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FPURX: Fidelity Puritan (MUTUAL FUND)
Basic Info 23.45 0.07(0.30%) August 09
| Asset Class: | Moderate Allocation |
| MyPlanIQ Rating: | (82%) |
| Start Date: | 01/05/1987 |
| Last Dividend Date: | 07/01/2022 |
| 12-Mo. Yield | 0.22% |
| Expenses | 0.60% |
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Performance Analytics (As of 08/05/2022)
Not up-to-date? Try| Last 1 Week* | YTD*(2022) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Inception** | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| AR(%) | 0.3 | -12.6 | -7.9 | 8.4 | 8.2 | 9.3 | 7.2 | 9.0 | 18.9 | 15.2 | 21.3 | -4.2 | 18.7 | 4.8 | 1.8 | 10.7 | 20.3 | 13.8 | 0.7 | 14.0 | 26.7 | -29.2 | 6.2 | 14.8 | 4.7 | 9.3 | 22.2 | -7.9 | -1.1 | 7.8 | 3.0 | 16.5 | 22.3 | 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 |
| SR | NA | -1.2 | -0.55 | 0.55 | 0.52 | 0.75 | NA | 0.6 | 1.72 | 0.66 | 2.31 | -0.45 | 3.53 | 0.52 | 0.17 | 1.22 | 2.49 | 1.68 | 0.04 | 1.2 | 1.64 | -1.25 | 0.31 | 1.71 | 0.38 | 1.12 | 2.05 | -0.61 | -0.32 | 0.31 | -0.02 | 1.06 | 1.61 | 1.55 | 3.61 | -0.2 | 4.39 | 2.0 | 2.42 | -1.4 | 2.01 | 1.68 | -0.34 | 1.25 | 1.09 | -0.5 | 0.63 | 1.78 | -0.73 | 0.84 |
| DD(%) | NA | 18.7 | 19.2 | 23.9 | 23.9 | 23.9 | NA | 40.9 | 3.9 | 23.9 | 4.4 | 15.4 | 1.8 | 8.7 | 8.8 | 5.8 | 5.3 | 6.7 | 13.5 | 10.2 | 15.9 | 37.3 | 6.8 | 5.5 | 4.9 | 5.8 | 9.0 | 20.0 | 13.8 | 7.4 | 9.9 | 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 |
| SD(%) | NA | 17.2 | 14.9 | 16.6 | 14.4 | 11.8 | NA | 11.4 | 11.0 | 22.4 | 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 | 7.4 | 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 |
| TR | NA | -0.2 | -0.08 | 0.08 | 0.07 | 0.08 | NA | 0.07 | 0.16 | 0.14 | 0.17 | -0.04 | 0.15 | 0.04 | 0.02 | 0.08 | 0.17 | 0.13 | 0.01 | 0.13 | 0.27 | -0.3 | 0.03 | 0.12 | 0.03 | 0.08 | 0.2 | -0.09 | -0.04 | 0.06 | 0.0 | 0.13 | 0.18 | 0.15 | 0.29 | -0.02 | 0.36 | 0.27 | 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 | 0.0 | 0.0 | NA | 0.02 | 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 | 0.0 | 0.0 | 0.01 | 0.0 | 0.03 | -0.02 | 0.01 | 0.02 | 0.03 | 0.02 | 0.02 | 0.06 | 0.05 | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA |
| Beta(%) | NA | 1.05 | 1.07 | 1.07 | 1.1 | 1.11 | NA | 1.0 | 1.21 | 1.05 | 1.19 | 1.22 | 1.22 | 1.11 | 1.15 | 1.29 | 1.17 | 1.11 | 1.07 | 1.09 | 0.97 | 1.01 | 1.13 | 0.99 | 0.97 | 1.01 | 1.09 | 1.04 | 0.77 | 0.65 | 0.95 | 1.0 | 1.04 | 0.78 | 0.61 | 0.68 | 0.54 | 0.49 | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA |
| RS | NA | 0.93 | 0.91 | 0.93 | 0.94 | 0.94 | NA | 0.67 | 0.89 | 0.94 | 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 | 0.96 | 0.95 | 0.9 | 0.95 | 0.96 | 0.82 | 0.61 | 0.87 | 0.88 | 0.89 | 0.75 | 0.54 | 0.7 | 0.53 | 0.02 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 01/05/1987
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