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REACX vs. FIRIX
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

REACX vs. FIRIX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in American Century Real Estate Fund (REACX) and Fidelity Advisor International Real Estate Fund Class I (FIRIX). The values are adjusted to include any dividend payments, if applicable.

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REACX vs. FIRIX - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
REACX
American Century Real Estate Fund
1.84%0.81%7.63%10.97%-24.64%41.52%-8.31%30.73%-4.18%5.09%
FIRIX
Fidelity Advisor International Real Estate Fund Class I
-5.03%22.73%-9.43%4.07%-26.55%11.87%5.82%28.09%-6.12%26.95%

Returns By Period

In the year-to-date period, REACX achieves a 1.84% return, which is significantly higher than FIRIX's -5.03% return. Over the past 10 years, REACX has outperformed FIRIX with an annualized return of 4.76%, while FIRIX has yielded a comparatively lower 3.64% annualized return.


REACX

1D
0.23%
1M
-7.15%
YTD
1.84%
6M
0.07%
1Y
1.01%
3Y*
6.63%
5Y*
3.98%
10Y*
4.76%

FIRIX

1D
0.20%
1M
-13.64%
YTD
-5.03%
6M
-2.99%
1Y
12.98%
3Y*
3.22%
5Y*
-2.20%
10Y*
3.64%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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REACX vs. FIRIX - Expense Ratio Comparison

REACX has a 1.14% expense ratio, which is higher than FIRIX's 0.92% expense ratio.


Return for Risk

REACX vs. FIRIX — Risk / Return Rank

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

REACX
REACX Risk / Return Rank: 88
Overall Rank
REACX Sharpe Ratio Rank: 77
Sharpe Ratio Rank
REACX Sortino Ratio Rank: 77
Sortino Ratio Rank
REACX Omega Ratio Rank: 77
Omega Ratio Rank
REACX Calmar Ratio Rank: 99
Calmar Ratio Rank
REACX Martin Ratio Rank: 1010
Martin Ratio Rank

FIRIX
FIRIX Risk / Return Rank: 4040
Overall Rank
FIRIX Sharpe Ratio Rank: 4949
Sharpe Ratio Rank
FIRIX Sortino Ratio Rank: 4545
Sortino Ratio Rank
FIRIX Omega Ratio Rank: 4040
Omega Ratio Rank
FIRIX Calmar Ratio Rank: 3232
Calmar Ratio Rank
FIRIX Martin Ratio Rank: 3636
Martin Ratio Rank
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.

REACX vs. FIRIX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for American Century Real Estate Fund (REACX) and Fidelity Advisor International Real Estate Fund Class I (FIRIX). 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.


REACXFIRIXDifference

Sharpe ratio

Return per unit of total volatility

0.12

0.96

-0.84

Sortino ratio

Return per unit of downside risk

0.27

1.35

-1.07

Omega ratio

Gain probability vs. loss probability

1.04

1.18

-0.15

Calmar ratio

Return relative to maximum drawdown

0.18

0.89

-0.71

Martin ratio

Return relative to average drawdown

0.72

3.90

-3.19

REACX vs. FIRIX - Sharpe Ratio Comparison

The current REACX Sharpe Ratio is 0.12, which is lower than the FIRIX Sharpe Ratio of 0.96. The chart below compares the historical Sharpe Ratios of REACX and FIRIX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Sharpe Ratios by Period


REACXFIRIXDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.12

0.96

-0.84

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.22

-0.16

+0.38

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.23

0.27

-0.03

Sharpe Ratio (All Time)

Calculated using the full available price history

0.34

0.12

+0.22

Correlation

The correlation between REACX and FIRIX is 0.52, 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

REACX vs. FIRIX - Dividend Comparison

REACX's dividend yield for the trailing twelve months is around 1.84%, less than FIRIX's 3.15% yield.


TTM20252024202320222021202020192018201720162015
REACX
American Century Real Estate Fund
1.84%2.15%1.89%2.28%11.26%11.49%1.71%8.71%8.73%4.66%11.80%2.51%
FIRIX
Fidelity Advisor International Real Estate Fund Class I
3.15%2.99%5.16%1.90%4.41%5.49%1.84%5.15%2.10%3.41%4.27%3.09%

Drawdowns

REACX vs. FIRIX - Drawdown Comparison

The maximum REACX drawdown since its inception was -75.80%, which is greater than FIRIX's maximum drawdown of -71.41%. Use the drawdown chart below to compare losses from any high point for REACX and FIRIX.


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Drawdown Indicators


REACXFIRIXDifference

Max Drawdown

Largest peak-to-trough decline

-75.80%

-71.41%

-4.39%

Max Drawdown (1Y)

Largest decline over 1 year

-11.71%

-13.82%

+2.11%

Max Drawdown (5Y)

Largest decline over 5 years

-32.15%

-37.07%

+4.92%

Max Drawdown (10Y)

Largest decline over 10 years

-41.88%

-37.07%

-4.81%

Current Drawdown

Current decline from peak

-7.59%

-21.56%

+13.97%

Average Drawdown

Average peak-to-trough decline

-12.65%

-20.00%

+7.35%

Ulcer Index

Depth and duration of drawdowns from previous peaks

2.95%

3.17%

-0.22%

Volatility

REACX vs. FIRIX - Volatility Comparison

The current volatility for American Century Real Estate Fund (REACX) is 4.05%, while Fidelity Advisor International Real Estate Fund Class I (FIRIX) has a volatility of 5.19%. This indicates that REACX experiences smaller price fluctuations and is considered to be less risky than FIRIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


REACXFIRIXDifference

Volatility (1M)

Calculated over the trailing 1-month period

4.05%

5.19%

-1.14%

Volatility (6M)

Calculated over the trailing 6-month period

8.97%

8.70%

+0.27%

Volatility (1Y)

Calculated over the trailing 1-year period

15.60%

12.91%

+2.69%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

18.46%

13.55%

+4.91%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

20.49%

13.67%

+6.82%