Fidelity Puritan Five Year Return vs. Three Year Return
| FPURX Fund | USD 25.94 0.15 0.57% |
For Fidelity Puritan profitability analysis, we use financial ratios and fundamental drivers that measure the ability of Fidelity Puritan to generate income relative to revenue, assets, operating costs, and current equity. These fundamental indicators attest to how well Fidelity Puritan Fund utilizes its assets to generate profit and value for its shareholders. The profitability module also shows relationships between Fidelity Puritan's most relevant fundamental drivers. It provides multiple suggestions of what could affect the performance of Fidelity Puritan Fund over time as well as its relative position and ranking within its peers.
Fidelity |
Fidelity Puritan Three Year Return vs. Five Year Return Fundamental Analysis
Comparative valuation techniques use various fundamental indicators to help in determining Fidelity Puritan's current stock value. Our valuation model uses many indicators to compare Fidelity Puritan value to that of its competitors to determine the firm's financial worth. Fidelity Puritan Fund is one of the top funds in five year return among similar funds. It also is one of the top funds in three year return among similar funds reporting about 0.58 of Three Year Return per Five Year Return. The ratio of Five Year Return to Three Year Return for Fidelity Puritan Fund is roughly 1.73 . The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the Fidelity Puritan's earnings, one of the primary drivers of an investment's value.Fidelity Three Year Return vs. Five Year Return
Five Year Return is considered one of the best measures to evaluate fund performance, especially from the mid and long term perspective. It shows the total annualized return generated from holding equity for the last five years and represents capital appreciation of the investment, including all dividends, losses, and capital gains distributions.
Fidelity Puritan |
| = | 11.99 % |
Although Five Year Returns can give a sense of overall investment potential, it is recommended to compare equity performance with similar assets for the same five year time interval. Similarly, comparing overall investment performance over the last five years with the appropriate market index is a great way to determine how this equity instrument will perform during unforeseen market fluctuations.
Tree Year Return shows the total annualized return generated from holding a fund or ETFs for the last three years. The return measure includes capital appreciation, losses, dividends paid, and all capital gains distributions. This return indicator is considered by many investors to be solid measures of fund mid-term performance.
Fidelity Puritan |
| = | 6.94 % |
Although Three Year Fund Return indicator can give a sense of overall fund mid-term potential, it is recommended to compare fund performances against other similar funds, ETFs, or market benchmarks for the same 3 year interval.
Fidelity Three Year Return Comparison
Fidelity Puritan is currently under evaluation in three year return among similar funds.
Fidelity Puritan Profitability Projections
The most important aspect of a successful company is its ability to generate a profit. For investors in Fidelity Puritan, profitability is also one of the essential criteria for including it into their portfolios because, without profit, Fidelity Puritan will eventually generate negative long term returns. The profitability progress is the general direction of Fidelity Puritan's change in net profit over the period of time. It can combine multiple indicators of Fidelity Puritan, where stable trends show no significant progress. An accelerating trend is seen as positive, while a decreasing one is unfavorable. A rising trend means that profits are rising, and operational efficiency may be rising as well. A decreasing trend is a sign of poor performance and may indicate upcoming losses.
The fund invests approximately 60 percent of assets in stocks and other equity securities and the remainder in bonds and other debt securities, including lower-quality debt securities , when its outlook is neutral. It invests at least 25 percent of total assets in fixed-income senior securities.
Fidelity Profitability Driver Comparison
Profitability drivers are factors that can directly affect your investment outlook on Fidelity Puritan. Investors often realize that things won't turn out the way they predict. There are maybe way too many unforeseen events and contingencies during the holding period of Fidelity Puritan position where the market behavior may be hard to predict, tax policy changes, gold or oil price hikes, calamities change, and many others. The question is, are you prepared for these unexpected events? Although some of these situations are obviously beyond your control, you can still follow the important profit indicators to know where you should focus on when things like this occur. Below are some of the Fidelity Puritan's important profitability drivers and their relationship over time.
Learn to be your own money manager
Our tools can tell you how much better you can do entering a position in Fidelity Puritan without increasing your portfolio risk or giving up the expected return. As an individual investor, you need to find a reliable way to track all your investment portfolios. However, your requirements will often be based on how much of the process you decide to do yourself. In addition to allowing all investors analytical transparency into all their portfolios, our tools can evaluate risk-adjusted returns of your individual positions relative to your overall portfolio.Did you try this?
Run Aroon Oscillator Now
Aroon OscillatorAnalyze current equity momentum using Aroon Oscillator and other momentum ratios |
| All Next | Launch Module |
Use Investing Themes to Complement your Fidelity Puritan position
In addition to having Fidelity Puritan in your portfolios, you can quickly add positions using our predefined set of ideas and optimize them against your very unique investing style. A single investing idea is a collection of funds, stocks, ETFs, or cryptocurrencies that are programmatically selected from a pull of investment themes. After you determine your investment opportunity, you can then find an optimal portfolio that will maximize potential returns on the chosen idea or minimize its exposure to market volatility.Did You Try This Idea?
Run Beer and Liquor Thematic Idea Now
Beer and Liquor
Fama and French investing themes focus on testing asset pricing under different economic assumptions. The Beer and Liquor theme has 32 constituents at this time.
You can either use a buy-and-hold strategy to lock in the entire theme or actively trade it to take advantage of the short-term price volatility of individual constituents. Macroaxis can help you discover thousands of investment opportunities in different asset classes. In addition, you can partner with us for reliable portfolio optimization as you plan to utilize Beer and Liquor Theme or any other thematic opportunities.
| View All Next | Launch |
Other Information on Investing in Fidelity Mutual Fund
To fully project Fidelity Puritan's future profitability, investors should examine all historical financial statements. These statements provide investors with a comprehensive snapshot of the financial position of Fidelity Puritan at a specified time, usually calculated after every quarter, six months, or one year. Three primary documents fall into the category of financial statements. These documents include Fidelity Puritan's income statement, its balance sheet, and the statement of cash flows.
| Analyst Advice Analyst recommendations and target price estimates broken down by several categories | |
| Funds Screener Find actively-traded funds from around the world traded on over 30 global exchanges |