Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FPUKX (FIDELITY PURITAN FUND CLASS K) | 7.49% | 20.32% | 16.44% | 4.79% | 8.73% | 8.82% | NA | … | … |
Data as of 06/05/2026, Common starting date is 05/22/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FPUKX (FIDELITY PURITAN FUND CLASS K) | 05/22/2008 | 06/05/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.55 | 20.32 | 16.44 | 4.79 | 8.73 | 8.82 | NA | … | … | 7.49 | 12.31 | 19.03 | 20.26 | -23.43 | 5.61 | 15.87 | 21.40 | -4.16 | 18.87 | 5.21 | 1.83 | 10.76 | 20.48 | 13.94 | 0.74 | 13.58 | 26.98 | -26.59 |
| Sharpe Ratio | NA | 2.13 | 1.25 | 0.20 | 0.54 | NA | NA | … | … | 1.84 | 0.73 | 1.48 | 1.73 | -1.30 | 0.36 | 0.70 | 2.33 | -0.46 | 3.54 | 0.56 | 0.18 | 1.21 | 2.50 | 1.70 | 0.05 | 1.15 | 1.66 | -1.41 |
| Standard Deviation(%) | NA | 9.76 | 11.32 | 13.97 | 13.47 | NA | NA | … | … | 11.67 | 12.96 | 10.44 | 9.68 | 19.20 | 15.50 | 22.26 | 8.55 | 12.22 | 5.17 | 8.89 | 10.18 | 8.86 | 8.18 | 8.23 | 14.72 | 11.69 | 16.23 | 28.69 |
| Draw Down(%) | NA | 7.24 | 14.60 | 33.55 | 33.55 | NA | NA | … | … | 7.24 | 14.60 | 7.00 | 7.75 | 27.85 | 12.19 | 23.91 | 4.37 | 15.34 | 1.78 | 8.62 | 8.75 | 5.88 | 5.26 | 6.70 | 13.38 | 10.24 | 15.92 | 35.52 |
| Yield(%) | 0.00 | 6.82 | 8.64 | 4.50 | 6.07 | 6.93 | 5.59 | … | … | 0.00 | 7.23 | 12.24 | 6.17 | 1.28 | 1.15 | 1.32 | 5.08 | 12.79 | 4.82 | 3.91 | 7.18 | 9.20 | 10.30 | 4.10 | 2.04 | 1.91 | 3.39 | 2.14 |
Data as of 06/05/2026, Common starting date is 05/22/2008
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FPUKX (FIDELITY PURITAN FUND CLASS K) |
-2.90%
Sep 2020 – Sep 2023 |
1.74%
Dec 2017 – Dec 2022 |
5.53%
Oct 2013 – Oct 2023 |
6.70%
Jun 2008 – Jun 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FPUKX (FIDELITY PURITAN FUND CLASS K) |
20.33%
Feb 2009 – Feb 2012 |
17.89%
Feb 2009 – Feb 2014 |
12.42%
Feb 2009 – Feb 2019 |
10.29%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart