FPURX
Fidelity Puritan
$26.39
-0.01 (-0.04%)
Currency in USD / Last Updated: 7/9/2024
| Category | Balanced |
|---|---|
| Market Cap | 31168.437M |
| 52 Week High | 26.4 |
| 52 Week Low | 20.412 |
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Key Data
| Symbol | FPURX |
|---|---|
| Type | Mutual Fund |
| Category | Balanced |
| Price | 26.39 |
| Price Yesterday | 26.4 |
| Market Cap | 31,168.44 |
| YTD Return | 14.17% |
Expense Details
| Deferred | 0 |
|---|---|
| 12b-1 | 0 |
| Front Load | 0 |
| Initial Purchase Amount | 0 |
| Redeption Fee | 0 |
| Prospectus | 0.0047 |
Overview
| 52 Week High | 26.40 |
|---|---|
| 52 Week Low | 20.41 |
| Market Cap | 31,168.44M |
| Shares Outstanding | 1,181.07M |
| Income Dividend Yield | 1.58% |
| Long Term Dividend Yield | 3.21% |
| Short Term Dividend Yield | 0.00% |
| 52 Week Yield (All) | 4.79% |
Returns Annualized
| One Day | -9.11% |
|---|---|
| Five Days | 129.06% |
| One Months | 48.83% |
| Three Months | 21.96% |
| Six Months | 32.55% |
| Nine Months | 34.55% |
| One Year | 23.86% |
| Three Years | 6.27% |
| Five Years | 11.61% |
| Ten Years | 9.61% |
| YTD | 29.32% |
| Since Inception | 9.64% |
Returns Total
| One Day | -0.04% |
|---|---|
| Five Days | 1.66% |
| One Month | 3.20% |
| Three Months | 5.00% |
| Six Months | 14.86% |
| Nine Months | 24.60% |
| One Year | 23.83% |
| Three Years | 19.92% |
| Five Years | 72.92% |
| Ten Years | 149.76% |
| YTD | 14.17% |
| Since Inception | 2598.36% |
Yearly Returns
| 2024 | 14.17% |
|---|---|
| 2023 | 20.22% |
| 2022 | -17.24% |
| 2021 | 18.94% |
| 2020 | 20.57% |
| 2019 | 21.25% |
| 2018 | -4.16% |
| 2017 | 18.75% |
| 2016 | 5.03% |
| 2015 | 1.77% |
Risk against SP-DA
| Alpha | -1.21% |
|---|---|
| Beta | 0.84 |
| Correlation | 98.72% |
| Downside Deviation | 2.52% |
| Coefficient of determination | 97.46% |
| Standard Deviation | 2.75% |
| Sharpe Ratio | -0.51 |
| Sortino | -1.93 |
| Treynor | 21.9 |
| Ulcer Index | 2.38 |
| Ulcer Performance Index | -2.04 |