Putnam Global Health Care Fund (PGHAX)
The fund primarily invests in common stocks of large and midsize companies globally with growth or value potential, focusing on the health care industries.
Fund Info
746778802
Aug 17, 2020
$0
Large-Cap
Growth
Expense Ratio
PGHAX features an expense ratio of 0.72%, falling within the medium range.
Share Price Chart
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Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in Putnam Global Health Care Fund, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.
Returns By Period
Putnam Global Health Care Fund had a return of 7.35% year-to-date (YTD) and -1.26% in the last 12 months.
PGHAX
7.35%
5.93%
-11.10%
-1.26%
N/A
N/A
^GSPC (Benchmark)
4.46%
2.46%
9.31%
23.49%
13.03%
11.31%
Monthly Returns
The table below presents the monthly returns of PGHAX, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | 6.29% | 7.35% | |||||||||||
| 2024 | 2.88% | 2.42% | 3.11% | -2.75% | 2.37% | 1.83% | 3.13% | 5.39% | -3.37% | -4.69% | -0.49% | -10.94% | -2.28% |
| 2023 | -1.91% | -3.42% | 3.36% | 1.97% | -0.59% | 3.35% | -0.08% | 0.31% | -1.44% | -3.55% | 6.28% | 0.36% | 4.25% |
| 2022 | -6.93% | -0.06% | 5.25% | -4.74% | -0.77% | -2.49% | 3.07% | -5.77% | -4.32% | 10.10% | 5.00% | -7.84% | -10.65% |
| 2021 | 0.45% | -1.75% | 2.23% | 3.25% | 1.67% | 2.09% | 2.16% | 4.26% | -3.71% | 5.16% | -3.96% | -3.26% | 8.35% |
| 2020 | -0.32% | 2.87% | 2.79% | -0.77% | -4.08% | 8.31% | -3.55% | 4.81% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of PGHAX is 5, meaning it’s performing worse than 95% of other mutual funds on our website when it comes to balancing risk and reward. Below is a breakdown of how it compares using common performance measures.
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for Putnam Global Health Care Fund (PGHAX) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
Dividends
Dividend History
Putnam Global Health Care Fund provided a 0.62% dividend yield over the last twelve months, with an annual payout of $0.42 per share. The fund has been increasing its distributions for 2 consecutive years.
| Period | TTM | 2024 | 2023 | 2022 | 2021 | 2020 |
|---|---|---|---|---|---|---|
| Dividend | $0.42 | $0.42 | $0.30 | $0.28 | $0.50 | $0.60 |
Dividend yield | 0.62% | 0.67% | 0.47% | 0.45% | 0.71% | 0.93% |
Monthly Dividends
The table displays the monthly dividend distributions for Putnam Global Health Care Fund. The dividends shown in the table have been adjusted to account for any splits that may have occurred.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | $0.00 | $0.00 | $0.00 | ||||||||||
| 2024 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.42 | $0.42 |
| 2023 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.30 | $0.30 |
| 2022 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.28 | $0.28 |
| 2021 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.50 | $0.50 |
| 2020 | $0.60 | $0.60 |
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.
Worst Drawdowns
The table below displays the maximum drawdowns of the Putnam Global Health Care Fund. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.
The maximum drawdown for the Putnam Global Health Care Fund was 23.83%, occurring on Sep 26, 2022. Recovery took 476 trading sessions.
The current Putnam Global Health Care Fund drawdown is 12.39%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -23.83% | Nov 4, 2021 | 224 | Sep 26, 2022 | 476 | Aug 19, 2024 | 700 |
| -18.47% | Sep 3, 2024 | 83 | Dec 30, 2024 | — | — | — |
| -9.52% | Dec 18, 2020 | 51 | Mar 4, 2021 | 68 | Jun 10, 2021 | 119 |
| -7.38% | Oct 13, 2020 | 14 | Oct 30, 2020 | 3 | Nov 4, 2020 | 17 |
| -5.36% | Sep 3, 2021 | 21 | Oct 4, 2021 | 19 | Oct 29, 2021 | 40 |
Volatility
Volatility Chart
The current Putnam Global Health Care Fund volatility is 3.75%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.