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Nasdaq - Delayed Quote USD
Fidelity Advisor Real Estate Income Z (FIKMX)
12.19
+0.01
+(0.08%)
At close: 8:03:49 PM EDT
Fund Summary
The fund normally invests primarily in preferred and common stocks of REITs; debt securities of real estate entities; and commercial and other mortgage-backed securities, with an emphasis on lower-quality debt securities (those of less than investment-grade quality, also referred to as high yield debt securities or junk bonds). 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.
Risk Overview
| Morningstar Risk Rating | |
| Best 1Y Total Return | 19.04% |
| Worst 1Y Total Return | -- |
| Number of Years Up | 4 |
| Number of Years Down | 2 |
Performance & Risk
| YTD Return | 2.70% |
| 5y Average Return | 10.47% |
| Rank in Category (ytd) | 15 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 0.74 |
| Morningstar Risk Rating |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| FIKMX | Category Average | FIKMX | Category Average | FIKMX | Category Average | |
| Alpha | -1.39 | -0.01 | -2.06 | -0.01 | 0 | -0 |
| BETA | 0.74 | 0.01 | 1.03 | 0.01 | 0.9 | 0.01 |
| Mean Annual Return | 0.3 | 0.01 | 0.47 | 0.01 | 0.5 | 0.01 |
| R-squared | 85.83 | 0.93 | 70.33 | 0.92 | 63.8 | 0.92 |
| Standard Deviation | 9.97 | 0.13 | 15.1 | 0.1 | 11.28 | 0.09 |
| Sharpe Ratio | -0.09 | 0.01 | 0.2 | 0.01 | 0.36 | 0.01 |
| Treynor Ratio | -1.89 | 0.09 | 1.78 | 0.09 | 3.96 | 0.07 |
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