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Putnam Global Health Care Fund Class Y: (MF: PHSYX)
(NA) As of Sep 18, 2024 08:00 PM ET
$75.26 USD
-0.16 (-0.21%)
Zacks MF Rank 2-Buy 2
This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:
| Zacks Rank | Definition |
|---|---|
| 1 | Strong Buy |
| 2 | Buy |
| 3 | Hold |
| 4 | Sell |
| 5 | Strong Sell |
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Latest Performance as of Nov 30, 2019
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 25.91 | 17 |
| 3 months | 12.83 | 21 |
| 6 months | 19.60 | 9 |
| 1 Year | 15.54 | 10 |
| 3 Year | 13.37 | 52 |
| 5 Year | 6.35 | 54 |
| 10 Year | 12.26 | 75 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | 60.11 |
| Bear Market (10/07 - 2/09) | -27.34 |
| Bull Market (2/09 - 10/17) | 327.04 |
Load Adjusted Returns as of Nov 30, 2019
| 1 Year | -0.42 |
| 5 Year | 5.43 |
| 10 Year | 11.20 |
| Since Inception | 5.74 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2019 | 10.53 | 1.43 | -0.92 | NA |
| 2018 | -0.32 | 3.96 | 7.22 | -10.35 |
| 2017 | 8.84 | 5.76 | 2.57 | -2.13 |
| 2016 | -11.08 | 3.75 | 1.76 | -5.71 |
| 2015 | 8.86 | 4.06 | -11.94 | 8.07 |
| 2014 | 5.89 | 6.04 | 6.61 | 6.74 |
Annual Return
| 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 25.91 | -0.39 | 15.55 | -11.48 | 7.81 | 27.79 | 42.06 | 22.31 | -1.19 | 2.32 | 25.49 |
| % Total Return Rel to Index | -1.73 | 4.00 | -6.24 | -23.41 | 6.42 | 14.15 | 9.68 | 6.31 | -3.29 | -12.74 | -0.92 |
| % Total Return Rel to Peer | 3.92 | -0.51 | -6.56 | -0.70 | 0.38 | 2.12 | -4.24 | 3.08 | -8.94 | -5.70 | 3.61 |
| % Perf Quintile vs Peer* | 1.00 | 3.00 | 4.00 | 3.00 | 3.00 | 3.00 | 4.00 | 2.00 | 5.00 | 5.00 | 2.00 |
| % Dividends | 0.00 | 0.16 | 0.46 | 0.41 | 0.00 | 0.46 | 0.35 | 0.00 | 1.27 | 2.95 | 0.15 |
| % Yield | 0.24 | 0.30 | 0.72 | 0.67 | 0.00 | 0.59 | 0.51 | 0.00 | 2.72 | 6.03 | 0.30 |
| Capital Gains ($) | 0.00 | 3.08 | 8.22 | 5.08 | 8.21 | 5.78 | 6.13 | 2.94 | 4.06 | 0.00 | 0.00 |
| Expense Ratio | 0.84 | 0.83 | 0.85 | 0.88 | 0.85 | 0.89 | 0.96 | 1.03 | 1.01 | 1.08 | 1.13 |
* 1 = Top 20%, 5 = Bottom 20%