FPURX
Fidelity Puritan Fund
Mutual fund
$28.52+0.18 (+0.64%)Close Oct 2, 2026
Jan 2, 1980 – Oct 2, 2026, Dividends reinvested
- Final balance
- $877,822
- CAGR
- +10.05%
- Max drawdown
- −40.85%
- Sharpe ratio
- 0.90
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Growth of $10,000
Trailing returns (%)
Annualized from 3Y- 1M
- +0.39%
- 3M
- +0.61%
- 6M
- +10.85%
- YTD
- +10.36%
- 1Y
- +12.90%
- 3Y
- +17.47%
- 5Y
- +9.18%
- 10Y
- +11.26%
- 15Y
- +11.30%
- 20Y
- +8.83%
- 25Y
- +8.67%
- 30Y
- +8.78%
- Since 1980
- +10.05%
Metrics
Since 1980| Volatility | 11.34% |
|---|---|
| Sortino ratio | 1.23 |
| Calmar ratio | 0.25 |
| Best year, 2009 | +26.69% |
| Worst year, 2008 | −29.17% |
| Positive years | 39 of 46 |
| Longest drawdown | 3.2 years |
Worst drawdowns
Since 1980| Decline | Peak | Bottom | Recovered | Length |
|---|---|---|---|---|
| −40.8% | Oct 2007 | Mar 2009 | Jan 2011 | 3.2 years |
| −23.9% | Feb 2020 | Mar 2020 | Jul 2020 | 5 months |
| −22.5% | Dec 2021 | Oct 2022 | Jan 2024 | 2.1 years |
| −21.6% | Aug 1987 | Dec 1987 | Jan 1989 | 1.4 years |
| −20.9% | Jun 2001 | Oct 2002 | Oct 2003 | 2.3 years |
Annual returns
2026 through Oct 2