Total Returns for Fidelity Convertible Securities (FCVSX)

  • Growth of $10,000

    From 12/31/1998 to 10/31/2009

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  • Calendar Year Total Returns

    Total Return +/- Category +/- Index Rank in Category # of Funds in Category
    52.59% 19.58 35.90 7 —

    10 Year History

    2008 2007 2006 2005 2004
    Total Returns Per Year -47.78% 16.24% 15.13% 5.95% 10.21%
    +/- Category -14.40 8.73 4.41 2.36 1.18
    +/- Index -25.60 7.62 2.18 -0.83 -1.69
    Rank in Category 100 10 5 25 34
    # of Funds in Category 82 77 84 89 89
    2003 2002 2001 2000 1999
    Total Returns Per Year 28.32% -13.89% 0.50% 7.21% 44.08%
    +/- Category 2.08 -6.12 7.07 4.69 14.87
    +/- Index 5.90 -7.00 2.96 5.53 30.59
    Rank in Category 27 93 11 32 21
    # of Funds in Category 87 90 81 72 64
    Data as of 10/31/2009

  • Trailing Total Returns

    Total Return Rank in Category +/- Morningstar Moderate Target Risk # of Funds
    1-Day -0.28% — — 66
    1-Week 0.09% 26 — 66
    1-Month -1.79% 77 -1.41% 66
    3-Month 7.55% 45 2.07% 66
    Year-to-date 58.61% 7 35.90% 61
    1-Year 87.17% 1 24.47% 60
    3-Year Annualized -0.39% 48 -1.48% 49
    5-Year Annualized 4.18% 14 -0.79% 45
    10-Year Annualized 6.31% 12 1.55% 15
    Since Inception 10.78% — — —
    Inception Date 01/05/1987
    1 Day, 1 Week data as of 03/03/2008
    1 Month, 3 Month, YTD, 3 Year and 5 Year data as of 10/31/2009
    10 Year and Since Inception data as of 11/20/2009

  • Standardized Returns

    Quarter Standardized Return Month Standardized Return
    (as of 09/30/2009) (as of 10/31/2009)
    1-Month 5.00% -2.53%
    3-Month 20.10% 6.83%
    Year-to-date 56.55% 52.59%
    1-Year 12.45% 41.90%
    3-Year Annualized 0.90% -1.00%
    5-Year Annualized 4.66% 3.87%
    10-Year Annualized 7.03% 6.31%
    Since Inception 10.95% 10.78%
    Inception Date 01/05/1987
    Data as of 10/31/2009

  • Tax Analysis

    Potential Capital Gains Exposure 16.96%
    YTD 1 Year 3 Year Avg 5 Year Avg 10 Year Avg Since Inception
    Pretax Return 52.59% 41.90% -1.00% 3.87% 6.31% 10.78%
    On Distribution* 50.49% 38.76% -2.40% 2.71% 4.08% 8.16%
    Rank in Category 6 7 40 17 14 —
    On Distribution & Sales of Shares* 33.90% 26.68% -1.57% 2.68% 4.11% 7.97%
    Rank in Category 7 7 39 19 14 —
    Tax Cost Ratio — — 1.41% 1.12% 2.10% —
    Data as of 10/31/2009
    * After Tax