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.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FRIRX or USA.
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.
Performance
FRIRX vs. USA - Performance Comparison
Key characteristics
FRIRX:
1.89
USA:
1.29
FRIRX:
2.65
USA:
1.83
FRIRX:
1.35
USA:
1.23
FRIRX:
0.99
USA:
2.23
FRIRX:
7.46
USA:
7.19
FRIRX:
1.30%
USA:
2.48%
FRIRX:
5.13%
USA:
13.88%
FRIRX:
-34.50%
USA:
-69.06%
FRIRX:
-0.95%
USA:
-1.53%
Returns By Period
In the year-to-date period, FRIRX achieves a 1.60% return, which is significantly lower than USA's 4.15% return. Over the past 10 years, FRIRX has underperformed USA with an annualized return of 4.62%, while USA has yielded a comparatively higher 12.68% annualized return.
FRIRX
1.60%
1.34%
1.99%
9.81%
2.71%
4.62%
USA
4.15%
1.52%
7.53%
19.08%
11.26%
12.68%
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Risk-Adjusted Performance
FRIRX vs. USA — Risk-Adjusted Performance Rank
FRIRX
USA
FRIRX vs. USA - Risk-Adjusted Performance 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.
Dividends
FRIRX vs. USA - Dividend Comparison
FRIRX's dividend yield for the trailing twelve months is around 4.61%, less than USA's 10.04% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FRIRX Fidelity Advisor Real Estate Income Fund Class I | 4.61% | 4.68% | 5.01% | 4.13% | 1.33% | 4.80% | 4.39% | 4.50% | 4.40% | 4.37% | 6.40% | 10.28% |
USA Liberty All-Star Equity Fund | 10.04% | 10.22% | 9.56% | 12.11% | 9.67% | 9.26% | 9.88% | 12.81% | 9.01% | 9.43% | 9.66% | 6.61% |
Drawdowns
FRIRX vs. USA - Drawdown Comparison
The maximum FRIRX drawdown since its inception was -34.50%, smaller than the maximum USA drawdown of -69.06%. Use the drawdown chart below to compare losses from any high point for FRIRX and USA. For additional features, visit the drawdowns tool.
Volatility
FRIRX vs. USA - Volatility Comparison
The current volatility for Fidelity Advisor Real Estate Income Fund Class I (FRIRX) is 1.57%, while Liberty All-Star Equity Fund (USA) has a volatility of 3.08%. 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.