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REACX vs. FIRIX
Performance
Return for Risk
Drawdowns
Volatility
Dividends

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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Returns By Period

In the year-to-date period, REACX achieves a 12.49% return, which is significantly higher than FIRIX's -4.08% return. Over the past 10 years, REACX has outperformed FIRIX with an annualized return of 5.55%, while FIRIX has yielded a comparatively lower 3.98% annualized return.


REACX

1D
1.44%
1M
-0.34%
YTD
12.49%
6M
12.67%
1Y
11.08%
3Y*
11.81%
5Y*
3.51%
10Y*
5.55%

FIRIX

1D
-0.10%
1M
-1.85%
YTD
-4.08%
6M
-3.81%
1Y
1.83%
3Y*
4.44%
5Y*
-3.57%
10Y*
3.98%
*Multi-year figures are annualized to reflect compound growth (CAGR)

REACX vs. FIRIX - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
REACX
American Century Real Estate Fund
12.49%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
-4.08%22.73%-9.43%4.07%-26.55%11.87%5.82%28.09%-6.12%26.95%

Correlation

The correlation between REACX and FIRIX is 0.47, which is low. Their price movements are largely independent, making them effective diversification partners.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.47

Correlation (3Y)
Calculated over the trailing 3-year period

0.51

Correlation (5Y)
Calculated over the trailing 5-year period

0.55

Correlation (10Y)
Calculated over the trailing 10-year period

0.50

Correlation (All Time)
Calculated using the full available price history since Mar 1, 2006

0.52

The correlation between REACX and FIRIX has been stable across timeframes, ranging from 0.47 to 0.55 - a consistent structural relationship.

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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: 1717
Overall Rank
REACX Sharpe Ratio Rank: 1313
Sharpe Ratio Rank
REACX Sortino Ratio Rank: 1212
Sortino Ratio Rank
REACX Omega Ratio Rank: 1313
Omega Ratio Rank
REACX Calmar Ratio Rank: 2323
Calmar Ratio Rank
REACX Martin Ratio Rank: 2222
Martin Ratio Rank

FIRIX
FIRIX Risk / Return Rank: 44
Overall Rank
FIRIX Sharpe Ratio Rank: 44
Sharpe Ratio Rank
FIRIX Sortino Ratio Rank: 44
Sortino Ratio Rank
FIRIX Omega Ratio Rank: 44
Omega Ratio Rank
FIRIX Calmar Ratio Rank: 44
Calmar Ratio Rank
FIRIX Martin Ratio Rank: 44
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.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.


REACXFIRIXDifference
Sharpe ratioReturn per unit of total volatility

+0.74

Sortino ratioReturn per unit of downside risk

+0.96

Omega ratioGain probability vs. loss probability

1.17

1.05

+0.12

Calmar ratioReturn relative to maximum drawdown

1.65

0.17

+1.48

Martin ratioReturn relative to average drawdown

4.99

0.42

+4.57

REACX vs. FIRIX - Sharpe Ratio Comparison

The current REACX Sharpe Ratio is 0.94, which is higher than the FIRIX Sharpe Ratio of 0.20. The chart below compares the historical Sharpe Ratios of REACX and FIRIX, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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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

-7.72%

-14.08%

+6.36%

Max Drawdown (3Y)

Largest decline over 3 years

-17.16%

-18.13%

+0.97%

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

-1.50%

-20.77%

+19.27%

Average Drawdown

Average peak-to-trough decline

-12.57%

-19.98%

+7.41%

Ulcer Index

Depth and duration of drawdowns from previous peaks

2.55%

5.80%

-3.25%

Volatility

REACX vs. FIRIX - Volatility Comparison

American Century Real Estate Fund (REACX) has a higher volatility of 5.15% compared to Fidelity Advisor International Real Estate Fund Class I (FIRIX) at 3.45%. This indicates that REACX's price experiences larger fluctuations and is considered to be riskier 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

5.15%

3.45%

+1.70%

Volatility (6M)

Calculated over the trailing 6-month period

10.09%

10.01%

+0.08%

Volatility (1Y)

Calculated over the trailing 1-year period

13.58%

12.21%

+1.37%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

18.50%

13.73%

+4.77%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

20.54%

13.73%

+6.81%

REACX vs. FIRIX - Expense Ratio Comparison

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


Dividends

REACX vs. FIRIX - Dividend Comparison

REACX's dividend yield for the trailing twelve months is around 2.26%, less than FIRIX's 3.12% yield.


PositionTTM20252024202320222021202020192018201720162015
FIRIX
Fidelity Advisor International Real Estate Fund Class I
3.12%2.99%5.16%1.90%4.41%5.49%1.84%5.15%2.10%3.41%4.27%3.09%
REACX
American Century Real Estate Fund
2.26%2.15%1.89%2.28%11.26%11.49%1.71%8.71%8.73%4.66%11.80%2.51%

Frequently Asked Questions


REACX and FIRIX have a correlation of 0.47, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

REACX has higher volatility (5.15%) compared to FIRIX (3.45%). In terms of maximum drawdown, REACX dropped -75.80% vs FIRIX's -71.41%.

REACX currently has the higher Sharpe Ratio (0.94 vs 0.20), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.

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