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.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: PHSTX or JFNAX.
Correlation
The correlation between PHSTX and JFNAX is 0.90, 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. JFNAX - Performance Comparison
Key characteristics
PHSTX:
-0.15
JFNAX:
-0.08
PHSTX:
-0.12
JFNAX:
-0.01
PHSTX:
0.98
JFNAX:
1.00
PHSTX:
-0.06
JFNAX:
-0.06
PHSTX:
-0.23
JFNAX:
-0.15
PHSTX:
7.52%
JFNAX:
7.34%
PHSTX:
11.57%
JFNAX:
13.89%
PHSTX:
-45.36%
JFNAX:
-36.53%
PHSTX:
-22.50%
JFNAX:
-13.88%
Returns By Period
In the year-to-date period, PHSTX achieves a 6.06% return, which is significantly higher than JFNAX's 4.65% return. Over the past 10 years, PHSTX has underperformed JFNAX with an annualized return of -1.41%, while JFNAX has yielded a comparatively higher 2.32% annualized return.
PHSTX
6.06%
4.67%
-12.21%
-3.51%
0.94%
-1.41%
JFNAX
4.65%
4.70%
-12.13%
-3.75%
2.79%
2.32%
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PHSTX vs. JFNAX - Expense Ratio Comparison
PHSTX has a 1.05% expense ratio, which is higher than JFNAX's 0.98% expense ratio.
Risk-Adjusted Performance
PHSTX vs. JFNAX — Risk-Adjusted Performance Rank
PHSTX
JFNAX
PHSTX vs. JFNAX - Risk-Adjusted Performance 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.
Dividends
PHSTX vs. JFNAX - Dividend Comparison
PHSTX's dividend yield for the trailing twelve months is around 0.35%, more than JFNAX's 0.13% 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% |
JFNAX Janus Henderson Global Life Sciences Fund Class A | 0.13% | 0.13% | 0.05% | 0.07% | 1.12% | 0.94% | 0.67% | 0.00% | 0.13% | 0.06% | 0.27% | 0.00% |
Drawdowns
PHSTX vs. JFNAX - Drawdown Comparison
The maximum PHSTX drawdown since its inception was -45.36%, which is greater than JFNAX's maximum drawdown of -36.53%. Use the drawdown chart below to compare losses from any high point for PHSTX and JFNAX. For additional features, visit the drawdowns tool.
Volatility
PHSTX vs. JFNAX - Volatility Comparison
The current volatility for Putnam Global Health Care Fund (PHSTX) is 3.92%, while Janus Henderson Global Life Sciences Fund Class A (JFNAX) has a volatility of 4.37%. 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.