AEPGX vs. PGHAX
AEPGX (American Funds EuroPacific Growth Fund Class A) and PGHAX (Putnam Global Health Care Fund) are both mutual funds - AEPGX is a Foreign Large Cap Equities fund managed by American Funds, while PGHAX is a Health & Biotech Equities fund managed by Putnam. Over the past 5 years, AEPGX returned 4.73%/yr vs 6.90%/yr for PGHAX. Their 0.52 correlation means they have sometimes moved together and sometimes differently. AEPGX charges 0.80%/yr vs 0.72%/yr for PGHAX.
Performance
AEPGX vs. PGHAX - Performance Comparison
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Returns By Period
In the year-to-date period, AEPGX achieves a 9.37% return, which is significantly higher than PGHAX's 4.47% return.
AEPGX
- 1D
- 3.17%
- 1M
- -0.81%
- 6M
- 3.68%
- YTD
- 9.37%
- 1Y
- 24.22%
- 3Y*
- 13.22%
- 5Y*
- 4.73%
- 10Y*
- 8.13%
- ALL TIME*
- 8.45%
PGHAX
- 1D
- -1.29%
- 1M
- -2.83%
- 6M
- 3.64%
- YTD
- 4.47%
- 1Y
- 24.95%
- 3Y*
- 9.46%
- 5Y*
- 6.90%
- 10Y*
- —
- ALL TIME*
- 9.49%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $0.00 | $0.00 | $0.00 | |
| $0.00 | $0.00 | $0.00 |
AEPGX vs. PGHAX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|
AEPGX American Funds EuroPacific Growth Fund Class A | 9.37% | 28.88% | 2.63% | 15.65% | -23.06% | -1.64% | 38.62% |
PGHAX Putnam Global Health Care Fund | 4.47% | 15.58% | 1.69% | 9.48% | -4.39% | 19.99% | 13.35% |
Correlation
The correlation between AEPGX and PGHAX is 0.25, which is low. Their historical price movements had little consistent relationship.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.25 |
Correlation (3Y) Balances recent behavior with more history. | 0.41 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.50 |
Correlation (All Time) Calculated using the full available price history since Jun 1, 2020 | 0.52 |
Over the past year, the correlation between AEPGX and PGHAX has dropped to 0.25 - well below their long-term average of 0.52, suggesting their price drivers have been diverging.
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Return for Risk
AEPGX vs. PGHAX — Risk / Return Rank
AEPGX
PGHAX
AEPGX vs. PGHAX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for American Funds EuroPacific Growth Fund Class A (AEPGX) and Putnam Global Health Care Fund (PGHAX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| AEPGX | PGHAX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.29 | ||
| Sortino ratioReturn per unit of downside risk | -0.58 | ||
| Omega ratioGain probability vs. loss probability | 1.24 | 1.27 | -0.03 |
| Calmar ratioReturn relative to maximum drawdown | 1.78 | 2.47 | -0.69 |
| Martin ratioReturn relative to average drawdown | 6.31 | 6.05 | +0.26 |
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Drawdowns
AEPGX vs. PGHAX - Drawdown Comparison
The maximum AEPGX drawdown since its inception was -53.98%, which is greater than PGHAX's maximum drawdown of -20.52%. Use the drawdown chart below to compare losses from any high point for AEPGX and PGHAX.
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Drawdown Indicators
| AEPGX | PGHAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -53.98% | -20.52% | -33.46% |
Max Drawdown (1Y)Largest decline over 1 year | -12.56% | -9.68% | -2.88% |
Max Drawdown (3Y)Largest decline over 3 years | -15.75% | -20.52% | +4.77% |
Max Drawdown (5Y)Largest decline over 5 years | -37.53% | -20.52% | -17.01% |
Max Drawdown (10Y)Largest decline over 10 years | -38.50% | — | — |
Current DrawdownCurrent decline from peak | -3.55% | -3.02% | -0.53% |
Average DrawdownAverage peak-to-trough decline | -11.44% | -5.59% | -5.85% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.54% | 3.95% | -0.41% |
Volatility
AEPGX vs. PGHAX - Volatility Comparison
American Funds EuroPacific Growth Fund Class A (AEPGX) and Putnam Global Health Care Fund (PGHAX) have volatilities of 5.66% and 5.61%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| AEPGX | PGHAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.66% | 5.61% | +0.05% |
Volatility (6M)Calculated over the trailing 6-month period | 15.25% | 11.64% | +3.61% |
Volatility (1Y)Calculated over the trailing 1-year period | 17.36% | 15.20% | +2.16% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.00% | 14.71% | +2.29% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.89% | 14.55% | +2.34% |
AEPGX vs. PGHAX - Expense Ratio Comparison
AEPGX has a 0.80% expense ratio, which is higher than PGHAX's 0.72% expense ratio.
Dividends
AEPGX vs. PGHAX - Dividend Comparison
AEPGX's dividend yield for the trailing twelve months is around 16.55%, more than PGHAX's 1.78% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AEPGX American Funds EuroPacific Growth Fund Class A | 16.55% | 13.69% | 4.56% | 3.57% | 1.72% | 5.15% | 0.17% | 2.79% | 6.33% | 4.66% | 1.24% | 3.05% |
PGHAX Putnam Global Health Care Fund | 1.78% | 1.86% | 4.71% | 5.33% | 7.48% | 11.17% | 8.93% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
AEPGX and PGHAX have a correlation of 0.25, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
AEPGX has higher volatility (5.66%) compared to PGHAX (5.61%). In terms of maximum drawdown, AEPGX dropped -53.98% vs PGHAX's -20.52%.
PGHAX currently has the higher Sharpe Ratio (1.58 vs 1.29), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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