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FPURX: FIDELITY PURITAN FUND FIDELITY PURITAN FUND (MUTUAL FUND)
Basic Info 25.72 0.14(0.55%) July 03
| Asset Class: | Moderate Allocation |
| MyPlanIQ Rating: | (81%) |
| Start Date: | 01/02/1980 |
| Last Dividend Date: | 04/04/2025 |
| 12-Mo. Yield | 10.75% |
| Expenses | 0.50% |
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Performance Analytics (As of 07/03/2025)
| Last 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 01/02/1980 |
2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | 1992 | 1991 | 1990 | 1989 | 1988 | 1987 | 1986 | 1985 | 1984 | 1983 | 1982 | 1981 | 1980 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 1.3 | 4.0 | 8.9 | 13.8 | 10.9 | 9.7 | 10.8 | 8.6 | 9.9 | 18.9 | 20.2 | -17.3 | 18.9 | 20.6 | 21.3 | -4.2 | 18.8 | 4.8 | 1.8 | 10.6 | 20.4 | 13.8 | 0.7 | 14.0 | 26.7 | -29.2 | 6.3 | 14.8 | 4.7 | 9.3 | 22.2 | -7.9 | -1.1 | 7.8 | 3.1 | 16.4 | 22.4 | 15.2 | 21.5 | 1.8 | 21.4 | 15.4 | 24.5 | -6.4 | 19.6 | 18.9 | -2.0 | 14.2 | 17.1 | 1.2 | 14.5 | 25.0 | 0.5 | 16.9 |
| Sharpe Ratio | NA | 0.31 | 0.41 | 0.85 | 0.69 | 0.65 | NA | NA | 0.61 | 1.47 | 1.72 | -1.13 | 1.71 | 0.91 | 2.3 | -0.46 | 3.52 | 0.52 | 0.17 | 1.2 | 2.49 | 1.68 | 0.04 | 1.2 | 1.64 | -1.25 | 0.3 | 1.69 | 0.37 | 1.11 | 2.05 | -0.61 | -0.34 | 0.3 | -0.03 | 1.05 | 1.6 | 1.54 | 3.58 | -0.22 | 4.37 | 1.98 | 2.4 | -1.42 | 1.97 | 1.66 | -0.35 | 1.23 | 1.07 | -0.53 | 0.61 | 1.74 | -0.76 | 0.81 |
| Draw Down(%) | NA | 14.6 | 14.6 | 14.6 | 22.5 | 23.9 | NA | NA | 40.8 | 7.0 | 7.8 | 22.0 | 3.9 | 23.9 | 4.4 | 15.4 | 1.8 | 8.7 | 8.8 | 5.9 | 5.3 | 6.7 | 13.5 | 10.2 | 15.9 | 37.3 | 6.8 | 5.5 | 4.9 | 5.8 | 9.0 | 20.0 | 13.9 | 7.4 | 9.8 | 12.8 | 6.9 | 4.4 | 3.1 | 6.1 | 1.9 | 3.3 | 5.6 | 15.4 | 5.3 | 2.9 | 21.6 | 8.6 | 11.6 | 8.0 | 11.5 | 7.1 | 19.2 | 12.5 |
| Standard Deviation(%) | NA | 16.3 | 14.1 | 12.3 | 12.8 | 12.8 | NA | NA | 11.4 | 10.4 | 9.7 | 16.7 | 11.0 | 22.2 | 8.6 | 12.2 | 5.2 | 8.9 | 10.2 | 8.8 | 8.2 | 8.2 | 14.7 | 11.7 | 16.2 | 24.0 | 10.4 | 6.8 | 6.5 | 7.5 | 10.5 | 14.8 | 10.6 | 11.8 | 11.3 | 12.4 | 11.6 | 7.5 | 4.9 | 5.8 | 4.4 | 6.5 | 8.5 | 8.3 | 6.9 | 8.4 | 18.0 | 8.0 | 10.9 | 11.0 | 13.3 | 9.8 | 13.1 | 10.5 |
| Treynor Ratio | NA | 0.05 | 0.05 | 0.1 | 0.08 | 0.08 | NA | NA | 0.07 | 0.13 | 0.16 | -0.18 | 0.15 | 0.19 | 0.17 | -0.05 | 0.15 | 0.04 | 0.02 | 0.08 | 0.17 | 0.13 | 0.01 | 0.13 | 0.27 | -0.3 | 0.03 | 0.12 | 0.02 | 0.08 | 0.2 | -0.09 | -0.05 | 0.06 | 0.0 | 0.13 | 0.17 | 0.13 | 0.25 | -0.02 | 0.37 | 0.2 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Alpha | NA | -0.01 | -0.01 | 0.0 | 0.01 | 0.0 | NA | NA | 0.02 | 0.01 | 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 | -0.04 | 0.0 | 0.01 | 0.0 | -0.01 | 0.0 | 0.01 | 0.0 | 0.02 | -0.04 | -0.01 | 0.0 | 0.01 | 0.0 | 0.01 | 0.05 | 0.04 | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA |
| Beta | NA | 1.08 | 1.12 | 1.05 | 1.09 | 1.09 | NA | NA | 1.01 | 1.18 | 1.03 | 1.02 | 1.24 | 1.05 | 1.19 | 1.23 | 1.22 | 1.11 | 1.15 | 1.29 | 1.17 | 1.1 | 1.07 | 1.1 | 0.97 | 1.01 | 1.13 | 0.99 | 0.97 | 1.01 | 1.09 | 1.03 | 0.77 | 0.64 | 0.91 | 0.99 | 1.11 | 0.86 | 0.71 | 0.73 | 0.52 | 0.64 | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA |
| RSquared | NA | 0.95 | 0.95 | 0.94 | 0.92 | 0.94 | NA | NA | 0.69 | 0.92 | 0.92 | 0.96 | 0.86 | 0.96 | 0.96 | 0.97 | 0.89 | 0.95 | 0.97 | 0.94 | 0.97 | 0.97 | 0.98 | 0.99 | 0.99 | 0.99 | 0.98 | 0.95 | 0.95 | 0.9 | 0.95 | 0.93 | 0.81 | 0.6 | 0.85 | 0.89 | 0.94 | 0.84 | 0.62 | 0.75 | 0.52 | 0.03 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Yield(%) | N/A | 0.4 | 10.7 | 8.8 | 9.0 | 8.2 | 10.0 | 7.7 | N/A | 12.2 | 6.1 | 7.1 | 13.8 | 5.8 | 5.0 | 12.7 | 4.7 | 3.6 | 7.1 | 9.1 | 10.2 | 4.0 | 1.9 | 2.3 | 3.2 | 2.6 | 11.0 | 7.6 | 5.7 | 6.3 | 4.7 | 2.8 | 5.1 | 8.7 | 8.1 | 11.5 | 9.6 | 12.6 | 6.3 | 7.9 | 14.1 | 10.7 | 6.7 | 5.8 | 12.0 | 7.7 | 12.7 | 7.3 | 8.4 | 6.4 | 10.4 | 9.5 | 8.1 | 7.6 |
| Dividend Growth(%) | N/A | -96.4 | 125.6 | -0.6 | 56.0 | 61.5 | 22.9 | 11.9 | N/A | 125.5 | -35.3 | -46.0 | 168.7 | 36.0 | -67.4 | 206.0 | 35.3 | -52.5 | -20.7 | -4.4 | 184.0 | 104.3 | -8.7 | -11.2 | -13.2 | -77.6 | 52.8 | 33.3 | -7.7 | 56.0 | 49.1 | -47.1 | -41.4 | 0.6 | -27.8 | 36.0 | -24.1 | 132.3 | -25.6 | -39.9 | 37.7 | 88.8 | 0.0 | -47.7 | 68.1 | -46.8 | 85.9 | -5.2 | 26.0 | -35.8 | 23.7 | 6.6 | 18.2 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 01/02/1980
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