FSREX vs. DDJIX
Compare and contrast key facts about Fidelity Series Real Estate Income Fund (FSREX) and Polen DDJ Opportunistic High Yield Fund (DDJIX).
FSREX is managed by Fidelity. It was launched on Oct 20, 2011. DDJIX is managed by Polen Capital. It was launched on Jul 16, 2015.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FSREX or DDJIX.
Performance
FSREX vs. DDJIX - Performance Comparison
Returns By Period
In the year-to-date period, FSREX achieves a 9.73% return, which is significantly higher than DDJIX's 8.03% return.
FSREX
9.73%
-0.20%
5.87%
14.74%
3.33%
4.98%
DDJIX
8.03%
0.54%
4.17%
11.09%
4.09%
N/A
Key characteristics
| FSREX | DDJIX | |
|---|---|---|
| Sharpe Ratio | 4.24 | 5.48 |
| Sortino Ratio | 6.65 | 9.53 |
| Omega Ratio | 1.91 | 2.70 |
| Calmar Ratio | 1.27 | 3.29 |
| Martin Ratio | 31.48 | 58.98 |
| Ulcer Index | 0.47% | 0.19% |
| Daily Std Dev | 3.47% | 2.02% |
| Max Drawdown | -32.02% | -21.42% |
| Current Drawdown | -0.99% | -0.14% |
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FSREX vs. DDJIX - Expense Ratio Comparison
FSREX has a 0.00% expense ratio, which is lower than DDJIX's 0.79% expense ratio.
Correlation
The correlation between FSREX and DDJIX is 0.43, 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.
Risk-Adjusted Performance
FSREX vs. DDJIX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Series Real Estate Income Fund (FSREX) and Polen DDJ Opportunistic High Yield Fund (DDJIX). 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
FSREX vs. DDJIX - Dividend Comparison
FSREX's dividend yield for the trailing twelve months is around 6.28%, less than DDJIX's 7.29% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FSREX Fidelity Series Real Estate Income Fund | 6.28% | 7.43% | 6.58% | 2.82% | 5.62% | 5.53% | 5.69% | 5.53% | 4.89% | 9.37% | 9.40% | 8.54% |
DDJIX Polen DDJ Opportunistic High Yield Fund | 7.29% | 8.53% | 7.59% | 5.96% | 7.01% | 8.24% | 9.08% | 9.14% | 7.73% | 2.52% | 0.00% | 0.00% |
Drawdowns
FSREX vs. DDJIX - Drawdown Comparison
The maximum FSREX drawdown since its inception was -32.02%, which is greater than DDJIX's maximum drawdown of -21.42%. Use the drawdown chart below to compare losses from any high point for FSREX and DDJIX. For additional features, visit the drawdowns tool.
Volatility
FSREX vs. DDJIX - Volatility Comparison
Fidelity Series Real Estate Income Fund (FSREX) has a higher volatility of 0.96% compared to Polen DDJ Opportunistic High Yield Fund (DDJIX) at 0.61%. This indicates that FSREX's price experiences larger fluctuations and is considered to be riskier than DDJIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.