Performance Comparison
Portfolio Performance Comparison
The return data shown below all have the same latest date: 04/25/2025.
Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
---|---|---|---|---|---|---|---|---|
FHEAX (FIDELITY ADVISOR REAL ESTATE FUND CLASS A) | -1.16% | 15.66% | -9.05% | 0.71% | 0.57% | 4.55% | 4.85% | 6.91% |
More Performance Analytics Comparison
Name | Start Date | End Date |
---|---|---|
FHEAX (FIDELITY ADVISOR REAL ESTATE FUND CLASS A) | 09/19/2002 | 04/25/2025 |
The return data shown below all have the same latest date: 04/25/2025.
AR inception is since 09/19/2002.
AR inception is since 09/19/2002.
Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return (%) | 2.60 | 15.66 | -9.05 | 0.71 | 0.57 | 4.55 | 4.85 | 6.91 | -1.16 | 6.04 | 10.81 | -38.83 | 31.51 | -9.17 | 22.72 | -6.70 | 3.58 | 5.15 | 3.34 | 29.60 | 1.43 | 18.11 | 7.46 | 29.21 | 36.54 | -40.08 | -17.98 | 35.92 | 16.34 | 33.45 | 31.72 | -1.01 |
Sharpe Ratio | NA | 0.51 | -0.57 | -0.06 | -0.05 | NA | NA | 0.19 | -0.27 | -0.03 | 0.33 | -1.32 | 1.97 | -0.22 | 1.71 | -0.49 | 0.29 | 0.29 | 0.19 | 2.43 | 0.09 | 1.32 | 0.25 | 1.03 | 0.53 | -0.55 | -0.80 | 2.26 | 0.91 | 1.95 | 2.64 | -0.29 |
Standard Deviation(%) | NA | 18.21 | 23.42 | 22.39 | 22.14 | NA | NA | 29.14 | 24.12 | 15.80 | 19.96 | 30.67 | 15.97 | 43.06 | 12.44 | 16.45 | 10.04 | 16.86 | 17.25 | 12.15 | 15.27 | 13.75 | 29.68 | 28.21 | 68.60 | 74.93 | 26.20 | 14.50 | 15.53 | 16.69 | 11.77 | 15.67 |
Draw Down(%) | NA | 16.88 | 42.77 | 46.43 | 46.43 | NA | NA | 75.96 | 14.89 | 11.36 | 22.48 | 39.82 | 7.78 | 41.63 | 7.21 | 13.89 | 6.09 | 14.75 | 17.01 | 7.59 | 17.37 | 9.06 | 24.19 | 18.05 | 44.79 | 66.43 | 29.53 | 9.90 | 10.80 | 18.13 | 7.01 | 10.87 |
Yield(%) | 0.00 | 9.02 | 2.65 | 2.61 | 3.88 | 5.55 | 5.72 | 8.63 | 0.00 | 8.09 | 2.32 | 0.74 | 0.88 | 1.20 | 9.69 | 5.44 | 6.39 | 6.90 | 3.81 | 9.44 | 3.97 | 2.22 | 3.30 | 1.71 | 2.59 | 2.04 | 5.81 | 9.55 | 7.21 | 6.43 | 3.21 | 0.00 |
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
---|---|---|---|---|
FHEAX (FIDELITY ADVISOR REAL ESTATE FUND CLASS A) |
-27.27%
Mar 2006 - Mar 2009 |
-9.37%
Mar 2004 - Mar 2009 |
0.56%
Oct 2013 - Oct 2023 |
2.78%
May 2008 - May 2023 |
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
---|---|---|---|---|
FHEAX (FIDELITY ADVISOR REAL ESTATE FUND CLASS A) |
47.18%
Mar 2009 - Mar 2012 |
31.20%
Feb 2009 - Feb 2014 |
18.57%
Feb 2009 - Feb 2019 |
10.87%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart