FPUKX
Fidelity Puritan-K
$26.36
-0.02 (-0.08%)
Currency in USD / Last Updated: 7/9/2024
| Category | Balanced |
|---|---|
| Market Cap | 31156.73M |
| 52 Week High | 26.38 |
| 52 Week Low | 20.372 |
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Key Data
| Symbol | FPUKX |
|---|---|
| Type | Mutual Fund |
| Category | Balanced |
| Price | 26.36 |
| Price Yesterday | 26.38 |
| Market Cap | 31,156.73 |
| YTD Return | 14.22% |
Expense Details
| Deferred | 0 |
|---|---|
| 12b-1 | 0 |
| Front Load | 0 |
| Initial Purchase Amount | 0 |
| Redeption Fee | 0 |
| Prospectus | 0.0039 |
Overview
| 52 Week High | 26.38 |
|---|---|
| 52 Week Low | 20.37 |
| Market Cap | 31,156.73M |
| Shares Outstanding | 1,181.97M |
| Income Dividend Yield | 1.65% |
| Long Term Dividend Yield | 3.21% |
| Short Term Dividend Yield | 0.00% |
| 52 Week Yield (All) | 4.86% |
Returns Annualized
| One Day | -17.41% |
|---|---|
| Five Days | 131.07% |
| One Months | 48.46% |
| Three Months | 21.87% |
| Six Months | 32.68% |
| Nine Months | 34.64% |
| One Year | 23.92% |
| Three Years | 6.36% |
| Five Years | 11.70% |
| Ten Years | 9.71% |
| YTD | 29.44% |
| Since Inception | 8.80% |
Returns Total
| One Day | -0.08% |
|---|---|
| Five Days | 1.67% |
| One Month | 3.18% |
| Three Months | 4.98% |
| Six Months | 14.91% |
| Nine Months | 24.67% |
| One Year | 23.90% |
| Three Years | 20.21% |
| Five Years | 73.63% |
| Ten Years | 151.91% |
| YTD | 14.22% |
| Since Inception | 289.25% |
Yearly Returns
| 2024 | 14.22% |
|---|---|
| 2023 | 20.28% |
| 2022 | -17.15% |
| 2021 | 19.01% |
| 2020 | 20.67% |
| 2019 | 21.39% |
| 2018 | -4.13% |
| 2017 | 18.86% |
| 2016 | 5.20% |
| 2015 | 1.83% |
Risk against SP-DA
| Alpha | -1.15% |
|---|---|
| Beta | 0.84 |
| Correlation | 98.64% |
| Downside Deviation | 2.51% |
| Coefficient of determination | 97.30% |
| Standard Deviation | 2.75% |
| Sharpe Ratio | -0.5 |
| Sortino | -1.91 |
| Treynor | 21.97 |
| Ulcer Index | 2.37 |
| Ulcer Performance Index | -2.03 |