PHSBX Performance — Putnam Global Health Care Fund, Class B
Data updated: 2026-07-27
PHSBX returned +26.00% over one year to Aug 2024. Annualised returns are +8.03% over 3 years and +14.12% over 5 years. The fund beat its Global Health Care Equity category average: $100 invested three years ago grew to $126, against $86 for the category, and to $126 over one year, against $113. Volatility over the past three years was 14.09% a year. In the 12 months to May 2026 the fund lost a net $187.2M, and assets reached $1.46B.
PHSBX Growth of $100
What $100 invested in Putnam Global Health Care Fund grew to, compounded from monthly returns reported on SEC Form N-PORT, against the Global Health Care Equity category average over the same months.
| Period | PHSBX | Category average |
|---|---|---|
| 1 year (Sep 2023 – Aug 2024) | $126 | $113 |
| 3 years (Sep 2021 – Aug 2024) | $126 | $86 |
| 5 years (Sep 2019 – Aug 2024) | $194 | $137 |
PHSBX Trailing Returns
Total returns to Aug 2024, from SEC N-PORT.
| Period | Total return |
|---|---|
| 1 year | +26.00% |
| 3 years (annualised) | +8.03% |
| 5 years (annualised) | +14.12% |
PHSBX Annual Returns
Calendar-year total returns of Putnam Global Health Care Fund, compounded from monthly SEC N-PORT returns. Partial years show the months covered.
| Year | Total return |
|---|---|
| 2024 (Jan–Aug) | +22.23% |
| 2023 | +7.49% |
| 2022 | −0.90% |
| 2021 | +17.52% |
| 2020 | +20.05% |
| 2019 (Sep–Dec) | +5.35% |
PHSBX Monthly Returns
Monthly total returns as reported on SEC Form N-PORT.
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | +2.8% | +5.2% | +2.3% | −2.8% | +3.0% | +5.3% | +3.0% | +1.8% | — | — | — | — |
| 2023 | −2.0% | −1.4% | −0.7% | +1.9% | +3.3% | +0.2% | −0.1% | +3.3% | +6.2% | −3.7% | −1.5% | +2.3% |
| 2022 | −7.0% | +6.9% | −0.9% | −4.8% | +5.2% | −5.9% | +3.0% | −2.5% | +4.9% | +10.0% | −4.4% | −3.5% |
| 2021 | +0.3% | +4.2% | +1.6% | +3.1% | +2.1% | +4.1% | +2.1% | +2.0% | −4.0% | +5.1% | −3.8% | −0.2% |
| 2020 | −2.3% | +3.6% | +4.5% | +10.5% | −2.7% | +2.7% | +2.8% | −0.8% | +8.2% | −4.2% | −0.9% | −1.8% |
| 2019 | — | — | — | — | — | — | — | — | +7.4% | +5.4% | −0.5% | −6.4% |
PHSBX Risk
Risk measures from monthly returns over Sep 2021 – Aug 2024.
- 3-year volatility (annualised): 14.09%
- 3-year Sharpe ratio: 0.25 (vs 4.5% risk-free rate)
- Best month: +10.00% (Oct 2022)
- Worst month: −7.02% (Jan 2022)
PHSBX Fund Flows
Monthly money in and out of Putnam Global Health Care Fund, from SEC Form N-PORT.
- 12-month net flow: −$187.2M
- 12-month gross sales (incl. reinvestments): $90.6M
- Sales ÷ redemptions: 0.33×
| Month | Sales | Redemptions | Net flow |
|---|---|---|---|
| May 2026 | $4.0M | $17.2M | −$13.2M |
| Apr 2026 | $3.7M | $16.4M | −$12.7M |
| Mar 2026 | $5.4M | $18.1M | −$12.6M |
| Feb 2026 | $4.2M | $17.8M | −$13.7M |
| Jan 2026 | $7.5M | $18.1M | −$10.6M |
| Dec 2025 | $34.7M | $46.4M | −$11.8M |
| Nov 2025 | $5.0M | $17.7M | −$12.6M |
| Oct 2025 | $4.4M | $28.3M | −$23.9M |
| Sep 2025 | $3.6M | $20.8M | −$17.1M |
| Aug 2025 | $7.9M | $25.9M | −$18.1M |
| Jul 2025 | $4.9M | $27.1M | −$22.2M |
| Jun 2025 | $5.2M | $24.0M | −$18.8M |
PHSBX Assets Under Management
Net assets of Putnam Global Health Care Fund by report date, from SEC N-PORT filings.
| Report date | Net assets |
|---|---|
| 2026-05-31 | $1.46B |
| 2026-02-28 | $1.59B |
| 2025-11-30 | $1.61B |
| 2025-08-31 | $1.46B |
| 2025-05-31 | $1.44B |
| 2025-02-28 | $1.66B |
| 2024-11-30 | $1.76B |
| 2024-08-31 | $1.95B |
| 2024-05-31 | $1.76B |
| 2024-02-29 | $1.72B |
| 2023-11-30 | $1.54B |
| 2023-08-31 | $1.55B |
For information only. Not investment advice: figures are as reported in SEC filings and may contain errors or be out of date. Past performance does not guarantee future results.