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PHSYX: PUTNAM GLOBAL HEALTH CARE FUND CLASS Y SHARES (MUTUAL FUND)
Basic Info 70.61 0.21(0.30%) June 05
| Asset Class: | Health |
| MyPlanIQ Rating: | (59%) |
| Start Date: | 11/17/2000 |
| Last Dividend Date: | 12/22/2025 |
| 12-Mo. Yield | 2.07% |
| Expenses | 1.32% |
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Performance Analytics (As of 06/04/2026)
Not up-to-date? Try| Last 1 Week* | YTD*(2026) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 11/17/2000 |
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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.7 | -0.5 | 17.0 | 8.2 | 3.4 | 6.7 | 9.1 | 8.1 | 5.6 | 15.5 | 1.6 | 9.4 | -10.8 | 8.2 | 7.4 | 30.6 | -0.5 | 15.6 | -11.5 | 8.0 | 27.5 | 42.2 | 22.3 | -1.1 | 2.3 | 25.5 | -16.6 | -0.3 | 3.3 | 13.8 | 7.4 | 17.7 | -20.2 | -22.6 | -1.0 |
| Sharpe Ratio | NA | -0.38 | 1.1 | 0.38 | 0.03 | 0.31 | NA | NA | 0.26 | 0.77 | -0.19 | 0.5 | -0.63 | 0.59 | 0.25 | 2.31 | -0.12 | 1.71 | -0.67 | 0.42 | 1.84 | 3.59 | 1.87 | -0.05 | 0.14 | 1.43 | -0.64 | -0.32 | -0.02 | 1.24 | 0.55 | 1.11 | -0.94 | -1.18 | -0.54 |
| Draw Down(%) | NA | 9.7 | 9.7 | 20.6 | 23.9 | 25.5 | NA | NA | 47.8 | 14.5 | 15.4 | 7.9 | 18.6 | 9.3 | 25.5 | 8.1 | 15.9 | 4.9 | 16.0 | 18.7 | 9.3 | 4.9 | 7.3 | 23.4 | 18.0 | 16.3 | 31.7 | 9.6 | 10.1 | 4.1 | 11.5 | 9.2 | 31.0 | 29.5 | 7.4 |
| Standard Deviation(%) | NA | 14.6 | 14.0 | 13.5 | 15.0 | 16.2 | NA | NA | 16.7 | 16.5 | 10.8 | 11.5 | 19.5 | 13.8 | 28.6 | 12.6 | 16.0 | 8.8 | 17.4 | 19.1 | 15.0 | 11.7 | 12.0 | 22.1 | 15.6 | 17.7 | 27.2 | 11.1 | 9.1 | 9.3 | 11.7 | 15.3 | 22.7 | 21.5 | 23.9 |
| Treynor Ratio | NA | -0.06 | 0.17 | 0.06 | 0.0 | 0.06 | NA | NA | 0.04 | 0.14 | -0.02 | 0.06 | -0.14 | 0.1 | 0.07 | 0.33 | -0.02 | 0.2 | -0.11 | 0.07 | 0.25 | 0.4 | 0.2 | -0.01 | 0.02 | 0.27 | -0.19 | -0.04 | 0.0 | 0.11 | 0.06 | 0.16 | -0.19 | -0.2 | -0.11 |
| Alpha | NA | 0.0 | -0.01 | 0.01 | -0.01 | 0.0 | NA | NA | -0.01 | 0.0 | 0.01 | 0.02 | -0.04 | -0.01 | -0.02 | 0.03 | 0.0 | 0.01 | -0.01 | -0.02 | -0.01 | -0.01 | 0.02 | -0.05 | -0.02 | 0.02 | 0.0 | -0.02 | -0.03 | -0.01 | -0.01 | -0.03 | -0.03 | -0.06 | -0.28 |
| Beta | NA | 0.93 | 0.92 | 0.91 | 0.88 | 0.91 | NA | NA | 0.99 | 0.92 | 0.84 | 0.89 | 0.88 | 0.81 | 0.98 | 0.88 | 0.96 | 0.76 | 1.04 | 1.1 | 1.1 | 1.06 | 1.15 | 1.19 | 1.15 | 0.93 | 0.92 | 0.96 | 0.92 | 1.01 | 1.11 | 1.05 | 1.1 | 1.3 | 1.15 |
| RSquared | NA | 0.92 | 0.92 | 0.9 | 0.79 | 0.83 | NA | NA | 0.87 | 0.93 | 0.83 | 0.83 | 0.82 | 0.44 | 0.89 | 0.88 | 0.9 | 0.74 | 0.93 | 0.94 | 0.9 | 0.9 | 0.91 | 0.95 | 0.9 | 0.93 | 0.93 | 0.88 | 0.86 | 0.87 | 0.9 | 0.92 | 0.95 | 0.85 | 0.53 |
| Yield(%) | N/A | 0.0 | 2.0 | 4.0 | 2.4 | 4.8 | 7.6 | 6.5 | N/A | 2.0 | 4.5 | 5.5 | 0.3 | 0.7 | 1.1 | 6.9 | 6.1 | 16.1 | 8.5 | 11.8 | 10.7 | 13.8 | 7.2 | 11.5 | 6.1 | 0.4 | 9.7 | 11.0 | 9.8 | 7.6 | 6.7 | 0.0 | 0.0 | 0.0 | 0.0 |
| Dividend Growth(%) | N/A | -100.0 | -56.8 | 470.4 | -61.7 | -40.9 | N/A | N/A | N/A | -56.8 | -14.2 | 1316.3 | -45.1 | -32.9 | -80.7 | 3.2 | -62.5 | 58.0 | -33.1 | 31.6 | -3.7 | 120.3 | -44.8 | 80.9 | 1815.6 | -97.0 | -21.7 | 3.6 | 38.9 | 12.8 | N/A | N/A | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 11/17/2000
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