PHSTX vs. XLV

In the year-to-date period, PHSTX achieves a -4.38% return, which is significantly lower than XLV's -3.77% return. Over the past 10 years, PHSTX has underperformed XLV with an annualized return of -2.85%, while XLV has yielded a comparatively higher 7.68% annualized return.

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PHSTX has a 1.05% expense ratio, which is higher than XLV's 0.12% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Putnam Global Health Care Fund (PHSTX) and Health Care Select Sector SPDR Fund (XLV). 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.

The current PHSTX Sharpe Ratio is -0.91, which is lower than the XLV Sharpe Ratio of -0.43. The chart below compares the historical Sharpe Ratios of PHSTX and XLV, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

PHSTX's dividend yield for the trailing twelve months is around 0.39%, less than XLV's 1.77% yield.

The maximum PHSTX drawdown since its inception was -45.34%, which is greater than XLV's maximum drawdown of -39.17%. Use the drawdown chart below to compare losses from any high point for PHSTX and XLV. For additional features, visit the drawdowns tool.

The current volatility for Putnam Global Health Care Fund (PHSTX) is 6.82%, while Health Care Select Sector SPDR Fund (XLV) has a volatility of 7.19%. This indicates that PHSTX experiences smaller price fluctuations and is considered to be less risky than XLV based on this measure. The chart below showcases a comparison of their rolling one-month volatility.