Fidelity Puritan Fund (FPURX)
The fund invests approximately 60% of assets in stocks and other equity securities and the remainder in bonds and other debt securities, including lower-quality debt securities (those of less than investment-grade quality, also referred to as high yield debt securities or junk bonds), when its outlook is neutral. It invests at least 25% of total assets in fixed-income senior securities.
Fund Info
| ISIN | US3163451079 |
|---|---|
| CUSIP | 316345107 |
| Issuer | Fidelity |
| Inception Date | Apr 16, 1947 |
| Category | Diversified Portfolio |
| Asset Class | Multi-Asset |
Asset Class Size | Large-Cap |
Asset Class Style | Growth |
Expense Ratio
FPURX has a high expense ratio of 0.50%, indicating higher-than-average management fees.
Share Price Chart
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Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in Fidelity Puritan Fund, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.
Returns By Period
Fidelity Puritan Fund had a return of 9.73% year-to-date (YTD) and 22.99% in the last 12 months. Over the past 10 years, Fidelity Puritan Fund had an annualized return of 9.83%, while the S&P 500 had an annualized return of 10.90%, indicating that Fidelity Puritan Fund did not perform as well as the benchmark.
| Period | Return | Benchmark |
|---|---|---|
| Year-To-Date | 9.73% | 11.05% |
| 1 month | 3.54% | 4.86% |
| 6 months | 15.74% | 17.50% |
| 1 year | 22.99% | 27.37% |
| 5 years (annualized) | 11.45% | 13.14% |
| 10 years (annualized) | 9.83% | 10.90% |
Monthly Returns
The table below presents the monthly returns of FPURX, 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% | 9.73% | ||||||||
| 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% | 4.30% | -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% | 7.15% | 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% | 2.14% | -1.32% | 3.57% | -1.18% | 2.43% | 1.77% | 0.14% | 12.19% |
| 2013 | 2.94% | 0.85% | 1.89% | 1.12% | 1.26% | -1.77% | 4.08% | -1.59% | 3.19% | 3.88% | 2.35% | 1.99% | 21.92% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current risk-adjusted rank of FPURX is 85, placing it in the top 15% of mutual funds on our website in terms of risk-adjusted performance. This ranking is based on the combined values of the indicators listed below.
FPURX (Fidelity Puritan Fund)
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for Fidelity Puritan Fund (FPURX) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
Dividends
Dividend History
Fidelity Puritan Fund granted a 4.90% dividend yield in the last twelve months. The annual payout for that period amounted to $1.25 per share.
| Period | TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $1.25 | $1.25 | $1.92 | $3.56 | $1.33 | $0.98 | $2.99 | $0.98 | $0.76 | $1.61 | $2.09 | $2.18 |
Dividend yield | 4.90% | 5.34% | 9.38% | 13.10% | 5.10% | 4.29% | 15.26% | 4.18% | 3.71% | 7.94% | 9.74% | 10.25% |
Monthly Dividends
The table displays the monthly dividend distributions for Fidelity Puritan Fund. The dividends shown in the table have been adjusted to account for any splits that may have occurred.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | $0.00 | $0.00 | $0.00 | $0.10 | $0.00 | $0.10 | |||||||
| 2023 | $0.00 | $0.00 | $0.00 | $0.09 | $0.00 | $0.00 | $0.10 | $0.00 | $0.00 | $0.81 | $0.00 | $0.25 | $1.25 |
| 2022 | $0.00 | $0.00 | $0.00 | $0.07 | $0.00 | $0.00 | $0.10 | $0.00 | $0.00 | $1.68 | $0.00 | $0.07 | $1.92 |
| 2021 | $0.00 | $0.00 | $0.00 | $0.06 | $0.00 | $0.00 | $0.05 | $0.00 | $0.00 | $3.02 | $0.00 | $0.43 | $3.56 |
| 2020 | $0.00 | $0.00 | $0.00 | $0.08 | $0.00 | $0.00 | $0.08 | $0.00 | $0.00 | $0.63 | $0.00 | $0.55 | $1.33 |
| 2019 | $0.00 | $0.00 | $0.00 | $0.09 | $0.00 | $0.00 | $0.09 | $0.00 | $0.00 | $0.54 | $0.00 | $0.26 | $0.98 |
| 2018 | $0.00 | $0.00 | $0.00 | $0.09 | $0.00 | $0.00 | $0.08 | $0.00 | $0.00 | $1.57 | $0.00 | $1.25 | $2.99 |
| 2017 | $0.00 | $0.00 | $0.00 | $0.08 | $0.00 | $0.00 | $0.09 | $0.00 | $0.00 | $0.54 | $0.00 | $0.27 | $0.98 |
| 2016 | $0.00 | $0.00 | $0.00 | $0.10 | $0.00 | $0.00 | $0.08 | $0.00 | $0.00 | $0.27 | $0.00 | $0.32 | $0.76 |
| 2015 | $0.00 | $0.00 | $0.00 | $0.08 | $0.00 | $0.00 | $0.21 | $0.00 | $0.00 | $1.26 | $0.00 | $0.07 | $1.61 |
| 2014 | $0.00 | $0.00 | $0.00 | $0.10 | $0.00 | $0.00 | $0.09 | $0.00 | $0.00 | $1.53 | $0.00 | $0.38 | $2.09 |
| 2013 | $0.08 | $0.00 | $0.00 | $0.09 | $0.00 | $0.00 | $1.48 | $0.00 | $0.53 | $2.18 |
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way.
Worst Drawdowns
The table below displays the maximum drawdowns of the Fidelity Puritan Fund. 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 Fund was 30.70%, occurring on Mar 9, 2009. Recovery took 154 trading sessions.
The current Fidelity Puritan Fund drawdown is 0.43%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -30.7% | Sep 22, 2008 | 116 | Mar 9, 2009 | 154 | Oct 15, 2009 | 270 |
| -24.04% | 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 Fund volatility is 3.24%, 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.