PortfoliosLab logo
Tools
Performance Analysis
Risk Analysis
Optimization
Factor Model
See All Tools
Portfolio Analysis
Portfolios
Lazy PortfoliosUser Portfolios
Discussions
Fidelity Puritan Fund (FPURX)
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

Fund Info

ISINUS3163451079
CUSIP316345107
IssuerFidelity
Inception DateApr 16, 1947
CategoryDiversified Portfolio
Asset ClassMulti-Asset

Asset Class Size

Large-Cap

Asset Class Style

Growth

Expense Ratio

The Fidelity Puritan Fund has a high expense ratio of 0.50%, indicating higher-than-average management fees.


0.50%1.00%1.50%2.00%0.50%

Share Price Chart


Loading data...

Compare to other instruments

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


Fidelity Puritan Fund

Popular comparisons: FPURX vs. FBALX, FPURX vs. FXAIX, FPURX vs. VGWLX, FPURX vs. SPY, FPURX vs. VBINX, FPURX vs. FLCPX, FPURX vs. JEPI, FPURX vs. SCHD, FPURX vs. VBIAX, FPURX vs. FNCMX

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.


-5.00%0.00%5.00%10.00%15.00%20.00%NovemberDecember2024FebruaryMarchApril
15.39%
15.74%
FPURX (Fidelity Puritan Fund)
Benchmark (^GSPC)

S&P 500

Returns By Period

Fidelity Puritan Fund had a return of 6.07% year-to-date (YTD) and 20.37% in the last 12 months. Over the past 10 years, Fidelity Puritan Fund had an annualized return of 9.58%, while the S&P 500 had an annualized return of 10.53%, indicating that Fidelity Puritan Fund did not perform as well as the benchmark.


PeriodReturnBenchmark
Year-To-Date6.07%6.12%
1 month-0.83%-1.08%
6 months15.39%15.73%
1 year20.37%22.34%
5 years (annualized)10.65%11.82%
10 years (annualized)9.58%10.53%

Monthly Returns Heatmap


JanFebMarAprMayJunJulAugSepOctNovDec
20241.72%4.56%2.78%
2023-4.14%-2.01%7.67%4.22%

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

The current risk-adjusted rank of FPURX is 85, placing it in the top 15% of the market in terms of risk-adjusted performance. This ranking is based on the combined values of the indicators listed below.

The Risk-Adjusted Performance Rank of FPURX is 8585
Fidelity Puritan Fund(FPURX)
The Sharpe Ratio Rank of FPURX is 8787Sharpe Ratio Rank
The Sortino Ratio Rank of FPURX is 8686Sortino Ratio Rank
The Omega Ratio Rank of FPURX is 8484Omega Ratio Rank
The Calmar Ratio Rank of FPURX is 8383Calmar Ratio Rank
The Martin Ratio Rank of FPURX is 8585Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

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.


FPURX
Sharpe ratio
The chart of Sharpe ratio for FPURX, currently valued at 2.12, compared to the broader market-1.000.001.002.003.004.002.12
Sortino ratio
The chart of Sortino ratio for FPURX, currently valued at 3.07, compared to the broader market-2.000.002.004.006.008.0010.0012.003.07
Omega ratio
The chart of Omega ratio for FPURX, currently valued at 1.37, compared to the broader market1.001.502.002.503.001.37
Calmar ratio
The chart of Calmar ratio for FPURX, currently valued at 1.43, compared to the broader market0.002.004.006.008.0010.0012.001.43
Martin ratio
The chart of Martin ratio for FPURX, currently valued at 8.85, compared to the broader market0.0010.0020.0030.0040.0050.0060.008.85
^GSPC
Sharpe ratio
The chart of Sharpe ratio for ^GSPC, currently valued at 1.89, compared to the broader market-1.000.001.002.003.004.001.89
Sortino ratio
The chart of Sortino ratio for ^GSPC, currently valued at 2.74, compared to the broader market-2.000.002.004.006.008.0010.0012.002.74
Omega ratio
The chart of Omega ratio for ^GSPC, currently valued at 1.33, compared to the broader market1.001.502.002.503.001.33
Calmar ratio
The chart of Calmar ratio for ^GSPC, currently valued at 1.43, compared to the broader market0.002.004.006.008.0010.0012.001.43
Martin ratio
The chart of Martin ratio for ^GSPC, currently valued at 7.65, compared to the broader market0.0010.0020.0030.0040.0050.0060.007.65

Sharpe Ratio

The current Fidelity Puritan Fund Sharpe ratio is 2.12. A Sharpe ratio higher than 2.0 is considered very good.


Rolling 12-month Sharpe Ratio0.501.001.502.002.503.00NovemberDecember2024FebruaryMarchApril
2.12
1.89
FPURX (Fidelity Puritan Fund)
Benchmark (^GSPC)

Dividends

Dividend History

Fidelity Puritan Fund granted a 5.07% dividend yield in the last twelve months. The annual payout for that period amounted to $1.25 per share.


PeriodTTM20232022202120202019201820172016201520142013
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

5.07%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.


JanFebMarAprMayJunJulAugSepOctNovDec
2024$0.00$0.00$0.00
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
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
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
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
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
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
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
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
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
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
2013$0.08$0.00$0.00$0.09$0.00$0.00$1.48$0.00$0.53

Drawdowns

Drawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way.


-15.00%-10.00%-5.00%0.00%NovemberDecember2024FebruaryMarchApril
-3.01%
-3.66%
FPURX (Fidelity Puritan Fund)
Benchmark (^GSPC)

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 3.01%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-30.7%Sep 22, 2008116Mar 9, 2009154Oct 15, 2009270
-24.04%Aug 26, 198773Dec 4, 1987334Mar 16, 1989407
-23.93%Feb 20, 202023Mar 23, 202072Jul 6, 202095
-22.53%Dec 28, 2021202Oct 14, 2022320Jan 25, 2024522
-19.97%Mar 20, 2002143Oct 9, 2002229Sep 8, 2003372

Volatility

Volatility Chart

The current Fidelity Puritan Fund volatility is 2.57%, 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.


1.50%2.00%2.50%3.00%3.50%4.00%4.50%5.00%NovemberDecember2024FebruaryMarchApril
2.57%
3.44%
FPURX (Fidelity Puritan Fund)
Benchmark (^GSPC)