All charts and data below are CPI-U inflation-adjusted and with dividends reinvested. (Why?)

Total Real Returns

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

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

Returns

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

Growth of $10,000

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

Annual Returns

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%

Drawdowns

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

Rolling Returns

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