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Nasdaq - Delayed Quote USD

Fidelity Advisor Real Estate Z (FIKJX)

17.25
+0.04
+(0.23%)
At close: 8:00:46 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return 3.12%
5y Average Return 8.32%
Number of Years Up 4
Number of Years Down 2
Best 1Y Total Return (Mar 31, 2025) 39.09%
Worst 1Y Total Return (Mar 31, 2025) --
Best 3Y Total Return 39.09%
Worst 3Y Total Return -5.04%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
FIKJX
Category
YTD
5.99%
20.43%
1-Month
3.69%
2.69%
3-Month
-2.25%
11.34%
1-Year
15.73%
36.79%
3-Year
1.32%
10.81%
5-Year
4.71%
7.03%
10-Year
4.10%
9.08%
Last Bull Market
28.03%
31.03%
Last Bear Market
-15.04%
-16.60%

Annual Total Return (%) History

Year
FIKJX
Category
2024
6.49%
--
2023
11.31%
--
2022
-27.76%
--
2021
39.09%
--
2020
-6.45%
-4.49%
2019
23.19%
27.28%

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 -1.06% -1.57% 16.92% -6.48%
2023 2.80% 1.46% -9.55% 17.98%
2022 -6.62% -15.04% -12.38% 3.93%
2021 7.80% 11.30% 1.64% 14.06%
2020 -22.95% 11.03% 2.61% 6.57%
2019 16.16% 1.07% 7.08% -2.01%

Rank in Category (By Total Return)

YTD 15
1-Month 53
3-Month 19
1-Year 28
3-Year 43
5-Year 75

Load Adjusted Returns

1-Year 15.73%
3-Year 1.32%
5-Year 4.71%
10-Year 4.10%

Performance & Risk

YTD Return 3.12%
5y Average Return 8.32%
Rank in Category (ytd) 15
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.16
Morningstar Risk Rating

Fund Overview

Category Real Estate
Fund Family Fidelity Investments
Net Assets 204.41M
YTD Return 5.99%
Yield 1.93%
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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