Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FIQVX (FIDELITY CONVERTIBLE SECURITIES FUND FIDELITY ADVISOR CONVERTIBLE SECURITIES FUND: CLASS Z) | 17.26% | 33.61% | 18.60% | 9.05% | NA | NA | NA | … | … |
Data as of 06/10/2026, Common starting date is 10/05/2018
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FIQVX (FIDELITY CONVERTIBLE SECURITIES FUND FIDELITY ADVISOR CONVERTIBLE SECURITIES FUND: CLASS Z) | 10/05/2018 | 06/10/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -5.29 | 33.61 | 18.60 | 9.05 | NA | NA | NA | … | … | 17.26 | 18.42 | 14.01 | 11.53 | -15.27 | 10.04 | 42.63 | 28.74 | -6.03 |
| Sharpe Ratio | NA | 2.22 | 1.31 | 0.52 | NA | NA | NA | … | … | 2.55 | 1.07 | 1.11 | 0.96 | -0.96 | 0.65 | 1.90 | 2.55 | -1.48 |
| Standard Deviation(%) | NA | 15.48 | 12.61 | 13.40 | NA | NA | NA | … | … | 18.64 | 14.60 | 9.34 | 8.23 | 17.45 | 15.31 | 22.19 | 10.67 | 17.17 |
| Draw Down(%) | NA | 7.10 | 14.52 | 24.16 | NA | NA | NA | … | … | 6.78 | 13.95 | 5.20 | 7.47 | 21.22 | 9.85 | 25.04 | 5.13 | 10.05 |
| Yield(%) | 0.00 | 11.11 | 7.87 | 7.59 | 8.30 | 5.53 | 4.15 | … | … | 0.00 | 12.20 | 8.11 | 2.45 | 3.15 | 19.07 | 13.76 | 4.22 | 7.26 |
Data as of 06/10/2026, Common starting date is 10/05/2018
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FIQVX (FIDELITY CONVERTIBLE SECURITIES FUND FIDELITY ADVISOR CONVERTIBLE SECURITIES FUND: CLASS Z) |
-0.93%
Apr 2021 – Apr 2024 |
7.02%
Dec 2020 – Dec 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FIQVX (FIDELITY CONVERTIBLE SECURITIES FUND FIDELITY ADVISOR CONVERTIBLE SECURITIES FUND: CLASS Z) |
26.42%
Dec 2018 – Dec 2021 |
13.81%
Dec 2018 – Dec 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart