Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FICVX (FIDELITY CONVERTIBLE SECURITIES FUND FIDELITY ADVISOR CONVERTIBLE SECURITIES FUND: CLASS I) | 23.94% | 42.46% | 21.23% | 6.29% | 10.80% | 8.82% | NA | … | … |
Data as of 06/04/2026, Common starting date is 02/26/2009
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FICVX (FIDELITY CONVERTIBLE SECURITIES FUND FIDELITY ADVISOR CONVERTIBLE SECURITIES FUND: CLASS I) | 02/26/2009 | 06/04/2026 |
| 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 (%) | 1.37 | 42.46 | 21.23 | 6.29 | 10.80 | 8.82 | NA | … | … | 23.94 | 18.28 | 13.88 | 11.39 | -16.57 | -7.53 | 32.01 | 28.58 | -1.31 | 9.64 | 5.97 | -9.51 | 9.22 | 24.05 | 16.73 | -7.33 | 19.87 | 76.24 |
| Sharpe Ratio | NA | 2.71 | 1.46 | 0.22 | 0.61 | NA | NA | … | … | 3.50 | 1.06 | 1.10 | 0.94 | -1.03 | -0.32 | 1.34 | 2.54 | -0.23 | 1.90 | 0.53 | -0.82 | 0.91 | 2.78 | 1.67 | -0.41 | 1.39 | 4.47 |
| Standard Deviation(%) | NA | 14.79 | 12.35 | 15.54 | 14.95 | NA | NA | … | … | 17.63 | 14.60 | 9.34 | 8.30 | 17.53 | 23.59 | 23.66 | 10.68 | 11.71 | 4.75 | 10.86 | 11.65 | 10.07 | 8.63 | 10.09 | 18.10 | 14.25 | 21.21 |
| Draw Down(%) | NA | 7.14 | 14.56 | 36.24 | 36.24 | NA | NA | … | … | 6.80 | 13.95 | 5.23 | 7.53 | 21.25 | 19.35 | 25.06 | 5.13 | 11.82 | 2.06 | 13.17 | 14.94 | 9.68 | 5.72 | 10.13 | 22.27 | 12.87 | 7.75 |
| Yield(%) | 0.00 | 11.11 | 7.84 | 4.07 | 5.98 | 5.74 | 9.35 | … | … | 0.00 | 12.05 | 7.96 | 2.33 | 1.86 | 1.49 | 3.64 | 4.08 | 8.74 | 4.85 | 4.99 | 8.52 | 5.49 | 3.67 | 3.06 | 3.05 | 2.89 | 7.27 |
Data as of 06/04/2026, 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 |
|---|---|---|---|---|
| FICVX (FIDELITY CONVERTIBLE SECURITIES FUND FIDELITY ADVISOR CONVERTIBLE SECURITIES FUND: CLASS I) |
-7.04%
Apr 2021 – Apr 2024 |
2.53%
Dec 2013 – Dec 2018 |
4.75%
Oct 2013 – Oct 2023 |
6.91%
Apr 2010 – Apr 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FICVX (FIDELITY CONVERTIBLE SECURITIES FUND FIDELITY ADVISOR CONVERTIBLE SECURITIES FUND: CLASS I) |
27.39%
Mar 2009 – Mar 2012 |
22.29%
Mar 2009 – Mar 2014 |
12.96%
Mar 2009 – Mar 2019 |
10.65%
Mar 2009 – Mar 2024 |
Annualized Rolling Returns Comparison Chart