FPURX Performance — Fidelity Puritan Fund
Data updated: 2026-07-24
FPURX returned +9.57% year to date and +23.75% over one year to May 2026. Annualised returns are +17.71% over 3 years and +9.55% over 5 years. Against its US Large Blend category average the fund came out behind over three years but ahead over one: $100 invested three years ago grew to $163, against $165 for the category, and to $124 over one year, against $122. Volatility over the past three years was 10.51% a year. In the 12 months to May 2026 the fund lost a net $1.3B, and assets reached $33.84B.
FPURX Growth of $100
What $100 invested in Fidelity Puritan Fund grew to, compounded from monthly returns reported on SEC Form N-PORT, against the US Large Blend category average over the same months.
| Period | FPURX | Category average |
|---|---|---|
| 1 year (Jun 2025 – May 2026) | $124 | $122 |
| 3 years (Jun 2023 – May 2026) | $163 | $165 |
| 5 years (Jun 2021 – May 2026) | $158 | $164 |
| Since data start (Sep 2019 – May 2026) | $222 | $229 |
FPURX Trailing Returns
Total returns to May 2026, from SEC N-PORT.
| Period | Total return |
|---|---|
| YTD | +9.57% |
| 1 year | +23.75% |
| 3 years (annualised) | +17.71% |
| 5 years (annualised) | +9.55% |
FPURX Annual Returns
Calendar-year total returns of Fidelity Puritan Fund, compounded from monthly SEC N-PORT returns. Partial years show the months covered.
| Year | Total return |
|---|---|
| 2026 (Jan–May) | +9.57% |
| 2025 | +12.33% |
| 2024 | +18.86% |
| 2023 | +20.22% |
| 2022 | −17.24% |
| 2021 | +18.99% |
| 2020 | +20.51% |
| 2019 (Sep–Dec) | +6.39% |
FPURX Monthly Returns
Monthly total returns as reported on SEC Form N-PORT.
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +2.0% | +1.1% | −4.2% | +7.3% | +3.4% | — | — | — | — | — | — | — |
| 2025 | +3.0% | −2.1% | −4.7% | −0.5% | +4.0% | +4.2% | +2.0% | +1.1% | +2.4% | +2.0% | +0.3% | +0.4% |
| 2024 | +1.7% | +4.6% | +2.8% | −3.7% | +4.2% | +2.4% | +0.5% | +1.8% | +1.8% | −0.9% | +4.6% | −1.9% |
| 2023 | +5.6% | −2.6% | +2.6% | +1.1% | +1.1% | +4.1% | +2.5% | −0.9% | −4.1% | −2.0% | +7.7% | +4.2% |
| 2022 | −5.4% | −1.8% | +1.9% | −7.0% | +0.3% | −6.5% | +5.5% | −3.4% | −6.9% | +4.8% | +4.3% | −3.5% |
| 2021 | −0.2% | +3.1% | +1.5% | +4.3% | +0.7% | +1.8% | +0.6% | +1.7% | −2.8% | +5.3% | −0.7% | +2.4% |
| 2020 | +1.0% | −4.2% | −8.3% | +9.0% | +4.5% | +2.7% | +4.8% | +5.2% | −2.4% | −1.9% | +7.1% | +2.6% |
| 2019 | — | — | — | — | — | — | — | — | −0.3% | +1.8% | +2.5% | +2.3% |
FPURX Risk
Risk measures from monthly returns over Jun 2023 – May 2026.
- 3-year volatility (annualised): 10.51%
- 3-year Sharpe ratio: 1.26 (vs 4.5% risk-free rate)
- Best month: +7.67% (Nov 2023)
- Worst month: −4.67% (Mar 2025)
FPURX Fund Flows
Monthly money in and out of Fidelity Puritan Fund, from SEC Form N-PORT.
- 12-month net flow: −$1.3B
- 12-month gross sales (incl. reinvestments): $4.3B
- Sales ÷ redemptions: 0.76×
| Month | Sales | Redemptions | Net flow |
|---|---|---|---|
| May 2026 | $179.7M | $368.7M | −$189.1M |
| Apr 2026 | $297.9M | $396.3M | −$98.3M |
| Mar 2026 | $168.1M | $395.0M | −$226.9M |
| Feb 2026 | $351.7M | $525.4M | −$173.7M |
| Jan 2026 | $222.4M | $474.0M | −$251.6M |
| Dec 2025 | $755.8M | $430.1M | $325.7M |
| Nov 2025 | $154.4M | $435.1M | −$280.6M |
| Oct 2025 | $1.4B | $503.5M | $854.6M |
| Sep 2025 | $210.0M | $754.4M | −$544.4M |
| Aug 2025 | $154.0M | $432.0M | −$278.0M |
| Jul 2025 | $269.0M | $453.4M | −$184.3M |
| Jun 2025 | $161.6M | $453.3M | −$291.7M |
FPURX Assets Under Management
Net assets of Fidelity Puritan Fund by report date, from SEC N-PORT filings.
| Report date | Net assets |
|---|---|
| 2026-05-31 | $33.84B |
| 2026-02-28 | $32.47B |
| 2025-11-30 | $32.07B |
| 2025-08-31 | $31.79B |
| 2025-05-31 | $30.48B |
| 2025-02-28 | $31.90B |
| 2024-11-30 | $32.56B |
| 2024-08-31 | $31.45B |
| 2024-05-31 | $30.29B |
| 2024-02-29 | $29.56B |
| 2023-11-30 | $27.13B |
| 2023-08-31 | $27.67B |
For information only. Not investment advice: figures are as reported in SEC filings and may contain errors or be out of date. Past performance does not guarantee future results.