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
US3163451079
316345107
Apr 16, 1947
Large-Cap
Growth
Expense Ratio
FPURX has an expense ratio of 0.50%, placing it in the medium range.
Share Price Chart
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Compare to other instruments
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Performance
Performance Chart
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Returns By Period
Fidelity Puritan Fund (FPURX) returned -0.89% year-to-date (YTD) and 6.96% over the past 12 months. Over the past 10 years, FPURX returned 9.17% annually, underperforming the S&P 500 benchmark at 10.79%.
FPURX
-0.89%
6.10%
-1.17%
6.96%
11.54%
9.17%
^GSPC (Benchmark)
0.60%
9.64%
-0.54%
11.47%
15.67%
10.79%
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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | 2.98% | -2.07% | -4.67% | -0.57% | 3.68% | -0.89% | |||||||
| 2024 | 1.72% | 4.56% | 2.78% | -3.68% | 4.17% | 2.36% | 0.54% | 1.76% | 1.77% | -0.91% | 4.62% | -1.86% | 18.94% |
| 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% | -6.98% | 0.34% | -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% | 7.15% | 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% | 0.87% | 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% | -0.27% | 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% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of FPURX is 58, indicating average performance compared to other mutual funds on our website. Here’s a breakdown of how it compares using common performance measures.
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.
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Dividends
Dividend History
Fidelity Puritan Fund provided a 11.48% dividend yield over the last twelve months, with an annual payout of $2.82 per share.
| Period | TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $2.82 | $2.81 | $1.25 | $1.92 | $3.56 | $1.33 | $0.98 | $2.99 | $0.98 | $0.76 | $1.61 | $2.09 |
Dividend yield | 11.48% | 11.30% | 5.34% | 9.38% | 13.10% | 5.10% | 4.29% | 15.26% | 4.18% | 3.71% | 7.94% | 9.74% |
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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | $0.00 | $0.00 | $0.00 | $0.10 | $0.00 | $0.10 | |||||||
| 2024 | $0.00 | $0.00 | $0.00 | $0.10 | $0.00 | $0.00 | $0.11 | $0.00 | $0.00 | $2.10 | $0.00 | $0.50 | $2.81 |
| 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 | $0.10 | $0.00 | $0.00 | $0.09 | $0.00 | $0.00 | $1.53 | $0.00 | $0.38 | $2.09 |
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.
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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 4.69%.
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 18, 1987 | 79 | Dec 4, 1987 | 334 | Mar 16, 1989 | 413 |
| -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 chart below shows the rolling one-month volatility.
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