Nasdaq - Delayed Quote USD

Fidelity Advisor Real Estate I (FHEIX)

16.56
-0.01
(-0.06%)
At close: May 23 at 8:04:15 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return -0.96%
5y Average Return 6.13%
Number of Years Up 17
Number of Years Down 5
Best 1Y Total Return (May 22, 2025) 38.77%
Worst 1Y Total Return (May 22, 2025) --
Best 3Y Total Return 38.77%
Worst 3Y Total Return -5.21%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
FHEIX
Category
YTD
0.60%
20.43%
1-Month
-2.43%
2.69%
3-Month
-1.64%
11.34%
1-Year
18.63%
36.79%
3-Year
-1.57%
10.81%
5-Year
6.11%
7.03%
10-Year
3.83%
9.08%
Last Bull Market
27.93%
31.03%
Last Bear Market
-15.09%
-16.60%

Annual Total Return (%) History

Year
FHEIX
Category
2025
--
--
2024
6.30%
--
2023
11.20%
--
2022
-27.96%
--
2021
38.77%
--
2020
-6.67%
-4.49%
2019
22.97%
27.28%
2018
-6.32%
-5.97%

2017
3.86%
6.22%
2016
5.53%
6.89%
2015
3.53%
2.41%
2014
29.80%
28.03%
2013
1.76%
1.55%
2012
18.38%
17.60%
2011
7.76%
7.51%
2010
29.30%
27.08%
2009
36.80%
31.26%
2008
-39.89%
-39.55%
2007
-17.78%
-14.66%
2006
36.35%
33.58%
2005
16.65%
11.51%
2004
34.11%
32.02%
2003
32.62%
36.80%
2002
--
4.54%

Past Quarterly Returns

YearQ1Q2Q3Q4
2025 3.11% -- -- --
2024 -1.12% -1.58% 16.86% -6.53%
2023 2.80% 1.41% -9.58% 17.97%
2022 -6.66% -15.09% -12.45% 3.83%
2021 7.71% 11.24% 1.57% 14.02%
2020 -22.97% 10.97% 2.49% 6.53%
2019 16.08% 1.07% 7.03% -2.08%
2018 -7.11% 9.37% 0.32% -8.10%
2017 0.47% 1.64% -0.02% 1.72%
2016 5.30% 5.09% -1.98% -2.72%

2015 5.57% -10.20% 1.54% 7.55%
2014 9.62% 7.37% -3.42% 14.20%
2013 7.59% -1.90% -3.07% -0.53%
2012 11.06% 3.34% 0.83% 2.29%
2011 7.89% 2.53% -16.85% 17.15%
2010 11.13% -4.98% 13.07% 8.30%
2009 -33.96% 36.80% 38.45% 9.37%
2008 2.68% -5.61% 2.60% -39.55%
2007 3.02% -9.34% 1.00% -12.84%
2006 14.75% -0.40% 8.89% 9.56%
2005 -5.88% 13.93% 4.73% 3.87%
2004 12.12% -5.54% 8.38% 16.83%
2003 1.12% 9.72% 9.75% 8.91%
2002 1.45% -- -- --

Rank in Category (By Total Return)

YTD 28
1-Month 64
3-Month 58
1-Year 13
3-Year 63
5-Year 86

Load Adjusted Returns

1-Year 18.63%
3-Year -1.57%
5-Year 6.11%
10-Year 3.83%

Performance & Risk

YTD Return -0.96%
5y Average Return 6.13%
Rank in Category (ytd) 28
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.21
Morningstar Risk Rating

Fund Overview

Category Real Estate
Fund Family Fidelity Investments
Net Assets 188.78M
YTD Return 0.60%
Yield 1.75%
Morningstar Rating
Inception Date Sep 12, 2002

Fund Summary

The fund invests primarily in common stocks. It invests at least 80% of assets in securities of companies principally engaged in the real estate industry and other real estate related investments. The fund invests in domestic and foreign issuers. It uses fundamental analysis of factors such as each issuer's financial condition and industry position, as well as market and economic conditions, to select investments. The fund is non-diversified.

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