- ISIN
- US3163451079
- CUSIP
- 316345107
- Issuer
- Fidelity
- Inception Date
- Apr 16, 1947
- Category
- Diversified Portfolio
- Index Tracked
- No Index (Active)
- Distribution Policy
- Distributing
- Asset Class
- Multi-Asset
- Asset Class Size
- Large-Cap
- Asset Class Style
- Growth
Share Price Chart
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Performance
FPURX Performance Chart
Fidelity Puritan Fund (FPURX) is up 11.4% since the beginning of the year. FPURX is currently trading at $29 per share. Investors who bought $1,000 worth of FPURX shares 5 years ago would now be looking at an investment worth $1,608.
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Returns By Period
Fidelity Puritan Fund (FPURX) has returned 11.38% so far this year and 24.49% over the past 12 months. Over the last ten years, FPURX has returned 11.75% per year, falling short of the S&P 500 Index benchmark, which averaged 13.88% annually.
Fidelity Puritan Fund
- 1D
- 0.87%
- 1M
- 3.10%
- YTD
- 11.38%
- 6M
- 10.96%
- 1Y
- 24.49%
- 3Y*
- 16.97%
- 5Y*
- 9.97%
- 10Y*
- 11.75%
Benchmark (S&P 500 Index)
- 1D
- -0.37%
- 1M
- -0.01%
- YTD
- 9.16%
- 6M
- 8.64%
- 1Y
- 25.22%
- 3Y*
- 19.78%
- 5Y*
- 11.99%
- 10Y*
- 13.88%
FPURX Monthly Returns History
Based on dividend-adjusted daily data since Jan 2, 1980, FPURX's average daily return is +0.04%, while the average monthly return is +0.79%. At this rate, an investment would double in approximately 7.3 years.
Historically, 67% of months were positive and 33% were negative. The best month was Sep 2008 with a return of +23.7%, while the worst month was Oct 1987 at -16.2%. The longest winning streak lasted 15 consecutive months, and the longest losing streak was 5 months.
On a daily basis, FPURX closed higher 53% of trading days. The best single day was Sep 12, 2008 with a return of +34.5%, while the worst single day was Oct 19, 1987 at -13.9%.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 2.03% | 1.05% | -4.24% | 7.31% | 3.42% | 1.65% | 11.38% | ||||||
| 2025 | 2.98% | -2.07% | -4.67% | -0.57% | 4.02% | 4.15% | 1.97% | 1.08% | 2.40% | 1.95% | 0.34% | 0.37% | 12.22% |
| 2024 | 1.72% | 4.56% | 2.78% | -3.68% | 4.17% | 2.36% | 0.54% | 1.76% | 1.77% | -0.90% | 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% | -6.97% | 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% |
Benchmark Metrics
Fidelity Puritan Fund has an annualized alpha of 3.42%, beta of 0.58, and R2 of 0.68 versus S&P 500 Index. Calculated based on daily prices since January 02, 1980.
- This fund participates in less of S&P 500 Index's moves in both directions, but captures a larger share of gains (67.90%) than losses (62.95%) - typical of diversified or defensive assets.
- This fund generated an annualized alpha of 3.42% versus S&P 500 Index - delivering returns beyond what market exposure alone would predict.
- Beta of 0.58 indicates this fund moves significantly less than S&P 500 Index - a genuinely defensive profile with reduced participation in both market rallies and downturns.
- Alpha
- 3.42%
- Beta
- 0.58
- R²
- 0.68
- Upside Capture
- 67.90%
- Downside Capture
- 62.95%
Expense Ratio
FPURX has an expense ratio of 0.50%, placing it in the medium range.
Return for Risk
Risk / Return Rank
FPURX ranks 76 for risk / return — better than 76% of mutual funds on our site. You're getting solid returns for the risk taken. A good sign, especially for investors who want growth without excessive volatility.
Return / Risk — by metrics
The table below present risk-adjusted performance metrics for Fidelity Puritan Fund (FPURX) and compare them to S&P 500 Index.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| FPURX | Benchmark | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.28 | ||
| Sortino ratioReturn per unit of downside risk | +0.39 | ||
| Omega ratioGain probability vs. loss probability | 1.43 | 1.37 | +0.06 |
| Calmar ratioReturn relative to maximum drawdown | 3.37 | 2.78 | +0.59 |
| Martin ratioReturn relative to average drawdown | 14.68 | 12.44 | +2.24 |
Dividends
Dividend History
Fidelity Puritan Fund provided a 6.13% dividend yield over the last twelve months, with an annual payout of $1.77 per share.
| Period | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $1.77 | $1.78 | $2.81 | $1.25 | $1.92 | $3.56 | $1.33 | $0.98 | $2.99 | $0.89 | $0.76 | $1.52 |
Dividend yield | 6.13% | 6.83% | 11.30% | 5.34% | 9.38% | 13.10% | 5.10% | 4.29% | 15.26% | 3.78% | 3.71% | 7.49% |
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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | $0.00 | $0.00 | $0.00 | $0.09 | $0.00 | $0.00 | $0.09 | ||||||
| 2025 | $0.00 | $0.00 | $0.00 | $0.10 | $0.00 | $0.00 | $0.11 | $0.00 | $0.00 | $1.06 | $0.00 | $0.50 | $1.78 |
| 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 |
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 31.76%, occurring on Mar 9, 2009. Recovery took 200 trading sessions.
The current Fidelity Puritan Fund drawdown is 0.31%.
Related event | Drawdown | Fall | Recovery | Underwater |
|---|---|---|---|---|
Financial crisis2007–2009 | -31.76%Mar 2009 | 5mo 25d | 9mo 17d | 1y 3moSep 2008 - Dec 2009 |
Black Monday1987 | -25.92%Dec 1987 | 3mo 10d | 1y 4mo | 1y 8moAug 1987 - Apr 1989 |
COVID crash2020 | -23.93%Mar 2020 | 1mo 2d | 3mo 15d | 4mo 17dFeb 2020 - Jul 2020 |
1982 bear market1982 | -23.80%Aug 1982 | 1y 2mo | 6mo 17d | 1y 8moJun 1981 - Mar 1983 |
Bear market2022 | -22.53%Oct 2022 | 9mo 20d | 1y 3mo | 2y 28dDec 2021 - Jan 2024 |
Drawdown Indicators
| FPURX | Benchmark | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -31.76% | -56.78% | +25.02% |
Max Drawdown (1Y)Largest decline over 1 year | -7.24% | -9.10% | +1.86% |
Max Drawdown (3Y)Largest decline over 3 years | -16.51% | -18.90% | +2.39% |
Max Drawdown (5Y)Largest decline over 5 years | -22.53% | -25.43% | +2.90% |
Max Drawdown (10Y)Largest decline over 10 years | -23.93% | -33.92% | +9.99% |
Current DrawdownCurrent decline from peak | -0.31% | -1.80% | +1.49% |
Average DrawdownAverage peak-to-trough decline | -4.64% | -10.71% | +6.07% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.66% | 2.03% | -0.37% |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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