PHSTX vs. FSPHX
Compare and contrast key facts about Putnam Global Health Care Fund (PHSTX) and Fidelity® Select Health Care Portfolio (FSPHX).
PHSTX is managed by Putnam. It was launched on May 27, 1982. FSPHX is an actively managed fund by Fidelity. It was launched on Jul 14, 1981.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: PHSTX or FSPHX.
Correlation
The correlation between PHSTX and FSPHX is 0.89, 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.
Performance
PHSTX vs. FSPHX - Performance Comparison
Key characteristics
PHSTX:
-0.20
FSPHX:
-0.54
PHSTX:
-0.19
FSPHX:
-0.60
PHSTX:
0.98
FSPHX:
0.92
PHSTX:
-0.08
FSPHX:
-0.37
PHSTX:
-0.29
FSPHX:
-1.25
PHSTX:
7.69%
FSPHX:
6.74%
PHSTX:
11.58%
FSPHX:
15.63%
PHSTX:
-45.36%
FSPHX:
-91.65%
PHSTX:
-21.51%
FSPHX:
-20.94%
Returns By Period
In the year-to-date period, PHSTX achieves a 7.43% return, which is significantly higher than FSPHX's 2.61% return. Over the past 10 years, PHSTX has underperformed FSPHX with an annualized return of -1.32%, while FSPHX has yielded a comparatively higher 2.27% annualized return.
PHSTX
7.43%
4.25%
-12.15%
-2.74%
1.33%
-1.32%
FSPHX
2.61%
-1.62%
-10.83%
-8.97%
-1.06%
2.27%
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PHSTX vs. FSPHX - Expense Ratio Comparison
PHSTX has a 1.05% expense ratio, which is higher than FSPHX's 0.69% expense ratio.
Risk-Adjusted Performance
PHSTX vs. FSPHX — Risk-Adjusted Performance Rank
PHSTX
FSPHX
PHSTX vs. FSPHX - 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 Portfolio (FSPHX). 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. FSPHX - Dividend Comparison
PHSTX's dividend yield for the trailing twelve months is around 0.35%, more than FSPHX's 0.02% 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% |
FSPHX Fidelity® Select Health Care Portfolio | 0.02% | 0.02% | 0.00% | 0.00% | 0.13% | 0.58% | 0.11% | 0.15% | 0.17% | 0.13% | 4.61% | 4.79% |
Drawdowns
PHSTX vs. FSPHX - Drawdown Comparison
The maximum PHSTX drawdown since its inception was -45.36%, smaller than the maximum FSPHX drawdown of -91.65%. Use the drawdown chart below to compare losses from any high point for PHSTX and FSPHX. For additional features, visit the drawdowns tool.
Volatility
PHSTX vs. FSPHX - Volatility Comparison
The current volatility for Putnam Global Health Care Fund (PHSTX) is 3.37%, while Fidelity® Select Health Care Portfolio (FSPHX) has a volatility of 3.78%. This indicates that PHSTX experiences smaller price fluctuations and is considered to be less risky than FSPHX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.