Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FTCVX (FIDELITY CONVERTIBLE SECURITIES FUND FIDELITY ADVISOR CONVERTIBLE SECURITIES FUND: CLASS T) | 19.70% | 35.79% | 18.94% | 4.91% | 9.77% | 8.06% | NA | … | … |
Data as of 06/08/2026, Common starting date is 02/26/2009
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FTCVX (FIDELITY CONVERTIBLE SECURITIES FUND FIDELITY ADVISOR CONVERTIBLE SECURITIES FUND: CLASS T) | 02/26/2009 | 06/08/2026 |
| 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 (%) | -3.06 | 35.79 | 18.94 | 4.91 | 9.77 | 8.06 | NA | … | … | 19.70 | 17.67 | 13.27 | 10.82 | -17.02 | -8.05 | 31.30 | 27.83 | -1.88 | 9.01 | 5.41 | -10.02 | 8.65 | 23.34 | 16.10 | -7.81 | 19.41 | 75.53 |
| Sharpe Ratio | NA | 2.18 | 1.25 | 0.15 | 0.54 | NA | NA | … | … | 2.52 | 1.01 | 1.03 | 0.88 | -1.05 | -0.34 | 1.31 | 2.47 | -0.28 | 1.77 | 0.48 | -0.86 | 0.86 | 2.70 | 1.61 | -0.43 | 1.35 | 4.41 |
| Standard Deviation(%) | NA | 15.50 | 12.62 | 15.66 | 15.02 | NA | NA | … | … | 18.64 | 14.63 | 9.35 | 8.26 | 17.55 | 23.62 | 23.64 | 10.67 | 11.75 | 4.73 | 10.86 | 11.65 | 10.08 | 8.64 | 10.08 | 18.13 | 14.26 | 21.31 |
| Draw Down(%) | NA | 7.16 | 14.71 | 36.47 | 36.47 | NA | NA | … | … | 6.82 | 14.03 | 5.27 | 7.63 | 21.47 | 19.44 | 25.10 | 5.14 | 11.97 | 2.07 | 13.19 | 15.21 | 9.77 | 5.79 | 10.18 | 22.44 | 12.97 | 7.76 |
| Yield(%) | 0.00 | 10.61 | 7.26 | 3.64 | 5.31 | 5.16 | 8.33 | … | … | 0.00 | 11.52 | 7.41 | 1.77 | 1.42 | 0.93 | 3.10 | 3.41 | 8.05 | 4.38 | 4.40 | 7.99 | 4.94 | 3.13 | 2.47 | 2.53 | 2.42 | 6.75 |
Data as of 06/08/2026, 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 |
|---|---|---|---|---|
| FTCVX (FIDELITY CONVERTIBLE SECURITIES FUND FIDELITY ADVISOR CONVERTIBLE SECURITIES FUND: CLASS T) |
-7.53%
Apr 2021 – Apr 2024 |
1.96%
Dec 2013 – Dec 2018 |
4.18%
Oct 2013 – Oct 2023 |
6.33%
Apr 2010 – Apr 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FTCVX (FIDELITY CONVERTIBLE SECURITIES FUND FIDELITY ADVISOR CONVERTIBLE SECURITIES FUND: CLASS T) |
26.77%
Mar 2009 – Mar 2012 |
21.66%
Mar 2009 – Mar 2014 |
12.36%
Mar 2009 – Mar 2019 |
10.05%
Mar 2009 – Mar 2024 |
Annualized Rolling Returns Comparison Chart