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Fidelity Advisor Intl Real Estate Z (FIKLX)

9.15
+0.05
+(0.55%)
At close: 8:03:49 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return 3.29%
5y Average Return 1.17%
Number of Years Up 4
Number of Years Down 2
Best 1Y Total Return (Mar 31, 2025) 28.17%
Worst 1Y Total Return (Mar 31, 2025) --
Best 3Y Total Return 28.17%
Worst 3Y Total Return -11.48%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
FIKLX
Category
YTD
2.95%
14.32%
1-Month
0.89%
0.73%
3-Month
-2.45%
8.73%
1-Year
0.03%
32.33%
3-Year
-8.02%
7.75%
5-Year
-2.14%
6.57%
10-Year
1.89%
6.49%
Last Bull Market
2.65%
23.44%
Last Bear Market
-14.83%
-20.52%

Annual Total Return (%) History

Year
FIKLX
Category
2024
-9.42%
--
2023
4.33%
--
2022
-26.60%
--
2021
12.05%
--
2020
5.84%
-5.43%
2019
28.17%
23.45%

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 -3.04% -3.95% 13.74% -14.49%
2023 0.00% -1.70% -4.51% 11.14%
2022 -6.48% -14.83% -14.30% 7.53%
2021 0.97% 6.88% -0.12% 3.95%
2020 -19.83% 10.14% 7.41% 11.59%
2019 12.85% 3.16% 1.52% 8.46%

Rank in Category (By Total Return)

YTD 77
1-Month 82
3-Month 12
1-Year 97
3-Year 97
5-Year 84

Load Adjusted Returns

1-Year 0.03%
3-Year -8.02%
5-Year -2.14%
10-Year 1.89%

Performance & Risk

YTD Return 3.29%
5y Average Return 1.17%
Rank in Category (ytd) 77
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.92
Morningstar Risk Rating

Fund Overview

Category Global Real Estate
Fund Family Fidelity Investments
Net Assets 294.59M
YTD Return 2.95%
Yield 5.09%
Morningstar Rating
Inception Date Sep 08, 2004

Fund Summary

The fund normally invests primarily in non-U.S. securities. It invests primarily in common stocks. The fund invests at least 80% of assets in securities of companies principally engaged in the real estate industry and other real estate related investments. It allocates investments across different countries and regions. The fund 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. It is non-diversified.

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