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PHSTX vs. FSMEX
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

PHSTX vs. FSMEX

Last updated May 12, 2025

Compare and contrast key facts about Putnam Global Health Care Fund (PHSTX) and Fidelity Select Medical Technology and Devices Portfolio (FSMEX).

PHSTX is managed by Putnam. It was launched on May 27, 1982. FSMEX is managed by Fidelity. It was launched on Apr 28, 1998.

Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: PHSTX or FSMEX.

Correlation

The correlation between PHSTX and FSMEX is 0.40, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.

Performance

PHSTX vs. FSMEX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Putnam Global Health Care Fund (PHSTX) and Fidelity Select Medical Technology and Devices Portfolio (FSMEX). The values are adjusted to include any dividend payments, if applicable.

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Key characteristics

Daily Std Dev

PHSTX:

20.44%

FSMEX:

10.57%

Max Drawdown

PHSTX:

-5.33%

FSMEX:

-1.12%

Current Drawdown

PHSTX:

-5.33%

FSMEX:

-0.59%

Returns By Period

PHSTX

YTD

N/A

1M

N/A

6M

N/A

1Y

N/A

5Y*

N/A

10Y*

N/A

FSMEX

YTD

N/A

1M

N/A

6M

N/A

1Y

N/A

5Y*

N/A

10Y*

N/A

*Annualized

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PHSTX vs. FSMEX - Expense Ratio Comparison

PHSTX has a 1.05% expense ratio, which is higher than FSMEX's 0.68% expense ratio.

PHSTX
Putnam Global Health Care Fund
FSMEX
Fidelity Select Medical Technology and Devices Portfolio

Risk-Adjusted Performance

PHSTX vs. FSMEX — Risk-Adjusted Performance Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.
PHSTX
The Risk-Adjusted Performance Rank of PHSTX is 22
Overall Rank
The Sharpe Ratio Rank of PHSTX is 11
Sharpe Ratio Rank
The Sortino Ratio Rank of PHSTX is 11
Sortino Ratio Rank
The Omega Ratio Rank of PHSTX is 11
Omega Ratio Rank
The Calmar Ratio Rank of PHSTX is 33
Calmar Ratio Rank
The Martin Ratio Rank of PHSTX is 33
Martin Ratio Rank
FSMEX
The Risk-Adjusted Performance Rank of FSMEX is 55
Overall Rank
The Sharpe Ratio Rank of FSMEX is 77
Sharpe Ratio Rank
The Sortino Ratio Rank of FSMEX is 55
Sortino Ratio Rank
The Omega Ratio Rank of FSMEX is 55
Omega Ratio Rank
The Calmar Ratio Rank of FSMEX is 77
Calmar Ratio Rank
The Martin Ratio Rank of FSMEX is 22
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

PHSTX vs. FSMEX - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Putnam Global Health Care Fund (PHSTX) and Fidelity Select Medical Technology and Devices Portfolio (FSMEX). 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.

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Dividends

PHSTX vs. FSMEX - Dividend Comparison

PHSTX's dividend yield for the trailing twelve months is around 0.39%, while FSMEX has not paid dividends to shareholders.

TTM20242023202220212020201920182017201620152014
PHSTX
Putnam Global Health Care Fund		0.39%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
FSMEX
Fidelity Select Medical Technology and Devices Portfolio		0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%

Drawdowns

PHSTX vs. FSMEX - Drawdown Comparison

The maximum PHSTX drawdown since its inception was -5.33%, which is greater than FSMEX's maximum drawdown of -1.12%. Use the drawdown chart below to compare losses from any high point for PHSTX and FSMEX. For additional features, visit the drawdowns tool.

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Volatility

PHSTX vs. FSMEX - Volatility Comparison

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