PHSTX vs. JFNAX
Compare and contrast key facts about Putnam Global Health Care Fund (PHSTX) and Janus Henderson Global Life Sciences Fund Class A (JFNAX).
PHSTX is managed by Putnam. It was launched on May 27, 1982. JFNAX is managed by Janus Henderson. It was launched on Dec 31, 1998.
Performance
PHSTX vs. JFNAX - Performance Comparison
Loading graphics...
PHSTX vs. JFNAX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
PHSTX Putnam Global Health Care Fund | -3.14% | 15.20% | 1.35% | 9.11% | -4.88% | 19.60% | 15.94% | 30.26% | -0.76% | 15.30% |
JFNAX Janus Henderson Global Life Sciences Fund Class A | -3.77% | 24.61% | 3.41% | 7.35% | -2.86% | 6.59% | 25.42% | 28.98% | 4.00% | 22.35% |
Returns By Period
In the year-to-date period, PHSTX achieves a -3.14% return, which is significantly higher than JFNAX's -3.77% return. Over the past 10 years, PHSTX has underperformed JFNAX with an annualized return of 9.09%, while JFNAX has yielded a comparatively higher 10.96% annualized 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%
JFNAX
- 1D
- 3.08%
- 1M
- -5.56%
- YTD
- -3.77%
- 6M
- 11.78%
- 1Y
- 21.47%
- 3Y*
- 10.49%
- 5Y*
- 7.15%
- 10Y*
- 10.96%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
PHSTX vs. JFNAX - Expense Ratio Comparison
PHSTX has a 1.05% expense ratio, which is higher than JFNAX's 0.98% expense ratio.
Return for Risk
PHSTX vs. JFNAX — Risk / Return Rank
PHSTX
JFNAX
PHSTX vs. JFNAX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Putnam Global Health Care Fund (PHSTX) and Janus Henderson Global Life Sciences Fund Class A (JFNAX). 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 | JFNAX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.37 | 1.06 | -0.69 |
Sortino ratioReturn per unit of downside risk | 0.61 | 1.52 | -0.91 |
Omega ratioGain probability vs. loss probability | 1.08 | 1.20 | -0.12 |
Calmar ratioReturn relative to maximum drawdown | 0.57 | 1.78 | -1.20 |
Martin ratioReturn relative to average drawdown | 1.33 | 4.89 | -3.56 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| PHSTX | JFNAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.37 | 1.06 | -0.69 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.49 | 0.46 | +0.03 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.58 | 0.63 | -0.05 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.61 | 0.83 | -0.23 |
Correlation
The correlation between PHSTX and JFNAX is 0.92, 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. JFNAX - Dividend Comparison
PHSTX's dividend yield for the trailing twelve months is around 1.84%, less than JFNAX's 4.73% 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% |
JFNAX Janus Henderson Global Life Sciences Fund Class A | 4.73% | 4.56% | 5.74% | 4.28% | 0.08% | 9.90% | 7.82% | 6.18% | 13.55% | 1.03% | 0.97% | 8.93% |
Drawdowns
PHSTX vs. JFNAX - Drawdown Comparison
The maximum PHSTX drawdown since its inception was -45.51%, which is greater than JFNAX's maximum drawdown of -31.07%. Use the drawdown chart below to compare losses from any high point for PHSTX and JFNAX.
Loading graphics...
Drawdown Indicators
| PHSTX | JFNAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -45.51% | -31.07% | -14.44% |
Max Drawdown (1Y)Largest decline over 1 year | -10.02% | -9.71% | -0.31% |
Max Drawdown (5Y)Largest decline over 5 years | -20.71% | -22.29% | +1.58% |
Max Drawdown (10Y)Largest decline over 10 years | -25.51% | -27.39% | +1.88% |
Current DrawdownCurrent decline from peak | -7.14% | -6.65% | -0.49% |
Average DrawdownAverage peak-to-trough decline | -9.93% | -6.31% | -3.62% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.76% | 3.63% | +1.13% |
Volatility
PHSTX vs. JFNAX - Volatility Comparison
The current volatility for Putnam Global Health Care Fund (PHSTX) is 4.94%, while Janus Henderson Global Life Sciences Fund Class A (JFNAX) has a volatility of 6.00%. This indicates that PHSTX experiences smaller price fluctuations and is considered to be less risky than JFNAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| PHSTX | JFNAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.94% | 6.00% | -1.06% |
Volatility (6M)Calculated over the trailing 6-month period | 10.17% | 10.64% | -0.47% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.83% | 17.86% | -1.03% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.24% | 15.70% | -1.46% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 15.80% | 17.41% | -1.61% |