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Fidelity Real Estate Income Fund (FRIOX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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11.43-0.04 (-0.35%)
At close: 08:01PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return1.90%
5-year average return2.50%
Number of years up10
Number of years down3
Best 1-yr total return (24 Jun 2024)17.80%
Worst 1-yr total return (24 Jun 2024)N/A
Best 3-yr total return17.80%
Worst 3-yr total return-0.87%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnFRIOXCategory
YTD1.01%20.43%
1-month2.53%2.69%
3-month0.83%11.34%
1-year7.93%36.79%
3-year-0.32%10.81%
5-year2.64%7.03%
10-year3.95%9.08%
Last bull market11.66%31.03%
Last bear market-8.87%-16.60%

Annual total return (%) history

Year
FRIOXCategory
2024
N/AN/A
2023
8.32%N/A
2022
-15.50%N/A
2021
17.80%N/A
2020
-2.12%-4.49%
2019
16.73%27.28%
2018
-1.65%-5.97%
2017
6.22%6.22%
2016
9.18%6.89%
2015
0.68%2.41%
2014
11.42%28.03%
2013
3.24%1.55%
2012
17.70%17.60%
2011
3.57%7.51%
2010
N/A27.08%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20240.97%N/AN/AN/A
20231.93%1.64%-2.92%7.70%
2022-3.71%-8.87%-5.15%1.53%
20215.88%6.04%1.07%3.81%
2020-25.77%16.52%4.02%8.79%
20198.11%2.72%3.83%1.23%
2018-3.30%3.78%1.34%-3.30%
20172.48%2.35%1.10%0.17%
20162.83%4.57%2.68%-1.13%
20152.25%-2.94%-0.16%1.61%
20145.05%3.53%-1.43%3.93%
20135.52%-2.17%-0.92%0.95%
20126.46%2.74%5.12%2.37%
20113.79%0.57%-6.07%5.63%
20105.93%4.35%N/AN/A

Rank in category (by total return)

YTD5
1-month91
3-month21
1-year67
3-year20
5-year62

Load adjusted returns

1-year6.93%
3-year-0.32%
5-year2.64%
10-year3.95%