STMDX vs. FRIRX
Compare and contrast key facts about Sterling Capital Stratton Real Estate Fund (STMDX) and Fidelity Advisor Real Estate Income Fund Class I (FRIRX).
STMDX is managed by Sterling Capital. It was launched on May 30, 1980. FRIRX is managed by Fidelity.
Performance
STMDX vs. FRIRX - Performance Comparison
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STMDX vs. FRIRX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
STMDX Sterling Capital Stratton Real Estate Fund | 2.49% | 1.35% | 6.25% | 13.28% | -26.17% | 38.53% | -0.54% | 31.77% | -2.82% | 7.81% |
FRIRX Fidelity Advisor Real Estate Income Fund Class I | 0.41% | 7.10% | 7.89% | 9.36% | -14.59% | 18.98% | -1.08% | 17.89% | -1.81% | 6.23% |
Returns By Period
In the year-to-date period, STMDX achieves a 2.49% return, which is significantly higher than FRIRX's 0.41% return. Over the past 10 years, STMDX has outperformed FRIRX with an annualized return of 6.05%, while FRIRX has yielded a comparatively lower 5.31% annualized return.
STMDX
- 1D
- 1.24%
- 1M
- -6.17%
- YTD
- 2.49%
- 6M
- 1.02%
- 1Y
- 0.81%
- 3Y*
- 6.53%
- 5Y*
- 3.32%
- 10Y*
- 6.05%
FRIRX
- 1D
- 0.41%
- 1M
- -2.56%
- YTD
- 0.41%
- 6M
- 1.15%
- 1Y
- 4.63%
- 3Y*
- 7.52%
- 5Y*
- 3.80%
- 10Y*
- 5.31%
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STMDX vs. FRIRX - Expense Ratio Comparison
STMDX has a 0.82% expense ratio, which is higher than FRIRX's 0.71% expense ratio.
Return for Risk
STMDX vs. FRIRX — Risk / Return Rank
STMDX
FRIRX
STMDX vs. FRIRX - 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 I (FRIRX). 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 | FRIRX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.07 | 0.98 | -0.91 |
Sortino ratioReturn per unit of downside risk | 0.20 | 1.30 | -1.10 |
Omega ratioGain probability vs. loss probability | 1.03 | 1.19 | -0.17 |
Calmar ratioReturn relative to maximum drawdown | 0.17 | 1.14 | -0.97 |
Martin ratioReturn relative to average drawdown | 0.65 | 4.76 | -4.11 |
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 | FRIRX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.07 | 0.98 | -0.91 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.18 | 0.59 | -0.41 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.30 | 0.56 | -0.26 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.39 | 0.79 | -0.40 |
Correlation
The correlation between STMDX and FRIRX 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. FRIRX - Dividend Comparison
STMDX's dividend yield for the trailing twelve months is around 6.19%, more than FRIRX's 4.60% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
STMDX Sterling Capital Stratton Real Estate Fund | 6.19% | 6.24% | 7.14% | 8.39% | 8.29% | 7.14% | 4.05% | 9.15% | 5.92% | 4.80% | 7.98% | 2.96% |
FRIRX Fidelity Advisor Real Estate Income Fund Class I | 4.60% | 4.62% | 4.68% | 5.01% | 6.08% | 1.48% | 4.80% | 5.70% | 5.10% | 4.43% | 5.05% | 3.69% |
Drawdowns
STMDX vs. FRIRX - Drawdown Comparison
The maximum STMDX drawdown since its inception was -65.12%, which is greater than FRIRX's maximum drawdown of -34.50%. Use the drawdown chart below to compare losses from any high point for STMDX and FRIRX.
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Drawdown Indicators
| STMDX | FRIRX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -65.12% | -34.50% | -30.62% |
Max Drawdown (1Y)Largest decline over 1 year | -12.22% | -4.30% | -7.92% |
Max Drawdown (5Y)Largest decline over 5 years | -33.43% | -18.18% | -15.25% |
Max Drawdown (10Y)Largest decline over 10 years | -40.52% | -34.50% | -6.02% |
Current DrawdownCurrent decline from peak | -7.70% | -2.71% | -4.99% |
Average DrawdownAverage peak-to-trough decline | -10.12% | -3.30% | -6.82% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.21% | 1.03% | +2.18% |
Volatility
STMDX vs. FRIRX - Volatility Comparison
Sterling Capital Stratton Real Estate Fund (STMDX) has a higher volatility of 4.41% compared to Fidelity Advisor Real Estate Income Fund Class I (FRIRX) at 1.66%. This indicates that STMDX's price experiences larger fluctuations and is considered to be riskier than FRIRX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| STMDX | FRIRX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.41% | 1.66% | +2.75% |
Volatility (6M)Calculated over the trailing 6-month period | 8.95% | 2.84% | +6.11% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.80% | 4.91% | +10.89% |
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 | 20.42% | 9.49% | +10.93% |