FACVX vs. JPC
Compare and contrast key facts about Fidelity Advisor Convertible Securities Fund Class A (FACVX) and Nuveen Preferred and Income Opportunities Fund (JPC).
FACVX is managed by Fidelity. It was launched on Feb 19, 2009. JPC is managed by Nuveen. It was launched on Mar 26, 2003.
Performance
FACVX vs. JPC - Performance Comparison
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FACVX vs. JPC - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FACVX Fidelity Advisor Convertible Securities Fund Class A | 1.33% | 17.95% | 7.92% | 11.06% | -15.59% | 9.63% | 42.09% | 28.21% | -1.59% | 8.77% |
JPC Nuveen Preferred and Income Opportunities Fund | -4.85% | 14.00% | 27.58% | 0.75% | -19.18% | 9.75% | -2.09% | 35.25% | -12.70% | 13.35% |
Returns By Period
In the year-to-date period, FACVX achieves a 1.33% return, which is significantly higher than JPC's -4.85% return. Over the past 10 years, FACVX has outperformed JPC with an annualized return of 10.83%, while JPC has yielded a comparatively lower 6.06% annualized return.
FACVX
- 1D
- -1.69%
- 1M
- -5.61%
- YTD
- 1.33%
- 6M
- 2.42%
- 1Y
- 24.20%
- 3Y*
- 11.28%
- 5Y*
- 5.01%
- 10Y*
- 10.83%
JPC
- 1D
- 4.00%
- 1M
- -7.44%
- YTD
- -4.85%
- 6M
- -3.60%
- 1Y
- 4.45%
- 3Y*
- 14.81%
- 5Y*
- 4.00%
- 10Y*
- 6.06%
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FACVX vs. JPC - Expense Ratio Comparison
FACVX has a 0.97% expense ratio, which is higher than JPC's 0.01% expense ratio.
Return for Risk
FACVX vs. JPC — Risk / Return Rank
FACVX
JPC
FACVX vs. JPC - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Advisor Convertible Securities Fund Class A (FACVX) and Nuveen Preferred and Income Opportunities Fund (JPC). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
| FACVX | JPC | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.53 | 0.30 | +1.23 |
Sortino ratioReturn per unit of downside risk | 2.09 | 0.49 | +1.61 |
Omega ratioGain probability vs. loss probability | 1.28 | 1.09 | +0.20 |
Calmar ratioReturn relative to maximum drawdown | 2.83 | 0.44 | +2.40 |
Martin ratioReturn relative to average drawdown | 10.69 | 1.99 | +8.70 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| FACVX | JPC | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.53 | 0.30 | +1.23 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.38 | 0.28 | +0.10 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.80 | 0.29 | +0.51 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.92 | 0.25 | +0.67 |
Correlation
The correlation between FACVX and JPC is 0.43, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Dividends
FACVX vs. JPC - Dividend Comparison
FACVX's dividend yield for the trailing twelve months is around 11.04%, more than JPC's 10.37% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FACVX Fidelity Advisor Convertible Securities Fund Class A | 11.04% | 11.18% | 1.85% | 1.86% | 3.48% | 20.42% | 10.56% | 3.04% | 9.55% | 3.89% | 4.62% | 10.02% |
JPC Nuveen Preferred and Income Opportunities Fund | 10.37% | 9.79% | 8.94% | 8.00% | 8.74% | 6.52% | 6.95% | 7.00% | 9.02% | 7.50% | 8.14% | 8.65% |
Drawdowns
FACVX vs. JPC - Drawdown Comparison
The maximum FACVX drawdown since its inception was -25.09%, smaller than the maximum JPC drawdown of -76.07%. Use the drawdown chart below to compare losses from any high point for FACVX and JPC.
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Drawdown Indicators
| FACVX | JPC | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -25.09% | -76.07% | +50.98% |
Max Drawdown (1Y)Largest decline over 1 year | -7.75% | -11.43% | +3.68% |
Max Drawdown (5Y)Largest decline over 5 years | -24.32% | -32.26% | +7.94% |
Max Drawdown (10Y)Largest decline over 10 years | -25.09% | -52.53% | +27.44% |
Current DrawdownCurrent decline from peak | -6.79% | -7.89% | +1.10% |
Average DrawdownAverage peak-to-trough decline | -5.81% | -10.00% | +4.19% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.05% | 2.50% | -0.45% |
Volatility
FACVX vs. JPC - Volatility Comparison
The current volatility for Fidelity Advisor Convertible Securities Fund Class A (FACVX) is 6.32%, while Nuveen Preferred and Income Opportunities Fund (JPC) has a volatility of 7.36%. This indicates that FACVX experiences smaller price fluctuations and is considered to be less risky than JPC based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| FACVX | JPC | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.32% | 7.36% | -1.04% |
Volatility (6M)Calculated over the trailing 6-month period | 12.07% | 9.00% | +3.07% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.64% | 14.79% | +0.85% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 13.36% | 14.32% | -0.96% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 13.51% | 20.65% | -7.14% |