PHSTX vs. FIKCX
Compare and contrast key facts about Putnam Global Health Care Fund (PHSTX) and Fidelity Advisor Health Care Fund Class Z (FIKCX).
PHSTX is managed by Putnam. It was launched on May 27, 1982. FIKCX is managed by Fidelity. It was launched on Oct 2, 2018.
Performance
PHSTX vs. FIKCX - Performance Comparison
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PHSTX vs. FIKCX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|
PHSTX Putnam Global Health Care Fund | -3.14% | 15.20% | 1.35% | 9.11% | -4.88% | 19.60% | 15.94% | 30.26% | -7.77% |
FIKCX Fidelity Advisor Health Care Fund Class Z | -6.00% | 14.61% | -5.73% | 4.20% | -12.74% | 11.66% | 21.55% | 28.39% | -11.04% |
Returns By Period
In the year-to-date period, PHSTX achieves a -3.14% return, which is significantly higher than FIKCX's -6.00% 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%
FIKCX
- 1D
- 3.93%
- 1M
- -5.33%
- YTD
- -6.00%
- 6M
- 3.08%
- 1Y
- 10.32%
- 3Y*
- 1.70%
- 5Y*
- 0.26%
- 10Y*
- —
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PHSTX vs. FIKCX - Expense Ratio Comparison
PHSTX has a 1.05% expense ratio, which is higher than FIKCX's 0.59% expense ratio.
Return for Risk
PHSTX vs. FIKCX — Risk / Return Rank
PHSTX
FIKCX
PHSTX vs. FIKCX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Putnam Global Health Care Fund (PHSTX) and Fidelity Advisor Health Care Fund Class Z (FIKCX). 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 | FIKCX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.37 | 0.47 | -0.10 |
Sortino ratioReturn per unit of downside risk | 0.61 | 0.79 | -0.18 |
Omega ratioGain probability vs. loss probability | 1.08 | 1.10 | -0.02 |
Calmar ratioReturn relative to maximum drawdown | 0.57 | 0.62 | -0.05 |
Martin ratioReturn relative to average drawdown | 1.33 | 1.93 | -0.61 |
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 | FIKCX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.37 | 0.47 | -0.10 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.49 | 0.01 | +0.47 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.58 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.61 | 0.24 | +0.37 |
Correlation
The correlation between PHSTX and FIKCX is 0.87, 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. FIKCX - Dividend Comparison
PHSTX's dividend yield for the trailing twelve months is around 1.84%, less than FIKCX's 12.21% 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% |
FIKCX Fidelity Advisor Health Care Fund Class Z | 12.21% | 11.48% | 0.00% | 0.00% | 0.00% | 5.71% | 5.86% | 0.61% | 4.65% | 0.00% | 0.00% | 0.00% |
Drawdowns
PHSTX vs. FIKCX - Drawdown Comparison
The maximum PHSTX drawdown since its inception was -45.51%, which is greater than FIKCX's maximum drawdown of -29.19%. Use the drawdown chart below to compare losses from any high point for PHSTX and FIKCX.
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Drawdown Indicators
| PHSTX | FIKCX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -45.51% | -29.19% | -16.32% |
Max Drawdown (1Y)Largest decline over 1 year | -10.02% | -13.35% | +3.33% |
Max Drawdown (5Y)Largest decline over 5 years | -20.71% | -29.19% | +8.48% |
Max Drawdown (10Y)Largest decline over 10 years | -25.51% | — | — |
Current DrawdownCurrent decline from peak | -7.14% | -11.77% | +4.63% |
Average DrawdownAverage peak-to-trough decline | -9.93% | -9.26% | -0.67% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.76% | 4.27% | +0.49% |
Volatility
PHSTX vs. FIKCX - Volatility Comparison
The current volatility for Putnam Global Health Care Fund (PHSTX) is 4.94%, while Fidelity Advisor Health Care Fund Class Z (FIKCX) has a volatility of 7.08%. This indicates that PHSTX experiences smaller price fluctuations and is considered to be less risky than FIKCX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| PHSTX | FIKCX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.94% | 7.08% | -2.14% |
Volatility (6M)Calculated over the trailing 6-month period | 10.17% | 11.61% | -1.44% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.83% | 18.74% | -1.91% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.24% | 18.23% | -3.99% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 15.80% | 20.36% | -4.56% |