReturn relative to maximum drawdown | 1.14 | -0.28 | +1.42 |
Martin ratioReturn relative to average drawdown | 4.76 | -0.76 | +5.52 |
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 | USA | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.98 | -0.29 | +1.27 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.59 | 0.18 | +0.40 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.56 | 0.53 | +0.03 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.79 | 0.33 | +0.46 |
Correlation
The correlation between FRIRX and USA 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
FRIRX vs. USA - Dividend Comparison
FRIRX's dividend yield for the trailing twelve months is around 4.60%, less than USA's 12.08% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FRIRX Fidelity Advisor Real Estate Income Fund Class I | 4.60% | 4.62% | 4.68% | 5.01% | 6.08% | 1.48% | 4.80% | 5.70% | 5.10% | 4.43% | 5.05% | 3.69% |
USA Liberty All-Star Equity Fund | 12.08% | 10.67% | 10.22% | 9.56% | 12.11% | 9.67% | 9.13% | 9.75% | 12.64% | 8.89% | 9.30% | 9.53% |
Drawdowns
FRIRX vs. USA - Drawdown Comparison
The maximum FRIRX drawdown since its inception was -34.50%, smaller than the maximum USA drawdown of -69.15%. Use the drawdown chart below to compare losses from any high point for FRIRX and USA.
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Drawdown Indicators
| FRIRX | USA | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -34.50% | -69.15% | +34.65% |
Max Drawdown (1Y)Largest decline over 1 year | -4.30% | -15.28% | +10.98% |
Max Drawdown (5Y)Largest decline over 5 years | -18.18% | -34.05% | +15.87% |
Max Drawdown (10Y)Largest decline over 10 years | -34.50% | -47.07% | +12.57% |
Current DrawdownCurrent decline from peak | -2.71% | -12.67% | +9.96% |
Average DrawdownAverage peak-to-trough decline | -3.30% | -11.53% | +8.23% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.03% | 5.64% | -4.61% |
Volatility
FRIRX vs. USA - Volatility Comparison
The current volatility for Fidelity Advisor Real Estate Income Fund Class I (FRIRX) is 1.66%, while Liberty All-Star Equity Fund (USA) has a volatility of 5.71%. This indicates that FRIRX experiences smaller price fluctuations and is considered to be less risky than USA based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| FRIRX | USA | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.66% | 5.71% | -4.05% |
Volatility (6M)Calculated over the trailing 6-month period | 2.84% | 10.53% | -7.69% |
Volatility (1Y)Calculated over the trailing 1-year period | 4.91% | 17.40% | -12.49% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 6.53% | 20.72% | -14.19% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 9.49% | 22.54% | -13.05% |