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Nasdaq - Delayed Quote USD

Fidelity Advisor Global Real Estate I (FWRIX)

10.08
+0.52
+(5.44%)
At close: 8:01:01 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return -6.35%
5y Average Return 5.37%
Number of Years Up 5
Number of Years Down 3
Best 1Y Total Return (Apr 7, 2025) 27.93%
Worst 1Y Total Return (Apr 7, 2025) --
Best 3Y Total Return 27.93%
Worst 3Y Total Return -5.13%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
FWRIX
Category
YTD
2.31%
14.32%
1-Month
-1.57%
0.73%
3-Month
2.31%
8.73%
1-Year
3.87%
32.33%
3-Year
-3.07%
7.75%
5-Year
7.12%
6.57%
10-Year
0.00%
6.49%
Last Bull Market
16.46%
23.44%
Last Bear Market
-16.31%
-20.52%

Annual Total Return (%) History

Year
FWRIX
Category
2025
--
--
2024
1.14%
--
2023
12.52%
--
2022
-24.97%
--
2021
27.93%
--
2020
-5.10%
-5.43%
2019
25.71%
23.45%
2018
-4.70%
-7.11%

2017
13.12%
15.12%
2016
--
1.97%

Past Quarterly Returns

YearQ1Q2Q3Q4
2025 2.31% -- -- --
2024 -0.38% -2.09% 15.26% -10.03%
2023 2.39% 1.02% -6.43% 16.26%
2022 -4.08% -16.31% -12.28% 6.55%
2021 5.05% 10.64% 0.33% 9.70%
2020 -24.80% 11.47% 2.93% 9.98%
2019 14.24% 1.61% 4.93% 3.22%
2018 -3.31% 4.56% 0.50% -6.21%
2017 2.09% 3.88% 2.70% 3.85%
2016 -5.73% -- -- --

Rank in Category (By Total Return)

YTD 27
1-Month 26
3-Month 27
1-Year 46
3-Year 19
5-Year 31

Load Adjusted Returns

1-Year 3.87%
3-Year -3.07%
5-Year 7.12%
10-Year --

Performance & Risk

YTD Return -6.35%
5y Average Return 5.37%
Rank in Category (ytd) 27
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.06
Morningstar Risk Rating

Fund Overview

Category Global Real Estate
Fund Family Fidelity Investments
Net Assets 5.51M
YTD Return 2.31%
Yield 2.65%
Morningstar Rating
Inception Date Aug 11, 2016

Fund Summary

The fund invests in securities issued throughout the world, including the United States. It normally 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 normally invests primarily in common stocks.

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