Performance Comparison
Portfolio Performance Comparison
The return data shown below all have the same latest date: 04/28/2025.
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| FCVSX (FIDELITY CONVERTIBLE SECURITIES FUND FIDELITY CONVERTIBLE SECURITIES FUND) | -3.17% | 3.74% | 2.37% | 4.14% | 4.29% | 6.22% | 6.52% | 9.42% |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FCVSX (FIDELITY CONVERTIBLE SECURITIES FUND FIDELITY CONVERTIBLE SECURITIES FUND) | 06/08/1987 | 04/28/2025 |
The return data shown below all have the same latest date: 04/28/2025.
AR inception is since 06/08/1987.
AR inception is since 06/08/1987.
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | 1992 | 1991 | 1990 | 1989 | 1988 | 1987 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 5.05 | 3.74 | 2.37 | 4.14 | 4.29 | 6.22 | 6.52 | 9.42 | -3.17 | 8.16 | 11.42 | -16.52 | -7.49 | 32.08 | 28.58 | -1.29 | 8.25 | 3.62 | -9.48 | 9.21 | 24.07 | 16.81 | -7.34 | 19.96 | 64.16 | -47.77 | 16.21 | 15.12 | 5.96 | 10.21 | 28.32 | -14.71 | 0.48 | 7.02 | 43.54 | 16.34 | 14.46 | 15.05 | 19.38 | -1.76 | 17.79 | 22.02 | 38.74 | -2.89 | 26.28 | 15.89 | -10.18 |
| Sharpe Ratio | NA | -0.14 | -0.19 | 0.10 | 0.17 | NA | NA | 0.49 | -0.70 | 0.15 | 0.87 | -1.02 | -0.32 | 1.34 | 2.54 | -0.22 | 1.60 | 0.31 | -0.82 | 0.91 | 2.79 | 1.67 | -0.41 | 1.39 | 2.61 | -1.40 | 1.00 | 1.09 | 0.45 | 0.97 | 3.80 | -1.15 | -0.11 | 0.10 | 3.12 | 0.79 | 0.90 | 1.86 | 3.55 | -0.76 | 3.07 | 2.86 | 4.14 | -1.13 | 4.38 | 2.49 | -1.41 |
| Standard Deviation(%) | NA | 14.63 | 13.05 | 16.91 | 14.92 | NA | NA | 14.34 | 19.40 | 10.71 | 8.28 | 17.55 | 23.55 | 23.64 | 10.68 | 11.74 | 4.77 | 10.95 | 11.65 | 10.07 | 8.61 | 10.10 | 18.12 | 14.26 | 24.55 | 34.62 | 13.33 | 10.93 | 8.49 | 9.56 | 7.28 | 13.75 | 17.78 | 28.88 | 12.93 | 16.55 | 12.11 | 6.15 | 4.37 | 6.17 | 5.09 | 6.81 | 8.42 | 7.17 | 4.70 | 4.48 | 15.05 |
| Draw Down(%) | NA | 19.53 | 19.53 | 36.21 | 36.21 | NA | NA | 58.76 | 14.67 | 9.82 | 7.53 | 21.23 | 19.34 | 25.08 | 5.12 | 11.83 | 2.15 | 13.15 | 14.94 | 9.69 | 5.74 | 10.11 | 22.24 | 12.90 | 19.84 | 58.76 | 11.51 | 10.47 | 7.74 | 8.73 | 4.70 | 24.59 | 21.05 | 24.50 | 8.96 | 27.21 | 10.89 | 7.59 | 3.23 | 9.49 | 4.05 | 4.85 | 5.98 | 15.25 | 3.57 | 3.04 | 21.77 |
| Yield(%) | 0.00 | 1.60 | 2.03 | 2.48 | 3.77 | 4.80 | 5.29 | 11.74 | 0.00 | 2.18 | 2.34 | 1.91 | 1.52 | 3.68 | 4.08 | 8.75 | 4.90 | 3.41 | 8.55 | 5.51 | 3.66 | 3.12 | 3.08 | 2.87 | 6.51 | 2.82 | 5.60 | 2.20 | 1.92 | 2.92 | 4.28 | 3.27 | 4.76 | 21.61 | 10.82 | 10.20 | 14.17 | 9.90 | 9.93 | 4.88 | 11.74 | 7.82 | 9.48 | 5.33 | 7.88 | 7.83 | 3.97 |
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FCVSX (FIDELITY CONVERTIBLE SECURITIES FUND FIDELITY CONVERTIBLE SECURITIES FUND) |
-15.22%
Feb 2006 - Feb 2009 |
-6.15%
Feb 2004 - Feb 2009 |
2.52%
Feb 1999 - Feb 2009 |
4.42%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FCVSX (FIDELITY CONVERTIBLE SECURITIES FUND FIDELITY CONVERTIBLE SECURITIES FUND) |
30.40%
Feb 2009 - Feb 2012 |
24.41%
Feb 2009 - Feb 2014 |
20.41%
Sep 1990 - Sep 2000 |
14.37%
Sep 1990 - Sep 2005 |
Annualized Rolling Returns Comparison Chart