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Putnam Global Health Care Fund Class C: (MF: PCHSX)
(NASDAQ Mutual Funds) As of Jul 12, 2024 08:00 PM ET
$37.22 USD
+0.27 (0.73%)
Zacks MF Rank
2-Buy of 5 2
Latest Performance as of Jun 30, 2024
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 9.54 | 33 |
| 3 months | 1.10 | 30 |
| 6 months | 9.54 | 33 |
| 1 Year | 16.24 | 21 |
| 3 Year | 7.31 | 5 |
| 5 Year | 12.13 | 6 |
| 10 Year | 8.98 | 52 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | 52.18 |
| Bear Market (10/07 - 2/09) | -28.33 |
| Bull Market (2/09 - 3/21) | 507.72 |
Load Adjusted Returns as of Jun 30, 2024
| 1 Year | 15.08 |
| 5 Year | 12.13 |
| 10 Year | 8.98 |
| Since Inception | 10.84 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2024 | 8.35 | 1.10 | NA | NA |
| 2023 | -2.35 | 4.46 | -1.44 | 7.66 |
| 2022 | -2.37 | -8.06 | -7.34 | 13.72 |
| 2021 | 0.61 | 6.88 | 2.27 | 7.75 |
| 2020 | -11.08 | 14.43 | 4.62 | 8.06 |
| 2019 | 10.25 | 1.17 | -1.15 | 17.29 |
Annual Return
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 9.54 | 8.23 | -5.42 | 18.52 | 15.04 | 29.31 | -1.38 | 14.39 | -12.35 | 6.74 | 26.52 |
| % Total Return Rel to Index | -5.75 | -18.01 | 12.77 | -10.16 | -3.35 | -2.17 | 3.00 | -7.40 | -24.29 | 5.35 | 12.88 |
| % Total Return Rel to Peer | 2.49 | 2.46 | 3.98 | 9.83 | -6.22 | 2.63 | -1.51 | -7.72 | -1.58 | -0.67 | 0.85 |
| % Perf Quintile vs Peer* | 0.00 | 2.00 | 2.00 | 1.00 | 4.00 | 2.00 | 4.00 | 5.00 | 4.00 | 4.00 | 3.00 |
| % Dividends | 0.00 | 0.00 | 0.00 | 0.00 | 0.24 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| % Yield | 0.00 | 0.00 | 0.00 | 0.00 | 0.51 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Capital Gains ($) | 0.00 | 3.15 | 4.38 | 7.32 | 5.20 | 3.06 | 3.08 | 8.22 | 5.08 | 8.22 | 5.78 |
| Expense Ratio | 0.90 | 1.82 | 1.80 | 1.80 | 1.82 | 1.84 | 1.83 | 1.85 | 1.88 | 1.85 | 1.89 |
* 1 = Top 20%, 5 = Bottom 20%