Nasdaq - Delayed Quote USD

Fidelity Convertible Securities (FCVSX)

32.08 +0.22 (+0.69%)
At close: 8:06 AM EDT

Performance Overview

Morningstar Return Rating --
YTD Return -0.56%
5y Average Return 10.64%
Number of Years Up 28
Number of Years Down 8
Best 1Y Total Return (Apr 22, 2024) 64.11%
Worst 1Y Total Return (Apr 22, 2024) --
Best 3Y Total Return 64.11%
Worst 3Y Total Return 1.26%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
FCVSX
Category
YTD
3.11%
4.62%
1-Month
2.70%
1.90%
3-Month
3.11%
2.89%
1-Year
10.43%
35.52%
3-Year
1.00%
18.94%
5-Year
11.96%
16.35%
10-Year
8.09%
10.69%
Last Bull Market
33.01%
13.19%
Last Bear Market
-16.65%
-16.08%

Annual Total Return (%) History

Year
FCVSX
Category
2024
--
--
2023
11.42%
--
2022
-15.32%
--
2021
10.05%
--
2020
42.59%
39.91%
2019
28.57%
21.48%
2018
-1.49%
-2.11%
2017
9.66%
12.18%

2016
5.97%
7.68%
2015
-9.36%
-3.67%
2014
9.26%
6.37%
2013
24.06%
21.66%
2012
16.82%
10.92%
2011
-7.33%
-5.62%
2010
20.85%
16.77%
2009
64.11%
40.58%
2008
-47.78%
-33.38%
2007
16.24%
7.51%
2006
15.13%
10.72%
2005
5.95%
3.59%
2004
10.21%
9.03%
2003
28.32%
26.24%
2002
-13.89%
-7.77%
2001
0.50%
-6.57%
2000
7.21%
2.52%
1999
44.08%
29.21%
1998
16.28%
4.18%
1997
14.46%
18.46%
1996
15.05%
15.63%
1995
19.38%
22.73%
1994
-1.76%
-4.78%
1993
17.79%
16.76%
1992
22.02%
14.57%
1991
38.74%
33.16%
1990
-2.89%
-6.82%
1989
26.28%
15.08%
1988
15.89%
12.26%
1987
--
-5.54%

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 3.11% -- -- --
2023 4.03% 3.28% -1.70% 5.49%
2022 -3.43% -16.65% 1.41% 3.74%
2021 3.90% 3.99% -0.47% 2.32%
2020 -11.98% 20.51% 12.54% 19.45%
2019 11.56% 5.86% 0.02% 8.85%
2018 0.32% 4.24% 2.35% -7.96%
2017 3.71% 1.26% 1.96% 2.41%
2016 -2.04% 2.35% 5.17% 0.49%
2015 1.11% -3.56% -8.30% 1.37%

2014 2.17% 4.83% -1.69% 3.76%
2013 7.80% 2.33% 5.57% 6.53%
2012 11.87% -6.04% 5.07% 5.77%
2011 6.76% -1.12% -17.00% 5.75%
2010 6.28% -7.15% 10.15% 11.19%
2009 -1.36% 32.14% 20.10% 4.83%
2008 -6.32% 10.60% -29.83% -28.17%
2007 4.70% 10.45% 1.88% -1.34%
2006 6.86% 0.21% -0.54% 8.10%
2005 -3.75% 1.93% 7.75% 0.23%
2004 2.72% 0.07% -1.03% 8.34%
2003 2.83% 12.15% 1.84% 9.25%
2002 -0.70% -9.90% -9.89% 6.80%
2001 -6.93% 9.64% -15.95% 17.19%
2000 13.40% -0.01% 3.37% -8.53%
1999 4.35% 9.77% -3.04% 29.73%
1998 15.70% 0.66% -13.84% 15.88%
1997 -2.21% 10.51% 11.56% -5.06%
1996 5.83% 2.85% 0.06% 5.63%
1995 5.10% 5.97% 5.79% 1.33%
1994 -3.56% -2.11% 6.52% -2.30%
1993 6.60% 3.29% 4.60% 2.27%
1992 6.66% 2.16% 3.15% 8.57%
1991 16.06% 2.60% 9.79% 6.13%
1990 -0.67% 4.32% -11.82% 6.29%
1989 8.46% 6.94% 8.01% 0.81%
1988 9.43% 5.42% -0.87% 1.33%
1987 -0.08% 6.62% -16.78% --

Rank in Category (By Total Return)

YTD 26
1-Month 7
3-Month 26
1-Year 24
3-Year 8
5-Year 1

Load Adjusted Returns

1-Year 10.43%
3-Year 1.00%
5-Year 11.96%
10-Year 8.09%

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

Fund Overview

Category Convertibles
Fund Family Fidelity Investments
Net Assets 1.78B
YTD Return 3.11%
Yield 2.07%
Morningstar Rating
Inception Date Feb 19, 2009

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.

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