FCVSX
Fidelity Convertible Securities Fund
Mutual fund
$41.84+0.15 (+0.36%)Close Oct 2, 2026
Jan 5, 1987 – Oct 2, 2026, Dividends reinvested
- Final balance
- $592,117
- CAGR
- +10.82%
- Max drawdown
- −58.76%
- Sharpe ratio
- 0.81
Loading the growth chart…
Growth of $10,000
Trailing returns (%)
Annualized from 3Y- 1M
- +0.41%
- 3M
- −2.43%
- 6M
- +8.40%
- YTD
- +15.48%
- 1Y
- +14.92%
- 3Y
- +18.25%
- 5Y
- +8.27%
- 10Y
- +12.40%
- 15Y
- +11.53%
- 20Y
- +9.24%
- 25Y
- +9.33%
- 30Y
- +9.92%
- Since 1987
- +10.82%
Metrics
Since 1987| Volatility | 13.90% |
|---|---|
| Sortino ratio | 1.11 |
| Calmar ratio | 0.18 |
| Best year, 2009 | +64.16% |
| Worst year, 2008 | −47.77% |
| Positive years | 30 of 39 |
| Longest drawdown | 3.9 years |
Worst drawdowns
Since 1987| Decline | Peak | Bottom | Recovered | Length |
|---|---|---|---|---|
| −58.8% | May 2008 | Nov 2008 | Feb 2011 | 2.7 years |
| −32.9% | Mar 2000 | Oct 2002 | Feb 2004 | 3.9 years |
| −27.2% | Jul 1998 | Oct 1998 | Apr 1999 | 9 months |
| −25.1% | Feb 2020 | Mar 2020 | Jun 2020 | 4 months |
| −24.2% | Nov 2021 | Jun 2022 | Oct 2024 | 2.9 years |
Annual returns
2026 through Oct 2