NBRFX vs. FIKMX
Compare and contrast key facts about Neuberger Berman Real Estate Fund (NBRFX) and Fidelity Advisor Real Estate Income Fund Class Z (FIKMX).
NBRFX is managed by Neuberger Berman. It was launched on May 1, 2002. FIKMX is managed by Fidelity. It was launched on Oct 2, 2018.
Performance
NBRFX vs. FIKMX - Performance Comparison
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NBRFX vs. FIKMX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|
NBRFX Neuberger Berman Real Estate Fund | 3.76% | -2.14% | 5.02% | 11.70% | -27.35% | 47.87% | -1.34% | 31.06% | -2.45% |
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, NBRFX achieves a 3.76% return, which is significantly higher than FIKMX's 0.41% return.
NBRFX
- 1D
- 1.54%
- 1M
- -6.07%
- YTD
- 3.76%
- 6M
- 0.83%
- 1Y
- -0.18%
- 3Y*
- 5.21%
- 5Y*
- 3.03%
- 10Y*
- 5.68%
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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NBRFX vs. FIKMX - Expense Ratio Comparison
NBRFX has a 1.39% expense ratio, which is higher than FIKMX's 0.59% expense ratio.
Return for Risk
NBRFX vs. FIKMX — Risk / Return Rank
NBRFX
FIKMX
NBRFX vs. FIKMX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Neuberger Berman Real Estate Fund (NBRFX) 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.
| NBRFX | FIKMX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | -0.01 | 0.99 | -1.00 |
Sortino ratioReturn per unit of downside risk | 0.10 | 1.32 | -1.22 |
Omega ratioGain probability vs. loss probability | 1.01 | 1.19 | -0.18 |
Calmar ratioReturn relative to maximum drawdown | 0.06 | 1.17 | -1.11 |
Martin ratioReturn relative to average drawdown | 0.22 | 4.90 | -4.68 |
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
| NBRFX | FIKMX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | -0.01 | 0.99 | -1.00 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.15 | 0.61 | -0.45 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.28 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.31 | 0.52 | -0.21 |
Correlation
The correlation between NBRFX and FIKMX is 0.88, 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
NBRFX vs. FIKMX - Dividend Comparison
NBRFX's dividend yield for the trailing twelve months is around 1.95%, less than FIKMX's 4.78% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
NBRFX Neuberger Berman Real Estate Fund | 1.95% | 2.07% | 1.94% | 2.11% | 12.58% | 7.76% | 2.03% | 4.73% | 6.98% | 6.43% | 14.86% | 9.29% |
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
NBRFX vs. FIKMX - Drawdown Comparison
The maximum NBRFX drawdown since its inception was -70.52%, which is greater than FIKMX's maximum drawdown of -34.49%. Use the drawdown chart below to compare losses from any high point for NBRFX and FIKMX.
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Drawdown Indicators
| NBRFX | FIKMX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -70.52% | -34.49% | -36.03% |
Max Drawdown (1Y)Largest decline over 1 year | -12.34% | -4.35% | -7.99% |
Max Drawdown (5Y)Largest decline over 5 years | -35.60% | -18.04% | -17.56% |
Max Drawdown (10Y)Largest decline over 10 years | -37.56% | — | — |
Current DrawdownCurrent decline from peak | -13.47% | -2.72% | -10.75% |
Average DrawdownAverage peak-to-trough decline | -11.85% | -5.26% | -6.59% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.47% | 1.04% | +2.43% |
Volatility
NBRFX vs. FIKMX - Volatility Comparison
Neuberger Berman Real Estate Fund (NBRFX) has a higher volatility of 4.22% compared to Fidelity Advisor Real Estate Income Fund Class Z (FIKMX) at 1.67%. This indicates that NBRFX'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
| NBRFX | FIKMX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.22% | 1.67% | +2.55% |
Volatility (6M)Calculated over the trailing 6-month period | 9.22% | 2.90% | +6.32% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.00% | 4.96% | +11.04% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 19.78% | 6.52% | +13.26% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 20.34% | 10.69% | +9.65% |