Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| FPUKX (FIDELITY PURITAN FUND CLASS K) | 0.62% | -3.68% | 5.44% | 2.72% | 5.36% | 7.59% | NA | 6.34% |
Data as of 06/18/2025, AR inception is 05/22/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FPUKX (FIDELITY PURITAN FUND CLASS K) | 05/22/2008 | 06/18/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.16 | -3.68 | 5.44 | 2.72 | 5.36 | 7.59 | NA | 6.34 | 0.62 | 8.53 | 15.74 | -23.43 | 5.61 | 15.87 | 21.40 | -4.16 | 18.87 | 5.21 | 1.83 | 10.76 | 20.48 | 13.94 | 0.74 | 13.58 | 26.98 | -26.59 |
| Sharpe Ratio | NA | -0.42 | 0.14 | 0.07 | 0.29 | NA | NA | 0.39 | -0.15 | 0.15 | 1.11 | -1.30 | 0.36 | 0.70 | 2.34 | -0.45 | 3.55 | 0.56 | 0.18 | 1.21 | 2.50 | 1.70 | 0.05 | 1.15 | 1.66 | -1.41 |
| Standard Deviation(%) | NA | 15.66 | 14.35 | 14.87 | 13.79 | NA | NA | 13.85 | 16.99 | 12.59 | 10.40 | 19.20 | 15.50 | 22.26 | 8.55 | 12.22 | 5.17 | 8.89 | 10.18 | 8.86 | 8.18 | 8.23 | 14.72 | 11.69 | 16.23 | 28.69 |
| Draw Down(%) | NA | 17.65 | 18.91 | 33.55 | 33.55 | NA | NA | 37.20 | 14.60 | 8.30 | 10.68 | 27.85 | 12.19 | 23.91 | 4.37 | 15.34 | 1.78 | 8.62 | 8.75 | 5.88 | 5.26 | 6.70 | 13.38 | 10.24 | 15.92 | 35.52 |
| Yield(%) | 0.00 | 1.74 | 1.86 | 1.57 | 4.12 | 5.96 | 4.24 | 4.99 | 0.43 | 1.95 | 2.03 | 1.28 | 1.15 | 1.32 | 5.08 | 12.79 | 4.82 | 3.91 | 7.18 | 9.20 | 10.30 | 4.10 | 2.04 | 1.91 | 3.39 | 2.14 |
Data as of 06/18/2025, AR inception is 05/22/2008
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FPUKX (FIDELITY PURITAN FUND CLASS K) |
-3.30%
Apr 2021 - Apr 2024 |
1.74%
Dec 2017 - Dec 2022 |
5.00%
Apr 2015 - Apr 2025 |
6.70%
Jun 2008 - Jun 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FPUKX (FIDELITY PURITAN FUND CLASS K) |
20.33%
Feb 2009 - Feb 2012 |
17.89%
Feb 2009 - Feb 2014 |
12.42%
Feb 2009 - Feb 2019 |
10.01%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart