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Fidelity International Real Estate Fund: (MF: FIREX)
(NASDAQ Mutual Funds) As of Apr 24, 2024 08:00 PM ET
$9.53 USD
-0.08 (-0.83%)
Zacks MF Rank
5-Strong Sell of 5 5
Latest Performance as of Mar 31, 2024
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | -3.01 | 94 |
| 3 months | -3.01 | 94 |
| 6 months | 7.61 | 96 |
| 1 Year | 0.98 | 98 |
| 3 Year | -6.42 | 97 |
| 5 Year | -0.18 | 89 |
| 10 Year | 3.17 | 80 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | NA |
| Bear Market (10/07 - 2/09) | -67.51 |
| Bull Market (2/09 - 3/21) | 259.88 |
Load Adjusted Returns as of Mar 31, 2024
| 1 Year | 0.98 |
| 5 Year | -0.17 |
| 10 Year | 3.16 |
| Since Inception | 3.75 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2024 | -3.01 | NA | NA | NA |
| 2023 | -0.09 | -1.78 | -4.45 | 10.96 |
| 2022 | -6.56 | -14.79 | -14.40 | 7.57 |
| 2021 | 0.89 | 6.90 | -0.25 | 3.91 |
| 2020 | -19.83 | 10.06 | 7.33 | 11.60 |
| 2019 | 12.76 | 3.14 | 1.42 | 8.42 |
Annual Return
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | -3.01 | 4.01 | -26.69 | 11.79 | 5.69 | 27.90 | -6.14 | 26.69 | -1.55 | 1.78 | 4.20 |
| % Total Return Rel to Index | -13.57 | -22.22 | -8.48 | -16.89 | -12.70 | -3.58 | -1.74 | 4.89 | -13.49 | 0.39 | -9.43 |
| % Total Return Rel to Peer | -2.30 | -7.17 | -4.57 | -19.57 | 9.65 | 2.44 | 0.30 | 17.92 | -6.04 | 1.46 | -15.48 |
| % Perf Quintile vs Peer* | 0.00 | 5.00 | 4.00 | 5.00 | 1.00 | 2.00 | 3.00 | 1.00 | 5.00 | 3.00 | 5.00 |
| % Dividends | 0.00 | 0.19 | 0.04 | 0.53 | 0.23 | 0.28 | 0.18 | 0.24 | 0.14 | 0.16 | 0.15 |
| % Yield | 0.00 | 1.79 | 0.40 | 3.57 | 1.70 | 2.04 | 1.65 | 2.00 | 1.45 | 1.58 | 1.47 |
| Capital Gains ($) | 0.00 | 0.00 | 0.40 | 0.23 | 0.00 | 0.38 | 0.03 | 0.11 | 0.24 | 0.12 | 0.31 |
| Expense Ratio | 0.00 | 0.95 | 0.94 | 0.96 | 0.99 | 1.01 | 1.04 | 1.11 | 1.11 | 1.12 | 1.13 |
* 1 = Top 20%, 5 = Bottom 20%