FTKFX vs. RERFX
Compare and contrast key facts about Fidelity Total Bond K6 Fund (FTKFX) and American Funds Real Estate Index Fund Class R-6 (RERFX).
FTKFX is managed by Fidelity. It was launched on May 25, 2017. RERFX is managed by American Funds. It was launched on Mar 31, 2023.
Performance
FTKFX vs. RERFX - Performance Comparison
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FTKFX vs. RERFX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FTKFX Fidelity Total Bond K6 Fund | -0.32% | 7.53% | 2.36% | 6.65% | -13.23% | -0.46% | 8.75% | 10.03% | -0.75% | 1.14% |
RERFX American Funds Real Estate Index Fund Class R-6 | -2.84% | 29.26% | 2.96% | 16.02% | -22.81% | 2.81% | 25.20% | 27.36% | -17.37% | 11.13% |
Returns By Period
In the year-to-date period, FTKFX achieves a -0.32% return, which is significantly higher than RERFX's -2.84% return.
FTKFX
- 1D
- 0.11%
- 1M
- -1.78%
- YTD
- -0.32%
- 6M
- 0.44%
- 1Y
- 4.08%
- 3Y*
- 4.23%
- 5Y*
- 0.77%
- 10Y*
- —
RERFX
- 1D
- 2.76%
- 1M
- -8.17%
- YTD
- -2.84%
- 6M
- 0.94%
- 1Y
- 21.51%
- 3Y*
- 10.95%
- 5Y*
- 3.28%
- 10Y*
- 7.92%
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FTKFX vs. RERFX - Expense Ratio Comparison
FTKFX has a 0.30% expense ratio, which is higher than RERFX's 0.29% expense ratio.
Return for Risk
FTKFX vs. RERFX — Risk / Return Rank
FTKFX
RERFX
FTKFX vs. RERFX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Total Bond K6 Fund (FTKFX) and American Funds Real Estate Index Fund Class R-6 (RERFX). 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.
| FTKFX | RERFX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.00 | 1.38 | -0.38 |
Sortino ratioReturn per unit of downside risk | 1.42 | 1.86 | -0.45 |
Omega ratioGain probability vs. loss probability | 1.18 | 1.27 | -0.09 |
Calmar ratioReturn relative to maximum drawdown | 1.93 | 1.67 | +0.26 |
Martin ratioReturn relative to average drawdown | 5.86 | 6.36 | -0.50 |
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
| FTKFX | RERFX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.00 | 1.38 | -0.38 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.14 | 0.20 | -0.06 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.47 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.45 | 0.41 | +0.05 |
Correlation
The correlation between FTKFX and RERFX is 0.11, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Dividends
FTKFX vs. RERFX - Dividend Comparison
FTKFX's dividend yield for the trailing twelve months is around 4.25%, less than RERFX's 14.34% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FTKFX Fidelity Total Bond K6 Fund | 4.25% | 4.61% | 4.76% | 3.86% | 2.53% | 2.24% | 5.51% | 3.26% | 2.94% | 1.63% | 0.00% | 0.00% |
RERFX American Funds Real Estate Index Fund Class R-6 | 14.34% | 13.93% | 4.90% | 3.90% | 1.98% | 10.14% | 0.38% | 3.10% | 3.11% | 4.94% | 1.58% | 3.38% |
Drawdowns
FTKFX vs. RERFX - Drawdown Comparison
The maximum FTKFX drawdown since its inception was -17.81%, smaller than the maximum RERFX drawdown of -53.80%. Use the drawdown chart below to compare losses from any high point for FTKFX and RERFX.
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Drawdown Indicators
| FTKFX | RERFX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -17.81% | -53.80% | +35.99% |
Max Drawdown (1Y)Largest decline over 1 year | -2.81% | -12.53% | +9.72% |
Max Drawdown (5Y)Largest decline over 5 years | -17.81% | -37.32% | +19.51% |
Max Drawdown (10Y)Largest decline over 10 years | — | -37.32% | — |
Current DrawdownCurrent decline from peak | -2.21% | -10.11% | +7.90% |
Average DrawdownAverage peak-to-trough decline | -4.24% | -11.08% | +6.84% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.93% | 3.30% | -2.37% |
Volatility
FTKFX vs. RERFX - Volatility Comparison
The current volatility for Fidelity Total Bond K6 Fund (FTKFX) is 1.61%, while American Funds Real Estate Index Fund Class R-6 (RERFX) has a volatility of 7.27%. This indicates that FTKFX experiences smaller price fluctuations and is considered to be less risky than RERFX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| FTKFX | RERFX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.61% | 7.27% | -5.66% |
Volatility (6M)Calculated over the trailing 6-month period | 2.62% | 11.55% | -8.93% |
Volatility (1Y)Calculated over the trailing 1-year period | 4.41% | 16.41% | -12.00% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 5.63% | 16.48% | -10.85% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 4.93% | 16.82% | -11.89% |