FPKFX vs. AOR
Compare and contrast key facts about Fidelity Puritan K6 Fund (FPKFX) and iShares Core Growth Allocation ETF (AOR).
FPKFX is managed by Fidelity. It was launched on Jun 14, 2019. AOR is a passively managed fund by iShares that tracks the performance of the S&P Target Risk Growth Index. It was launched on Nov 4, 2008.
Performance
FPKFX vs. AOR - Performance Comparison
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FPKFX vs. AOR - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|
FPKFX Fidelity Puritan K6 Fund | -3.94% | 11.37% | 18.95% | 20.29% | -17.11% | 19.10% | 20.22% | 9.41% |
AOR iShares Core Growth Allocation ETF | -1.02% | 16.44% | 10.68% | 15.75% | -15.64% | 11.19% | 11.42% | 8.21% |
Returns By Period
In the year-to-date period, FPKFX achieves a -3.94% return, which is significantly lower than AOR's -1.02% return.
FPKFX
- 1D
- -0.36%
- 1M
- -6.64%
- YTD
- -3.94%
- 6M
- -1.95%
- 1Y
- 11.47%
- 3Y*
- 13.24%
- 5Y*
- 7.74%
- 10Y*
- —
AOR
- 1D
- 1.95%
- 1M
- -4.47%
- YTD
- -1.02%
- 6M
- 1.40%
- 1Y
- 14.76%
- 3Y*
- 11.65%
- 5Y*
- 5.99%
- 10Y*
- 7.74%
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FPKFX vs. AOR - Expense Ratio Comparison
FPKFX has a 0.32% expense ratio, which is higher than AOR's 0.25% expense ratio.
Return for Risk
FPKFX vs. AOR — Risk / Return Rank
FPKFX
AOR
FPKFX vs. AOR - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Puritan K6 Fund (FPKFX) and iShares Core Growth Allocation ETF (AOR). 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.
| FPKFX | AOR | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.93 | 1.38 | -0.45 |
Sortino ratioReturn per unit of downside risk | 1.36 | 1.99 | -0.63 |
Omega ratioGain probability vs. loss probability | 1.20 | 1.29 | -0.09 |
Calmar ratioReturn relative to maximum drawdown | 1.16 | 1.97 | -0.81 |
Martin ratioReturn relative to average drawdown | 4.96 | 8.58 | -3.63 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| FPKFX | AOR | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.93 | 1.38 | -0.45 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.62 | 0.57 | +0.04 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.73 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.74 | 0.65 | +0.09 |
Correlation
The correlation between FPKFX and AOR is 0.92, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
FPKFX vs. AOR - Dividend Comparison
FPKFX's dividend yield for the trailing twelve months is around 4.36%, more than AOR's 2.57% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FPKFX Fidelity Puritan K6 Fund | 4.36% | 4.19% | 3.83% | 1.67% | 1.62% | 4.34% | 1.40% | 0.63% | 0.00% | 0.00% | 0.00% | 0.00% |
AOR iShares Core Growth Allocation ETF | 2.57% | 2.55% | 2.66% | 2.50% | 2.12% | 1.64% | 1.89% | 2.56% | 2.49% | 4.51% | 2.16% | 2.12% |
Drawdowns
FPKFX vs. AOR - Drawdown Comparison
The maximum FPKFX drawdown since its inception was -24.46%, roughly equal to the maximum AOR drawdown of -24.44%. Use the drawdown chart below to compare losses from any high point for FPKFX and AOR.
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Drawdown Indicators
| FPKFX | AOR | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -24.46% | -24.44% | -0.02% |
Max Drawdown (1Y)Largest decline over 1 year | -8.65% | -7.62% | -1.03% |
Max Drawdown (5Y)Largest decline over 5 years | -22.33% | -21.72% | -0.61% |
Max Drawdown (10Y)Largest decline over 10 years | — | -22.95% | — |
Current DrawdownCurrent decline from peak | -7.48% | -4.82% | -2.66% |
Average DrawdownAverage peak-to-trough decline | -4.90% | -3.50% | -1.40% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.03% | 1.75% | +0.28% |
Volatility
FPKFX vs. AOR - Volatility Comparison
The current volatility for Fidelity Puritan K6 Fund (FPKFX) is 3.98%, while iShares Core Growth Allocation ETF (AOR) has a volatility of 4.35%. This indicates that FPKFX experiences smaller price fluctuations and is considered to be less risky than AOR based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| FPKFX | AOR | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.98% | 4.35% | -0.37% |
Volatility (6M)Calculated over the trailing 6-month period | 7.72% | 6.49% | +1.23% |
Volatility (1Y)Calculated over the trailing 1-year period | 12.86% | 10.73% | +2.13% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 12.59% | 10.49% | +2.10% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 14.36% | 10.64% | +3.72% |