portfolio stuff
Asset Allocation
| Position | Category/Sector | Weight |
|---|---|---|
FPUKX Fidelity Puritan Fund Class K | Diversified Portfolio | 100% |
Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in portfolio stuff, 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, 2008, corresponding to the inception date of FPUKX
Returns By Period
As of Nov 13, 2024, the portfolio stuff returned 20.05% Year-To-Date and 4.97% 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 | 25.45% | 2.91% | 14.05% | 35.64% | 14.13% | 11.39% |
| portfolio stuff | 20.05% | 2.04% | 10.16% | 27.62% | 6.03% | 4.97% |
| Portfolio components: | ||||||
FPUKX Fidelity Puritan Fund Class K | 20.05% | 2.04% | 10.16% | 27.62% | 6.03% | 4.97% |
Monthly Returns
The table below presents the monthly returns of portfolio stuff, 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% | 4.60% | 2.75% | -3.63% | 4.18% | 2.32% | 0.60% | 1.76% | 1.77% | -0.89% | 20.05% | ||
| 2023 | 5.62% | -2.63% | 2.66% | 1.10% | 1.06% | 4.09% | 2.46% | -0.81% | -4.14% | -5.11% | 7.68% | 3.58% | 15.74% |
| 2022 | -5.37% | -1.75% | 1.90% | -6.97% | 0.34% | -6.51% | 5.54% | -3.36% | -6.86% | -3.16% | 4.31% | -3.49% | -23.43% |
| 2021 | -0.23% | 3.12% | 1.53% | 4.37% | 0.71% | 1.83% | 0.54% | 1.72% | -2.84% | -5.29% | -0.66% | 1.03% | 5.61% |
| 2020 | 0.97% | -4.18% | -8.23% | 9.01% | 4.47% | 2.71% | 4.78% | 5.25% | -2.28% | -4.06% | 7.16% | 0.70% | 15.87% |
| 2019 | 5.67% | 2.17% | 1.56% | 2.67% | -3.92% | 4.79% | 0.74% | -0.09% | -0.27% | -0.33% | 2.51% | 1.48% | 17.96% |
| 2018 | 4.31% | -2.87% | -1.64% | 0.47% | 2.44% | 0.54% | 2.12% | 2.53% | 0.04% | -12.32% | 0.68% | -10.81% | -14.94% |
| 2017 | 2.33% | 2.90% | 0.14% | 1.35% | 1.28% | 0.45% | 2.00% | 1.10% | 1.31% | 0.08% | 1.47% | 0.12% | 15.49% |
| 2016 | -3.94% | -1.08% | 4.46% | 0.72% | 1.24% | -0.05% | 3.10% | 0.33% | 0.14% | -2.01% | 0.49% | -0.01% | 3.18% |
| 2015 | -1.07% | 4.09% | -0.32% | -0.25% | 1.19% | -1.17% | 1.58% | -4.67% | -2.33% | 6.44% | 0.88% | -1.28% | 2.65% |
| 2014 | -0.85% | 3.95% | -0.73% | -0.41% | 2.28% | 2.18% | -1.34% | 3.57% | -1.14% | 2.44% | 1.77% | 0.19% | 12.38% |
| 2013 | 2.94% | 0.90% | 1.89% | 1.09% | 1.31% | -1.77% | 4.07% | -1.55% | 3.19% | 3.90% | 2.35% | 2.04% | 22.14% |
Expense Ratio
portfolio stuff features an expense ratio of 0.43%, 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 portfolio stuff is 53, 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 | |
|---|---|---|---|---|---|
FPUKX Fidelity Puritan Fund Class K | 2.75 | 3.84 | 1.51 | 1.19 | 16.66 |
Dividends
Dividend yield
portfolio stuff provided a 9.55% dividend yield over the last twelve months.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Portfolio | 9.55% | 1.78% | 1.70% | 1.09% | 1.17% | 1.61% | 1.93% | 1.42% | 1.86% | 8.08% | 9.90% | 10.42% |
| Portfolio components: | ||||||||||||
FPUKX Fidelity Puritan Fund Class K | 9.55% | 1.78% | 1.70% | 1.09% | 1.17% | 1.61% | 1.93% | 1.42% | 1.86% | 8.08% | 9.90% | 10.42% |
Monthly Dividends
The table below shows the monthly dividends paid by this portfolio.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | $0.00 | $0.00 | $0.00 | $0.10 | $0.00 | $0.00 | $0.12 | $0.00 | $0.00 | $2.11 | $0.00 | $2.32 | |
| 2023 | $0.00 | $0.00 | $0.00 | $0.10 | $0.00 | $0.00 | $0.10 | $0.00 | $0.00 | $0.10 | $0.00 | $0.12 | $0.42 |
| 2022 | $0.00 | $0.00 | $0.00 | $0.07 | $0.00 | $0.00 | $0.11 | $0.00 | $0.00 | $0.10 | $0.00 | $0.08 | $0.35 |
| 2021 | $0.00 | $0.00 | $0.00 | $0.07 | $0.00 | $0.00 | $0.06 | $0.00 | $0.00 | $0.09 | $0.00 | $0.09 | $0.30 |
| 2020 | $0.00 | $0.00 | $0.00 | $0.08 | $0.00 | $0.00 | $0.08 | $0.00 | $0.00 | $0.07 | $0.00 | $0.07 | $0.30 |
| 2019 | $0.00 | $0.00 | $0.00 | $0.09 | $0.00 | $0.00 | $0.09 | $0.00 | $0.00 | $0.09 | $0.00 | $0.09 | $0.37 |
| 2018 | $0.00 | $0.00 | $0.00 | $0.09 | $0.00 | $0.00 | $0.09 | $0.00 | $0.00 | $0.10 | $0.00 | $0.09 | $0.38 |
| 2017 | $0.00 | $0.00 | $0.00 | $0.08 | $0.00 | $0.00 | $0.09 | $0.00 | $0.00 | $0.06 | $0.00 | $0.10 | $0.33 |
| 2016 | $0.00 | $0.00 | $0.00 | $0.10 | $0.00 | $0.00 | $0.08 | $0.00 | $0.00 | $0.11 | $0.00 | $0.09 | $0.38 |
| 2015 | $0.00 | $0.00 | $0.00 | $0.08 | $0.00 | $0.00 | $0.21 | $0.00 | $0.00 | $1.27 | $0.00 | $0.08 | $1.64 |
| 2014 | $0.00 | $0.00 | $0.00 | $0.10 | $0.00 | $0.00 | $0.09 | $0.00 | $0.00 | $1.54 | $0.00 | $0.39 | $2.13 |
| 2013 | $0.08 | $0.00 | $0.00 | $0.09 | $0.00 | $0.00 | $1.50 | $0.00 | $0.54 | $2.21 |
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 portfolio stuff. 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 portfolio stuff was 37.26%, occurring on Mar 9, 2009. Recovery took 283 trading sessions.
The current portfolio stuff drawdown is 2.17%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -37.26% | May 20, 2008 | 201 | Mar 9, 2009 | 283 | Apr 22, 2010 | 484 |
| -33.55% | Aug 31, 2021 | 284 | Oct 14, 2022 | — | — | — |
| -25.53% | Aug 30, 2018 | 392 | Mar 23, 2020 | 82 | Jul 20, 2020 | 474 |
| -13.38% | May 2, 2011 | 108 | Oct 3, 2011 | 91 | Feb 13, 2012 | 199 |
| -10.48% | Dec 2, 2015 | 49 | Feb 11, 2016 | 81 | Jun 8, 2016 | 130 |
Volatility
Volatility Chart
The current portfolio stuff volatility is 2.81%, 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.