Nasdaq - Delayed Quote USD

Fidelity Real Estate Income Fund (FRIFX)

11.33 +0.03 (+0.27%)
At close: 8:01 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return -1.22%
5y Average Return 3.48%
Number of Years Up 15
Number of Years Down 5
Best 1Y Total Return (Apr 22, 2024) 46.82%
Worst 1Y Total Return (Apr 22, 2024) --
Best 3Y Total Return 46.82%
Worst 3Y Total Return 0.17%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
FRIFX
Category
YTD
1.30%
20.43%
1-Month
0.95%
2.69%
3-Month
1.30%
11.34%
1-Year
8.50%
36.79%
3-Year
1.97%
10.81%
5-Year
3.90%
7.03%
10-Year
5.30%
9.08%
Last Bull Market
27.64%
31.03%
Last Bear Market
-8.63%
-16.60%

Annual Total Return (%) History

Year
FRIFX
Category
2024
--
--
2023
9.32%
--
2022
-14.54%
--
2021
18.90%
--
2020
-1.08%
-4.49%
2019
17.91%
27.28%
2018
-0.64%
-5.97%
2017
7.30%
6.22%

2016
10.21%
6.89%
2015
1.74%
2.41%
2014
12.49%
28.03%
2013
4.12%
1.55%
2012
18.84%
17.60%
2011
4.71%
7.51%
2010
18.81%
27.08%
2009
46.82%
31.26%
2008
-31.02%
-39.55%
2007
-6.45%
-14.66%
2006
11.72%
33.58%
2005
5.07%
11.51%
2004
11.70%
32.02%
2003
--
36.80%

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 1.30% -- -- --
2023 2.06% 2.03% -2.77% 7.97%
2022 -3.41% -8.63% -4.85% 1.76%
2021 6.12% 6.33% 1.31% 4.01%
2020 -25.55% 16.84% 4.32% 9.00%
2019 8.41% 2.94% 4.11% 1.48%
2018 -3.04% 3.99% 1.59% -3.01%
2017 2.69% 2.66% 1.34% 0.43%
2016 3.04% 4.86% 2.92% -0.88%
2015 2.59% -2.77% 0.08% 1.92%

2014 5.34% 3.81% -1.21% 4.12%
2013 5.68% -1.88% -0.67% 1.09%
2012 6.69% 3.01% 5.29% 2.71%
2011 4.08% 0.85% -5.91% 6.02%
2010 6.31% 0.72% 6.18% 4.51%
2009 -0.13% 20.55% 15.12% 5.92%
2008 -5.64% -0.04% -4.80% -23.19%
2007 1.68% -1.10% -4.41% -2.68%
2006 2.61% 0.94% 3.80% 3.92%
2005 -1.11% 4.41% 0.98% 0.77%
2004 4.80% -2.36% 5.15% 3.81%
2003 7.17% 3.54% 4.07% --

Rank in Category (By Total Return)

YTD 12
1-Month 92
3-Month 12
1-Year 49
3-Year 56
5-Year 42

Load Adjusted Returns

1-Year 8.50%
3-Year 1.97%
5-Year 3.90%
10-Year 5.30%

Performance & Risk

YTD Return -1.22%
5y Average Return 3.48%
Rank in Category (ytd) 12
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.54
Morningstar Risk Rating

Fund Overview

Category Real Estate
Fund Family Fidelity Investments
Net Assets 4.63B
YTD Return 1.30%
Yield 4.93%
Morningstar Rating
Inception Date Feb 04, 2003

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.

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