POSIX vs. FIKMX
Compare and contrast key facts about Principal Global Real Estate Securities Fund (POSIX) and Fidelity Advisor Real Estate Income Fund Class Z (FIKMX).
POSIX is managed by Principal. It was launched on Sep 30, 2007. FIKMX is managed by Fidelity. It was launched on Oct 2, 2018.
Performance
POSIX vs. FIKMX - Performance Comparison
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POSIX vs. FIKMX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|
POSIX Principal Global Real Estate Securities Fund | -0.73% | 7.57% | 0.67% | 10.87% | -26.74% | 23.45% | -3.91% | 24.53% | -2.47% |
FIKMX Fidelity Advisor Real Estate Income Fund Class Z | 0.00% | 7.29% | 8.03% | 9.51% | -14.48% | 19.04% | -0.98% | 18.04% | -1.71% |
Returns By Period
POSIX
- 1D
- 0.11%
- 1M
- -9.88%
- YTD
- -0.73%
- 6M
- -2.12%
- 1Y
- 4.72%
- 3Y*
- 5.38%
- 5Y*
- 0.63%
- 10Y*
- 3.43%
FIKMX
- 1D
- 0.33%
- 1M
- -3.12%
- YTD
- 0.00%
- 6M
- 1.05%
- 1Y
- 4.47%
- 3Y*
- 7.50%
- 5Y*
- 4.02%
- 10Y*
- —
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POSIX vs. FIKMX - Expense Ratio Comparison
POSIX has a 0.94% expense ratio, which is higher than FIKMX's 0.59% expense ratio.
Return for Risk
POSIX vs. FIKMX — Risk / Return Rank
POSIX
FIKMX
POSIX vs. FIKMX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Principal Global Real Estate Securities Fund (POSIX) 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.
| POSIX | FIKMX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.36 | 0.94 | -0.58 |
Sortino ratioReturn per unit of downside risk | 0.58 | 1.25 | -0.67 |
Omega ratioGain probability vs. loss probability | 1.08 | 1.18 | -0.11 |
Calmar ratioReturn relative to maximum drawdown | 0.46 | 1.11 | -0.64 |
Martin ratioReturn relative to average drawdown | 1.81 | 4.71 | -2.90 |
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
| POSIX | FIKMX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.36 | 0.94 | -0.58 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.04 | 0.62 | -0.58 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.20 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.15 | 0.51 | -0.36 |
Correlation
The correlation between POSIX and FIKMX is 0.87, 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
POSIX vs. FIKMX - Dividend Comparison
POSIX's dividend yield for the trailing twelve months is around 2.66%, less than FIKMX's 4.80% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
POSIX Principal Global Real Estate Securities Fund | 2.66% | 2.64% | 2.57% | 2.63% | 1.12% | 2.40% | 1.13% | 6.32% | 3.81% | 4.16% | 3.70% | 4.48% |
FIKMX Fidelity Advisor Real Estate Income Fund Class Z | 4.80% | 4.80% | 4.81% | 5.15% | 6.24% | 1.59% | 4.90% | 5.82% | 2.31% | 0.00% | 0.00% | 0.00% |
Drawdowns
POSIX vs. FIKMX - Drawdown Comparison
The maximum POSIX drawdown since its inception was -68.45%, which is greater than FIKMX's maximum drawdown of -34.49%. Use the drawdown chart below to compare losses from any high point for POSIX and FIKMX.
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Drawdown Indicators
| POSIX | FIKMX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -68.45% | -34.49% | -33.96% |
Max Drawdown (1Y)Largest decline over 1 year | -10.67% | -4.35% | -6.32% |
Max Drawdown (5Y)Largest decline over 5 years | -34.15% | -18.04% | -16.11% |
Max Drawdown (10Y)Largest decline over 10 years | -41.70% | — | — |
Current DrawdownCurrent decline from peak | -12.67% | -3.12% | -9.55% |
Average DrawdownAverage peak-to-trough decline | -14.02% | -5.26% | -8.76% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.72% | 1.02% | +1.70% |
Volatility
POSIX vs. FIKMX - Volatility Comparison
Principal Global Real Estate Securities Fund (POSIX) has a higher volatility of 4.19% compared to Fidelity Advisor Real Estate Income Fund Class Z (FIKMX) at 1.57%. This indicates that POSIX'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
| POSIX | FIKMX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.19% | 1.57% | +2.62% |
Volatility (6M)Calculated over the trailing 6-month period | 8.13% | 2.88% | +5.25% |
Volatility (1Y)Calculated over the trailing 1-year period | 14.17% | 4.95% | +9.22% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.22% | 6.52% | +9.70% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.95% | 10.69% | +6.26% |