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Fidelity Convertible Securities Fund (FCVSX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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41.10+0.22 (+0.54%)
At close: 8:01PM EST

Performance Overview

Morningstar Return Rating★★★
Year-to-Date Return8.89%
5-Year Average Return4.48%
Number of Years Up25
Number of Years Down7
Best 1 Yr Total Return (Feb 3, 2019)64.11%
Worst 1 Yr Total Return (Feb 3, 2019)-47.78%
Best 3-Yr Total Return64.11%
Worst 3-Yr Total Return-11.26%

Trailing Returns (%) Vs. Benchmarks

ReturnFCVSXCategory
YTD17.31%18.29%
1-Month-1.73%-0.17%
3-Month2.96%3.41%
1-Year25.22%24.74%
3-Year14.48%12.27%
5-Year10.71%11.38%
10-Year9.45%9.58%
Last Bull Market16.07%13.30%
Last Bear Market-19.76%-16.15%

Annual Total Return (%) History

Year
FCVSXCategory
2020
N/AN/A
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
N/A-5.54%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
2020-11.98%20.51%12.54%N/A
201911.56%5.86%0.02%8.85%
20180.32%4.24%2.35%-7.96%
20173.71%1.26%1.96%2.41%
2016-2.04%2.35%5.17%0.49%
20151.11%-3.56%-8.30%1.37%
20142.17%4.83%-1.69%3.76%
20137.80%2.33%5.57%6.53%
201211.87%-6.04%5.07%5.77%
20116.76%-1.12%-17.00%5.75%
20106.28%-7.15%10.15%11.19%
2009-1.36%32.14%20.10%4.83%
2008-6.32%10.60%-29.83%-28.17%
20074.70%10.45%1.88%-1.34%
20066.86%0.21%-0.54%8.10%
2005-3.75%1.93%7.75%0.23%
20042.72%0.07%-1.03%8.34%
20032.83%12.15%1.84%9.25%
2002-0.70%-9.90%-9.89%6.80%
2001-6.93%9.64%-15.95%17.19%
200013.40%-0.01%3.37%-8.53%
19994.35%9.77%-3.04%29.73%
199815.70%0.66%-13.84%15.88%
1997-2.21%10.51%11.56%-5.06%
19965.83%2.85%0.06%5.63%
19955.10%5.97%5.79%1.33%
1994-3.56%-2.11%6.52%-2.30%
19936.60%3.29%4.60%2.27%
19926.66%2.16%3.15%8.57%
199116.06%2.60%9.79%6.13%
1990-0.67%4.32%-11.82%6.29%
19898.46%6.94%8.01%0.81%
19889.43%5.42%-0.87%1.33%
1987-0.08%6.62%-16.78%N/A

Rank In Category (By Total Return)

YTD57
1-Month96
3-Month52
1-Year55
3-Year34
5-Year54

Load Adjusted Returns

1-Year25.22%
3-Year14.48%
5-Year10.71%
10-Year9.45%