PRRSX vs. FIKMX
Compare and contrast key facts about PIMCO Variable Insurance Trust Real Estate Real Return Strategy Fund (PRRSX) and Fidelity Advisor Real Estate Income Fund Class Z (FIKMX).
PRRSX is managed by PIMCO. It was launched on Oct 30, 2003. FIKMX is managed by Fidelity. It was launched on Oct 2, 2018.
Performance
PRRSX vs. FIKMX - Performance Comparison
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PRRSX vs. FIKMX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|
PRRSX PIMCO Variable Insurance Trust Real Estate Real Return Strategy Fund | 4.08% | 5.21% | 5.11% | 12.30% | -29.37% | 53.74% | -3.80% | 29.61% | -3.45% |
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, PRRSX achieves a 4.08% return, which is significantly higher than FIKMX's 0.41% return.
PRRSX
- 1D
- 1.63%
- 1M
- -6.92%
- YTD
- 4.08%
- 6M
- 2.18%
- 1Y
- 6.12%
- 3Y*
- 7.63%
- 5Y*
- 4.45%
- 10Y*
- 5.78%
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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PRRSX vs. FIKMX - Expense Ratio Comparison
PRRSX has a 0.79% expense ratio, which is higher than FIKMX's 0.59% expense ratio.
Return for Risk
PRRSX vs. FIKMX — Risk / Return Rank
PRRSX
FIKMX
PRRSX vs. FIKMX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for PIMCO Variable Insurance Trust Real Estate Real Return Strategy Fund (PRRSX) 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.
| PRRSX | FIKMX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.35 | 0.99 | -0.65 |
Sortino ratioReturn per unit of downside risk | 0.59 | 1.32 | -0.73 |
Omega ratioGain probability vs. loss probability | 1.08 | 1.19 | -0.11 |
Calmar ratioReturn relative to maximum drawdown | 0.56 | 1.17 | -0.60 |
Martin ratioReturn relative to average drawdown | 2.28 | 4.90 | -2.62 |
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
| PRRSX | FIKMX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.35 | 0.99 | -0.65 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.22 | 0.61 | -0.38 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.27 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.34 | 0.52 | -0.18 |
Correlation
The correlation between PRRSX and FIKMX is 0.89, 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
PRRSX vs. FIKMX - Dividend Comparison
PRRSX's dividend yield for the trailing twelve months is around 0.85%, less than FIKMX's 4.78% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PRRSX PIMCO Variable Insurance Trust Real Estate Real Return Strategy Fund | 0.85% | 2.19% | 0.61% | 0.00% | 18.62% | 34.01% | 7.21% | 7.99% | 0.81% | 1.67% | 0.66% | 8.38% |
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
PRRSX vs. FIKMX - Drawdown Comparison
The maximum PRRSX drawdown since its inception was -77.82%, which is greater than FIKMX's maximum drawdown of -34.49%. Use the drawdown chart below to compare losses from any high point for PRRSX and FIKMX.
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Drawdown Indicators
| PRRSX | FIKMX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -77.82% | -34.49% | -43.33% |
Max Drawdown (1Y)Largest decline over 1 year | -13.53% | -4.35% | -9.18% |
Max Drawdown (5Y)Largest decline over 5 years | -37.14% | -18.04% | -19.10% |
Max Drawdown (10Y)Largest decline over 10 years | -45.75% | — | — |
Current DrawdownCurrent decline from peak | -8.71% | -2.72% | -5.99% |
Average DrawdownAverage peak-to-trough decline | -13.18% | -5.26% | -7.92% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.35% | 1.04% | +2.31% |
Volatility
PRRSX vs. FIKMX - Volatility Comparison
PIMCO Variable Insurance Trust Real Estate Real Return Strategy Fund (PRRSX) has a higher volatility of 5.04% compared to Fidelity Advisor Real Estate Income Fund Class Z (FIKMX) at 1.67%. This indicates that PRRSX'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
| PRRSX | FIKMX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.04% | 1.67% | +3.37% |
Volatility (6M)Calculated over the trailing 6-month period | 9.92% | 2.90% | +7.02% |
Volatility (1Y)Calculated over the trailing 1-year period | 17.86% | 4.96% | +12.90% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 20.20% | 6.52% | +13.68% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.87% | 10.69% | +11.18% |