FTCVX vs. NPSRX
Compare and contrast key facts about Fidelity Advisor Convertible Securities Fund Class M (FTCVX) and Nuveen Preferred Securities & Income Fund (NPSRX).
FTCVX is managed by Fidelity. It was launched on Feb 19, 2009. NPSRX is managed by Nuveen. It was launched on Dec 18, 2006.
Performance
FTCVX vs. NPSRX - Performance Comparison
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FTCVX vs. NPSRX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FTCVX Fidelity Advisor Convertible Securities Fund Class M | 3.94% | 17.67% | 7.70% | 12.42% | -15.82% | 9.35% | 41.70% | 27.83% | -1.88% | 8.54% |
NPSRX Nuveen Preferred Securities & Income Fund | -1.08% | 11.19% | 9.12% | 6.19% | -9.50% | 5.43% | 5.53% | 17.68% | -5.65% | 11.27% |
Returns By Period
In the year-to-date period, FTCVX achieves a 3.94% return, which is significantly higher than NPSRX's -1.08% return. Over the past 10 years, FTCVX has outperformed NPSRX with an annualized return of 10.99%, while NPSRX has yielded a comparatively lower 5.31% annualized return.
FTCVX
- 1D
- 2.64%
- 1M
- -4.12%
- YTD
- 3.94%
- 6M
- 3.94%
- 1Y
- 26.52%
- 3Y*
- 12.53%
- 5Y*
- 5.32%
- 10Y*
- 10.99%
NPSRX
- 1D
- 0.88%
- 1M
- -2.09%
- YTD
- -1.08%
- 6M
- 1.23%
- 1Y
- 7.83%
- 3Y*
- 9.93%
- 5Y*
- 3.62%
- 10Y*
- 5.31%
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FTCVX vs. NPSRX - Expense Ratio Comparison
FTCVX has a 1.23% expense ratio, which is higher than NPSRX's 0.74% expense ratio.
Return for Risk
FTCVX vs. NPSRX — Risk / Return Rank
FTCVX
NPSRX
FTCVX vs. NPSRX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Advisor Convertible Securities Fund Class M (FTCVX) and Nuveen Preferred Securities & Income Fund (NPSRX). 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.
| FTCVX | NPSRX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.72 | 2.15 | -0.43 |
Sortino ratioReturn per unit of downside risk | 2.34 | 2.98 | -0.63 |
Omega ratioGain probability vs. loss probability | 1.32 | 1.53 | -0.21 |
Calmar ratioReturn relative to maximum drawdown | 3.44 | 2.42 | +1.03 |
Martin ratioReturn relative to average drawdown | 12.83 | 9.75 | +3.08 |
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
| FTCVX | NPSRX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.72 | 2.15 | -0.43 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.40 | 0.73 | -0.33 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.81 | 0.84 | -0.03 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.92 | 0.49 | +0.43 |
Correlation
The correlation between FTCVX and NPSRX is 0.38, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Dividends
FTCVX vs. NPSRX - Dividend Comparison
FTCVX's dividend yield for the trailing twelve months is around 10.48%, more than NPSRX's 5.92% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FTCVX Fidelity Advisor Convertible Securities Fund Class M | 10.48% | 10.89% | 1.66% | 3.03% | 3.18% | 20.07% | 10.32% | 2.74% | 9.06% | 3.78% | 4.32% | 9.73% |
NPSRX Nuveen Preferred Securities & Income Fund | 5.92% | 5.72% | 5.38% | 5.87% | 6.18% | 4.97% | 5.02% | 5.39% | 6.00% | 5.51% | 5.81% | 6.20% |
Drawdowns
FTCVX vs. NPSRX - Drawdown Comparison
The maximum FTCVX drawdown since its inception was -25.10%, smaller than the maximum NPSRX drawdown of -62.52%. Use the drawdown chart below to compare losses from any high point for FTCVX and NPSRX.
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Drawdown Indicators
| FTCVX | NPSRX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -25.10% | -62.52% | +37.42% |
Max Drawdown (1Y)Largest decline over 1 year | -7.76% | -3.46% | -4.30% |
Max Drawdown (5Y)Largest decline over 5 years | -24.45% | -17.65% | -6.80% |
Max Drawdown (10Y)Largest decline over 10 years | -25.10% | -26.47% | +1.37% |
Current DrawdownCurrent decline from peak | -4.36% | -2.45% | -1.91% |
Average DrawdownAverage peak-to-trough decline | -5.90% | -4.85% | -1.05% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.08% | 0.86% | +1.22% |
Volatility
FTCVX vs. NPSRX - Volatility Comparison
Fidelity Advisor Convertible Securities Fund Class M (FTCVX) has a higher volatility of 6.86% compared to Nuveen Preferred Securities & Income Fund (NPSRX) at 1.59%. This indicates that FTCVX's price experiences larger fluctuations and is considered to be riskier than NPSRX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| FTCVX | NPSRX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.86% | 1.59% | +5.27% |
Volatility (6M)Calculated over the trailing 6-month period | 12.33% | 2.34% | +9.99% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.84% | 3.71% | +12.13% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 13.41% | 4.97% | +8.44% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 13.54% | 6.32% | +7.22% |