FCCVX vs. FZROX
Compare and contrast key facts about Fidelity Advisor Convertible Securities Fund Class C (FCCVX) and Fidelity ZERO Total Market Index Fund (FZROX).
FCCVX is managed by Fidelity. It was launched on Feb 19, 2009. FZROX is managed by Fidelity.
Performance
FCCVX vs. FZROX - Performance Comparison
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FCCVX vs. FZROX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|
FCCVX Fidelity Advisor Convertible Securities Fund Class C | 1.14% | 17.04% | 7.28% | 10.24% | -16.22% | 8.77% | 41.00% | 27.26% | -5.78% |
FZROX Fidelity ZERO Total Market Index Fund | -6.77% | 17.23% | 23.94% | 26.20% | -19.21% | 26.00% | 20.51% | 31.15% | -12.72% |
Returns By Period
In the year-to-date period, FCCVX achieves a 1.14% return, which is significantly higher than FZROX's -6.77% return.
FCCVX
- 1D
- -1.68%
- 1M
- -5.66%
- YTD
- 1.14%
- 6M
- 2.02%
- 1Y
- 23.28%
- 3Y*
- 10.49%
- 5Y*
- 4.24%
- 10Y*
- 10.03%
FZROX
- 1D
- -0.45%
- 1M
- -7.71%
- YTD
- -6.77%
- 6M
- -4.49%
- 1Y
- 14.82%
- 3Y*
- 16.81%
- 5Y*
- 10.36%
- 10Y*
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FCCVX vs. FZROX - Expense Ratio Comparison
FCCVX has a 1.74% expense ratio, which is higher than FZROX's 0.00% expense ratio.
Return for Risk
FCCVX vs. FZROX — Risk / Return Rank
FCCVX
FZROX
FCCVX vs. FZROX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Advisor Convertible Securities Fund Class C (FCCVX) and Fidelity ZERO Total Market Index Fund (FZROX). 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.
| FCCVX | FZROX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.47 | 0.84 | +0.63 |
Sortino ratioReturn per unit of downside risk | 2.02 | 1.30 | +0.72 |
Omega ratioGain probability vs. loss probability | 1.27 | 1.20 | +0.08 |
Calmar ratioReturn relative to maximum drawdown | 2.71 | 1.05 | +1.66 |
Martin ratioReturn relative to average drawdown | 10.09 | 5.11 | +4.97 |
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
| FCCVX | FZROX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.47 | 0.84 | +0.63 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.32 | 0.60 | -0.28 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.75 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.86 | 0.61 | +0.26 |
Correlation
The correlation between FCCVX and FZROX is 0.87, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
FCCVX vs. FZROX - Dividend Comparison
FCCVX's dividend yield for the trailing twelve months is around 10.35%, more than FZROX's 1.10% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FCCVX Fidelity Advisor Convertible Securities Fund Class C | 10.35% | 10.47% | 1.32% | 1.12% | 2.62% | 19.63% | 9.96% | 2.31% | 8.75% | 3.35% | 3.85% | 9.24% |
FZROX Fidelity ZERO Total Market Index Fund | 1.10% | 1.02% | 1.16% | 1.36% | 1.57% | 1.25% | 1.27% | 1.51% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
FCCVX vs. FZROX - Drawdown Comparison
The maximum FCCVX drawdown since its inception was -25.13%, smaller than the maximum FZROX drawdown of -34.96%. Use the drawdown chart below to compare losses from any high point for FCCVX and FZROX.
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Drawdown Indicators
| FCCVX | FZROX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -25.13% | -34.96% | +9.83% |
Max Drawdown (1Y)Largest decline over 1 year | -7.75% | -12.44% | +4.69% |
Max Drawdown (5Y)Largest decline over 5 years | -24.66% | -25.12% | +0.46% |
Max Drawdown (10Y)Largest decline over 10 years | -25.13% | — | — |
Current DrawdownCurrent decline from peak | -6.87% | -8.89% | +2.02% |
Average DrawdownAverage peak-to-trough decline | -6.24% | -5.61% | -0.63% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.08% | 2.56% | -0.48% |
Volatility
FCCVX vs. FZROX - Volatility Comparison
Fidelity Advisor Convertible Securities Fund Class C (FCCVX) has a higher volatility of 6.32% compared to Fidelity ZERO Total Market Index Fund (FZROX) at 4.41%. This indicates that FCCVX's price experiences larger fluctuations and is considered to be riskier than FZROX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| FCCVX | FZROX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.32% | 4.41% | +1.91% |
Volatility (6M)Calculated over the trailing 6-month period | 12.07% | 9.34% | +2.73% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.64% | 18.49% | -2.85% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 13.34% | 17.40% | -4.06% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 13.50% | 20.25% | -6.75% |