Fidelity Puritan
Asset Allocation
| Position | Category/Sector | Weight |
|---|---|---|
FPURX Fidelity Puritan Fund | Diversified Portfolio | 100% |
Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in Fidelity Puritan , comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends. The portfolio is rebalanced Quarterly
The earliest data available for this chart is May 15, 1986, corresponding to the inception date of FPURX
Returns By Period
As of Sep 19, 2024, the Fidelity Puritan returned 15.13% Year-To-Date and 9.65% of annualized return in the last 10 years.
| Year-To-Date | 1 month | 6 months | 1 year | 5 years (annualized) | 10 years (annualized) | |
|---|---|---|---|---|---|---|
^GSPC S&P 500 | 17.79% | 0.18% | 7.53% | 26.42% | 13.48% | 10.85% |
| Fidelity Puritan | 15.13% | 0.95% | 5.99% | 23.43% | 11.71% | 9.65% |
| Portfolio components: | ||||||
FPURX Fidelity Puritan Fund | 15.13% | 0.95% | 5.99% | 23.43% | 11.71% | 9.65% |
Monthly Returns
The table below presents the monthly returns of Fidelity Puritan , with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | 1.72% | 4.56% | 2.78% | -3.68% | 4.17% | 2.36% | 0.54% | 1.76% | 15.13% | ||||
| 2023 | 5.61% | -2.59% | 2.61% | 1.08% | 1.06% | 4.09% | 2.48% | -0.86% | -4.14% | -2.01% | 7.67% | 4.22% | 20.20% |
| 2022 | -5.37% | -1.75% | 1.86% | -6.97% | 0.33% | -6.51% | 5.51% | -3.35% | -6.85% | 4.62% | 4.31% | -3.51% | -17.35% |
| 2021 | -0.23% | 3.12% | 1.53% | 4.35% | 0.71% | 1.82% | 0.56% | 1.72% | -2.87% | 5.34% | -0.66% | 2.33% | 18.92% |
| 2020 | 0.97% | -4.18% | -8.27% | 9.03% | 4.47% | 2.66% | 4.80% | 5.25% | -2.32% | -1.88% | 7.16% | 2.57% | 20.58% |
| 2019 | 5.66% | 2.12% | 1.56% | 2.69% | -3.96% | 4.78% | 0.72% | -0.09% | -0.27% | 1.82% | 2.46% | 2.29% | 21.27% |
| 2018 | 4.31% | -2.87% | -1.60% | 0.46% | 2.40% | 0.54% | 2.10% | 2.57% | -0.00% | -6.51% | 0.68% | -5.74% | -4.18% |
| 2017 | 2.33% | 2.90% | 0.14% | 1.37% | 1.23% | 0.45% | 2.02% | 1.06% | 1.31% | 2.20% | 1.47% | 0.86% | 18.75% |
| 2016 | -3.98% | -1.08% | 4.45% | 0.74% | 1.19% | -0.05% | 3.08% | 0.38% | 0.09% | -1.23% | 0.49% | 1.09% | 5.04% |
| 2015 | -1.07% | 4.09% | -0.32% | -0.28% | 1.19% | -1.17% | 1.56% | -4.67% | -2.38% | 6.43% | 0.88% | -1.26% | 2.56% |
| 2014 | -0.85% | 3.94% | -0.73% | -0.43% | 2.28% | 2.13% | -1.32% | 3.57% | -1.18% | 2.43% | 1.77% | 0.14% | 12.19% |
| 2013 | 2.94% | 0.85% | 1.89% | 1.11% | 1.26% | -1.77% | 4.08% | -1.59% | 3.19% | 3.88% | 2.35% | 1.99% | 21.92% |
Expense Ratio
Fidelity Puritan features an expense ratio of 0.50%, falling within the medium range. Below you can find the expense ratios of portfolio funds side-by-side and effortlessly compare their relative costs.
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of Fidelity Puritan is 63, suggesting that the investment has average results relative to other portfolios in terms of risk-adjusted performance. This ranking is determined by the cumulative values of the indicators listed below.
Risk-Adjusted Performance Indicators
This table presents a comparison of risk-adjusted performance metrics for positions. 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.
| Sharpe ratio | Sortino ratio | Omega ratio | Calmar ratio | Martin ratio | |
|---|---|---|---|---|---|
FPURX Fidelity Puritan Fund | 2.19 | 3.02 | 1.39 | 1.78 | 11.63 |
Dividends
Dividend yield
Fidelity Puritan granted a 4.75% dividend yield in the last twelve months.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Fidelity Puritan | 4.75% | 5.34% | 9.38% | 13.10% | 5.10% | 4.29% | 15.26% | 4.18% | 3.71% | 7.94% | 9.74% | 10.25% |
| Portfolio components: | ||||||||||||
FPURX Fidelity Puritan Fund | 4.75% | 5.34% | 9.38% | 13.10% | 5.10% | 4.29% | 15.26% | 4.18% | 3.71% | 7.94% | 9.74% | 10.25% |
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.
Worst Drawdowns
The table below displays the maximum drawdowns of the Fidelity Puritan . A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.
The maximum drawdown for the Fidelity Puritan was 30.70%, occurring on Mar 9, 2009. Recovery took 154 trading sessions.
The current Fidelity Puritan drawdown is 0.49%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -30.7% | Sep 22, 2008 | 116 | Mar 9, 2009 | 154 | Oct 15, 2009 | 270 |
| -24.03% | Aug 26, 1987 | 73 | Dec 4, 1987 | 334 | Mar 16, 1989 | 407 |
| -23.93% | Feb 20, 2020 | 23 | Mar 23, 2020 | 72 | Jul 6, 2020 | 95 |
| -22.53% | Dec 28, 2021 | 202 | Oct 14, 2022 | 320 | Jan 25, 2024 | 522 |
| -19.97% | Mar 20, 2002 | 143 | Oct 9, 2002 | 229 | Sep 8, 2003 | 372 |
Volatility
Volatility Chart
The current Fidelity Puritan volatility is 3.00%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.