JOE vs. FREL
Compare and contrast key facts about The St. Joe Company (JOE) and Fidelity MSCI Real Estate Index ETF (FREL).
FREL is a passively managed fund by Fidelity that tracks the performance of the MSCI USA IMI Real Estate Index. It was launched on Feb 2, 2015.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: JOE or FREL.
Correlation
The correlation between JOE and FREL is 0.50, 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
JOE vs. FREL - Performance Comparison
Key characteristics
JOE:
-0.49
FREL:
0.80
JOE:
-0.55
FREL:
1.15
JOE:
0.94
FREL:
1.15
JOE:
-0.28
FREL:
0.48
JOE:
-0.88
FREL:
2.71
JOE:
14.39%
FREL:
4.62%
JOE:
25.99%
FREL:
15.69%
JOE:
-84.33%
FREL:
-42.61%
JOE:
-40.13%
FREL:
-10.50%
Returns By Period
In the year-to-date period, JOE achieves a 5.85% return, which is significantly higher than FREL's 3.33% return. Over the past 10 years, JOE has outperformed FREL with an annualized return of 11.00%, while FREL has yielded a comparatively lower 5.38% annualized return.
JOE
5.85%
-1.18%
-19.64%
-11.36%
18.11%
11.00%
FREL
3.33%
2.68%
1.53%
13.80%
2.19%
5.38%
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Risk-Adjusted Performance
JOE vs. FREL — Risk-Adjusted Performance Rank
JOE
FREL
JOE vs. FREL - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for The St. Joe Company (JOE) and Fidelity MSCI Real Estate Index ETF (FREL). 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
JOE vs. FREL - Dividend Comparison
JOE's dividend yield for the trailing twelve months is around 1.09%, less than FREL's 3.37% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
JOE The St. Joe Company | 1.09% | 1.16% | 0.73% | 1.03% | 0.61% | 0.16% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
FREL Fidelity MSCI Real Estate Index ETF | 3.37% | 3.48% | 3.73% | 3.57% | 2.34% | 3.77% | 3.32% | 5.54% | 3.27% | 4.01% | 3.80% |
Drawdowns
JOE vs. FREL - Drawdown Comparison
The maximum JOE drawdown since its inception was -84.33%, which is greater than FREL's maximum drawdown of -42.61%. Use the drawdown chart below to compare losses from any high point for JOE and FREL. For additional features, visit the drawdowns tool.
Volatility
JOE vs. FREL - Volatility Comparison
The St. Joe Company (JOE) has a higher volatility of 5.54% compared to Fidelity MSCI Real Estate Index ETF (FREL) at 4.28%. This indicates that JOE's price experiences larger fluctuations and is considered to be riskier than FREL based on this measure. The chart below showcases a comparison of their rolling one-month volatility.