PNRAX vs. PHSTX

In the year-to-date period, PNRAX achieves a -0.44% return, which is significantly higher than PHSTX's -3.26% return. Over the past 10 years, PNRAX has outperformed PHSTX with an annualized return of 12.68%, while PHSTX has yielded a comparatively lower 5.94% annualized return.

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PNRAX has a 1.03% expense ratio, which is lower than PHSTX's 1.05% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Putnam Research Fund (PNRAX) and Putnam Global Health Care Fund (PHSTX). 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 PNRAX Sharpe Ratio is 0.57, which is higher than the PHSTX Sharpe Ratio of -0.52. The chart below compares the historical Sharpe Ratios of PNRAX and PHSTX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

PNRAX's dividend yield for the trailing twelve months is around 7.60%, more than PHSTX's 5.08% yield.

The maximum PNRAX drawdown since its inception was -57.28%, which is greater than PHSTX's maximum drawdown of -45.34%. Use the drawdown chart below to compare losses from any high point for PNRAX and PHSTX.

The current volatility for Putnam Research Fund (PNRAX) is 4.90%, while Putnam Global Health Care Fund (PHSTX) has a volatility of 7.20%. This indicates that PNRAX experiences smaller price fluctuations and is considered to be less risky than PHSTX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.