PHSTX vs. PGOYX
Compare and contrast key facts about Putnam Global Health Care Fund (PHSTX) and Putnam Large Cap Growth Y (PGOYX).
PHSTX is managed by Putnam. It was launched on May 27, 1982. PGOYX is managed by Putnam. It was launched on Aug 27, 1999.
Performance
PHSTX vs. PGOYX - Performance Comparison
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PHSTX vs. PGOYX - 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% |
PGOYX Putnam Large Cap Growth Y | -9.67% | 14.56% | 33.58% | 44.57% | -30.25% | 22.95% | 38.79% | 36.76% | 2.58% | 31.29% |
Returns By Period
In the year-to-date period, PHSTX achieves a -3.14% return, which is significantly higher than PGOYX's -9.67% return. Over the past 10 years, PHSTX has underperformed PGOYX with an annualized return of 9.09%, while PGOYX has yielded a comparatively higher 16.81% 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%
PGOYX
- 1D
- 3.70%
- 1M
- -5.89%
- YTD
- -9.67%
- 6M
- -9.44%
- 1Y
- 14.92%
- 3Y*
- 20.52%
- 5Y*
- 11.05%
- 10Y*
- 16.81%
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PHSTX vs. PGOYX - Expense Ratio Comparison
PHSTX has a 1.05% expense ratio, which is higher than PGOYX's 0.65% expense ratio.
Return for Risk
PHSTX vs. PGOYX — Risk / Return Rank
PHSTX
PGOYX
PHSTX vs. PGOYX - 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 Growth Y (PGOYX). 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 | PGOYX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.37 | 0.71 | -0.34 |
Sortino ratioReturn per unit of downside risk | 0.61 | 1.18 | -0.57 |
Omega ratioGain probability vs. loss probability | 1.08 | 1.17 | -0.09 |
Calmar ratioReturn relative to maximum drawdown | 0.57 | 0.98 | -0.41 |
Martin ratioReturn relative to average drawdown | 1.33 | 3.34 | -2.01 |
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 | PGOYX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.37 | 0.71 | -0.34 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.49 | 0.51 | -0.03 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.58 | 0.80 | -0.22 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.61 | 0.32 | +0.29 |
Correlation
The correlation between PHSTX and PGOYX is 0.71, 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. PGOYX - Dividend Comparison
PHSTX's dividend yield for the trailing twelve months is around 1.84%, less than PGOYX's 5.79% 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% |
PGOYX Putnam Large Cap Growth Y | 5.79% | 5.23% | 4.25% | 0.46% | 7.30% | 8.55% | 3.12% | 3.65% | 7.92% | 2.05% | 0.02% | 5.78% |
Drawdowns
PHSTX vs. PGOYX - Drawdown Comparison
The maximum PHSTX drawdown since its inception was -45.51%, smaller than the maximum PGOYX drawdown of -76.03%. Use the drawdown chart below to compare losses from any high point for PHSTX and PGOYX.
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Drawdown Indicators
| PHSTX | PGOYX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -45.51% | -76.03% | +30.52% |
Max Drawdown (1Y)Largest decline over 1 year | -10.02% | -16.34% | +6.32% |
Max Drawdown (5Y)Largest decline over 5 years | -20.71% | -34.01% | +13.30% |
Max Drawdown (10Y)Largest decline over 10 years | -25.51% | -34.01% | +8.50% |
Current DrawdownCurrent decline from peak | -7.14% | -13.24% | +6.10% |
Average DrawdownAverage peak-to-trough decline | -9.93% | -31.72% | +21.79% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.76% | 4.78% | -0.02% |
Volatility
PHSTX vs. PGOYX - Volatility Comparison
The current volatility for Putnam Global Health Care Fund (PHSTX) is 4.94%, while Putnam Large Cap Growth Y (PGOYX) has a volatility of 6.88%. This indicates that PHSTX experiences smaller price fluctuations and is considered to be less risky than PGOYX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| PHSTX | PGOYX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.94% | 6.88% | -1.94% |
Volatility (6M)Calculated over the trailing 6-month period | 10.17% | 12.72% | -2.55% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.83% | 22.41% | -5.58% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.24% | 21.68% | -7.44% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 15.80% | 21.15% | -5.35% |