Nasdaq - Delayed Quote • USD
Fidelity Convertible Securities (FCVSX)
At close: 8:01 PM EDT
Fund Summary
The fund normally invests at least 80% of assets in convertible securities, which are often lower-quality debt securities and perform more like a stock when the underlying share price is high and more like a bond when the underlying share price is low. It invests in other types of securities, including common stocks. The fund invests in domestic and foreign issuers. The advisor uses fundamental analysis of factors such as each issuer's financial condition and industry position, as well as market and economic conditions, to select investments.
Risk Overview
| Morningstar Risk Rating | |
| Best 1Y Total Return | 64.11% |
| Worst 1Y Total Return | -- |
| Number of Years Up | 28 |
| Number of Years Down | 8 |
Performance & Risk
| YTD Return | -0.56% |
| 5y Average Return | 10.64% |
| Rank in Category (ytd) | 26 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 0.83 |
| Morningstar Risk Rating |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| FCVSX | Category Average | FCVSX | Category Average | FCVSX | Category Average | |
| Alpha | -1.56 | 0.05 | 5.2 | 0.04 | 1.87 | 0.01 |
| BETA | 0.83 | 0.01 | 1.05 | 0.01 | 1.1 | 0.01 |
| Mean Annual Return | 0.14 | 0.02 | 1.04 | 0.01 | 0.71 | 0.01 |
| R-squared | 71.56 | 0.8 | 75.35 | 0.77 | 76 | 0.79 |
| Standard Deviation | 12.2 | 0.16 | 14.9 | 0.13 | 12.42 | 0.11 |
| Sharpe Ratio | -0.1 | 0.01 | 0.69 | 0.01 | 0.57 | 0.01 |
| Treynor Ratio | -2.36 | 0.14 | 9.34 | 0.12 | 6.04 | 0.08 |
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