PISHX vs. FCVSX
Compare and contrast key facts about Cohen & Steers Preferred Securities and Income SMA Shares (PISHX) and Fidelity Convertible Securities Fund (FCVSX).
PISHX is managed by Cohen & Steers. It was launched on Feb 28, 2019. FCVSX is managed by Fidelity. It was launched on Jan 5, 1987.
Performance
PISHX vs. FCVSX - Performance Comparison
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PISHX vs. FCVSX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|
PISHX Cohen & Steers Preferred Securities and Income SMA Shares | -1.23% | 9.65% | 12.50% | 7.91% | -11.73% | 4.30% | 8.57% | 12.46% |
FCVSX Fidelity Convertible Securities Fund | 4.06% | 8.52% | 13.91% | 11.42% | -15.33% | 9.95% | 42.52% | 15.21% |
Returns By Period
In the year-to-date period, PISHX achieves a -1.23% return, which is significantly lower than FCVSX's 4.06% return.
PISHX
- 1D
- -0.10%
- 1M
- -2.29%
- YTD
- -1.23%
- 6M
- -0.02%
- 1Y
- 6.65%
- 3Y*
- 10.87%
- 5Y*
- 3.97%
- 10Y*
- —
FCVSX
- 1D
- 2.65%
- 1M
- -4.07%
- YTD
- 4.06%
- 6M
- -4.40%
- 1Y
- 16.70%
- 3Y*
- 11.27%
- 5Y*
- 4.84%
- 10Y*
- 11.05%
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PISHX vs. FCVSX - Expense Ratio Comparison
PISHX has a 0.00% expense ratio, which is lower than FCVSX's 0.67% expense ratio.
Return for Risk
PISHX vs. FCVSX — Risk / Return Rank
PISHX
FCVSX
PISHX vs. FCVSX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Cohen & Steers Preferred Securities and Income SMA Shares (PISHX) and Fidelity Convertible Securities Fund (FCVSX). 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.
| PISHX | FCVSX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 2.12 | 0.95 | +1.17 |
Sortino ratioReturn per unit of downside risk | 2.65 | 1.25 | +1.40 |
Omega ratioGain probability vs. loss probability | 1.53 | 1.20 | +0.33 |
Calmar ratioReturn relative to maximum drawdown | 1.93 | 1.42 | +0.52 |
Martin ratioReturn relative to average drawdown | 8.44 | 4.29 | +4.15 |
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
| PISHX | FCVSX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.12 | 0.95 | +1.17 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.88 | 0.35 | +0.53 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.81 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.77 | 0.70 | +0.07 |
Correlation
The correlation between PISHX and FCVSX 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
PISHX vs. FCVSX - Dividend Comparison
PISHX's dividend yield for the trailing twelve months is around 5.13%, more than FCVSX's 2.13% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PISHX Cohen & Steers Preferred Securities and Income SMA Shares | 5.13% | 5.52% | 5.89% | 5.92% | 5.45% | 4.25% | 4.59% | 3.38% | 0.00% | 0.00% | 0.00% | 0.00% |
FCVSX Fidelity Convertible Securities Fund | 2.13% | 2.21% | 7.47% | 2.13% | 3.78% | 20.64% | 10.75% | 3.28% | 9.86% | 4.11% | 4.90% | 10.41% |
Drawdowns
PISHX vs. FCVSX - Drawdown Comparison
The maximum PISHX drawdown since its inception was -27.12%, smaller than the maximum FCVSX drawdown of -58.76%. Use the drawdown chart below to compare losses from any high point for PISHX and FCVSX.
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Drawdown Indicators
| PISHX | FCVSX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -27.12% | -58.76% | +31.64% |
Max Drawdown (1Y)Largest decline over 1 year | -3.46% | -10.68% | +7.22% |
Max Drawdown (5Y)Largest decline over 5 years | -19.14% | -24.18% | +5.04% |
Max Drawdown (10Y)Largest decline over 10 years | — | -25.08% | — |
Current DrawdownCurrent decline from peak | -2.92% | -7.05% | +4.13% |
Average DrawdownAverage peak-to-trough decline | -4.03% | -7.25% | +3.22% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.79% | 3.53% | -2.74% |
Volatility
PISHX vs. FCVSX - Volatility Comparison
The current volatility for Cohen & Steers Preferred Securities and Income SMA Shares (PISHX) is 1.19%, while Fidelity Convertible Securities Fund (FCVSX) has a volatility of 6.86%. This indicates that PISHX experiences smaller price fluctuations and is considered to be less risky than FCVSX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| PISHX | FCVSX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.19% | 6.86% | -5.67% |
Volatility (6M)Calculated over the trailing 6-month period | 1.77% | 15.63% | -13.86% |
Volatility (1Y)Calculated over the trailing 1-year period | 3.22% | 18.35% | -15.13% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 4.54% | 13.83% | -9.29% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 7.42% | 13.74% | -6.32% |