Review of my retirement portfolio FRESX
Fidelity Real Estate Investment FRESXI earned about 33% per year with this investment. I am happy that I got a chance to ride on the real estate boom. This fund outperformed its peers in 3 and 5 yr returns. As real investments are losing value I will definitely consider this during my reallocation project. I am thinking of taking out half of the money from this fund. I will write about this in detail when I reallocate the funds.
3 year Risk Statistics
Alpha (against Standard Index) 14.58
Beta (against Standard Index) 1.14
Mean Annual Return 28.83
R-squared (against Standard Index) 29
Standard Deviation 15.60
Sharpe Ratio 1.53
Treynor Ratio 15.31
Morning star rating *** (stayed the same since my investment)
Exp ratio 0.83% ( a slight decrease)
Annual Turnover 61%
Asset Allocation %
Cash 1.02
U.S. Stocks 94.47
Foreign Stocks 4.51
Bonds 0.00
Other 0.0
Source:Yahoo Finance, FundAlarm, Morning Star
Labels: FRESX
posted by Valli @ 10:36 AM
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