REIIX vs. FIKMX

Last updated Apr 2, 2026

Compare and contrast key facts about West Loop Realty Fund (REIIX) and Fidelity Advisor Real Estate Income Fund Class Z (FIKMX).

REIIX is managed by Liberty Street. It was launched on Dec 31, 2013. FIKMX is managed by Fidelity. It was launched on Oct 2, 2018.

Performance

REIIX vs. FIKMX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in West Loop Realty Fund (REIIX) and Fidelity Advisor Real Estate Income Fund Class Z (FIKMX). The values are adjusted to include any dividend payments, if applicable.

REIIX vs. FIKMX - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019	2018
REIIX West Loop Realty Fund	0.00%	2.21%	-5.60%	13.33%	-26.09%	39.77%	-2.90%	30.07%	-4.63%
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

REIIX

• 1D: —
• 1M: —
• YTD: —
• 6M: —
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

FIKMX

• 1D: 0.41%
• 1M: -2.56%
• YTD: 0.41%
• 6M: 1.22%
• 1Y: 4.81%
• 3Y*: 7.65%
• 5Y*: 3.93%
• 10Y*: —

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

REIIX vs. FIKMX - Expense Ratio Comparison

REIIX has a 1.43% expense ratio, which is higher than FIKMX's 0.59% expense ratio.

REIIX

West Loop Realty Fund

FIKMX

Fidelity Advisor Real Estate Income Fund Class Z

Return for Risk

REIIX vs. FIKMX — Risk / Return Rank

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

FIKMX

FIKMX Risk / Return Rank: 42
FIKMX Sharpe Ratio Rank: 47
FIKMX Sortino Ratio Rank: 38
FIKMX Omega Ratio Rank: 40
FIKMX Calmar Ratio Rank: 40
FIKMX Martin Ratio Rank: 43

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.

REIIX vs. FIKMX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for West Loop Realty Fund (REIIX) 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.

Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.

Sharpe Ratios by Period

	REIIX	FIKMX	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	—	0.99	—
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	—	0.61	—
Sharpe Ratio (All Time) Calculated using the full available price history	—	0.52	—

Correlation

The correlation between REIIX and FIKMX is 0.83, 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

REIIX vs. FIKMX - Dividend Comparison

REIIX's dividend yield for the trailing twelve months is around 46.45%, more than FIKMX's 4.78% yield.

	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
REIIX West Loop Realty Fund	46.45%	46.45%	1.45%	2.33%	12.09%	7.95%	3.11%	6.04%	3.29%	2.34%	4.64%	3.71%
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

Drawdown Indicators

	REIIX	FIKMX	Difference
Max Drawdown Largest peak-to-trough decline	—	-34.49%	—
Max Drawdown (1Y) Largest decline over 1 year	—	-4.35%	—
Max Drawdown (5Y) Largest decline over 5 years	—	-18.04%	—
Current Drawdown Current decline from peak	—	-2.72%	—
Average Drawdown Average peak-to-trough decline	—	-5.26%	—
Ulcer Index Depth and duration of drawdowns from previous peaks	—	1.04%	—

Volatility

Volatility by Period

	REIIX	FIKMX	Difference
Volatility (1M) Calculated over the trailing 1-month period	—	1.67%	—
Volatility (6M) Calculated over the trailing 6-month period	—	2.90%	—
Volatility (1Y) Calculated over the trailing 1-year period	—	4.96%	—
Volatility (5Y) Calculated over the trailing 5-year period, annualized	—	6.52%	—
Volatility (10Y) Calculated over the trailing 10-year period, annualized	—	10.69%	—