All charts and data below are CPI-U inflation-adjusted and with dividends reinvested. (Why?)
FPURX real return snapshot: after CPI-U inflation, FPURX returned +10.16% over the past year and +3.74% YTD, with dividends reinvested. Since May 15, 1986, FPURX is up +1,669.01% in real purchasing-power return, or +7.41%/yr, and is currently −4.14% below its real total-return high on Jun. 15, 2026.
Data ending Thu Jul. 30, 2026
| Thu 1986-05-15💬 to Thu 2026-07-30 |
Overall
Return |
Exponential
Trendline |
||||
|---|---|---|---|---|---|---|
| FPURX × |
+1,669.01%
+7.41%/yr |
+7.48%/yr
R2=0.984 |
||||
| Fidelity Puritan Fund Mutual Fund | ||||||
| Thu 1986-05-15💬 to Thu 2026-07-30 |
Start
Value |
End
Value |
|---|---|---|
| FPURX × |
$10,000.00
1986-05-15 |
$176,900.94
2026-07-30 |
| YTD | YoY | |
|---|---|---|
| FPURX × | +3.74% | +10.16% |
|
Current
Drawdown |
Worst
Drawdown |
|
|---|---|---|
| FPURX × |
−4.14%
on 2026-07-30 from 2026-06-15 peak |
−29.14%
on 2009-03-09 from 2008-09-19 peak |
| Period ending Thu 2026-07-30 | 1 yr | 2 yr | 3 yr | 5 yr | 10 yr |
|---|---|---|---|---|---|
| FPURX × | +10.16% |
+21.06% +10.03%/yr |
+36.77% +11.00%/yr |
+22.60% +4.16%/yr |
+103.80% +7.38%/yr |
| Year | FPURX |
|---|---|
| 2026 (YTD) | +3.74% |
| 2025 | +9.30% |
| 2024 | +15.61% |
| 2023 | +16.30% |
| 2022 | −22.37% |
| 2021 | +11.10% |
| 2020 | +18.96% |
| 2019 | +18.56% |
| 2018 | −5.97% |
| 2017 | +16.30% |
| 2016 | +2.91% |
| 2015 | +1.38% |
| 2014 | +10.48% |
| 2013 | +19.17% |
| 2012 | +11.89% |
| 2011 | −2.22% |
| 2010 | +12.37% |
| 2009 | +23.36% |
| 2008 | −5.00% |
| 2007 | +2.51% |
| 2006 | +12.13% |
| 2005 | +1.29% |
| 2004 | +5.95% |
| 2003 | +20.00% |
| 2002 | −10.01% |
| 2001 | −2.47% |
| 2000 | +4.53% |
| 1999 | +0.46% |
| 1998 | +15.70% |
| 1997 | +20.59% |
| 1996 | +12.65% |
| 1995 | +19.27% |
| 1994 | −0.62% |
| 1993 | +19.03% |
| 1992 | +11.42% |
| 1991 | +20.77% |
| 1990 | −11.76% |
| 1989 | +14.45% |
| 1988 | +13.73% |
| 1987 | −5.25% |
| 1986 | −0.52% |
