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PHSTX: PUTNAM GLOBAL HEALTH CARE FUND CLASS A SHARES (MUTUAL FUND)
Basic Info 62.67 0.19(0.30%) June 05
| Asset Class: | Health |
| MyPlanIQ Rating: | (37%) |
| Start Date: | 10/07/1982 |
| Last Dividend Date: | 12/22/2025 |
| 12-Mo. Yield | 2.06% |
| Expenses | 1.30% |
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Performance Analytics (As of 06/05/2026)
| Last 1 Week* | YTD*(2026) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception** | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | 1992 | 1991 | 1990 | 1989 | 1988 | 1987 | 1986 | 1985 | 1984 | 1983 | 1982 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.7 | -0.7 | 16.8 | 7.7 | 2.7 | 6.1 | 8.6 | 7.7 | 8.3 | 15.2 | 1.3 | 9.1 | -11.6 | 6.9 | 6.5 | 30.3 | -0.8 | 15.3 | -11.7 | 7.8 | 27.2 | 41.8 | 21.9 | -1.3 | 2.1 | 25.2 | -16.8 | -0.6 | 3.0 | 13.6 | 7.1 | 18.5 | -20.4 | -19.8 | 40.2 | -4.4 | 27.1 | 32.3 | 12.4 | 47.0 | 15.2 | -0.2 | -17.4 | 37.5 | 13.1 | 30.8 | -1.6 | -1.1 | -0.1 | 20.3 | -6.8 | -4.7 | 9.5 |
| Sharpe Ratio | NA | -0.27 | 0.98 | 0.33 | 0.01 | 0.27 | NA | NA | 0.33 | 0.75 | -0.21 | 0.48 | -0.66 | 0.48 | 0.21 | 2.28 | -0.13 | 1.67 | -0.68 | 0.41 | 1.82 | 3.56 | 1.84 | -0.06 | 0.13 | 1.41 | -0.65 | -0.34 | -0.05 | 1.22 | 0.52 | 1.17 | -0.95 | -1.06 | 1.35 | -0.41 | 1.09 | 1.6 | 0.67 | 4.14 | 1.02 | -0.14 | -1.14 | 1.86 | 0.43 | 1.54 | -0.31 | -0.18 | -0.2 | 0.76 | -0.9 | -0.78 | 2.29 |
| Draw Down(%) | NA | 9.7 | 9.7 | 20.7 | 25.2 | 25.5 | NA | NA | 45.5 | 14.6 | 15.5 | 8.0 | 18.7 | 10.2 | 25.5 | 8.1 | 15.9 | 4.9 | 16.0 | 18.8 | 9.3 | 4.9 | 7.3 | 23.4 | 18.0 | 16.3 | 31.7 | 9.7 | 10.2 | 4.1 | 11.6 | 9.2 | 31.1 | 29.5 | 12.6 | 14.8 | 20.6 | 11.6 | 11.3 | 5.7 | 12.5 | 15.8 | 21.1 | 10.7 | 17.1 | 11.2 | 15.2 | 39.0 | 29.3 | 23.7 | 19.9 | 27.0 | 6.2 |
| Standard Deviation(%) | NA | 15.3 | 14.4 | 13.6 | 15.2 | 16.3 | NA | NA | 17.6 | 16.5 | 10.8 | 11.5 | 19.8 | 14.5 | 28.8 | 12.6 | 15.9 | 8.8 | 17.4 | 19.1 | 14.9 | 11.7 | 12.0 | 22.1 | 15.6 | 17.8 | 27.2 | 11.1 | 9.1 | 9.3 | 11.7 | 15.2 | 22.7 | 21.3 | 26.6 | 19.2 | 21.6 | 17.8 | 13.0 | 10.4 | 11.9 | 16.7 | 17.3 | 18.0 | 17.6 | 16.2 | 20.6 | 29.8 | 22.7 | 19.6 | 15.3 | 14.2 | 18.3 |
| Treynor Ratio | NA | -0.04 | 0.15 | 0.05 | 0.0 | 0.05 | NA | NA | 0.06 | 0.14 | -0.03 | 0.06 | -0.15 | 0.09 | 0.06 | 0.33 | -0.02 | 0.19 | -0.11 | 0.07 | 0.25 | 0.39 | 0.19 | -0.01 | 0.02 | 0.27 | -0.19 | -0.04 | 0.0 | 0.11 | 0.06 | 0.17 | -0.19 | -0.17 | 0.3 | -0.07 | 0.18 | 0.22 | 0.07 | 0.36 | 0.12 | -0.02 | -0.16 | 0.31 | 0.07 | 0.2 | -0.07 | -0.08 | -0.04 | 0.23 | 0.0 | 0.0 | 0.0 |
| Alpha | NA | 0.01 | -0.01 | 0.01 | -0.01 | 0.0 | NA | NA | -0.02 | 0.0 | 0.01 | 0.01 | -0.05 | -0.01 | -0.02 | 0.03 | 0.0 | 0.01 | -0.01 | -0.02 | -0.01 | -0.01 | 0.02 | -0.05 | -0.02 | 0.02 | 0.0 | -0.02 | -0.03 | -0.01 | -0.01 | -0.03 | -0.04 | -0.05 | -0.08 | -0.05 | -0.07 | -0.01 | -0.05 | -0.02 | 0.02 | -0.05 | -0.06 | -0.03 | -0.02 | -0.03 | -0.1 | 0.0 | -0.06 | 0.02 | NA | NA | NA |
| Beta | NA | 0.94 | 0.92 | 0.9 | 0.88 | 0.91 | NA | NA | 1.0 | 0.91 | 0.84 | 0.89 | 0.88 | 0.81 | 0.98 | 0.88 | 0.96 | 0.76 | 1.05 | 1.1 | 1.1 | 1.06 | 1.15 | 1.19 | 1.15 | 0.93 | 0.92 | 0.96 | 0.92 | 1.0 | 1.11 | 1.04 | 1.1 | 1.3 | 1.21 | 1.18 | 1.3 | 1.29 | 1.28 | 1.2 | 1.03 | 1.19 | 1.21 | 1.07 | 1.17 | 1.24 | 0.98 | 0.63 | 1.08 | 0.63 | NA | NA | NA |
| RSquared | NA | 0.93 | 0.91 | 0.9 | 0.77 | 0.82 | NA | NA | 0.72 | 0.92 | 0.83 | 0.83 | 0.8 | 0.4 | 0.88 | 0.88 | 0.9 | 0.74 | 0.94 | 0.94 | 0.9 | 0.9 | 0.9 | 0.95 | 0.9 | 0.93 | 0.93 | 0.88 | 0.86 | 0.86 | 0.9 | 0.93 | 0.95 | 0.88 | 0.77 | 0.86 | 0.91 | 0.9 | 0.84 | 0.68 | 0.74 | 0.78 | 0.67 | 0.64 | 0.88 | 0.64 | 0.55 | 0.38 | 0.41 | 0.14 | 0.0 | 0.0 | 0.0 |
| Yield(%) | N/A | 0.0 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 2.0 | 4.7 | 5.8 | 0.1 | 0.5 | 0.9 | 7.1 | 6.3 | 16.8 | 8.7 | 12.4 | 10.8 | 14.0 | 7.4 | 11.5 | 6.2 | 0.4 | 9.9 | 10.9 | 9.7 | 7.7 | 6.8 | 0.7 | 0.0 | 3.1 | 6.9 | 0.0 | 9.2 | 14.0 | 4.0 | 4.0 | 2.9 | 0.9 | 0.4 | 1.1 | 1.6 | 1.8 | 1.6 | 0.7 | 1.1 | 1.5 | 1.0 | 1.9 | 1.8 |
| Dividend Growth(%) | N/A | -100.0 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | -58.9 | -15.6 | 3908.6 | -70.3 | -45.9 | -84.4 | 3.4 | -63.5 | 59.7 | -34.9 | 35.1 | -4.2 | 115.7 | -43.5 | 76.7 | 1815.6 | -97.0 | -19.7 | 3.7 | 35.3 | 12.8 | 984.0 | N/A | -100.0 | -41.6 | N/A | -100.0 | -22.3 | 282.6 | 41.4 | 54.2 | 222.1 | 81.8 | -50.2 | -24.3 | 16.7 | 2.4 | 144.2 | -40.0 | -11.1 | 40.6 | -50.0 | 10.3 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 05/28/1982
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