PHSTX vs. PEYAX
Compare and contrast key facts about Putnam Global Health Care Fund (PHSTX) and Putnam Large Cap Value Fund (PEYAX).
PHSTX is managed by Putnam. It was launched on May 27, 1982. PEYAX is managed by Putnam. It was launched on Jun 15, 1977.
Performance
PHSTX vs. PEYAX - Performance Comparison
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PHSTX vs. PEYAX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
PHSTX Putnam Global Health Care Fund | -5.20% | 15.20% | 1.35% | 9.11% | -4.88% | 19.60% | 15.94% | 30.26% | -0.76% | 15.30% |
PEYAX Putnam Large Cap Value Fund | -1.32% | 20.09% | 18.99% | 15.09% | -8.37% | 26.84% | 5.87% | 29.94% | -8.63% | 18.79% |
Returns By Period
In the year-to-date period, PHSTX achieves a -5.20% return, which is significantly lower than PEYAX's -1.32% return. Over the past 10 years, PHSTX has underperformed PEYAX with an annualized return of 8.86%, while PEYAX has yielded a comparatively higher 12.25% annualized return.
PHSTX
- 1D
- 0.66%
- 1M
- -9.12%
- YTD
- -5.20%
- 6M
- 5.37%
- 1Y
- 3.92%
- 3Y*
- 7.27%
- 5Y*
- 6.39%
- 10Y*
- 8.86%
PEYAX
- 1D
- -0.15%
- 1M
- -6.34%
- YTD
- -1.32%
- 6M
- 4.60%
- 1Y
- 15.85%
- 3Y*
- 16.83%
- 5Y*
- 11.15%
- 10Y*
- 12.25%
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PHSTX vs. PEYAX - Expense Ratio Comparison
PHSTX has a 1.05% expense ratio, which is higher than PEYAX's 0.88% expense ratio.
Return for Risk
PHSTX vs. PEYAX — Risk / Return Rank
PHSTX
PEYAX
PHSTX vs. PEYAX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Putnam Global Health Care Fund (PHSTX) and Putnam Large Cap Value Fund (PEYAX). 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 | PEYAX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.24 | 1.11 | -0.86 |
Sortino ratioReturn per unit of downside risk | 0.45 | 1.57 | -1.13 |
Omega ratioGain probability vs. loss probability | 1.06 | 1.24 | -0.18 |
Calmar ratioReturn relative to maximum drawdown | 0.35 | 1.31 | -0.96 |
Martin ratioReturn relative to average drawdown | 0.82 | 5.88 | -5.05 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| PHSTX | PEYAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.24 | 1.11 | -0.86 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.45 | 0.76 | -0.31 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.56 | 0.72 | -0.16 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.61 | 0.36 | +0.24 |
Correlation
The correlation between PHSTX and PEYAX is 0.70, 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.
Dividends
PHSTX vs. PEYAX - Dividend Comparison
PHSTX's dividend yield for the trailing twelve months is around 1.88%, less than PEYAX's 5.15% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PHSTX Putnam Global Health Care Fund | 1.88% | 1.79% | 4.92% | 5.62% | 7.82% | 11.98% | 9.58% | 5.72% | 6.82% | 17.31% | 10.65% | 13.06% |
PEYAX Putnam Large Cap Value Fund | 5.15% | 5.36% | 6.80% | 4.93% | 1.21% | 7.09% | 5.97% | 3.79% | 5.67% | 3.31% | 2.27% | 5.86% |
Drawdowns
PHSTX vs. PEYAX - Drawdown Comparison
The maximum PHSTX drawdown since its inception was -45.51%, smaller than the maximum PEYAX drawdown of -56.92%. Use the drawdown chart below to compare losses from any high point for PHSTX and PEYAX.
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Drawdown Indicators
| PHSTX | PEYAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -45.51% | -56.92% | +11.41% |
Max Drawdown (1Y)Largest decline over 1 year | -10.02% | -11.77% | +1.75% |
Max Drawdown (5Y)Largest decline over 5 years | -20.71% | -15.31% | -5.40% |
Max Drawdown (10Y)Largest decline over 10 years | -25.51% | -36.06% | +10.55% |
Current DrawdownCurrent decline from peak | -9.12% | -7.23% | -1.89% |
Average DrawdownAverage peak-to-trough decline | -9.93% | -14.10% | +4.17% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.74% | 2.63% | +2.11% |
Volatility
PHSTX vs. PEYAX - Volatility Comparison
Putnam Global Health Care Fund (PHSTX) has a higher volatility of 4.25% compared to Putnam Large Cap Value Fund (PEYAX) at 3.58%. This indicates that PHSTX's price experiences larger fluctuations and is considered to be riskier than PEYAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| PHSTX | PEYAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.25% | 3.58% | +0.67% |
Volatility (6M)Calculated over the trailing 6-month period | 9.95% | 7.95% | +2.00% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.72% | 15.36% | +1.36% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.21% | 14.68% | -0.47% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 15.79% | 17.05% | -1.26% |