All charts and data below are CPI-U inflation-adjusted and with dividends reinvested. (Why?)
| Thu 1986-05-15💬 to Fri 2026-05-29 |
YTD
Return |
1 Year
Return |
||||
|---|---|---|---|---|---|---|
| FPURX × |
+6.30%
2026-05-29 |
+19.10%
2026-05-29 |
||||
| Fidelity Puritan Fund Mutual Fund | ||||||
| VWELX × |
+3.68%
2026-05-29 |
+16.89%
2026-05-29 |
||||
| Vanguard Wellington Fund Investor Shares Mutual Fund | ||||||
| Thu 1986-05-15💬 to Fri 2026-05-29 |
Overall
Return |
Exponential
Trendline |
||||
|---|---|---|---|---|---|---|
| FPURX × |
+1,712.70%
+7.50%/yr |
+7.47%/yr
(R2=0.984) |
||||
| Fidelity Puritan Fund Mutual Fund | ||||||
| VWELX × |
+1,911.59%
+7.78%/yr |
+7.63%/yr
(R2=0.967) |
||||
| Vanguard Wellington Fund Investor Shares Mutual Fund | ||||||
| Thu 1986-05-15💬 to Fri 2026-05-29 |
Start
Value |
End
Value |
||||
|---|---|---|---|---|---|---|
| FPURX × |
$10,000.00
1986-05-15 |
$181,269.62
2026-05-29 |
||||
| Fidelity Puritan Fund Mutual Fund | ||||||
| VWELX × |
$10,000.00
1986-05-15 |
$201,159.22
2026-05-29 |
||||
| Vanguard Wellington Fund Investor Shares Mutual Fund | ||||||
| Year | FPURX | VWELX |
|---|---|---|
| 2026 (YTD) | +6.30% | +3.68% |
| 2025 | +9.30% | +13.51% |
| 2024 | +15.61% | +11.52% |
| 2023 | +16.30% | +10.59% |
| 2022 | −22.37% | −19.56% |
| 2021 | +11.10% | +11.17% |
| 2020 | +18.96% | +9.08% |
| 2019 | +18.56% | +19.78% |
| 2018 | −5.97% | −5.24% |
| 2017 | +16.30% | +12.35% |
| 2016 | +2.91% | +8.77% |
| 2015 | +1.38% | −0.18% |
| 2014 | +10.48% | +9.01% |
| 2013 | +19.17% | +17.92% |
| 2012 | +11.89% | +10.64% |
| 2011 | −2.22% | +0.87% |
| 2010 | +12.37% | +9.30% |
| 2009 | +23.36% | +19.00% |
| 2008 | −5.00% | −22.37% |
| 2007 | +2.51% | +4.08% |
| 2006 | +12.13% | +12.14% |
| 2005 | +1.29% | +3.28% |
| 2004 | +5.95% | +7.67% |
| 2003 | +19.99% | +18.52% |
| 2002 | −10.01% | −9.07% |
| 2001 | −2.47% | +2.59% |
| 2000 | +4.53% | +7.25% |
| 1999 | +0.46% | +29.55% |
| 1998 | +15.70% | +11.42% |
| 1997 | +20.59% | +21.17% |
| 1996 | +12.65% | +12.38% |
| 1995 | +19.27% | +29.63% |
| 1994 | −0.62% | −3.06% |
| 1993 | +19.03% | +10.35% |
| 1992 | +11.42% | +8.85% |
| 1991 | +20.77% | +18.44% |
| 1990 | −11.76% | −8.42% |
| 1989 | +14.47% | +20.39% |
| 1988 | +13.73% | +15.35% |
| 1987 | −5.25% | −1.06% |
| 1986 | −0.53% | +14.56% |
| 1985 | — | +21.18% |
| 1984 | — | +2.39% |
| 1983 | — | +15.02% |
| 1982 | — | +19.91% |
| 1981 | — | −5.46% |
| 1980 | — | +8.72% |
| 1979 | — | +0.05% |
| Thu 1986-05-15💬 to Fri 2026-05-29 |
Current
Drawdown |
Worst
Drawdown |
||||
|---|---|---|---|---|---|---|
| FPURX × |
−0.08%
from 2026-05-28 peak |
−29.14%
2009-03-09 from 2008-09-19 peak |
||||
| Fidelity Puritan Fund Mutual Fund | ||||||
| VWELX × |
−0.01%
from 2026-05-28 peak |
−37.24%
2009-03-09 from 2007-10-09 peak |
||||
| Vanguard Wellington Fund Investor Shares Mutual Fund | ||||||
| Period ending Fri 2026-05-29 |
1
Year |
2
Years |
3
Years |
5
Years |
10
Years |
|
|---|---|---|---|---|---|---|
| FPURX × | +19.10% |
+25.11% +11.86%/yr |
+47.78% +13.86%/yr |
+26.75% +4.85%/yr |
+114.44% +7.92%/yr |
|
| Fidelity Puritan Fund Mutual Fund | ||||||
| VWELX × | +16.89% |
+27.26% +12.82%/yr |
+42.17% +12.41%/yr |
+23.26% +4.27%/yr |
+91.13% +6.69%/yr |
|
| Vanguard Wellington Fund Investor Shares Mutual Fund | ||||||