Putnam Global Health Care Fund (PHSTX)
The fund invests mainly in common stocks (growth or value stocks or both) of large and midsize companies worldwide that the manager believes have favorable investment potential. Under normal circumstances, it invests at least 80% of its net assets in securities of companies in the health care industries.
Fund Info
US7467781099
746778109
May 27, 1982
$0
Large-Cap
Growth
Expense Ratio
PHSTX has a high expense ratio of 1.05%, indicating above-average management fees.
Share Price Chart
Loading data...
Compare to other instruments
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Performance
Performance Chart
Loading data...
Returns By Period
Putnam Global Health Care Fund (PHSTX) returned -1.94% year-to-date (YTD) and -11.36% over the past 12 months. Over the past 10 years, PHSTX returned -2.61% annually, underperforming the S&P 500 benchmark at 10.69%.
PHSTX
-1.94%
-1.42%
-13.81%
-11.36%
-0.08%
-2.61%
^GSPC (Benchmark)
-0.64%
8.97%
-2.62%
11.90%
15.76%
10.69%
Monthly Returns
The table below presents the monthly returns of PHSTX, 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 | 6.26% | 2.53% | -3.54% | -1.83% | -4.95% | -1.94% | |||||||
| 2024 | 2.86% | 2.39% | 3.08% | -2.76% | 2.33% | 1.81% | 3.10% | 5.36% | -3.41% | -4.71% | -0.52% | -11.40% | -3.08% |
| 2023 | -1.93% | -3.44% | 3.32% | 1.94% | -0.63% | 3.32% | -0.09% | 0.28% | -1.46% | -3.59% | 6.23% | -0.22% | 3.30% |
| 2022 | -6.95% | -0.08% | 5.21% | -4.75% | -0.81% | -2.51% | 3.05% | -5.79% | -4.36% | 10.07% | 4.98% | -8.56% | -11.63% |
| 2021 | 0.40% | -1.77% | 2.21% | 3.21% | 1.65% | 2.05% | 2.15% | 4.22% | -3.73% | 5.12% | -3.99% | -4.23% | 6.92% |
| 2020 | -2.27% | -6.35% | -2.65% | 10.53% | 4.52% | -0.78% | 2.85% | 2.75% | -0.79% | -4.12% | 8.29% | -4.24% | 6.46% |
| 2019 | 6.86% | 2.56% | 0.78% | -3.82% | -1.01% | 6.46% | -1.41% | 0.91% | -0.47% | 5.42% | 7.48% | -1.63% | 23.56% |
| 2018 | 7.05% | -5.23% | -1.82% | 0.71% | 1.70% | 1.43% | 4.62% | 1.09% | 1.31% | -7.49% | 5.57% | -14.28% | -7.17% |
| 2017 | 2.85% | 5.81% | -0.05% | 2.14% | 0.61% | 2.85% | -0.10% | 1.18% | 1.42% | -2.55% | 1.91% | -15.57% | -1.19% |
| 2016 | -10.87% | -2.37% | 2.14% | 1.45% | 1.60% | 0.59% | 4.62% | -3.48% | 0.72% | -7.27% | 1.08% | -8.74% | -19.83% |
| 2015 | 2.18% | 4.38% | 2.01% | -1.79% | 5.35% | 0.51% | 3.57% | -7.95% | -7.68% | 6.49% | 0.27% | -10.48% | -4.82% |
| 2014 | 1.38% | 7.26% | -2.68% | -1.13% | 2.97% | 4.11% | -1.31% | 6.82% | 1.07% | 4.10% | 4.18% | -0.47% | 29.02% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of PHSTX is 2, meaning it’s performing worse than 98% 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 (PHSTX) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
Loading data...
Dividends
Dividend History
Putnam Global Health Care Fund provided a 0.38% dividend yield over the last twelve months, with an annual payout of $0.21 per share. The fund has been increasing its distributions for 2 consecutive years.
| Period | TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $0.21 | $0.21 | $0.10 | $0.08 | $0.27 | $0.51 | $0.17 | $0.03 | $0.32 | $0.26 | $0.00 | $6.39 |
Dividend yield | 0.38% | 0.37% | 0.18% | 0.14% | 0.43% | 0.85% | 0.30% | 0.07% | 0.65% | 0.52% | 0.00% | 9.66% |
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 | $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 | $0.21 | $0.21 |
| 2023 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.10 | $0.10 |
| 2022 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.08 | $0.08 |
| 2021 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.27 | $0.27 |
| 2020 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.51 | $0.51 |
| 2019 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.17 | $0.17 |
| 2018 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.03 | $0.03 |
| 2017 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.32 | $0.32 |
| 2016 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.26 | $0.26 |
| 2015 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 |
| 2014 | $6.39 | $6.39 |
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.
Loading data...
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 45.34%, occurring on Jul 23, 2002. Recovery took 1127 trading sessions.
The current Putnam Global Health Care Fund drawdown is 28.35%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -45.34% | Nov 9, 2000 | 421 | Jul 23, 2002 | 1127 | Jan 17, 2007 | 1548 |
| -44.64% | Jul 21, 2015 | 865 | Dec 24, 2018 | — | — | — |
| -35.92% | May 8, 2007 | 397 | Dec 3, 2008 | 275 | Jan 7, 2010 | 672 |
| -34.81% | Aug 26, 1987 | 44 | Oct 26, 1987 | 404 | May 12, 1989 | 448 |
| -29.3% | Jul 3, 1986 | 72 | Oct 10, 1986 | 78 | Jan 28, 1987 | 150 |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
Loading data...