PHSTX vs. FSHCX
Compare and contrast key facts about Putnam Global Health Care Fund (PHSTX) and Fidelity Select Health Care Services Portfolio (FSHCX).
PHSTX is managed by Putnam. It was launched on May 27, 1982. FSHCX is managed by Fidelity. It was launched on Jun 30, 1986.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: PHSTX or FSHCX.
Correlation
The correlation between PHSTX and FSHCX is 0.67, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
PHSTX vs. FSHCX - Performance Comparison
Key characteristics
PHSTX:
-0.15
FSHCX:
-0.91
PHSTX:
-0.12
FSHCX:
-1.12
PHSTX:
0.98
FSHCX:
0.84
PHSTX:
-0.06
FSHCX:
-0.59
PHSTX:
-0.23
FSHCX:
-1.58
PHSTX:
7.52%
FSHCX:
11.42%
PHSTX:
11.57%
FSHCX:
19.80%
PHSTX:
-45.36%
FSHCX:
-57.77%
PHSTX:
-22.50%
FSHCX:
-23.56%
Returns By Period
In the year-to-date period, PHSTX achieves a 6.06% return, which is significantly lower than FSHCX's 9.81% return. Over the past 10 years, PHSTX has underperformed FSHCX with an annualized return of -1.25%, while FSHCX has yielded a comparatively higher 3.01% annualized return.
PHSTX
6.06%
3.79%
-11.72%
-2.72%
0.99%
-1.25%
FSHCX
9.81%
3.25%
-15.88%
-19.09%
0.29%
3.01%
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PHSTX vs. FSHCX - Expense Ratio Comparison
PHSTX has a 1.05% expense ratio, which is higher than FSHCX's 0.71% expense ratio.
Risk-Adjusted Performance
PHSTX vs. FSHCX — Risk-Adjusted Performance Rank
PHSTX
FSHCX
PHSTX vs. FSHCX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Putnam Global Health Care Fund (PHSTX) and Fidelity Select Health Care Services Portfolio (FSHCX). 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.
Dividends
PHSTX vs. FSHCX - Dividend Comparison
PHSTX's dividend yield for the trailing twelve months is around 0.35%, less than FSHCX's 0.64% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PHSTX Putnam Global Health Care Fund | 0.35% | 0.37% | 0.18% | 0.14% | 0.43% | 0.85% | 0.30% | 0.07% | 0.65% | 0.52% | 0.00% | 9.66% |
FSHCX Fidelity Select Health Care Services Portfolio | 0.64% | 0.71% | 0.35% | 0.23% | 0.21% | 0.76% | 0.27% | 0.12% | 0.11% | 0.16% | 1.91% | 3.52% |
Drawdowns
PHSTX vs. FSHCX - Drawdown Comparison
The maximum PHSTX drawdown since its inception was -45.36%, smaller than the maximum FSHCX drawdown of -57.77%. Use the drawdown chart below to compare losses from any high point for PHSTX and FSHCX. For additional features, visit the drawdowns tool.
Volatility
PHSTX vs. FSHCX - Volatility Comparison
The current volatility for Putnam Global Health Care Fund (PHSTX) is 3.92%, while Fidelity Select Health Care Services Portfolio (FSHCX) has a volatility of 5.34%. This indicates that PHSTX experiences smaller price fluctuations and is considered to be less risky than FSHCX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.