Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PHLMX (PUTNAM GLOBAL HEALTH CARE FUND CLASS M SHARES) | NA | 15.89% | 10.96% | 5.25% | 10.97% | 8.72% | 6.74% | … | … |
Data as of 11/25/2019, Common starting date is 12/19/1995
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PHLMX (PUTNAM GLOBAL HEALTH CARE FUND CLASS M SHARES) | 12/19/1995 | 11/25/2019 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.75 | 15.89 | 10.96 | 5.25 | 10.97 | 8.72 | 6.74 | … | … | 21.75 | -1.13 | 14.72 | -12.13 | 7.00 | 26.84 | 41.04 | 21.37 | -1.91 | 1.61 | 24.54 | -17.50 | -1.16 | 2.47 | 13.00 | 6.62 | 17.92 | -20.78 | -20.23 | 39.32 | -4.90 | 26.48 | 31.72 | 8.14 | 1.81 |
| Sharpe Ratio | NA | 1.08 | 0.77 | 0.30 | 0.68 | NA | NA | … | … | 1.78 | -0.15 | 1.61 | -0.71 | 0.37 | 1.80 | 3.49 | 1.79 | -0.09 | 0.10 | 1.38 | -0.68 | -0.38 | -0.09 | 1.16 | 0.48 | 1.13 | -0.97 | -1.08 | 1.33 | -0.42 | 1.07 | 1.58 | 0.32 | 4.39 |
| Standard Deviation(%) | NA | 14.27 | 12.79 | 15.34 | 15.48 | NA | NA | … | … | 12.83 | 15.95 | 8.80 | 17.43 | 19.06 | 14.91 | 11.74 | 11.99 | 22.10 | 15.63 | 17.76 | 27.15 | 11.07 | 9.13 | 9.36 | 11.73 | 15.20 | 22.67 | 21.25 | 26.56 | 19.17 | 21.65 | 17.78 | 14.33 | 19.91 |
| Draw Down(%) | NA | 13.91 | 15.89 | 24.45 | 24.45 | NA | NA | … | … | 8.12 | 15.89 | 4.98 | 16.08 | 18.84 | 9.33 | 4.95 | 7.38 | 23.57 | 18.13 | 16.35 | 31.81 | 9.79 | 10.28 | 4.12 | 11.79 | 9.28 | 31.30 | 29.58 | 12.64 | 15.13 | 20.64 | 11.62 | 11.49 | 2.13 |
| Yield(%) | 0.00 | 7.72 | 11.85 | 9.75 | 11.20 | 8.56 | 6.72 | … | … | 0.00 | 7.93 | 20.09 | 9.98 | 14.47 | 11.96 | 15.36 | 8.33 | 12.19 | 6.83 | 0.44 | 10.58 | 10.99 | 9.79 | 8.05 | 7.02 | 0.08 | 0.00 | 3.18 | 6.99 | 0.00 | 9.27 | 14.03 | 0.00 | 0.35 |
Data as of 11/25/2019, Common starting date is 12/19/1995
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PHLMX (PUTNAM GLOBAL HEALTH CARE FUND CLASS M SHARES) |
-11.97%
Sep 2000 – Sep 2003 |
-2.82%
Sep 2000 – Sep 2005 |
-1.32%
Jun 2000 – Jun 2010 |
4.15%
Feb 1998 – Feb 2013 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PHLMX (PUTNAM GLOBAL HEALTH CARE FUND CLASS M SHARES) |
32.46%
May 2012 – May 2015 |
22.48%
Jun 2010 – Jun 2015 |
13.19%
Feb 2009 – Feb 2019 |
9.12%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart