REIIX vs. FRIFX

Last updated Jun 5, 2026

REIIX (West Loop Realty Fund) and FRIFX (Fidelity Real Estate Income Fund) are both REIT funds. Their correlation of 0.84 suggests significant overlap in exposure. REIIX charges 1.43%/yr vs 0.71%/yr for FRIFX.

Performance

REIIX vs. FRIFX - Performance Comparison

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

Returns By Period

REIIX

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

FRIFX

• 1D: -0.16%
• 1M: -0.08%
• YTD: 3.47%
• 6M: 4.01%
• 1Y: 7.88%
• 3Y*: 8.41%
• 5Y*: 3.56%
• 10Y*: 5.32%

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

REIIX vs. FRIFX - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019	2018	2017
REIIX West Loop Realty Fund	0.00%	2.21%	-5.60%	13.33%	-26.09%	39.77%	-2.90%	30.07%	-8.91%	6.80%
FRIFX Fidelity Real Estate Income Fund	3.47%	7.16%	7.93%	9.32%	-14.54%	18.90%	-1.09%	17.92%	-1.80%	6.20%

Correlation

The correlation between REIIX and FRIFX is 0.84, indicating a strong positive relationship between their price movements. Combining them offers limited diversification - they tend to fall together during downturns.

	Correlation
Correlation (3Y) Calculated over the trailing 3-year period	0.70
Correlation (5Y) Calculated over the trailing 5-year period	0.80
Correlation (10Y) Calculated over the trailing 10-year period	0.83
Correlation (All Time) Calculated using the full available price history since Jan 3, 2014	0.84

The correlation between REIIX and FRIFX shifts across timeframes, from 0.70 (3 years) to 0.84 (all time), reflecting how their relationship changes across market environments.

Return for Risk

REIIX vs. FRIFX — Risk / Return Rank

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

FRIFX

FRIFX Risk / Return Rank: 46
FRIFX Sharpe Ratio Rank: 46
FRIFX Sortino Ratio Rank: 45
FRIFX Omega Ratio Rank: 47
FRIFX Calmar Ratio Rank: 40
FRIFX Martin Ratio Rank: 51

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. FRIFX - Risk-Adjusted Trends Comparison

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

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

Sharpe Ratios by Period

	REIIX	FRIFX	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	—	2.00	—
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	—	0.55	—
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	—	0.56	—
Sharpe Ratio (All Time) Calculated using the full available price history	—	0.73	—

Drawdowns

Drawdown Indicators

	REIIX	FRIFX	Difference
Max Drawdown Largest peak-to-trough decline	—	-38.27%	—
Max Drawdown (1Y) Largest decline over 1 year	—	-3.42%	—
Max Drawdown (3Y) Largest decline over 3 years	—	-7.24%	—
Max Drawdown (5Y) Largest decline over 5 years	—	-18.12%	—
Max Drawdown (10Y) Largest decline over 10 years	—	-34.50%	—
Current Drawdown Current decline from peak	—	-0.64%	—
Average Drawdown Average peak-to-trough decline	—	-4.26%	—
Ulcer Index Depth and duration of drawdowns from previous peaks	—	0.78%	—

Volatility

Volatility by Period

	REIIX	FRIFX	Difference
Volatility (1M) Calculated over the trailing 1-month period	—	1.15%	—
Volatility (6M) Calculated over the trailing 6-month period	—	3.13%	—
Volatility (1Y) Calculated over the trailing 1-year period	—	4.09%	—
Volatility (5Y) Calculated over the trailing 5-year period, annualized	—	6.47%	—
Volatility (10Y) Calculated over the trailing 10-year period, annualized	—	9.47%	—

REIIX vs. FRIFX - Expense Ratio Comparison

REIIX has a 1.43% expense ratio, which is higher than FRIFX's 0.71% expense ratio.

Dividends

REIIX vs. FRIFX - Dividend Comparison

REIIX has not paid dividends to shareholders, while FRIFX's dividend yield for the trailing twelve months is around 4.56%.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
FRIFX Fidelity Real Estate Income Fund	4.56%	4.69%	4.65%	4.99%	6.04%	1.47%	4.77%	5.68%	5.08%	4.40%	4.98%	3.65%
REIIX West Loop Realty Fund	0.00%	46.45%	1.45%	2.33%	12.09%	7.95%	3.11%	6.04%	3.29%	2.34%	4.64%	3.71%

Frequently Asked Questions

Can I hold both REIIX and FRIFX in my portfolio?

REIIX and FRIFX have a correlation of 0.84, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.