American Association of Individual Investors (AAII) put out their mutual fund guide. There are three funds in the convertible bond category: Fidelity (FCVSX), Vanguard (VCVSX) and Northern Inc Equity (NOIEX) 10-year return 8.0%, each fund is very close. 5-year return 18.2%, 3-year 10.4%. I was surprised at how low the 3-year was at first, but saw the great returns of the last two years wasn't enough to offset 2011. Anyways, I don't look very closely at 3-year results. Hi yield bond fund category has 6.9% ten-year annualized return, 18 funds in that group.
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