Ratings & Risk for Fidelity Convertible Securities (FCVSX)

Morningstar Category: Convertibles
Number of funds in Category: —

  • Morningstar Ratings

    Return Risk Rating # of Funds
    3-Year Average High
    		18
    5-Year Above Average High
    		17
    10-Year Above Average High
    		15
    Overall Above Average High
    		—
    Morningstar's Overall Rating is derived from a weighted average of the fund's 3, 5 and 10 year rating,
    which are based on risk-adjusted performance. Data as of 10/31/2009

  • Volatility Data

    Standard Deviation Mean Sharpe Ratio
    3-Year 27.07 0.24 0.02
    5-Year 21.64 0.52 0.15
    10-Year 20.18 0.68 0.26
    15-Year 18.03 0.88 0.38
    20-Year 16.37 0.97 0.46
    Trailing data as of 10/31/2009

  • Modern Portfolio Theory Statistics

    R-Squared Beta Alpha
    1-Year 78.32 1.60 11.46
    3-Year 81.34 1.85 2.34
    5-Year 80.41 1.80 -0.62
    10-Year 70.37 1.70 1.51

    Morningstar Moderate Target Risk

    Trailing data as of 10/31/2009