FPURX,VWELX: Total Real Return Chart (Dividends Reinvested, Inflation Adjusted)

Thu 1986-05-15💬 to Tue 2026-06-23	YTD Return	1 Year Return
FPURX ×	+5.08% 2026-06-23	+16.17% 2026-06-23
Fidelity Puritan Fund Mutual Fund
VWELX ×	+1.35% 2026-06-23	+12.65% 2026-06-23
Vanguard Wellington Fund Investor Shares Mutual Fund

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Returns

Thu 1986-05-15💬 to Tue 2026-06-23	Overall Return	Exponential Trendline
FPURX ×	+1,692.62% +7.46%/yr	+7.47%/yr (R2=0.984)
Fidelity Puritan Fund Mutual Fund
VWELX ×	+1,866.58% +7.71%/yr	+7.63%/yr (R2=0.967)
Vanguard Wellington Fund Investor Shares Mutual Fund

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Growth of $10,000

Thu 1986-05-15💬 to Tue 2026-06-23	Start Value	End Value
FPURX ×	$10,000.00 1986-05-15	$179,262.24 2026-06-23
Fidelity Puritan Fund Mutual Fund
VWELX ×	$10,000.00 1986-05-15	$196,657.93 2026-06-23
Vanguard Wellington Fund Investor Shares Mutual Fund

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Annual Returns

Year	FPURX	VWELX
2026 (YTD)	+5.08%	+1.35%
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%	+4.07%
2006	+12.13%	+12.14%
2005	+1.29%	+3.28%
2004	+5.95%	+7.67%
2003	+19.99%	+18.52%
2002	−10.01%	−9.08%
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%	+10.63%
1992	+11.42%	+8.56%
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%	+14.50%
1985	—	+21.24%
1984	—	+2.49%
1983	—	+14.92%
1982	—	+19.92%
1981	—	−5.47%
1980	—	+8.70%
1979	—	+0.08%

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Drawdowns

Thu 1986-05-15💬 to Tue 2026-06-23	Current Drawdown	Worst Drawdown
FPURX ×	−2.53% from 2026-06-15 peak	−29.14% 2009-03-09 from 2008-09-19 peak
Fidelity Puritan Fund Mutual Fund
VWELX ×	−2.12% from 2026-06-02 peak	−37.23% 2009-03-09 from 2007-10-09 peak
Vanguard Wellington Fund Investor Shares Mutual Fund

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Rolling Returns

Period ending Tue 2026-06-23	1 Year	2 Years	3 Years	5 Years	10 Years
FPURX ×	+16.17%	+20.70% +9.86%/yr	+43.19% +12.71%/yr	+25.15% +4.59%/yr	+111.99% +7.80%/yr
Fidelity Puritan Fund Mutual Fund
VWELX ×	+12.65%	+21.17% +10.08%/yr	+36.93% +11.05%/yr	+20.91% +3.87%/yr	+85.71% +6.39%/yr
Vanguard Wellington Fund Investor Shares Mutual Fund