IARCX vs. FRIRX
Compare and contrast key facts about Invesco Real Estate Fund (IARCX) and Fidelity Advisor Real Estate Income Fund Class I (FRIRX).
IARCX is managed by Invesco. It was launched on May 1, 1995. FRIRX is managed by Fidelity.
Performance
IARCX vs. FRIRX - Performance Comparison
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IARCX vs. FRIRX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
IARCX Invesco Real Estate Fund | 3.12% | -0.91% | 1.03% | 7.95% | -25.40% | 39.81% | -11.68% | 26.50% | -6.36% | 7.61% |
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% |
Returns By Period
In the year-to-date period, IARCX achieves a 3.12% return, which is significantly higher than FRIRX's 0.41% return. Over the past 10 years, IARCX has underperformed FRIRX with an annualized return of 2.71%, while FRIRX has yielded a comparatively higher 5.31% annualized return.
IARCX
- 1D
- 1.63%
- 1M
- -6.51%
- YTD
- 3.12%
- 6M
- 0.90%
- 1Y
- 0.19%
- 3Y*
- 3.02%
- 5Y*
- 1.07%
- 10Y*
- 2.71%
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%
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IARCX vs. FRIRX - Expense Ratio Comparison
IARCX has a 1.98% expense ratio, which is higher than FRIRX's 0.71% expense ratio.
Return for Risk
IARCX vs. FRIRX — Risk / Return Rank
IARCX
FRIRX
IARCX vs. FRIRX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Invesco Real Estate Fund (IARCX) and Fidelity Advisor Real Estate Income Fund Class I (FRIRX). 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.
| IARCX | FRIRX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.02 | 0.98 | -0.97 |
Sortino ratioReturn per unit of downside risk | 0.13 | 1.30 | -1.17 |
Omega ratioGain probability vs. loss probability | 1.02 | 1.19 | -0.18 |
Calmar ratioReturn relative to maximum drawdown | 0.09 | 1.14 | -1.04 |
Martin ratioReturn relative to average drawdown | 0.35 | 4.76 | -4.41 |
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
| IARCX | FRIRX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.02 | 0.98 | -0.97 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.06 | 0.59 | -0.53 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.13 | 0.56 | -0.43 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.02 | 0.79 | -0.77 |
Correlation
The correlation between IARCX and FRIRX is 0.90, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
IARCX vs. FRIRX - Dividend Comparison
IARCX's dividend yield for the trailing twelve months is around 4.99%, more than FRIRX's 4.60% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IARCX Invesco Real Estate Fund | 4.99% | 5.26% | 3.66% | 2.50% | 9.87% | 4.94% | 6.58% | 7.98% | 6.65% | 5.22% | 14.83% | 16.26% |
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% |
Drawdowns
IARCX vs. FRIRX - Drawdown Comparison
The maximum IARCX drawdown since its inception was -82.76%, which is greater than FRIRX's maximum drawdown of -34.50%. Use the drawdown chart below to compare losses from any high point for IARCX and FRIRX.
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Drawdown Indicators
| IARCX | FRIRX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -82.76% | -34.50% | -48.26% |
Max Drawdown (1Y)Largest decline over 1 year | -12.12% | -4.30% | -7.82% |
Max Drawdown (5Y)Largest decline over 5 years | -34.83% | -18.18% | -16.65% |
Max Drawdown (10Y)Largest decline over 10 years | -42.45% | -34.50% | -7.95% |
Current DrawdownCurrent decline from peak | -16.87% | -2.71% | -14.16% |
Average DrawdownAverage peak-to-trough decline | -36.26% | -3.30% | -32.96% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.30% | 1.03% | +2.27% |
Volatility
IARCX vs. FRIRX - Volatility Comparison
Invesco Real Estate Fund (IARCX) has a higher volatility of 4.68% compared to Fidelity Advisor Real Estate Income Fund Class I (FRIRX) at 1.66%. This indicates that IARCX's price experiences larger fluctuations and is considered to be riskier than FRIRX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| IARCX | FRIRX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.68% | 1.66% | +3.02% |
Volatility (6M)Calculated over the trailing 6-month period | 9.28% | 2.84% | +6.44% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.00% | 4.91% | +11.09% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 18.73% | 6.53% | +12.20% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 20.83% | 9.49% | +11.34% |