STMDX vs. FRIOX
Compare and contrast key facts about Sterling Capital Stratton Real Estate Fund (STMDX) and Fidelity Advisor Real Estate Income Fund Class C (FRIOX).
STMDX is managed by Sterling Capital. It was launched on May 30, 1980. FRIOX is managed by Fidelity. It was launched on Apr 14, 2010.
Performance
STMDX vs. FRIOX - Performance Comparison
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STMDX vs. FRIOX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
STMDX Sterling Capital Stratton Real Estate Fund | 1.24% | 1.35% | 6.25% | 13.28% | -26.17% | 38.53% | -0.54% | 31.77% | -2.82% | 7.81% |
FRIOX Fidelity Advisor Real Estate Income Fund Class C | -0.25% | 6.06% | 6.79% | 8.31% | -15.51% | 17.80% | -2.13% | 16.74% | -2.56% | 5.39% |
Returns By Period
In the year-to-date period, STMDX achieves a 1.24% return, which is significantly higher than FRIOX's -0.25% return. Over the past 10 years, STMDX has outperformed FRIOX with an annualized return of 5.92%, while FRIOX has yielded a comparatively lower 4.26% annualized return.
STMDX
- 1D
- 0.41%
- 1M
- -7.04%
- YTD
- 1.24%
- 6M
- -0.08%
- 1Y
- -0.18%
- 3Y*
- 6.09%
- 5Y*
- 3.43%
- 10Y*
- 5.92%
FRIOX
- 1D
- 0.34%
- 1M
- -3.18%
- YTD
- -0.25%
- 6M
- 0.45%
- 1Y
- 3.31%
- 3Y*
- 6.28%
- 5Y*
- 2.84%
- 10Y*
- 4.26%
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STMDX vs. FRIOX - Expense Ratio Comparison
STMDX has a 0.82% expense ratio, which is lower than FRIOX's 1.72% expense ratio.
Return for Risk
STMDX vs. FRIOX — Risk / Return Rank
STMDX
FRIOX
STMDX vs. FRIOX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Sterling Capital Stratton Real Estate Fund (STMDX) and Fidelity Advisor Real Estate Income Fund Class C (FRIOX). 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.
| STMDX | FRIOX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.05 | 0.71 | -0.66 |
Sortino ratioReturn per unit of downside risk | 0.18 | 0.95 | -0.77 |
Omega ratioGain probability vs. loss probability | 1.02 | 1.14 | -0.11 |
Calmar ratioReturn relative to maximum drawdown | 0.07 | 0.84 | -0.77 |
Martin ratioReturn relative to average drawdown | 0.26 | 3.49 | -3.23 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| STMDX | FRIOX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.05 | 0.71 | -0.66 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.18 | 0.44 | -0.25 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.29 | 0.45 | -0.16 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.38 | 0.66 | -0.27 |
Correlation
The correlation between STMDX and FRIOX is 0.90, 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
STMDX vs. FRIOX - Dividend Comparison
STMDX's dividend yield for the trailing twelve months is around 6.27%, more than FRIOX's 3.69% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
STMDX Sterling Capital Stratton Real Estate Fund | 6.27% | 6.24% | 7.14% | 8.39% | 8.29% | 7.14% | 4.05% | 9.15% | 5.92% | 4.80% | 7.98% | 2.96% |
FRIOX Fidelity Advisor Real Estate Income Fund Class C | 3.69% | 3.68% | 3.68% | 4.09% | 5.00% | 1.02% | 3.92% | 4.76% | 4.46% | 3.69% | 4.05% | 3.11% |
Drawdowns
STMDX vs. FRIOX - Drawdown Comparison
The maximum STMDX drawdown since its inception was -65.12%, which is greater than FRIOX's maximum drawdown of -34.54%. Use the drawdown chart below to compare losses from any high point for STMDX and FRIOX.
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Drawdown Indicators
| STMDX | FRIOX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -65.12% | -34.54% | -30.58% |
Max Drawdown (1Y)Largest decline over 1 year | -12.22% | -4.38% | -7.84% |
Max Drawdown (5Y)Largest decline over 5 years | -33.43% | -18.83% | -14.60% |
Max Drawdown (10Y)Largest decline over 10 years | -40.52% | -34.54% | -5.98% |
Current DrawdownCurrent decline from peak | -8.82% | -3.18% | -5.64% |
Average DrawdownAverage peak-to-trough decline | -10.12% | -3.66% | -6.46% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.18% | 1.05% | +2.13% |
Volatility
STMDX vs. FRIOX - Volatility Comparison
Sterling Capital Stratton Real Estate Fund (STMDX) has a higher volatility of 4.16% compared to Fidelity Advisor Real Estate Income Fund Class C (FRIOX) at 1.63%. This indicates that STMDX's price experiences larger fluctuations and is considered to be riskier than FRIOX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| STMDX | FRIOX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.16% | 1.63% | +2.53% |
Volatility (6M)Calculated over the trailing 6-month period | 8.87% | 2.86% | +6.01% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.78% | 4.92% | +10.86% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 18.73% | 6.53% | +12.20% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 20.41% | 9.49% | +10.92% |