Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FACVX (FIDELITY CONVERTIBLE SECURITIES FUND FIDELITY ADVISOR CONVERTIBLE SECURITIES FUND: CLASS A) | 18.87% | 36.66% | 19.28% | 9.07% | 12.98% | 10.16% | NA | … | … |
Data as of 06/05/2026, Common starting date is 02/26/2009
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FACVX (FIDELITY CONVERTIBLE SECURITIES FUND FIDELITY ADVISOR CONVERTIBLE SECURITIES FUND: CLASS A) | 02/26/2009 | 06/05/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -2.89 | 36.66 | 19.28 | 9.07 | 12.98 | 10.16 | NA | … | … | 18.87 | 17.95 | 13.60 | 11.06 | -15.59 | 9.63 | 42.09 | 28.21 | -1.59 | 9.30 | 5.72 | -9.77 | 8.96 | 23.75 | 16.48 | -7.59 | 19.65 | 75.85 |
| Sharpe Ratio | NA | 2.69 | 1.44 | 0.55 | 0.87 | NA | NA | … | … | 3.50 | 1.04 | 1.06 | 0.90 | -0.98 | 0.63 | 1.88 | 2.50 | -0.25 | 1.83 | 0.51 | -0.84 | 0.89 | 2.75 | 1.64 | -0.42 | 1.37 | 4.44 |
| Standard Deviation(%) | NA | 14.77 | 12.35 | 13.27 | 13.57 | NA | NA | … | … | 17.58 | 14.62 | 9.37 | 8.27 | 17.47 | 15.31 | 22.14 | 10.68 | 11.73 | 4.73 | 10.88 | 11.65 | 10.08 | 8.63 | 10.09 | 18.13 | 14.28 | 21.26 |
| Draw Down(%) | NA | 7.15 | 14.64 | 24.32 | 25.09 | NA | NA | … | … | 6.79 | 14.00 | 5.25 | 7.58 | 21.35 | 9.92 | 25.09 | 5.11 | 11.88 | 2.07 | 13.20 | 15.06 | 9.73 | 5.76 | 10.15 | 22.35 | 12.93 | 7.81 |
| Yield(%) | 0.00 | 10.97 | 7.61 | 7.35 | 9.68 | 8.11 | 12.89 | … | … | 0.00 | 11.83 | 7.70 | 2.04 | 2.83 | 18.71 | 13.39 | 3.77 | 8.48 | 4.56 | 4.71 | 8.23 | 5.27 | 3.44 | 2.81 | 2.84 | 2.67 | 7.03 |
Data as of 06/05/2026, Common starting date is 02/26/2009
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FACVX (FIDELITY CONVERTIBLE SECURITIES FUND FIDELITY ADVISOR CONVERTIBLE SECURITIES FUND: CLASS A) |
-1.31%
Apr 2021 – Apr 2024 |
2.26%
Dec 2013 – Dec 2018 |
6.59%
Mar 2010 – Mar 2020 |
8.52%
Apr 2010 – Apr 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FACVX (FIDELITY CONVERTIBLE SECURITIES FUND FIDELITY ADVISOR CONVERTIBLE SECURITIES FUND: CLASS A) |
27.06%
Mar 2009 – Mar 2012 |
21.98%
Mar 2009 – Mar 2014 |
13.44%
May 2016 – May 2026 |
12.31%
Mar 2009 – Mar 2024 |
Annualized Rolling Returns Comparison Chart