PHSTX vs. FBTIX
Compare and contrast key facts about Putnam Global Health Care Fund (PHSTX) and Fidelity Advisor Biotechnology Fund I Class (FBTIX).
PHSTX is managed by Putnam. It was launched on May 27, 1982. FBTIX is managed by Fidelity. It was launched on Dec 27, 2000.
Performance
PHSTX vs. FBTIX - Performance Comparison
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PHSTX vs. FBTIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
PHSTX Putnam Global Health Care Fund | -5.20% | 15.20% | 1.35% | 9.11% | -4.88% | 19.60% | 15.94% | 30.26% | -0.76% | 15.30% |
FBTIX Fidelity Advisor Biotechnology Fund I Class | -2.62% | 39.91% | 5.63% | 11.02% | -7.74% | -2.86% | 32.53% | 26.11% | -3.61% | 26.15% |
Returns By Period
In the year-to-date period, PHSTX achieves a -5.20% return, which is significantly lower than FBTIX's -2.62% return. Over the past 10 years, PHSTX has underperformed FBTIX with an annualized return of 8.86%, while FBTIX has yielded a comparatively higher 11.60% annualized return.
PHSTX
- 1D
- 0.66%
- 1M
- -9.12%
- YTD
- -5.20%
- 6M
- 5.37%
- 1Y
- 3.92%
- 3Y*
- 7.27%
- 5Y*
- 6.39%
- 10Y*
- 8.86%
FBTIX
- 1D
- -0.74%
- 1M
- -6.04%
- YTD
- -2.62%
- 6M
- 11.57%
- 1Y
- 43.10%
- 3Y*
- 18.79%
- 5Y*
- 8.22%
- 10Y*
- 11.60%
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PHSTX vs. FBTIX - Expense Ratio Comparison
PHSTX has a 1.05% expense ratio, which is higher than FBTIX's 0.73% expense ratio.
Return for Risk
PHSTX vs. FBTIX — Risk / Return Rank
PHSTX
FBTIX
PHSTX vs. FBTIX - 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 I Class (FBTIX). 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 | FBTIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.24 | 1.58 | -1.34 |
Sortino ratioReturn per unit of downside risk | 0.45 | 2.12 | -1.68 |
Omega ratioGain probability vs. loss probability | 1.06 | 1.27 | -0.21 |
Calmar ratioReturn relative to maximum drawdown | 0.35 | 2.40 | -2.05 |
Martin ratioReturn relative to average drawdown | 0.82 | 9.76 | -8.94 |
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 | FBTIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.24 | 1.58 | -1.34 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.45 | 0.36 | +0.10 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.56 | 0.47 | +0.09 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.61 | 0.32 | +0.29 |
Correlation
The correlation between PHSTX and FBTIX 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. FBTIX - Dividend Comparison
PHSTX's dividend yield for the trailing twelve months is around 1.88%, more than FBTIX's 1.42% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PHSTX Putnam Global Health Care Fund | 1.88% | 1.79% | 4.92% | 5.62% | 7.82% | 11.98% | 9.58% | 5.72% | 6.82% | 17.31% | 10.65% | 13.06% |
FBTIX Fidelity Advisor Biotechnology Fund I Class | 1.42% | 1.39% | 5.69% | 1.36% | 0.00% | 18.74% | 8.01% | 6.44% | 2.35% | 0.00% | 0.00% | 5.23% |
Drawdowns
PHSTX vs. FBTIX - Drawdown Comparison
The maximum PHSTX drawdown since its inception was -45.51%, smaller than the maximum FBTIX drawdown of -63.45%. Use the drawdown chart below to compare losses from any high point for PHSTX and FBTIX.
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Drawdown Indicators
| PHSTX | FBTIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -45.51% | -63.45% | +17.94% |
Max Drawdown (1Y)Largest decline over 1 year | -10.02% | -13.62% | +3.60% |
Max Drawdown (5Y)Largest decline over 5 years | -20.71% | -36.41% | +15.70% |
Max Drawdown (10Y)Largest decline over 10 years | -25.51% | -38.64% | +13.13% |
Current DrawdownCurrent decline from peak | -9.12% | -7.21% | -1.91% |
Average DrawdownAverage peak-to-trough decline | -9.93% | -20.73% | +10.80% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.74% | 4.09% | +0.65% |
Volatility
PHSTX vs. FBTIX - Volatility Comparison
The current volatility for Putnam Global Health Care Fund (PHSTX) is 4.25%, while Fidelity Advisor Biotechnology Fund I Class (FBTIX) has a volatility of 7.77%. This indicates that PHSTX experiences smaller price fluctuations and is considered to be less risky than FBTIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| PHSTX | FBTIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.25% | 7.77% | -3.52% |
Volatility (6M)Calculated over the trailing 6-month period | 9.95% | 16.36% | -6.41% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.72% | 25.57% | -8.85% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.21% | 23.23% | -9.02% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 15.79% | 24.54% | -8.75% |