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Fidelity Puritan (FPURX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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24.87+0.24 (+0.97%)
At close: 08:01PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return6.11%
5-year average return10.47%
Number of years up60
Number of years down16
Best 1-yr total return (1 May 2024)26.69%
Worst 1-yr total return (1 May 2024)N/A
Best 3-yr total return26.69%
Worst 3-yr total return5.77%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnFPURXCategory
YTD9.31%9.69%
1-month2.78%0.91%
3-month9.31%5.21%
1-year24.49%27.06%
3-year7.39%11.00%
5-year11.53%10.26%
10-year9.55%8.34%
Last bull market25.62%15.58%
Last bear market-12.74%-12.16%

Annual total return (%) history

Year
FPURXCategory
2024
N/AN/A
2023
20.22%N/A
2022
-17.24%N/A
2021
18.94%N/A
2020
20.56%11.72%
2019
21.25%19.23%
2018
-4.16%-5.76%
2017
18.74%13.21%
2016
5.03%7.34%
2015
1.77%-1.93%
2014
10.75%6.21%
2013
20.34%16.48%
2012
13.79%11.72%
2011
0.67%-0.11%
2010
14.04%11.83%
2009
26.69%24.13%
2008
-29.16%-28.00%
2007
6.17%5.99%
2006
14.78%11.29%
2005
4.67%5.13%
2004
9.28%8.86%
2003
22.20%20.35%
2002
-7.91%-12.02%
2001
-1.05%-5.05%
2000
7.77%1.82%
1999
2.86%10.71%
1998
16.59%13.52%
1997
22.35%19.63%
1996
15.15%13.70%
1995
21.46%25.63%
1994
1.78%-2.52%
1993
21.45%11.37%
1992
15.43%7.73%
1991
24.46%24.89%
1990
-6.35%-1.10%
1989
19.60%19.04%
1988
18.89%12.38%
1987
-1.79%2.33%
1986
20.75%16.43%
1985
28.71%27.31%
1984
8.81%8.22%
1983
27.90%17.96%
1982
29.09%29.46%
1981
10.76%4.32%
1980
20.29%19.48%
1979
14.80%15.00%
1978
4.51%4.67%
1977
0.75%0.43%
1976
30.82%27.96%
1975
32.37%29.04%
1974
-12.16%-16.55%
1973
-7.20%-14.06%
1972
11.15%8.41%
1971
13.34%13.97%
1970
6.93%2.83%
1969
-15.09%-13.18%
1968
18.22%14.58%
1967
26.67%18.14%
1966
-6.41%-7.48%
1965
24.18%12.18%
1964
16.75%11.92%
1963
20.79%13.59%
1962
-2.83%-7.04%
1961
21.33%20.08%
1960
-0.12%2.92%
1959
16.53%6.96%
1958
48.72%34.00%
1957
-13.53%-7.52%
1956
5.66%3.50%
1955
15.40%14.17%
1954
48.91%34.02%
1953
-0.51%-0.79%
1952
13.09%9.24%
1951
13.49%11.13%
1950
20.75%15.89%
1949
19.67%14.44%
1948
-1.20%0.23%
1947
N/A-2.48%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20249.31%N/AN/AN/A
20235.56%6.32%-2.60%9.98%
2022-5.29%-12.74%-5.02%5.44%
20214.46%7.00%-0.65%7.10%
2020-11.25%16.94%7.74%7.82%
20199.59%3.34%0.35%6.69%
2018-0.30%3.43%4.73%-11.26%
20175.44%3.08%4.45%4.59%
2016-0.79%1.88%3.56%0.33%
20152.65%-0.28%-5.50%5.20%
20142.31%4.01%1.00%3.04%
20135.77%0.58%5.69%7.03%
201210.34%-2.09%5.16%0.15%
20114.75%0.13%-9.66%6.25%
20104.42%-6.33%8.25%7.71%
2009-4.52%12.81%12.31%4.73%
2008-7.51%-0.30%-9.09%-15.49%
20071.25%4.58%1.43%-1.14%
20063.36%-0.10%5.31%5.55%
2005-1.37%1.24%2.60%2.17%
20042.10%0.38%0.11%6.51%
2003-3.16%12.31%1.99%10.17%
20022.21%-5.59%-10.74%6.92%
2001-3.32%3.64%-6.80%5.96%
2000-0.07%0.58%4.39%2.72%
19991.38%3.30%-5.45%3.87%
19988.07%2.56%-6.66%12.71%
19971.48%12.34%4.83%2.38%
19964.41%1.14%2.91%5.97%
19954.95%5.39%5.33%4.27%
1994-0.54%0.95%3.26%-1.82%
19939.10%3.97%3.69%3.26%
19923.17%3.88%3.28%4.28%
199111.27%2.08%5.36%3.99%
1990-3.07%2.43%-11.22%6.24%
19895.89%7.58%5.06%-0.07%
19887.27%6.86%2.04%1.64%
19879.99%1.84%2.75%-14.67%
198612.81%2.05%0.74%4.12%
19858.45%8.16%0.88%8.77%
1984-3.51%-2.67%10.74%4.62%
19839.60%7.13%4.03%4.71%
1982-0.99%0.78%12.45%15.04%
19817.32%3.44%-8.27%8.77%
1980-6.13%16.27%5.44%4.53%
19797.46%3.29%7.20%-3.52%
1978-1.79%5.81%7.37%-6.33%
1977-1.93%5.05%-3.10%0.92%
197612.83%3.72%3.99%7.50%
197516.33%12.04%-6.22%8.30%
19740.18%-8.46%-12.70%9.73%
1973-6.33%-5.99%9.83%-4.05%
19724.90%-1.97%2.53%5.41%
197110.42%-1.15%1.01%2.79%
19701.78%-14.28%12.59%8.86%
1969-3.65%-7.97%-4.20%-0.06%
1968-4.76%12.08%4.79%5.68%
196714.78%6.73%5.00%-1.52%
19662.38%-5.48%-8.76%6.01%
19657.02%-2.91%9.79%8.85%
196410.27%2.19%3.63%-0.03%
19637.36%6.67%2.03%3.38%
19622.01%-14.23%1.33%9.61%
196112.09%1.91%1.77%4.36%
1960-1.72%-0.48%-2.74%5.00%
19598.09%5.68%-2.59%4.72%
195810.20%8.42%13.64%9.54%
1957-0.31%-0.01%-6.30%-7.41%
19563.95%-0.60%-0.83%3.11%
19555.45%5.36%0.45%3.40%
19548.63%9.07%8.61%15.72%
1953-0.41%-2.67%-3.95%6.86%
19524.17%1.84%0.31%6.26%
19515.84%-0.02%8.36%-1.03%
19503.37%-1.78%11.99%6.20%
19492.63%-2.02%8.65%9.54%
1948-0.81%5.59%-3.78%-1.97%
1947-0.88%-2.67%N/AN/A

Rank in category (by total return)

YTD3
1-month24
3-month3
1-year5
3-year4
5-year2

Load adjusted returns

1-year24.49%
3-year7.39%
5-year11.53%
10-year9.55%