RC vs. FRIFX

Last updated Apr 1, 2026

Compare and contrast key facts about Ready Capital Corporation (RC) and Fidelity Real Estate Income Fund (FRIFX).

FRIFX is managed by Fidelity. It was launched on Feb 4, 2003.

Performance

RC vs. FRIFX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Ready Capital Corporation (RC) and Fidelity Real Estate Income Fund (FRIFX). The values are adjusted to include any dividend payments, if applicable.

RC vs. FRIFX - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019	2018	2017
RC Ready Capital Corporation	-25.22%	-65.04%	-23.49%	5.93%	-18.28%	40.09%	-7.25%	23.64%	1.18%	24.26%
FRIFX Fidelity Real Estate Income Fund	-0.00%	7.16%	7.93%	9.32%	-14.54%	18.90%	-1.09%	17.92%	-1.80%	6.20%

Returns By Period

Over the past 10 years, RC has underperformed FRIFX with an annualized return of -10.10%, while FRIFX has yielded a comparatively higher 5.27% annualized return.

RC

• 1D: 1.89%
• 1M: -11.88%
• YTD: -25.22%
• 6M: -57.68%
• 1Y: -65.85%
• 3Y*: -39.36%
• 5Y*: -26.36%
• 10Y*: -10.10%

FRIFX

• 1D: 0.33%
• 1M: -3.10%
• YTD: -0.00%
• 6M: 1.00%
• 1Y: 4.36%
• 3Y*: 7.40%
• 5Y*: 3.89%
• 10Y*: 5.27%

*Multi-year figures are annualized to reflect compound growth (CAGR)

Return for Risk

RC vs. FRIFX — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

RC

RC Risk / Return Rank: 3
RC Sharpe Ratio Rank: 1
RC Sortino Ratio Rank: 1
RC Omega Ratio Rank: 2
RC Calmar Ratio Rank: 6
RC Martin Ratio Rank: 6

FRIFX

FRIFX Risk / Return Rank: 44
FRIFX Sharpe Ratio Rank: 48
FRIFX Sortino Ratio Rank: 40
FRIFX Omega Ratio Rank: 41
FRIFX Calmar Ratio Rank: 42
FRIFX Martin Ratio Rank: 47

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

RC vs. FRIFX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Ready Capital Corporation (RC) and Fidelity Real Estate Income Fund (FRIFX). 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.

	RC	FRIFX	Difference
Sharpe ratio Return per unit of total volatility	-1.35	0.92	-2.27
Sortino ratio Return per unit of downside risk	-2.64	1.23	-3.86
Omega ratio Gain probability vs. loss probability	0.72	1.18	-0.46
Calmar ratio Return relative to maximum drawdown	-0.93	1.08	-2.01
Martin ratio Return relative to average drawdown	-1.67	4.65	-6.31
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

RC vs. FRIFX - Sharpe Ratio Comparison

The current RC Sharpe Ratio is -1.35, which is lower than the FRIFX Sharpe Ratio of 0.92. The chart below compares the historical Sharpe Ratios of RC and FRIFX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

Sharpe Ratios by Period

	RC	FRIFX	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	-1.35	0.92	-2.27
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	-0.72	0.60	-1.32
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	-0.22	0.56	-0.78
Sharpe Ratio (All Time) Calculated using the full available price history	-0.18	0.71	-0.89

Correlation

The correlation between RC and FRIFX is 0.47, 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.

Dividends

RC vs. FRIFX - Dividend Comparison

RC's dividend yield for the trailing twelve months is around 16.67%, more than FRIFX's 4.69% yield.

	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
RC Ready Capital Corporation	16.67%	17.66%	16.13%	14.24%	14.90%	10.62%	10.44%	10.38%	11.35%	9.77%	11.52%	10.61%
FRIFX Fidelity Real Estate Income Fund	4.69%	4.69%	4.65%	4.99%	6.04%	1.47%	4.77%	5.68%	5.08%	4.40%	4.98%	3.65%

Drawdowns

RC vs. FRIFX - Drawdown Comparison

The maximum RC drawdown since its inception was -84.58%, which is greater than FRIFX's maximum drawdown of -38.27%. Use the drawdown chart below to compare losses from any high point for RC and FRIFX.

Drawdown Indicators

	RC	FRIFX	Difference
Max Drawdown Largest peak-to-trough decline	-84.58%	-38.27%	-46.31%
Max Drawdown (1Y) Largest decline over 1 year	-68.73%	-4.34%	-64.39%
Max Drawdown (5Y) Largest decline over 5 years	-84.58%	-18.12%	-66.46%
Max Drawdown (10Y) Largest decline over 10 years	-84.58%	-34.50%	-50.08%
Current Drawdown Current decline from peak	-83.35%	-3.10%	-80.25%
Average Drawdown Average peak-to-trough decline	-17.36%	-4.29%	-13.07%
Ulcer Index Depth and duration of drawdowns from previous peaks	38.51%	1.01%	+37.50%

Volatility

RC vs. FRIFX - Volatility Comparison

Ready Capital Corporation (RC) has a higher volatility of 14.59% compared to Fidelity Real Estate Income Fund (FRIFX) at 1.60%. This indicates that RC's price experiences larger fluctuations and is considered to be riskier than FRIFX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	RC	FRIFX	Difference
Volatility (1M) Calculated over the trailing 1-month period	14.59%	1.60%	+12.99%
Volatility (6M) Calculated over the trailing 6-month period	38.95%	2.91%	+36.04%
Volatility (1Y) Calculated over the trailing 1-year period	49.25%	4.95%	+44.30%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	37.00%	6.50%	+30.50%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	46.11%	9.47%	+36.64%