Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FCBVX (FIDELITY CONVERTIBLE SECURITIES FUND FIDELITY ADVISOR CONVERTIBLE SECURITIES FUND: CLASS B) | NA | -9.09% | 2.04% | 3.72% | NA | NA | NA | … | … |
Data as of 06/27/2016, Common starting date is 02/26/2009
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FCBVX (FIDELITY CONVERTIBLE SECURITIES FUND FIDELITY ADVISOR CONVERTIBLE SECURITIES FUND: CLASS B) | 02/26/2009 | 06/27/2016 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.15 | -9.09 | 2.04 | 3.72 | NA | NA | NA | … | … | -2.23 | -17.78 | 3.58 | 19.97 | 13.48 | -10.25 | 16.64 | 66.92 |
| Sharpe Ratio | NA | -1.07 | -0.23 | -0.01 | NA | NA | NA | … | … | -0.35 | -1.19 | 0.32 | 2.31 | 1.33 | -0.57 | 1.16 | 3.87 |
| Standard Deviation(%) | NA | 17.18 | 13.03 | 13.80 | NA | NA | NA | … | … | 13.59 | 14.94 | 11.16 | 8.65 | 10.21 | 18.16 | 14.26 | 21.36 |
| Draw Down(%) | NA | 27.47 | 31.43 | 31.43 | NA | NA | NA | … | … | 13.30 | 21.84 | 10.02 | 5.80 | 10.72 | 22.95 | 13.03 | 7.83 |
| Yield(%) | 0.00 | 7.89 | 5.14 | 4.09 | 5.11 | 3.41 | 2.55 | … | … | 0.31 | 7.42 | 4.37 | 2.51 | 1.88 | 1.99 | 1.97 | 6.16 |
Data as of 06/27/2016, 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 |
|---|---|---|---|---|
| FCBVX (FIDELITY CONVERTIBLE SECURITIES FUND FIDELITY ADVISOR CONVERTIBLE SECURITIES FUND: CLASS B) |
1.26%
May 2013 – May 2016 |
1.74%
Feb 2011 – Feb 2016 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FCBVX (FIDELITY CONVERTIBLE SECURITIES FUND FIDELITY ADVISOR CONVERTIBLE SECURITIES FUND: CLASS B) |
26.11%
Mar 2009 – Mar 2012 |
21.02%
Mar 2009 – Mar 2014 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart