(FREL) Fidelity MSCI Real - Performance 15% in 12m
Compare FREL with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
33.94%
#15 in Group
Rel. Strength
72.90%
#2165 in Universe
Total Return 12m
14.95%
#14 in Group
Total Return 5y
43.19%
#16 in Group
P/E -
(?) Percentile in Group
P/E Forward -
(?) Percentile in Group
PEG -
(?) Percentile in Group
FCF Yield -
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12m Total Return: FREL (15%) vs XLRE (17.1%)
5y Drawdown (Underwater) Chart
Top Performers in Real Estate
Overall best picks of Peer Group Selected by proven GARP Predictive Metrics, sorted by Growth Rating
| Symbol | 1m | 12m | 5y | P/E | P/E Forward | PEG | EPS Stability |
EPS CAGR |
|---|---|---|---|---|---|---|---|---|
| REZ NYSE ARCA iShares Residential |
-3.35% | 22.6% | 65.7% | - | - | - | - | - |
| USRT NYSE ARCA iShares Core U.S. REIT |
-4.2% | 14.5% | 58.7% | - | - | - | - | - |
| BBRE BATS JPMorgan BetaBuilders MSCI |
-4.28% | 14.2% | 57.7% | - | - | - | - | - |
| FRI NYSE ARCA First Trust S&P REIT |
-3.88% | 14.2% | 56.2% | - | - | - | - | - |
| RWR NYSE ARCA SPDR Dow Jones REIT |
-4.33% | 13.6% | 53.6% | - | - | - | - | - |
| XLRE NYSE ARCA The Real Estate Sector SPDR |
-2.89% | 17.1% | 43.8% | - | - | - | - | - |
| PPTY NYSE ARCA U.S. Diversified Real |
-5.77% | 8.54% | 43.4% | - | - | - | - | - |
| IYR NYSE ARCA iShares U.S. Real Estate |
-3.63% | 15.5% | 42.6% | - | - | - | - | - |
Performance Comparison: FREL vs XLRE vs S&P 500
XLRE (The Real Estate Sector SPDR ETF) is the Sector Benchmark for FREL
| Total Return (including Dividends) | FREL | XLRE | S&P 500 |
|---|---|---|---|
| 1 Month | -3.81% | -2.89% | -5.89% |
| 3 Months | -3.99% | -2.68% | -12.45% |
| 12 Months | 14.95% | 17.11% | 6.72% |
| 5 Years | 43.19% | 43.78% | 101.06% |
| Trend Score (consistency of price movement) | FREL | XLRE | S&P 500 |
| 1 Month | -65.2% | -63.6% | -74.5% |
| 3 Months | -37.9% | -27.5% | -88.2% |
| 12 Months | 45.1% | 46.6% | 66.1% |
| 5 Years | 34.4% | 43.4% | 84.3% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. XLRE | vs. S&P 500 |
| 1 Month | #15 | -0.95% | 2.20% |
| 3 Month | #18 | -1.34% | 9.66% |
| 12 Month | #14 | -1.84% | 7.71% |
| 5 Years | #20 | -0.41% | -28.8% |
FAQs
Does FREL Fidelity MSCI Real outperforms the market?
No,
over the last 12 months FREL made 14.95%, while its related Sector, the The Real Estate Sector SPDR (XLRE) made 17.11%.
Over the last 3 months FREL made -3.99%, while XLRE made -2.68%.
Over the last 3 months FREL made -3.99%, while XLRE made -2.68%.
Performance Comparison FREL vs Indeces and Sectors
FREL vs. Indices FREL is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | 5.36% | 2.08% | 0.21% | 8.23% |
| US NASDAQ 100 | QQQ | 6.22% | 2.47% | 0.74% | 9.42% |
| US Dow Jones Industrial 30 | DIA | 6.53% | 2.01% | -0.33% | 9.64% |
| German DAX 40 | DAX | - | 5.59% | -16.9% | -3.26% |
| Shanghai Shenzhen CSI 300 | CSI 300 | 4.65% | 3.69% | -2.07% | 9.06% |
| Hongkong Hang Seng | HSI | 1.07% | 6.01% | -1.31% | -1.27% |
| India NIFTY 50 | INDA | 0.99% | -8.58% | -2.24% | 11.9% |
| Brasil Bovespa | EWZ | 1.80% | 1.27% | -2.74% | 24.4% |
FREL vs. Sectors FREL is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | 5.11% | 1.85% | -8.60% | 1.41% |
| Consumer Discretionary | XLY | 6.23% | 0.11% | -2.53% | 5.73% |
| Consumer Staples | XLP | 2.06% | -7.01% | -10.0% | 1.01% |
| Energy | XLE | 0.64% | 6.27% | -0.85% | 25.2% |
| Financial | XLF | 3.99% | 0.70% | -7.91% | -4.0% |
| Health Care | XLV | 4.96% | 3.56% | 1.61% | 15.5% |
| Industrial | XLI | 4.24% | 0.89% | 0.13% | 9.59% |
| Materials | XLB | 3.64% | 2.84% | 7.29% | 22.5% |
| Real Estate | XLRE | 0.02% | -0.92% | -1.14% | -2.16% |
| Technology | XLK | 6.72% | 5.12% | 7.02% | 16.2% |
| Utilities | XLU | 2.05% | -3.39% | -5.53% | -9.42% |
| Aerospace & Defense | XAR | 3.67% | -3.85% | -9.55% | -9.21% |
| Biotech | XBI | 1.80% | 8.07% | 14.8% | 23.9% |
| Homebuilder | XHB | 4.41% | 3.03% | 18.1% | 24.1% |
| Retail | XRT | 3.66% | -1.70% | 4.88% | 19.3% |