FPURX
Fidelity Puritan
$24.64
0.28 (1.15%)
Currency in USD / Last Updated: 4/23/2024
Category | Balanced |
---|---|
Market Cap | 30404.281M |
52 Week High | 25.385 |
52 Week Low | 20.243 |
Customize MutualFund.com
Log in or sign up to get started.
Key Data
Symbol | FPURX |
---|---|
Type | Mutual Fund |
Category | Balanced |
Price | 24.64 |
Price Yesterday | 24.36 |
Market Cap | 30,404.28 |
YTD Return | 6.15% |
Expense Details
Deferred | 0 |
---|---|
12b-1 | 0 |
Front Load | 0 |
Initial Purchase Amount | 0 |
Redeption Fee | 0 |
Prospectus | 0.0051 |
Overview
52 Week High | 25.39 |
---|---|
52 Week Low | 20.24 |
Market Cap | 30,404.28M |
Shares Outstanding | 1,233.94M |
Income Dividend Yield | 1.63% |
Long Term Dividend Yield | 3.44% |
Short Term Dividend Yield | 0.00% |
52 Week Yield (All) | 5.06% |
Returns Annualized
One Day | 1,686.54% |
---|---|
Five Days | 8.54% |
One Months | -29.08% |
Three Months | 21.26% |
Six Months | 40.43% |
Nine Months | 16.64% |
One Year | 20.67% |
Three Years | 5.01% |
Five Years | 10.44% |
Ten Years | 9.29% |
YTD | 21.28% |
Since Inception | 9.47% |
Returns Total
One Day | 1.15% |
---|---|
Five Days | 0.16% |
One Month | -2.82% |
Three Months | 4.93% |
Six Months | 18.33% |
Nine Months | 12.29% |
One Year | 20.65% |
Three Years | 15.73% |
Five Years | 64.15% |
Ten Years | 142.71% |
YTD | 6.15% |
Since Inception | 2,406.61% |
Yearly Returns
2024 | 6.15% |
---|---|
2023 | 20.22% |
2022 | -17.24% |
2021 | 18.93% |
2020 | 20.57% |
2019 | 21.25% |
2018 | -4.16% |
2017 | 18.74% |
2016 | 5.02% |
2015 | 1.78% |
Risk against SP-DA
Alpha | -0.07% |
---|---|
Beta | 0.8 |
Correlation | 98.47% |
Downside Deviation | 2.56% |
Coefficient of determination | 96.96% |
Standard Deviation | 2.78% |
Sharpe Ratio | -0.41 |
Sortino | -1.54 |
Treynor | 19.15 |
Ulcer Index | 2.33 |
Ulcer Performance Index | -1.7 |