Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| FPURX (FIDELITY PURITAN FUND FIDELITY PURITAN FUND) | 3.15% | 8.73% | 13.21% | 11.23% | 9.69% | 10.48% | 8.53% | 10.00% |
Data as of 06/27/2025, AR inception is 01/02/1980
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FPURX (FIDELITY PURITAN FUND FIDELITY PURITAN FUND) | 01/02/1980 | 06/27/2025 |
| 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 | 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 (%) | 2.57 | 8.73 | 13.21 | 11.23 | 9.69 | 10.48 | 8.53 | 10.00 | 3.15 | 18.94 | 20.20 | -17.35 | 18.92 | 20.58 | 21.27 | -4.18 | 18.75 | 4.84 | 1.78 | 10.63 | 20.38 | 13.77 | 0.68 | 14.05 | 26.69 | -29.17 | 6.25 | 14.78 | 4.68 | 9.27 | 22.21 | -7.90 | -1.10 | 7.76 | 3.07 | 16.43 | 22.35 | 15.22 | 21.46 | 1.78 | 21.45 | 15.43 | 24.46 | -6.35 | 19.60 | 18.89 | -2.03 | 14.20 | 17.11 | 1.23 | 14.52 | 24.95 | 0.46 | 16.94 |
| Sharpe Ratio | NA | 0.39 | 0.80 | 0.73 | 0.64 | NA | NA | 0.61 | 0.21 | 1.47 | 1.72 | -1.13 | 1.71 | 0.91 | 2.30 | -0.46 | 3.52 | 0.52 | 0.17 | 1.20 | 2.49 | 1.68 | 0.04 | 1.20 | 1.64 | -1.25 | 0.30 | 1.69 | 0.37 | 1.11 | 2.05 | -0.61 | -0.34 | 0.30 | -0.03 | 1.05 | 1.60 | 1.54 | 3.58 | -0.22 | 4.37 | 1.98 | 2.40 | -1.42 | 1.97 | 1.66 | -0.35 | 1.23 | 1.07 | -0.53 | 0.61 | 1.74 | -0.76 | 0.81 |
| Standard Deviation(%) | NA | 14.06 | 12.32 | 12.84 | 12.78 | NA | NA | 11.42 | 16.52 | 10.41 | 9.72 | 16.75 | 11.02 | 22.20 | 8.59 | 12.22 | 5.16 | 8.90 | 10.17 | 8.83 | 8.16 | 8.23 | 14.71 | 11.67 | 16.22 | 23.96 | 10.42 | 6.75 | 6.50 | 7.46 | 10.48 | 14.82 | 10.61 | 11.79 | 11.29 | 12.38 | 11.64 | 7.45 | 4.88 | 5.84 | 4.39 | 6.47 | 8.53 | 8.29 | 6.92 | 8.42 | 18.00 | 7.99 | 10.90 | 10.96 | 13.34 | 9.76 | 13.14 | 10.51 |
| Draw Down(%) | NA | 14.60 | 14.60 | 22.53 | 23.93 | NA | NA | 40.85 | 14.60 | 7.03 | 7.76 | 22.05 | 3.88 | 23.93 | 4.41 | 15.40 | 1.78 | 8.66 | 8.79 | 5.86 | 5.26 | 6.73 | 13.45 | 10.24 | 15.92 | 37.32 | 6.81 | 5.45 | 4.95 | 5.76 | 9.03 | 19.97 | 13.85 | 7.36 | 9.84 | 12.75 | 6.88 | 4.36 | 3.13 | 6.06 | 1.95 | 3.27 | 5.57 | 15.42 | 5.27 | 2.92 | 21.62 | 8.56 | 11.63 | 7.98 | 11.53 | 7.10 | 19.22 | 12.48 |
| Yield(%) | 0.00 | 10.75 | 8.79 | 9.36 | 8.27 | 9.73 | 7.73 | 13.11 | 0.41 | 12.16 | 6.08 | 7.06 | 13.83 | 5.78 | 4.98 | 12.70 | 4.72 | 3.60 | 7.08 | 9.09 | 10.18 | 3.96 | 1.92 | 2.33 | 3.22 | 2.60 | 11.02 | 7.60 | 5.73 | 6.35 | 4.67 | 2.85 | 5.08 | 8.65 | 8.05 | 11.46 | 9.57 | 12.65 | 6.28 | 7.95 | 14.09 | 10.69 | 6.65 | 5.80 | 12.05 | 7.71 | 12.74 | 7.32 | 8.40 | 6.41 | 10.41 | 9.52 | 8.10 | 7.59 |
Data as of 06/27/2025, AR inception is 01/02/1980
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FPURX (FIDELITY PURITAN FUND FIDELITY PURITAN FUND) |
-8.71%
Feb 2006 - Feb 2009 |
-2.81%
Feb 2004 - Feb 2009 |
1.03%
Feb 1999 - Feb 2009 |
5.28%
Feb 1994 - Feb 2009 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FPURX (FIDELITY PURITAN FUND FIDELITY PURITAN FUND) |
23.29%
Oct 1990 - Oct 1993 |
17.88%
Feb 2009 - Feb 2014 |
15.43%
Oct 1990 - Oct 2000 |
14.47%
Jul 1982 - Jul 1997 |
Annualized Rolling Returns Comparison Chart