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RFI vs FIDI

Comparison between Cohen & Steers Total Return Realty Fund Inc (RFI, ETF) and FIDELITY INTERNATIONAL HIGH DIVIDEND ETF (FIDI, ETF).

5-Year PerformanceFIDI has outperformed RFI, delivering a return of +10.3% compared to +1.5%

RFI vs FIDI - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
Winner
RFI
$319M
FIDI
$318M
Expense Ratio
RFI
N/A
FIDI
0.18%
Max Drawdown
RFI
80.12%
Winner
FIDI
50.61%
Sharpe Ratio
RFI
-0.08
Winner
FIDI
1.59
5Y Beta
Winner
RFI
0.44
FIDI
0.53
5Y Dividends CAGR
RFI
-0.93%
Winner
FIDI
11.71%

RFI vs FIDI - Historical Returns

Returns include dividend reinvestment.

1M
Winner
RFI
-1.13%
FIDI
-1.39%
3M
RFI
-2.53%
Winner
FIDI
+2.20%
6M
RFI
+6.33%
Winner
FIDI
+11.20%
1Y
RFI
+3.06%
Winner
FIDI
+23.89%
5Y(CAGR)
RFI
+1.51%
Winner
FIDI
+10.28%
10Y(CAGR)
Winner
RFI
+6.92%
FIDI
+5.68%
Max(CAGR)
Winner
RFI
+9.45%
FIDI
+5.68%

RFI vs FIDI - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearRFIFIDI
2026+7.00%+6.94%
2025+3.56%+39.31%
2024+5.12%+0.60%
2023+3.73%+15.81%
2022-21.85%-5.45%
2021+46.27%+16.76%
2020-0.47%-12.62%
2019+44.31%+16.38%
2018-8.47%-20.15%
2017+12.52%N/A
2016+4.60%N/A
2015+5.13%N/A
2014+19.90%N/A
2013-14.18%N/A
2012+33.99%N/A
2011-15.84%N/A
2010+71.15%N/A
2009+36.52%N/A
2008-39.02%N/A
2007-23.61%N/A
2006+25.10%N/A
2005+4.26%N/A
2004+20.62%N/A
2003+32.88%N/A
2002+10.37%N/A
2001+24.54%N/A
2000+18.76%N/A
1999-3.94%N/A

RFI vs FIDI Drawdown Comparison

The maximum drawdown for RFI was -73.68%, occurring on Mar 9, 2009. Recovery took 959 trading sessions.

The maximum drawdown for FIDI was -46.34%, occurring on Mar 16, 2020. Recovery took 999 trading sessions.

The current RFI drawdown is -4.47%. The current FIDI drawdown is -3.04%.

RankRFIFIDI
#1-73.68%
Feb 5, 2007 - Nov 23, 2010
-46.34%
Jan 26, 2018 - Jan 13, 2022
#2-50.51%
Feb 11, 2020 - Feb 24, 2021
-26.03%
Feb 9, 2022 - Dec 14, 2023
#3-34.30%
Jan 4, 2022 - Oct 25, 2023
-12.08%
Mar 19, 2025 - Apr 24, 2025
#4-26.40%
Jan 3, 2011 - Apr 2, 2012
-10.83%
Sep 27, 2024 - Mar 5, 2025
#5-26.19%
Apr 5, 2013 - Jan 26, 2015
-7.34%
May 20, 2024 - Aug 23, 2024
#6-22.94%
Mar 31, 2004 - Dec 6, 2004
-6.93%
Feb 26, 2026 - Apr 13, 2026
#7-19.73%
Aug 15, 2001 - Jan 22, 2002
-4.96%
Jan 8, 2024 - Mar 6, 2024
#8-17.69%
Sep 6, 2012 - Dec 19, 2012
-4.64%
Nov 12, 2025 - Dec 4, 2025
#9-16.32%
Jan 10, 2006 - Sep 14, 2006
-4.28%
Apr 9, 2024 - May 9, 2024
#10-16.29%
Sep 4, 2018 - Jan 29, 2019
-3.67%
Jul 23, 2025 - Aug 12, 2025
#11-15.70%
Jul 28, 2016 - Dec 18, 2017
-3.28%
Apr 14, 2026 - Apr 29, 2026
#12-15.08%
Jun 21, 2002 - Sep 17, 2002
-3.24%
Jan 14, 2022 - Feb 8, 2022
#13-13.43%
Nov 12, 1999 - Apr 3, 2000
-2.94%
Aug 22, 2025 - Oct 3, 2025
#14-13.08%
Apr 27, 2012 - Aug 3, 2012
-2.86%
Aug 30, 2024 - Sep 16, 2024
#15-12.91%
Apr 1, 2015 - Mar 14, 2016
-2.68%
Jun 12, 2025 - Jun 30, 2025

Correlation

Correlation between RFI and FIDI is 0.66 which considered as a moderate positive correlation - the stocks show some tendency to move together.

0.66
-101

Dividend Comparison (1999 - 2026)

RFI vs FIDI dividend yield comparison.

YearRFIFIDI
20263.51%0.96%
20258.69%4.33%
20248.29%5.72%
20238.17%4.80%
202210.02%5.09%
20216.82%4.00%
20207.61%3.36%
20196.63%4.26%
20188.93%4.37%
20177.52%0.00%
20167.93%0.00%
201510.36%0.00%
20149.85%0.00%
20139.57%0.00%
20129.59%0.00%
20117.39%0.00%
20109.68%0.00%
20095.42%0.00%
200818.37%0.00%
200720.41%0.00%
200614.52%0.00%
200512.48%0.00%
20045.86%0.00%
20035.92%0.00%
20026.77%0.00%
20016.69%0.00%
20008.08%0.00%
19991.79%0.00%

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