RMR vs. FREL
Compare and contrast key facts about The RMR Group Inc. (RMR) and Fidelity MSCI Real Estate Index ETF (FREL).
FREL is a passively managed fund by Fidelity that tracks the performance of the MSCI USA IMI Real Estate Index. It was launched on Feb 2, 2015.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: RMR or FREL.
Correlation
The correlation between RMR and FREL is 0.46, 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.
Performance
RMR vs. FREL - Performance Comparison
Key characteristics
RMR:
-0.85
FREL:
0.96
RMR:
-1.11
FREL:
1.36
RMR:
0.87
FREL:
1.18
RMR:
-0.28
FREL:
0.59
RMR:
-1.80
FREL:
3.32
RMR:
10.83%
FREL:
4.60%
RMR:
22.80%
FREL:
15.87%
RMR:
-75.74%
FREL:
-42.61%
RMR:
-69.33%
FREL:
-11.03%
Returns By Period
In the year-to-date period, RMR achieves a -10.08% return, which is significantly lower than FREL's 2.72% return.
RMR
-10.08%
-4.58%
-22.62%
-21.32%
-8.02%
N/A
FREL
2.72%
4.11%
2.14%
11.85%
2.05%
5.30%
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Risk-Adjusted Performance
RMR vs. FREL — Risk-Adjusted Performance Rank
RMR
FREL
RMR vs. FREL - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for The RMR Group Inc. (RMR) and Fidelity MSCI Real Estate Index ETF (FREL). 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.
Dividends
RMR vs. FREL - Dividend Comparison
RMR's dividend yield for the trailing twelve months is around 9.93%, more than FREL's 3.39% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
RMR The RMR Group Inc. | 9.93% | 8.48% | 5.67% | 5.59% | 24.57% | 3.94% | 3.13% | 2.07% | 1.69% | 2.02% | 0.00% |
FREL Fidelity MSCI Real Estate Index ETF | 3.39% | 3.48% | 3.73% | 3.57% | 2.34% | 3.77% | 3.32% | 5.54% | 3.27% | 4.01% | 3.80% |
Drawdowns
RMR vs. FREL - Drawdown Comparison
The maximum RMR drawdown since its inception was -75.74%, which is greater than FREL's maximum drawdown of -42.61%. Use the drawdown chart below to compare losses from any high point for RMR and FREL. For additional features, visit the drawdowns tool.
Volatility
RMR vs. FREL - Volatility Comparison
The RMR Group Inc. (RMR) has a higher volatility of 6.14% compared to Fidelity MSCI Real Estate Index ETF (FREL) at 4.66%. This indicates that RMR's price experiences larger fluctuations and is considered to be riskier than FREL based on this measure. The chart below showcases a comparison of their rolling one-month volatility.