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FPUKX: FIDELITY PURITAN FUND CLASS K (MUTUAL FUND)
Basic Info 27.97 0.75(2.61%) June 05
| Asset Class: | Moderate Allocation |
| MyPlanIQ Rating: | (68%) |
| Start Date: | 05/22/2008 |
| Last Dividend Date: | 12/19/2025 |
| 12-Mo. Yield | 6.89% |
| Expenses | 0.50% |
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Performance Analytics (As of 06/04/2026)
Not up-to-date? Try| Last 1 Week* | YTD*(2026) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Inception** | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -1.5 | 7.5 | 20.3 | 16.4 | 4.9 | 8.8 | 8.8 | 7.9 | 12.3 | 19.0 | 20.3 | -23.4 | 5.6 | 15.9 | 21.4 | -4.2 | 18.9 | 5.2 | 1.8 | 10.8 | 20.5 | 13.9 | 0.7 | 13.6 | 27.0 | -26.6 |
| Sharpe Ratio | NA | 1.84 | 2.13 | 1.25 | 0.2 | 0.54 | NA | 0.52 | 0.73 | 1.48 | 1.73 | -1.3 | 0.36 | 0.7 | 2.33 | -0.46 | 3.54 | 0.56 | 0.18 | 1.21 | 2.5 | 1.7 | 0.05 | 1.15 | 1.66 | -1.41 |
| Draw Down(%) | NA | 7.2 | 7.2 | 14.6 | 33.6 | 33.6 | NA | 37.2 | 14.6 | 7.0 | 7.8 | 27.8 | 12.2 | 23.9 | 4.4 | 15.3 | 1.8 | 8.6 | 8.7 | 5.9 | 5.3 | 6.7 | 13.4 | 10.2 | 15.9 | 35.5 |
| Standard Deviation(%) | NA | 11.7 | 9.8 | 11.3 | 14.0 | 13.5 | NA | 13.5 | 13.0 | 10.4 | 9.7 | 19.2 | 15.5 | 22.3 | 8.6 | 12.2 | 5.2 | 8.9 | 10.2 | 8.9 | 8.2 | 8.2 | 14.7 | 11.7 | 16.2 | 28.7 |
| Treynor Ratio | NA | 0.18 | 0.18 | 0.13 | 0.02 | 0.07 | NA | 0.06 | 0.09 | 0.13 | 0.16 | -0.23 | 0.04 | 0.15 | 0.17 | -0.05 | 0.15 | 0.04 | 0.02 | 0.08 | 0.17 | 0.13 | 0.01 | 0.12 | 0.28 | -0.4 |
| Alpha | NA | 0.01 | 0.0 | 0.0 | -0.01 | -0.01 | NA | 0.0 | -0.01 | 0.01 | 0.01 | -0.03 | -0.04 | 0.0 | -0.01 | 0.0 | 0.01 | -0.02 | 0.01 | -0.01 | 0.0 | 0.01 | -0.01 | 0.0 | 0.02 | -0.05 |
| Beta | NA | 1.21 | 1.17 | 1.12 | 1.11 | 1.1 | NA | 1.07 | 1.1 | 1.18 | 1.03 | 1.07 | 1.29 | 1.05 | 1.18 | 1.23 | 1.21 | 1.11 | 1.15 | 1.29 | 1.17 | 1.1 | 1.07 | 1.1 | 0.98 | 1.0 |
| RSquared | NA | 0.92 | 0.91 | 0.93 | 0.79 | 0.86 | NA | 0.91 | 0.95 | 0.92 | 0.92 | 0.82 | 0.5 | 0.94 | 0.96 | 0.97 | 0.88 | 0.95 | 0.97 | 0.94 | 0.96 | 0.97 | 0.98 | 0.99 | 0.99 | 0.99 |
| Yield(%) | N/A | 0.0 | N/A | N/A | N/A | N/A | N/A | N/A | 7.2 | 12.2 | 6.2 | 1.3 | 1.2 | 1.3 | 5.1 | 12.8 | 4.8 | 3.9 | 7.2 | 9.2 | 10.3 | 4.1 | 2.0 | 1.9 | 3.4 | 2.1 |
| Dividend Growth(%) | N/A | -100.0 | N/A | N/A | N/A | N/A | N/A | N/A | -36.3 | 123.7 | 261.6 | 17.5 | -2.0 | -69.5 | -67.0 | 201.8 | 27.1 | -49.1 | -20.5 | -4.4 | 177.5 | 98.9 | 18.7 | -31.0 | 15.1 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 05/15/2008
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See Moderate Allocation Asset Class Trend Rankings |
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* Day change on 06/05/2026.Best Closed End Funds
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