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USD
Fidelity Advisor Real Estate Income M (FRIQX)
12.04
+0.03
(+0.25%)
At close: 8:07:08 PM EST
Fund Summary
The fund is normally investing at least 80% of assets in debt and income-producing equity securities of companies principally engaged in the real estate industry and other real estate related investments. Debt securities include corporate bonds, government securities (including treasury securities), repurchase agreements, money market securities, mortgage and other asset-backed securities, loans and loan participations, and other securities, such as hybrids and synthetic securities, believed to have debt-like characteristics.
Risk Overview
| Morningstar Risk Rating | |
| Best 1Y Total Return | 18.61% |
|---|---|
| Worst 1Y Total Return | -- |
| Number of Years Up | 12 |
| Number of Years Down | 3 |
Performance & Risk
| YTD Return | 2.37% |
| 5y Average Return | 2.19% |
| Rank in Category (ytd) | -- |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 0.66 |
| Morningstar Risk Rating |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| |
FRIQX | Category Average | FRIQX | Category Average | FRIQX | Category Average |
|
Alpha
|
-2.35 | -- | -2.93 | -- | -2.11 | -- |
|
BETA
|
0.66 | -- | 0.69 | -- | 0.88 | -- |
|
Mean Annual Return
|
0.65 | -- | 0.22 | -- | 0.43 | -- |
|
R-squared
|
78.77 | -- | 82.78 | -- | 63.14 | -- |
|
Standard Deviation
|
6.72 | -- | 8.46 | -- | 11.22 | -- |
|
Sharpe Ratio
|
0.48 | -- | -0.15 | -- | 0.23 | -- |
|
Treynor Ratio
|
4.84 | -- | -2.41 | -- | 2.25 | -- |
