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AYI vs. FPURX
Performance
Return for Risk
Drawdowns
Volatility
Dividends

AYI vs. FPURX

Last updated Jun 24, 2026

AYI (Acuity Brands, Inc.) is a stock, while FPURX (Fidelity Puritan Fund) is Diversified Portfolio fund actively managed by Fidelity. Over the past 10 years, AYI returned 2.26%/yr vs 11.85%/yr for FPURX. A 0.59 correlation means they provide meaningful diversification when combined.

Performance

AYI vs. FPURX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Acuity Brands, Inc. (AYI) and Fidelity Puritan Fund (FPURX). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, AYI achieves a -16.93% return, which is significantly lower than FPURX's 10.65% return. Over the past 10 years, AYI has underperformed FPURX with an annualized return of 2.26%, while FPURX has yielded a comparatively higher 11.85% annualized return.

AYI

1D
-7.14%
1M
3.86%
YTD
-16.93%
6M
-19.46%
1Y
6.61%
3Y*
23.37%
5Y*
9.57%
10Y*
2.26%

FPURX

1D
-0.66%
1M
2.43%
YTD
10.65%
6M
9.85%
1Y
22.93%
3Y*
17.01%
5Y*
9.50%
10Y*
11.85%
*Multi-year figures are annualized to reflect compound growth (CAGR)

AYI vs. FPURX - Yearly Performance Comparison

2026 (YTD)202520242023202220212020201920182017
AYI
Acuity Brands, Inc.		-16.93%23.53%42.95%24.06%-21.55%75.42%-11.79%20.54%-34.44%-23.55%
FPURX
Fidelity Puritan Fund		10.65%12.22%18.94%20.20%-17.35%18.92%20.58%21.27%-4.18%18.28%

Correlation

The correlation between AYI and FPURX is 0.51, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.

Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.51

Correlation (3Y)
Calculated over the trailing 3-year period

0.55

Correlation (5Y)
Calculated over the trailing 5-year period

0.59

Correlation (10Y)
Calculated over the trailing 10-year period

0.52

Correlation (All Time)
Calculated using the full available price history since Dec 3, 2001

0.59

The correlation between AYI and FPURX has been stable across timeframes, ranging from 0.51 to 0.59 - a consistent structural relationship.

Compare stocks, funds, or ETFs

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Acuity Brands, Inc.

Fidelity Puritan Fund

Often compared with AYI:
AYI vs. HUBBAYI vs. SPYAYI vs. ENSAYI vs. VOOAYI vs. ETNAYI vs. LYTSAYI vs. WSM
Often compared with FPURX:
FPURX vs. FBALXFPURX vs. VGWLXFPURX vs. FXAIXFPURX vs. SPYFPURX vs. VBIAXFPURX vs. VWELXFPURX vs. SCHD

Return for Risk

AYI vs. FPURX — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.
AYI
AYI Risk / Return Rank: 4646
Overall Rank
AYI Sharpe Ratio Rank: 5050
Sharpe Ratio Rank
AYI Sortino Ratio Rank: 4343
Sortino Ratio Rank
AYI Omega Ratio Rank: 4444
Omega Ratio Rank
AYI Calmar Ratio Rank: 4848
Calmar Ratio Rank
AYI Martin Ratio Rank: 4747
Martin Ratio Rank
FPURX
FPURX Risk / Return Rank: 7373
Overall Rank
FPURX Sharpe Ratio Rank: 7070
Sharpe Ratio Rank
FPURX Sortino Ratio Rank: 6464
Sortino Ratio Rank
FPURX Omega Ratio Rank: 6868
Omega Ratio Rank
FPURX Calmar Ratio Rank: 7777
Calmar Ratio Rank
FPURX Martin Ratio Rank: 8383
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

AYI vs. FPURX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Acuity Brands, Inc. (AYI) and Fidelity Puritan Fund (FPURX). 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.

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.

AYIFPURXDifference
Sharpe ratioReturn per unit of total volatility
0.20
2.24

-2.04

Sortino ratioReturn per unit of downside risk
0.48
3.06

-2.58

Omega ratioGain probability vs. loss probability

1.06

1.42

-0.35

Calmar ratioReturn relative to maximum drawdown

0.21

3.29

-3.08

Martin ratioReturn relative to average drawdown

0.44

14.30

-13.86

AYI vs. FPURX - Sharpe Ratio Comparison

The current AYI Sharpe Ratio is 0.20, which is lower than the FPURX Sharpe Ratio of 2.24. The chart below compares the historical Sharpe Ratios of AYI and FPURX, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

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Drawdowns

AYI vs. FPURX - Drawdown Comparison

The maximum AYI drawdown since its inception was -74.22%, which is greater than FPURX's maximum drawdown of -31.76%. Use the drawdown chart below to compare losses from any high point for AYI and FPURX.

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Drawdown Indicators

AYIFPURXDifference

Max Drawdown

Largest peak-to-trough decline

-74.22%

-31.76%

-42.46%

Max Drawdown (1Y)

Largest decline over 1 year

-31.52%

-7.24%

-24.28%

Max Drawdown (3Y)

Largest decline over 3 years

-33.72%

-16.51%

-17.21%

Max Drawdown (5Y)

Largest decline over 5 years

-34.64%

-22.53%

-12.11%

Max Drawdown (10Y)

Largest decline over 10 years

-74.22%

-23.93%

-50.29%

Current Drawdown

Current decline from peak

-20.60%

-0.97%

-19.63%

Average Drawdown

Average peak-to-trough decline

-23.15%

-4.64%

-18.51%

Ulcer Index

Depth and duration of drawdowns from previous peaks

14.99%

1.66%

+13.33%

Volatility

AYI vs. FPURX - Volatility Comparison

Acuity Brands, Inc. (AYI) has a higher volatility of 13.42% compared to Fidelity Puritan Fund (FPURX) at 4.58%. This indicates that AYI's price experiences larger fluctuations and is considered to be riskier than FPURX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

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Volatility by Period

AYIFPURXDifference

Volatility (1M)

Calculated over the trailing 1-month period

13.42%

4.58%

+8.84%

Volatility (6M)

Calculated over the trailing 6-month period

28.09%

8.75%

+19.34%

Volatility (1Y)

Calculated over the trailing 1-year period

33.66%

10.63%

+23.03%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

32.02%

13.41%

+18.61%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

37.00%

13.17%

+23.83%

Dividends

AYI vs. FPURX - Dividend Comparison

AYI's dividend yield for the trailing twelve months is around 0.25%, less than FPURX's 6.17% yield.

PositionTTM20252024202320222021202020192018201720162015
AYI
Acuity Brands, Inc.		0.25%0.19%0.21%0.25%0.31%0.25%0.43%0.38%0.45%0.30%0.23%0.22%
FPURX
Fidelity Puritan Fund		6.17%6.83%11.30%5.34%9.38%13.10%5.10%4.29%15.26%3.78%3.71%7.49%

Frequently Asked Questions

AYI and FPURX have a correlation of 0.51, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

AYI has higher volatility (13.42%) compared to FPURX (4.58%). In terms of maximum drawdown, AYI dropped -74.22% vs FPURX's -31.76%.

FPURX currently has the higher Sharpe Ratio (2.24 vs 0.20), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.

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