JIREX vs. FIKMX
Compare and contrast key facts about JHancock Real Estate Securities Fund (JIREX) and Fidelity Advisor Real Estate Income Fund Class Z (FIKMX).
JIREX is managed by John Hancock. It was launched on Oct 14, 2005. FIKMX is managed by Fidelity. It was launched on Oct 2, 2018.
Performance
JIREX vs. FIKMX - Performance Comparison
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JIREX vs. FIKMX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|
JIREX JHancock Real Estate Securities Fund | 3.94% | -1.14% | 10.74% | 12.94% | -28.64% | 46.44% | -5.53% | 29.33% | -2.44% |
FIKMX Fidelity Advisor Real Estate Income Fund Class Z | 0.41% | 7.29% | 8.03% | 9.51% | -14.48% | 19.04% | -0.98% | 18.04% | -1.71% |
Returns By Period
In the year-to-date period, JIREX achieves a 3.94% return, which is significantly higher than FIKMX's 0.41% return.
JIREX
- 1D
- 1.61%
- 1M
- -5.87%
- YTD
- 3.94%
- 6M
- 1.77%
- 1Y
- 3.94%
- 3Y*
- 7.69%
- 5Y*
- 4.04%
- 10Y*
- 4.86%
FIKMX
- 1D
- 0.41%
- 1M
- -2.56%
- YTD
- 0.41%
- 6M
- 1.22%
- 1Y
- 4.81%
- 3Y*
- 7.65%
- 5Y*
- 3.93%
- 10Y*
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JIREX vs. FIKMX - Expense Ratio Comparison
JIREX has a 0.85% expense ratio, which is higher than FIKMX's 0.59% expense ratio.
Return for Risk
JIREX vs. FIKMX — Risk / Return Rank
JIREX
FIKMX
JIREX vs. FIKMX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for JHancock Real Estate Securities Fund (JIREX) and Fidelity Advisor Real Estate Income Fund Class Z (FIKMX). 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.
| JIREX | FIKMX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.27 | 0.99 | -0.72 |
Sortino ratioReturn per unit of downside risk | 0.52 | 1.32 | -0.79 |
Omega ratioGain probability vs. loss probability | 1.07 | 1.19 | -0.13 |
Calmar ratioReturn relative to maximum drawdown | 0.12 | 1.17 | -1.05 |
Martin ratioReturn relative to average drawdown | 0.41 | 4.90 | -4.49 |
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
| JIREX | FIKMX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.27 | 0.99 | -0.72 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.22 | 0.61 | -0.39 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.24 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.22 | 0.52 | -0.29 |
Correlation
The correlation between JIREX and FIKMX is 0.86, 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
JIREX vs. FIKMX - Dividend Comparison
JIREX has not paid dividends to shareholders, while FIKMX's dividend yield for the trailing twelve months is around 4.78%.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
JIREX JHancock Real Estate Securities Fund | 0.00% | 0.00% | 1.99% | 2.37% | 13.80% | 11.82% | 1.92% | 8.80% | 4.66% | 5.89% | 8.70% | 12.72% |
FIKMX Fidelity Advisor Real Estate Income Fund Class Z | 4.78% | 4.80% | 4.81% | 5.15% | 6.24% | 1.59% | 4.90% | 5.82% | 2.31% | 0.00% | 0.00% | 0.00% |
Drawdowns
JIREX vs. FIKMX - Drawdown Comparison
The maximum JIREX drawdown since its inception was -73.35%, which is greater than FIKMX's maximum drawdown of -34.49%. Use the drawdown chart below to compare losses from any high point for JIREX and FIKMX.
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Drawdown Indicators
| JIREX | FIKMX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -73.35% | -34.49% | -38.86% |
Max Drawdown (1Y)Largest decline over 1 year | -12.99% | -4.35% | -8.64% |
Max Drawdown (5Y)Largest decline over 5 years | -34.41% | -18.04% | -16.37% |
Max Drawdown (10Y)Largest decline over 10 years | -41.23% | — | — |
Current DrawdownCurrent decline from peak | -8.29% | -2.72% | -5.57% |
Average DrawdownAverage peak-to-trough decline | -14.91% | -5.26% | -9.65% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.95% | 1.04% | +3.91% |
Volatility
JIREX vs. FIKMX - Volatility Comparison
JHancock Real Estate Securities Fund (JIREX) has a higher volatility of 4.16% compared to Fidelity Advisor Real Estate Income Fund Class Z (FIKMX) at 1.67%. This indicates that JIREX's price experiences larger fluctuations and is considered to be riskier than FIKMX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| JIREX | FIKMX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.16% | 1.67% | +2.49% |
Volatility (6M)Calculated over the trailing 6-month period | 9.51% | 2.90% | +6.61% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.66% | 4.96% | +13.70% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 19.18% | 6.52% | +12.66% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.02% | 10.69% | +10.33% |