PSF vs. FCVSX
Compare and contrast key facts about Cohen & Steers Select Preferred and Income Fund (PSF) and Fidelity Convertible Securities Fund (FCVSX).
PSF is managed by Cohen & Steers. FCVSX is managed by Fidelity. It was launched on Jan 5, 1987.
Performance
PSF vs. FCVSX - Performance Comparison
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PSF vs. FCVSX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
PSF Cohen & Steers Select Preferred and Income Fund | -2.58% | 10.63% | 12.84% | 9.88% | -24.55% | 3.89% | -3.78% | 42.60% | -9.01% | 16.79% |
FCVSX Fidelity Convertible Securities Fund | 1.37% | 8.52% | 13.91% | 11.42% | -15.33% | 9.95% | 42.52% | 28.58% | -1.29% | 9.03% |
Returns By Period
In the year-to-date period, PSF achieves a -2.58% return, which is significantly lower than FCVSX's 1.37% return. Over the past 10 years, PSF has underperformed FCVSX with an annualized return of 5.44%, while FCVSX has yielded a comparatively higher 10.76% annualized return.
PSF
- 1D
- 2.21%
- 1M
- -4.29%
- YTD
- -2.58%
- 6M
- -3.17%
- 1Y
- 4.58%
- 3Y*
- 10.65%
- 5Y*
- 0.77%
- 10Y*
- 5.44%
FCVSX
- 1D
- -1.70%
- 1M
- -5.62%
- YTD
- 1.37%
- 6M
- -5.95%
- 1Y
- 14.23%
- 3Y*
- 10.31%
- 5Y*
- 4.58%
- 10Y*
- 10.76%
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PSF vs. FCVSX - Expense Ratio Comparison
PSF has a 4.28% expense ratio, which is higher than FCVSX's 0.67% expense ratio.
Return for Risk
PSF vs. FCVSX — Risk / Return Rank
PSF
FCVSX
PSF vs. FCVSX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Cohen & Steers Select Preferred and Income Fund (PSF) 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.
| PSF | FCVSX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.41 | 0.77 | -0.36 |
Sortino ratioReturn per unit of downside risk | 0.59 | 1.04 | -0.46 |
Omega ratioGain probability vs. loss probability | 1.10 | 1.17 | -0.07 |
Calmar ratioReturn relative to maximum drawdown | 0.45 | 1.08 | -0.63 |
Martin ratioReturn relative to average drawdown | 1.78 | 3.26 | -1.48 |
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
| PSF | FCVSX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.41 | 0.77 | -0.36 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.05 | 0.33 | -0.28 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.26 | 0.79 | -0.53 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.37 | 0.70 | -0.33 |
Correlation
The correlation between PSF and FCVSX is 0.34, 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
PSF vs. FCVSX - Dividend Comparison
PSF's dividend yield for the trailing twelve months is around 7.80%, more than FCVSX's 2.18% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PSF Cohen & Steers Select Preferred and Income Fund | 7.80% | 7.46% | 7.65% | 8.29% | 8.65% | 9.08% | 7.02% | 6.55% | 8.68% | 7.70% | 9.35% | 8.81% |
FCVSX Fidelity Convertible Securities Fund | 2.18% | 2.21% | 7.47% | 2.13% | 3.78% | 20.64% | 10.75% | 3.28% | 9.86% | 4.11% | 4.90% | 10.41% |
Drawdowns
PSF vs. FCVSX - Drawdown Comparison
The maximum PSF drawdown since its inception was -55.01%, smaller than the maximum FCVSX drawdown of -58.76%. Use the drawdown chart below to compare losses from any high point for PSF and FCVSX.
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Drawdown Indicators
| PSF | FCVSX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -55.01% | -58.76% | +3.75% |
Max Drawdown (1Y)Largest decline over 1 year | -9.42% | -10.68% | +1.26% |
Max Drawdown (5Y)Largest decline over 5 years | -40.80% | -24.18% | -16.62% |
Max Drawdown (10Y)Largest decline over 10 years | -55.01% | -25.08% | -29.93% |
Current DrawdownCurrent decline from peak | -11.45% | -9.45% | -2.00% |
Average DrawdownAverage peak-to-trough decline | -10.00% | -7.25% | -2.75% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.40% | 3.54% | -1.14% |
Volatility
PSF vs. FCVSX - Volatility Comparison
The current volatility for Cohen & Steers Select Preferred and Income Fund (PSF) is 4.65%, while Fidelity Convertible Securities Fund (FCVSX) has a volatility of 6.33%. This indicates that PSF 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
| PSF | FCVSX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.65% | 6.33% | -1.68% |
Volatility (6M)Calculated over the trailing 6-month period | 6.23% | 15.41% | -9.18% |
Volatility (1Y)Calculated over the trailing 1-year period | 11.19% | 18.20% | -7.01% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.57% | 13.80% | +0.77% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.11% | 13.72% | +7.39% |