PEG vs. FPURX
Compare and contrast key facts about Public Service Enterprise Group Incorporated (PEG) and Fidelity Puritan Fund (FPURX).
FPURX is managed by Fidelity. It was launched on Apr 16, 1947.
Performance
PEG vs. FPURX - Performance Comparison
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PEG vs. FPURX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
PEG Public Service Enterprise Group Incorporated | 1.62% | -1.89% | 42.63% | 3.62% | -5.09% | 18.34% | 2.37% | 17.09% | 4.68% | 21.77% |
FPURX Fidelity Puritan Fund | -3.53% | 12.22% | 18.94% | 20.20% | -17.35% | 18.92% | 20.58% | 21.27% | -4.18% | 18.28% |
Returns By Period
In the year-to-date period, PEG achieves a 1.62% return, which is significantly higher than FPURX's -3.53% return. Over the past 10 years, PEG has underperformed FPURX with an annualized return of 9.21%, while FPURX has yielded a comparatively higher 10.27% annualized return.
PEG
- 1D
- -0.54%
- 1M
- -5.19%
- YTD
- 1.62%
- 6M
- -1.45%
- 1Y
- 1.53%
- 3Y*
- 12.71%
- 5Y*
- 9.89%
- 10Y*
- 9.21%
FPURX
- 1D
- -0.28%
- 1M
- -6.44%
- YTD
- -3.53%
- 6M
- -0.94%
- 1Y
- 12.60%
- 3Y*
- 13.60%
- 5Y*
- 7.81%
- 10Y*
- 10.27%
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Return for Risk
PEG vs. FPURX — Risk / Return Rank
PEG
FPURX
PEG vs. FPURX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Public Service Enterprise Group Incorporated (PEG) 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.
| PEG | FPURX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.08 | 1.04 | -0.97 |
Sortino ratioReturn per unit of downside risk | 0.24 | 1.50 | -1.26 |
Omega ratioGain probability vs. loss probability | 1.03 | 1.22 | -0.19 |
Calmar ratioReturn relative to maximum drawdown | 0.19 | 1.37 | -1.18 |
Martin ratioReturn relative to average drawdown | 0.34 | 5.87 | -5.53 |
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
| PEG | FPURX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.08 | 1.04 | -0.97 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.49 | 0.59 | -0.10 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.42 | 0.79 | -0.37 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.46 | 0.71 | -0.25 |
Correlation
The correlation between PEG and FPURX is 0.39, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Dividends
PEG vs. FPURX - Dividend Comparison
PEG's dividend yield for the trailing twelve months is around 3.16%, less than FPURX's 7.08% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PEG Public Service Enterprise Group Incorporated | 3.16% | 3.14% | 2.84% | 3.73% | 3.53% | 3.06% | 3.36% | 3.18% | 3.46% | 3.34% | 3.74% | 4.03% |
FPURX Fidelity Puritan Fund | 7.08% | 6.83% | 11.30% | 5.34% | 9.38% | 13.10% | 5.10% | 4.29% | 15.26% | 3.78% | 3.71% | 7.49% |
Drawdowns
PEG vs. FPURX - Drawdown Comparison
The maximum PEG drawdown since its inception was -54.32%, which is greater than FPURX's maximum drawdown of -31.76%. Use the drawdown chart below to compare losses from any high point for PEG and FPURX.
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Drawdown Indicators
| PEG | FPURX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -54.32% | -31.76% | -22.56% |
Max Drawdown (1Y)Largest decline over 1 year | -12.73% | -8.48% | -4.25% |
Max Drawdown (5Y)Largest decline over 5 years | -27.29% | -22.53% | -4.76% |
Max Drawdown (10Y)Largest decline over 10 years | -40.78% | -23.93% | -16.85% |
Current DrawdownCurrent decline from peak | -10.26% | -7.24% | -3.02% |
Average DrawdownAverage peak-to-trough decline | -11.16% | -4.66% | -6.50% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 7.00% | 1.97% | +5.03% |
Volatility
PEG vs. FPURX - Volatility Comparison
Public Service Enterprise Group Incorporated (PEG) has a higher volatility of 5.62% compared to Fidelity Puritan Fund (FPURX) at 3.89%. This indicates that PEG'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
| PEG | FPURX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.62% | 3.89% | +1.73% |
Volatility (6M)Calculated over the trailing 6-month period | 13.25% | 7.54% | +5.71% |
Volatility (1Y)Calculated over the trailing 1-year period | 20.13% | 12.46% | +7.67% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 20.30% | 13.24% | +7.06% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.89% | 13.03% | +8.86% |