Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
PHSBX (PUTNAM GLOBAL HEALTH CARE FUND CLASS B SHARES) NA 12.62% 6.77% 1.63% 2.85% 7.51% 6.67%
Data as of 04/17/2025, Common starting date is 12/17/1993
More Performance Analytics Comparison
Name Start Date End Date
PHSBX (PUTNAM GLOBAL HEALTH CARE FUND CLASS B SHARES) 12/17/1993 04/17/2025
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception 2025 2024 2023 2022 2021 2020 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 1994 1993
Annualized Return (%) 0.00 12.62 6.77 1.63 2.85 7.51 6.67 0.00 16.00 -6.97 -21.69 -7.05 -2.68 29.33 -1.62 14.43 -12.32 7.05 26.15 40.77 21.00 -2.06 1.33 24.21 -17.33 -1.33 2.23 12.71 6.32 17.61 -20.98 -20.42 39.11 -5.13 26.20 31.29 11.56 42.64 12.33 2.54
Sharpe Ratio NA 0.92 -0.51 -0.36 -0.12 NA NA 0.00 1.07 -0.63 -0.87 -0.28 -0.09 2.21 -0.18 1.57 -0.72 0.37 1.74 3.47 1.76 -0.09 0.08 1.36 -0.67 -0.39 -0.11 1.12 0.46 1.11 -0.98 -1.09 1.32 -0.44 1.06 1.55 0.61 3.63 0.79 19.80
Standard Deviation(%) NA 6.80 18.48 21.06 19.69 NA NA NA 8.83 17.98 26.46 25.39 32.23 12.61 15.98 8.81 17.44 19.07 14.98 11.75 11.99 22.13 15.62 17.76 27.21 11.07 9.13 9.37 11.73 15.20 22.64 21.26 26.57 19.16 21.65 17.80 13.01 10.68 11.92 5.04
Draw Down(%) NA 3.35 27.67 43.18 43.18 NA NA 0.00 5.08 14.53 23.86 21.47 25.58 8.12 16.15 5.03 16.10 18.87 9.36 4.94 7.41 23.63 18.21 16.37 31.85 9.87 10.34 4.15 11.90 9.32 31.39 29.62 12.65 15.29 20.70 11.66 11.59 5.71 12.57 0.11
Yield(%) 0.00 0.00 9.54 5.31 6.67 9.36 7.38 0.00 0.00 14.97 16.42 0.35 1.05 12.03 10.42 24.86 12.00 16.96 13.64 17.35 9.30 13.11 7.40 0.48 11.35 11.66 10.31 8.42 7.31 0.00 0.00 3.28 7.18 0.00 9.46 14.24 3.84 0.27 0.46 0.71
Data as of 04/17/2025, Common starting date is 12/17/1993
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
PHSBX (PUTNAM GLOBAL HEALTH CARE FUND CLASS B SHARES) -12.16%
Sep 2000 – Sep 2003
-3.05%
Sep 2000 – Sep 2005
-1.51%
Jun 2000 – Jun 2010
3.93%
Feb 1998 – Feb 2013
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
PHSBX (PUTNAM GLOBAL HEALTH CARE FUND CLASS B SHARES) 32.01%
May 2012 – May 2015
24.53%
Mar 1994 – Mar 1999
13.12%
Aug 2010 – Aug 2020
9.45%
Feb 2009 – Feb 2024
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return