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FPUKX: FIDELITY PURITAN FUND CLASS K (MUTUAL FUND)
Basic Info 24.16 0.23(0.94%) April 19
Asset Class: | Moderate Allocation |
MyPlanIQ Rating: | (69%) |
Start Date: | 05/22/2008 |
Last Dividend Date: | 04/05/2024 |
12-Mo. Yield | 4.37% |
Expenses | 0.50% |
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Performance Analytics (As of 04/18/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Since 05/22/2008 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | -2.8 | 4.2 | 18.2 | 4.5 | 10.3 | 9.2 | 11.1 | 8.4 | 20.3 | -17.3 | 19.0 | 20.7 | 21.4 | -4.2 | 18.9 | 5.2 | 1.8 | 10.8 | 20.5 | 13.9 | 0.7 | 13.6 | 27.0 | -26.6 |
Sharpe Ratio | NA | 2.4 | 1.93 | 0.26 | 0.63 | 0.71 | NA | 0.59 | 1.67 | -1.11 | 1.72 | 0.92 | 2.34 | -0.45 | 3.55 | 0.56 | 0.18 | 1.21 | 2.5 | 1.7 | 0.05 | 1.15 | 1.66 | -1.41 |
Draw Down(%) | NA | 2.3 | 7.8 | 22.5 | 23.9 | 23.9 | NA | 37.2 | 7.8 | 22.0 | 3.9 | 23.9 | 4.4 | 15.3 | 1.8 | 8.6 | 8.7 | 5.9 | 5.3 | 6.7 | 13.4 | 10.2 | 15.9 | 35.5 |
Standard Deviation(%) | NA | 9.5 | 9.4 | 12.6 | 14.6 | 12.2 | NA | 13.2 | 9.7 | 16.8 | 11.0 | 22.2 | 8.6 | 12.2 | 5.2 | 8.9 | 10.2 | 8.9 | 8.2 | 8.2 | 14.7 | 11.7 | 16.2 | 28.7 |
Treynor Ratio | NA | 0.2 | 0.17 | 0.03 | 0.09 | 0.08 | NA | 0.07 | 0.16 | -0.18 | 0.15 | 0.19 | 0.17 | -0.04 | 0.15 | 0.05 | 0.02 | 0.08 | 0.17 | 0.13 | 0.01 | 0.12 | 0.28 | -0.4 |
Alpha | NA | 0.04 | 0.02 | 0.01 | 0.01 | 0.0 | NA | 0.0 | 0.01 | 0.0 | 0.0 | 0.01 | -0.01 | 0.0 | 0.01 | -0.02 | 0.01 | -0.01 | 0.0 | 0.0 | -0.01 | 0.0 | 0.02 | -0.05 |
Beta | NA | 1.12 | 1.07 | 1.06 | 1.06 | 1.09 | NA | 1.06 | 1.02 | 1.02 | 1.26 | 1.05 | 1.18 | 1.23 | 1.21 | 1.11 | 1.15 | 1.29 | 1.17 | 1.11 | 1.07 | 1.1 | 0.98 | 1.0 |
RSquared | NA | 0.9 | 0.9 | 0.93 | 0.95 | 0.95 | NA | 0.96 | 0.92 | 0.96 | 0.92 | 0.96 | 0.96 | 0.97 | 0.88 | 0.95 | 0.97 | 0.94 | 0.96 | 0.97 | 0.98 | 0.99 | 0.99 | 0.99 |
Yield(%) | N/A | 0.4 | 5.9 | 8.1 | 8.4 | 8.1 | 11.1 | N/A | 6.2 | 7.1 | 13.9 | 5.8 | 5.1 | 12.8 | 4.8 | 3.9 | 7.2 | 9.2 | 10.3 | 4.0 | 2.0 | 1.9 | 3.4 | 2.1 |
Dividend Growth(%) | N/A | -92.1 | -35.5 | 28.4 | 10.7 | N/A | N/A | N/A | -34.5 | -46.0 | 167.9 | 35.4 | -67.1 | 201.0 | 28.2 | -49.4 | -20.6 | -4.4 | 181.9 | 94.6 | 19.4 | -31.1 | 15.4 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 05/22/2008
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