FPUKX
Fidelity Puritan Fund Class K
Mutual fund
$28.49+0.18 (+0.64%)Close Oct 2, 2026
May 9, 2008 – Oct 2, 2026, Dividends reinvested
- Final balance
- $50,772
- CAGR
- +9.23%
- Max drawdown
- −37.81%
- Sharpe ratio
- 0.74
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Growth of $10,000
Trailing returns (%)
Annualized from 3Y- 1M
- +0.39%
- 3M
- +0.62%
- 6M
- +10.83%
- YTD
- +10.40%
- 1Y
- +12.94%
- 3Y
- +17.55%
- 5Y
- +9.26%
- 10Y
- +11.34%
- 15Y
- +11.40%
- Since 2008
- +9.23%
Metrics
Since 2008| Volatility | 13.06% |
|---|---|
| Sortino ratio | 1.03 |
| Calmar ratio | 0.24 |
| Best year, 2009 | +26.99% |
| Worst year, 2022 | −17.26% |
| Positive years | 15 of 17 |
| Longest drawdown | 2.5 years |
Worst drawdowns
Since 2008| Decline | Peak | Bottom | Recovered | Length |
|---|---|---|---|---|
| −37.8% | May 2008 | Mar 2009 | Nov 2010 | 2.5 years |
| −23.9% | Feb 2020 | Mar 2020 | Jul 2020 | 5 months |
| −22.5% | Dec 2021 | Oct 2022 | Jan 2024 | 2.1 years |
| −15.3% | Aug 2018 | Dec 2018 | Jun 2019 | 10 months |
| −14.6% | Jan 2025 | Apr 2025 | Jul 2025 | 5 months |
Annual returns
2008 from May 9 · 2026 through Oct 2