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Putnam Global Health Care Fund Class Y: (MF: PHSYX)
(NASDAQ Mutual Funds) As of Aug 13, 2025 08:00 PM ET
$61.70 USD
+0.84 (1.38%)
Zacks MF Rank
3-Hold of 5 3
Latest Performance as of Jun 30, 2025
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | -1.05 | 24 |
| 3 months | -5.89 | 92 |
| 6 months | -1.05 | 24 |
| 1 Year | -8.77 | 64 |
| 3 Year | 5.16 | 34 |
| 5 Year | 7.37 | 1 |
| 10 Year | 6.33 | 18 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | 60.11 |
| Bear Market (10/07 - 2/09) | -27.34 |
| Bull Market (2/09 - 3/21) | 546.30 |
Load Adjusted Returns as of Jun 30, 2025
| 1 Year | -8.77 |
| 5 Year | 7.37 |
| 10 Year | 6.33 |
| Since Inception | 6.68 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2025 | 5.14 | -5.89 | NA | NA |
| 2024 | 8.62 | 1.35 | 5.00 | -12.18 |
| 2023 | -2.10 | 4.73 | -1.22 | 7.94 |
| 2022 | -2.11 | -7.83 | -7.10 | 14.01 |
| 2021 | 0.86 | 7.14 | 2.53 | 8.01 |
| 2020 | -10.86 | 14.73 | 4.88 | 8.35 |
Annual Return
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | -1.05 | 1.51 | 9.31 | -4.46 | 19.69 | 16.22 | 30.58 | -0.39 | 15.55 | -11.48 | 7.81 |
| % Total Return Rel to Index | -7.26 | -23.50 | -16.92 | 13.74 | -8.99 | -2.18 | -0.90 | 4.00 | -6.24 | -23.41 | 6.42 |
| % Total Return Rel to Peer | 1.86 | -1.09 | 3.55 | 4.95 | 11.00 | -5.05 | 3.90 | -0.51 | -6.56 | -0.70 | 0.38 |
| % Perf Quintile vs Peer* | 0.00 | 0.00 | 2.00 | 1.00 | 1.00 | 4.00 | 2.00 | 3.00 | 4.00 | 3.00 | 3.00 |
| % Dividends | 0.00 | 0.37 | 0.24 | 0.23 | 0.43 | 0.64 | 0.30 | 0.16 | 0.46 | 0.41 | 0.00 |
| % Yield | 0.00 | 0.53 | 0.52 | 0.33 | 0.53 | 0.87 | 0.44 | 0.30 | 0.72 | 0.67 | 0.00 |
| Capital Gains ($) | 0.00 | 2.53 | 3.15 | 4.38 | 7.32 | 5.20 | 3.06 | 3.08 | 8.22 | 5.08 | 8.21 |
| Expense Ratio | 0.39 | 0.80 | 0.82 | 0.80 | 0.80 | 0.82 | 0.84 | 0.83 | 0.85 | 0.88 | 0.85 |
* 1 = Top 20%, 5 = Bottom 20%