FPUKX
Fidelity Puritan-K
$24.44
-0.12 (-0.49%)
Currency in USD / Last Updated: 4/25/2024
Category | Balanced |
---|---|
Market Cap | 30194.399M |
52 Week High | 25.351 |
52 Week Low | 20.208 |
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Key Data
Symbol | FPUKX |
---|---|
Type | Mutual Fund |
Category | Balanced |
Price | 24.44 |
Price Yesterday | 24.56 |
Market Cap | 30,194.40 |
YTD Return | 5.44% |
Expense Details
Deferred | 0 |
---|---|
12b-1 | 0 |
Front Load | 0 |
Initial Purchase Amount | 0 |
Redeption Fee | 0 |
Prospectus | 0.0043 |
Overview
52 Week High | 25.35 |
---|---|
52 Week Low | 20.21 |
Market Cap | 30,194.40M |
Shares Outstanding | 1,235.45M |
Income Dividend Yield | 1.71% |
Long Term Dividend Yield | 3.47% |
Short Term Dividend Yield | 0.00% |
52 Week Yield (All) | 5.18% |
Returns Annualized
One Day | -70.93% |
---|---|
Five Days | 10.88% |
One Months | -31.22% |
Three Months | 14.70% |
Six Months | 40.79% |
Nine Months | 15.01% |
One Year | 20.79% |
Three Years | 4.83% |
Five Years | 10.36% |
Ten Years | 9.39% |
YTD | 18.18% |
Since Inception | 8.37% |
Returns Total
One Day | -0.49% |
---|---|
Five Days | 0.21% |
One Month | -3.21% |
Three Months | 3.48% |
Six Months | 18.47% |
Nine Months | 11.11% |
One Year | 20.77% |
Three Years | 15.17% |
Five Years | 63.53% |
Ten Years | 144.94% |
YTD | 5.44% |
Since Inception | 259.25% |
Yearly Returns
2024 | 5.44% |
---|---|
2023 | 20.28% |
2022 | -17.15% |
2021 | 19.01% |
2020 | 20.68% |
2019 | 21.39% |
2018 | -4.14% |
2017 | 18.86% |
2016 | 5.19% |
2015 | 1.83% |
Risk against SP-DA
Alpha | -1.16% |
---|---|
Beta | 0.81 |
Correlation | 98.54% |
Downside Deviation | 2.57% |
Coefficient of determination | 97.09% |
Standard Deviation | 2.78% |
Sharpe Ratio | -0.54 |
Sortino | -2.01 |
Treynor | 19.14 |
Ulcer Index | 2.33 |
Ulcer Performance Index | -2.22 |