PHSTX vs. FBTAX
Compare and contrast key facts about Putnam Global Health Care Fund (PHSTX) and Fidelity Advisor Biotechnology Fund Class A (FBTAX).
PHSTX is managed by Putnam. It was launched on May 27, 1982. FBTAX is managed by Fidelity. It was launched on Dec 27, 2000.
Performance
PHSTX vs. FBTAX - Performance Comparison
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PHSTX vs. FBTAX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
PHSTX Putnam Global Health Care Fund | -3.14% | 15.20% | 1.35% | 9.11% | -4.88% | 19.60% | 15.94% | 30.26% | -0.76% | 15.30% |
FBTAX Fidelity Advisor Biotechnology Fund Class A | 2.24% | 39.54% | 5.37% | 10.70% | -7.95% | -3.10% | 32.17% | 25.74% | -3.86% | 25.80% |
Returns By Period
In the year-to-date period, PHSTX achieves a -3.14% return, which is significantly lower than FBTAX's 2.24% return. Over the past 10 years, PHSTX has underperformed FBTAX with an annualized return of 9.09%, while FBTAX has yielded a comparatively higher 11.86% annualized return.
PHSTX
- 1D
- 2.17%
- 1M
- -6.22%
- YTD
- -3.14%
- 6M
- 4.32%
- 1Y
- 8.04%
- 3Y*
- 8.04%
- 5Y*
- 6.90%
- 10Y*
- 9.09%
FBTAX
- 1D
- 5.08%
- 1M
- -0.75%
- YTD
- 2.24%
- 6M
- 15.54%
- 1Y
- 55.40%
- 3Y*
- 20.44%
- 5Y*
- 8.92%
- 10Y*
- 11.86%
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PHSTX vs. FBTAX - Expense Ratio Comparison
PHSTX has a 1.05% expense ratio, which is higher than FBTAX's 1.00% expense ratio.
Return for Risk
PHSTX vs. FBTAX — Risk / Return Rank
PHSTX
FBTAX
PHSTX vs. FBTAX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Putnam Global Health Care Fund (PHSTX) and Fidelity Advisor Biotechnology Fund Class A (FBTAX). 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.
| PHSTX | FBTAX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.37 | 1.94 | -1.57 |
Sortino ratioReturn per unit of downside risk | 0.61 | 2.53 | -1.92 |
Omega ratioGain probability vs. loss probability | 1.08 | 1.33 | -0.25 |
Calmar ratioReturn relative to maximum drawdown | 0.57 | 3.16 | -2.59 |
Martin ratioReturn relative to average drawdown | 1.33 | 12.63 | -11.30 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| PHSTX | FBTAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.37 | 1.94 | -1.57 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.49 | 0.38 | +0.10 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.58 | 0.48 | +0.09 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.61 | 0.31 | +0.30 |
Correlation
The correlation between PHSTX and FBTAX is 0.78, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
PHSTX vs. FBTAX - Dividend Comparison
PHSTX's dividend yield for the trailing twelve months is around 1.84%, more than FBTAX's 1.42% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PHSTX Putnam Global Health Care Fund | 1.84% | 1.79% | 4.92% | 5.62% | 7.82% | 11.98% | 9.58% | 5.72% | 6.82% | 17.31% | 10.65% | 13.06% |
FBTAX Fidelity Advisor Biotechnology Fund Class A | 1.42% | 1.45% | 6.00% | 1.15% | 0.00% | 20.12% | 8.37% | 6.77% | 2.50% | 0.00% | 0.00% | 5.36% |
Drawdowns
PHSTX vs. FBTAX - Drawdown Comparison
The maximum PHSTX drawdown since its inception was -45.51%, smaller than the maximum FBTAX drawdown of -63.55%. Use the drawdown chart below to compare losses from any high point for PHSTX and FBTAX.
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Drawdown Indicators
| PHSTX | FBTAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -45.51% | -63.55% | +18.04% |
Max Drawdown (1Y)Largest decline over 1 year | -10.02% | -13.60% | +3.58% |
Max Drawdown (5Y)Largest decline over 5 years | -20.71% | -36.51% | +15.80% |
Max Drawdown (10Y)Largest decline over 10 years | -25.51% | -38.82% | +13.31% |
Current DrawdownCurrent decline from peak | -7.14% | -2.54% | -4.60% |
Average DrawdownAverage peak-to-trough decline | -9.93% | -21.34% | +11.41% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.76% | 3.71% | +1.05% |
Volatility
PHSTX vs. FBTAX - Volatility Comparison
The current volatility for Putnam Global Health Care Fund (PHSTX) is 4.94%, while Fidelity Advisor Biotechnology Fund Class A (FBTAX) has a volatility of 9.36%. This indicates that PHSTX experiences smaller price fluctuations and is considered to be less risky than FBTAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| PHSTX | FBTAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.94% | 9.36% | -4.42% |
Volatility (6M)Calculated over the trailing 6-month period | 10.17% | 17.00% | -6.83% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.83% | 26.00% | -9.17% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.24% | 23.32% | -9.08% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 15.80% | 24.59% | -8.79% |