Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PHSRX (PUTNAM GLOBAL HEALTH CARE FUND CLASS R SHARES) | -1.06% | 16.21% | 7.33% | 2.01% | 5.44% | 8.21% | 7.25% | … | … |
Data as of 06/04/2026, Common starting date is 08/04/2003
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PHSRX (PUTNAM GLOBAL HEALTH CARE FUND CLASS R SHARES) | 08/04/2003 | 06/04/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.34 | 16.21 | 7.33 | 2.01 | 5.44 | 8.21 | 7.25 | … | … | -1.06 | 14.88 | 1.09 | 8.84 | -12.53 | 5.54 | 5.40 | 29.95 | -1.00 | 14.97 | -11.90 | 7.51 | 26.85 | 41.46 | 21.65 | -1.61 | 1.84 | 24.84 | -16.96 | -0.85 | 2.74 | 13.29 | 6.89 | 8.38 |
| Sharpe Ratio | NA | 1.06 | 0.34 | -0.05 | 0.24 | NA | NA | … | … | -0.41 | 0.73 | -0.23 | 0.46 | -0.70 | 0.36 | 0.18 | 2.26 | -0.15 | 1.64 | -0.69 | 0.39 | 1.79 | 3.53 | 1.82 | -0.07 | 0.11 | 1.39 | -0.66 | -0.36 | -0.07 | 1.18 | 0.50 | 1.82 |
| Standard Deviation(%) | NA | 14.03 | 13.55 | 15.39 | 16.47 | NA | NA | … | … | 14.59 | 16.56 | 10.83 | 11.48 | 20.08 | 15.21 | 29.02 | 12.60 | 15.97 | 8.79 | 17.44 | 19.06 | 14.96 | 11.74 | 11.99 | 22.12 | 15.62 | 17.74 | 27.18 | 11.07 | 9.13 | 9.37 | 11.74 | 11.46 |
| Draw Down(%) | NA | 9.72 | 20.85 | 26.86 | 26.86 | NA | NA | … | … | 9.72 | 14.62 | 15.52 | 7.99 | 18.80 | 11.22 | 25.54 | 8.09 | 15.95 | 4.95 | 16.07 | 18.79 | 9.32 | 4.93 | 7.34 | 23.49 | 18.10 | 16.35 | 31.78 | 9.74 | 10.21 | 4.11 | 11.67 | 5.15 |
| Yield(%) | 0.00 | 2.24 | 4.53 | 2.45 | 4.85 | 7.56 | 6.32 | … | … | 0.00 | 2.19 | 5.16 | 6.26 | 0.00 | 0.12 | 0.57 | 7.43 | 6.62 | 17.39 | 8.86 | 12.93 | 11.04 | 14.28 | 7.67 | 11.64 | 6.36 | 0.41 | 10.05 | 10.84 | 9.63 | 7.75 | 6.80 | 0.80 |
Data as of 06/04/2026, Common starting date is 08/04/2003
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PHSRX (PUTNAM GLOBAL HEALTH CARE FUND CLASS R SHARES) |
-8.83%
Feb 2006 – Feb 2009 |
-1.95%
Feb 2004 – Feb 2009 |
2.02%
Jul 2015 – Jul 2025 |
7.18%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PHSRX (PUTNAM GLOBAL HEALTH CARE FUND CLASS R SHARES) |
32.69%
May 2012 – May 2015 |
22.75%
Jun 2010 – Jun 2015 |
14.34%
Sep 2011 – Sep 2021 |
10.83%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart