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Fidelity Real Estate Income Fund (FRIRX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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11.69-0.04 (-0.34%)
At close: 08:01PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return2.39%
5-year average return3.55%
Number of years up10
Number of years down3
Best 1-yr total return (24 Jun 2024)18.98%
Worst 1-yr total return (24 Jun 2024)N/A
Best 3-yr total return18.98%
Worst 3-yr total return0.18%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnFRIRXCategory
YTD1.42%20.43%
1-month2.57%2.69%
3-month1.07%11.34%
1-year8.98%36.79%
3-year0.69%10.81%
5-year3.69%7.03%
10-year5.01%9.08%
Last bull market12.19%31.03%
Last bear market-8.65%-16.60%

Annual total return (%) history

Year
FRIRXCategory
2024
N/AN/A
2023
9.37%N/A
2022
-14.58%N/A
2021
18.98%N/A
2020
-1.08%-4.49%
2019
17.88%27.28%
2018
-0.63%-5.97%
2017
7.34%6.22%
2016
10.21%6.89%
2015
1.81%2.41%
2014
12.50%28.03%
2013
4.29%1.55%
2012
18.87%17.60%
2011
4.71%7.51%
2010
N/A27.08%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20241.30%N/AN/AN/A
20232.07%1.95%-2.69%8.01%
2022-3.42%-8.65%-4.87%1.77%
20216.07%6.36%1.31%4.10%
2020-25.57%16.90%4.24%9.06%
20198.35%2.95%4.21%1.40%
2018-3.05%4.01%1.60%-3.01%
20172.78%2.60%1.35%0.43%
20163.06%4.88%2.95%-0.96%
20152.61%-2.76%0.09%1.95%
20145.27%3.84%-1.11%4.07%
20135.80%-1.95%-0.67%1.20%
20126.72%3.03%5.32%2.65%
20114.11%0.86%-5.89%5.96%
20106.23%4.55%N/AN/A

Rank in category (by total return)

YTD3
1-month91
3-month18
1-year44
3-year6
5-year28

Load adjusted returns

1-year8.98%
3-year0.69%
5-year3.69%
10-year5.01%