FIDELITY PURITAN FUND CLASS K (FPUKX)

  • Overview
  • Dividends
  • Performance
  • Calculators
  • Rolling Returns
  • Drawdowns

Overview


FIDELITY PURITAN FUND CLASS K started on 05/22/2008
FIDELITY PURITAN FUND CLASS K is classified as asset class Moderate Allocation
FIDELITY PURITAN FUND CLASS K expense ratio is 0.50%
FIDELITY PURITAN FUND CLASS K rating is
(68%)

Dividends


FIDELITY PURITAN FUND CLASS K (FPUKX) Dividend Info

FIDELITY PURITAN FUND CLASS K (FPUKX) dividend growth in the last 12 months is -16.03%

The trailing 12-month yield of FIDELITY PURITAN FUND CLASS K is 1.44%. its dividend history:

Pay Date Cash Amount
Dec 20, 2024 $0.117
Oct 11, 2024 $0.118
Jul 05, 2024 $0.116
Apr 05, 2024 $0.099
Dec 15, 2023 $0.117
Oct 13, 2023 $0.103
Jul 07, 2023 $0.099
Apr 05, 2023 $0.096
Dec 16, 2022 $0.077
Oct 14, 2022 $0.095
Jul 01, 2022 $0.105
Apr 01, 2022 $0.072
Dec 17, 2021 $0.088
Oct 08, 2021 $0.085
Jul 02, 2021 $0.058
Apr 05, 2021 $0.066
Dec 11, 2020 $0.071
Oct 09, 2020 $0.07
Jul 10, 2020 $0.082
Apr 03, 2020 $0.08
Dec 13, 2019 $0.265
Oct 11, 2019 $0.545
Jul 05, 2019 $0.094
Apr 05, 2019 $0.091
Dec 07, 2018 $1.255
Oct 12, 2018 $1.577
Jul 06, 2018 $0.089
Apr 06, 2018 $0.091
Dec 08, 2017 $0.275
Oct 13, 2017 $0.548
Jul 07, 2017 $0.094
Apr 07, 2017 $0.081
Dec 27, 2016 $0.04
Dec 09, 2016 $0.282
Oct 14, 2016 $0.277
Jul 08, 2016 $0.082
Apr 08, 2016 $0.104
Dec 11, 2015 $0.08
Oct 09, 2015 $1.167
Jul 01, 2015 $0.212
Apr 01, 2015 $0.084
Dec 12, 2014 $0.308
Oct 10, 2014 $1.442
Jul 03, 2014 $0.091
Apr 04, 2014 $0.101
Dec 13, 2013 $0.458
Oct 11, 2013 $1.398
Jul 05, 2013 $0.093
Apr 05, 2013 $0.082
Dec 14, 2012 $0.224
Oct 12, 2012 $0.324
Jul 06, 2012 $0.104
Apr 04, 2012 $0.08
Dec 16, 2011 $0.108
Oct 14, 2011 $0.082
Jul 08, 2011 $0.109
Apr 06, 2011 $0.069
Dec 17, 2010 $0.088
Oct 15, 2010 $0.123
Jul 09, 2010 $0.099
Dec 18, 2009 $0.121
Oct 02, 2009 $0.107
Jul 10, 2009 $0.117
Apr 03, 2009 $0.104
Dec 19, 2008 $0.122
Oct 03, 2008 $0.14
Jul 11, 2008 $0.128

Dividend Growth History for FIDELITY PURITAN FUND CLASS K (FPUKX)

Year
Payout Amount
Year Start Yield
Annual Payout Growth (YoY)
CAGR to 2024
2024 $0.45 1.95% 8.43% -
2023 $0.415 2.03% 18.91% 8.43%
2022 $0.349 1.28% 17.51% 13.55%
2021 $0.297 1.15% -1.98% 14.86%
2020 $0.303 1.32% -69.55% 10.39%
2019 $0.995 5.08% -66.97% -14.67%
2018 $3.012 12.79% 201.80% -27.16%
2017 $0.998 4.82% 27.13% -10.76%
2016 $0.785 3.91% -49.13% -6.72%
2015 $1.543 7.18% -20.55% -12.80%
2014 $1.942 9.20% -4.38% -13.60%
2013 $2.031 10.30% 177.46% -12.80%
2012 $0.732 4.10% 98.91% -3.97%
2011 $0.368 2.04% 18.71% 1.56%
2010 $0.31 1.91% -30.96% 2.70%
2009 $0.449 3.39% 15.13% 0.01%
2008 $0.39 2.14% - 0.90%

Dividend Growth Chart for FIDELITY PURITAN FUND CLASS K (FPUKX)

FIDELITY PURITAN FUND CLASS K (FPUKX) Dividend Calculator

$
Total Dividend Accrued
$ 1,460.00
Annualized Dividend Yield
10.68 %

Performance


FIDELITY PURITAN FUND CLASS K (FPUKX) Historical Returns And Risk Info

From 05/22/2008 to 05/02/2025, the compound annualized total return (dividend reinvested) of FIDELITY PURITAN FUND CLASS K (FPUKX) is 6.106%. Its cumulative total return (dividend reinvested) is 172.537%.

From 05/22/2008 to 05/02/2025, the Maximum Drawdown of FIDELITY PURITAN FUND CLASS K (FPUKX) is 37.2%.

From 05/22/2008 to 05/02/2025, the Sharpe Ratio of FIDELITY PURITAN FUND CLASS K (FPUKX) is 0.36.

From 05/22/2008 to 05/02/2025, the Annualized Standard Deviation of FIDELITY PURITAN FUND CLASS K (FPUKX) is 13.9%.

From 05/22/2008 to 05/02/2025, the Beta of FIDELITY PURITAN FUND CLASS K (FPUKX) is 1.06.

The return data shown below all have the same latest date: 05/01/2025.
AR inception is since 05/22/2008.
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Inception
FPUKX (FIDELITY PURITAN FUND CLASS K) -4.43% -1.39% 1.44% 3.38% 4.92% 6.87% NA 6.41%
VFINX (VANGUARD 500 INDEX FUND INVESTOR SHARES) -4.37% 13.03% 12.04% 16.35% 12.16% 12.80% 10.20% 11.24%
VSMGX (VANGUARD LIFESTRATEGY MODERATE GROWTH FUND INVESTOR SHARES) 1.21% 10.24% 6.96% 8.03% 5.81% 6.59% 6.00% 5.87%

Return Calculator for FIDELITY PURITAN FUND CLASS K (FPUKX)

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FIDELITY PURITAN FUND CLASS K (FPUKX) Historical Return Chart


Calculators


Dollar Cost Average Calculator for FIDELITY PURITAN FUND CLASS K (FPUKX)

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Retirement Spending Calculator for FIDELITY PURITAN FUND CLASS K (FPUKX)

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Rolling Returns


FIDELITY PURITAN FUND CLASS K (FPUKX) Rolling Returns Charts

A rolling return for a period such as 5-year, as of a specific date, represents the investment’s performance over the preceding five years leading up to that date. In the 5-year rolling chart, the value on any given date corresponds to the annualized return for the preceding 5 years up to that very date. Thus, for instance, the chart value on 8/28/2015 reflects the annualized return from 8/28/2010 to 8/28/2015. A 5-year rolling return chart for an investment (stock, fund or portfolio) depicts the return sequence of 5-year trailing returns for the dates in the chart.

These rolling returns contrast with the most recent 3, 5, 10, and 15-year returns, as they solely depict the returns for those respective periods leading up to the most recent date, without encompassing every date in the historical record.

Rolling return charts offer a more precise insight into a portfolio’s risk and return stability (including funds or individual stocks). This is particularly true when focusing on the minimal return points within a rolling return chart as a measure of a fund or a portfolio's risk. A well-known observation, often attributed to ‘Murphy’s law’, is that it tends to perform poorly when investors decide to follow an investment due to its recent strong returns. Sound familiar? Information regarding minimum rolling returns could help mitigate this predicament. Investors can opt for an investment showcasing high minimum rolling returns within their preferred holding durations. In fact, merely possessing knowledge of such minimum rolling period returns can anchor investors’ expectations.

For instance, let’s consider an investor who follows a model portfolio (or even simply purchases and holds a fund like VFINX or SPY) for 10 years. Armed with knowledge of this portfolio’s minimum 10-year rolling return since its inception date or the fund’s inception (in the case of VFINX, recognizing that the minimum 10-year rolling return since 1987 could be as low as -2.24%), the investor should reasonably anticipate the potential for the portfolio to incur losses over the forthcoming 10 years.

Minimum rolling return for a period such as 10-year offers a different and often better historical risk and return metric than other popular risk and return metrics such as Sharpe ratio, standard deviation (volatility) or maximum drawdown.

See Portfolio Calculator and Rolling Returns for more detailed description.

From 05/22/2008 to 05/02/2025, the worst annualized return of 3-year rolling returns for FIDELITY PURITAN FUND CLASS K (FPUKX) is -3.3%.
From 05/22/2008 to 05/02/2025, the worst annualized return of 5-year rolling returns for FIDELITY PURITAN FUND CLASS K (FPUKX) is 1.74%.
From 05/22/2008 to 05/02/2025, the worst annualized return of 10-year rolling returns for FIDELITY PURITAN FUND CLASS K (FPUKX) is 4.95%.
From 05/22/2008 to 05/02/2025, the worst annualized return of 20-year rolling returns for FIDELITY PURITAN FUND CLASS K (FPUKX) is NA.

Drawdowns


FIDELITY PURITAN FUND CLASS K (FPUKX) Maximum Drawdown




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