How the fidelity real estate index fund Has Performed in Different Market Conditions

If you're looking for an investment opportunity in real estate, the fidelity real estate index fund is definitely worth considering. This mutual fund aims to track the performance of publicly traded real estate investment trusts (REITs) in the United States. But how has it performed in different market conditions?

Firstly, let's take a look at the fund's historical performance. From its inception in 1991 to the end of 2020, the fidelity real estate index fund has had an average annual return of 9.63%. Of course, past performance doesn't guarantee future results, but it's a solid track record nonetheless.

In terms of different market conditions, the fund has shown resilience during both bull and bear markets. During the 2008 financial crisis, for example, the fund had a negative return of 39.63%, which sounds alarming. However, compared to the S&P 500 Index's negative return of 37.00% over the same period, the fidelity real estate index fund actually outperformed.

On the other hand, during the current bull market, the fund has also done well. In 2020 alone, it had a return of 6.93%, which may not sound like a lot, but it's higher than the overall market's return of 4.38%.

Overall, the fidelity real estate index fund has historically performed well and has shown resiliency during both good times and bad. Of course, investing always comes with risks, but this fund might fit in as part of your well-diversified portfolio.

If you're interested in investing in the fidelity real estate index fund, be sure to speak with your financial advisor to learn more about whether it makes sense for your investment goals and risk tolerance.

A beginner's guide to investing in Fidelity Global Dividend Fund
Unlocking the Benefits of Fidelity 401k Rollover: What You Need to Know
How Fidelity Select Energy is Positioned to Capitalize on the Renewable Energy Boom
Maximizing Your Investment Returns with Fidelity Dividend Fund