VTR vs. FRIFX
Compare and contrast key facts about Ventas, Inc. (VTR) and Fidelity Real Estate Income Fund (FRIFX).
FRIFX is managed by Fidelity. It was launched on Feb 4, 2003.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: VTR or FRIFX.
Key characteristics
| VTR | FRIFX | |
|---|---|---|
| YTD Return | -4.61% | 0.61% |
| 1Y Return | 2.29% | 7.50% |
| 3Y Return (Ann) | -1.34% | 0.63% |
| 5Y Return (Ann) | -0.89% | 3.66% |
| 10Y Return (Ann) | 2.53% | 5.27% |
| Sharpe Ratio | 0.09 | 1.07 |
| Daily Std Dev | 26.21% | 6.77% |
| Max Drawdown | -89.01% | -39.77% |
| Current Drawdown | -23.41% | -6.01% |
Correlation
The correlation between VTR and FRIFX is 0.70, 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
VTR vs. FRIFX - Performance Comparison
In the year-to-date period, VTR achieves a -4.61% return, which is significantly lower than FRIFX's 0.61% return. Over the past 10 years, VTR has underperformed FRIFX with an annualized return of 2.53%, while FRIFX has yielded a comparatively higher 5.27% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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Risk-Adjusted Performance
VTR vs. FRIFX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Ventas, Inc. (VTR) 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.
Dividends
VTR vs. FRIFX - Dividend Comparison
VTR's dividend yield for the trailing twelve months is around 3.83%, less than FRIFX's 4.86% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VTR Ventas, Inc. | 3.83% | 3.61% | 4.00% | 3.52% | 4.37% | 5.49% | 5.40% | 5.19% | 4.74% | 5.78% | 5.39% | 6.23% |
FRIFX Fidelity Real Estate Income Fund | 4.86% | 4.99% | 6.04% | 1.47% | 4.77% | 5.68% | 6.33% | 5.47% | 4.98% | 6.67% | 7.81% | 10.31% |
Drawdowns
VTR vs. FRIFX - Drawdown Comparison
The maximum VTR drawdown since its inception was -89.01%, which is greater than FRIFX's maximum drawdown of -39.77%. Use the drawdown chart below to compare losses from any high point for VTR and FRIFX. For additional features, visit the drawdowns tool.
Volatility
VTR vs. FRIFX - Volatility Comparison
Ventas, Inc. (VTR) has a higher volatility of 8.07% compared to Fidelity Real Estate Income Fund (FRIFX) at 2.14%. This indicates that VTR's price experiences larger fluctuations and is considered to be riskier than FRIFX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.