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ISIN
US7414943065
CUSIP
741494306
Inception Date
Nov 29, 2016
Region
Global (Broad)
Leveraged
1x (No leverage)
Min. Investment
$500,000
Index Tracked
No Index (Active)
Domicile
United States
Distribution Policy
Accumulating
Asset Class
Equity
Asset Class Size
Multi-Cap
Asset Class Style
Growth

Share Price Chart


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Performance

PGTIX Performance Chart

T. Rowe Price Global Technology Fund I Class (PGTIX) is up 43.0% since the beginning of the year. PGTIX is currently trading at $38 per share. Investors who bought $1,000 worth of PGTIX shares 5 years ago would now be looking at an investment worth $1,757.


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S&P 500 Index

Returns By Period

T. Rowe Price Global Technology Fund I Class (PGTIX) has returned 43.00% so far this year and 77.30% over the past 12 months.


T. Rowe Price Global Technology Fund I Class

1D
-0.85%
1M
16.99%
YTD
43.00%
6M
42.30%
1Y
77.30%
3Y*
39.87%
5Y*
11.93%
10Y*

Benchmark (S&P 500 Index)

1D
0.41%
1M
4.48%
YTD
10.79%
6M
10.60%
1Y
27.02%
3Y*
21.07%
5Y*
12.39%
10Y*
13.65%
*Multi-year figures are annualized to reflect compound growth (CAGR)

PGTIX Monthly Returns History

Based on dividend-adjusted daily data since Jan 3, 2017, PGTIX's average daily return is +0.09%, while the average monthly return is +1.79%. At this rate, an investment would double in approximately 3.3 years.

Historically, 60% of months were positive and 40% were negative. The best month was Apr 2026 with a return of +21.8%, while the worst month was Apr 2022 at -20.0%. The longest winning streak lasted 7 consecutive months, and the longest losing streak was 8 months.

On a daily basis, PGTIX closed higher 55% of trading days. The best single day was Apr 9, 2025 with a return of +13.3%, while the worst single day was Mar 16, 2020 at -11.2%.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20262.54%0.36%-5.70%21.75%17.14%3.32%43.00%
20250.05%-1.86%-9.41%1.66%10.32%10.17%4.20%1.75%7.32%7.16%-5.69%0.87%27.48%
20244.06%8.79%1.91%-5.89%8.54%7.00%-2.77%1.86%1.88%-0.45%5.41%-0.14%33.33%
202314.88%-1.21%9.09%-2.40%12.32%5.48%2.49%-2.70%-6.46%-1.04%13.89%3.82%56.25%
2022-17.82%-5.94%-3.49%-19.98%-10.98%-5.48%11.17%-1.38%-13.37%0.36%-0.18%-6.86%-55.48%
20213.03%3.61%-5.78%6.86%-1.32%9.16%-0.13%4.58%-4.32%7.73%-3.69%-9.26%8.92%

Benchmark Metrics

T. Rowe Price Global Technology Fund I Class has an annualized alpha of 4.49%, beta of 1.26, and R2 of 0.64 versus S&P 500 Index. Calculated based on daily prices since January 04, 2017.

  • This fund captured 131.06% of S&P 500 Index gains and 106.13% of its losses - amplifying both gains and losses, but participating more in upside than downside.
  • This fund generated an annualized alpha of 4.49% versus S&P 500 Index - delivering returns beyond what market exposure alone would predict.

Alpha
4.49%
Beta
1.26
0.64
Upside Capture
131.06%
Downside Capture
106.13%

Expense Ratio

PGTIX has an expense ratio of 0.78%, placing it in the medium range.


Return for Risk

Risk / Return Rank

PGTIX ranks 91 for risk / return — in the top 91% of mutual funds on our site. This means strong returns relative to risk — exactly what professional investors look for. Well-suited for investors who want to maximize return per unit of risk.


PGTIX Risk / Return Rank: 9191
Overall Rank
PGTIX Sharpe Ratio Rank: 9696
Sharpe Ratio Rank
PGTIX Sortino Ratio Rank: 8585
Sortino Ratio Rank
PGTIX Omega Ratio Rank: 8484
Omega Ratio Rank
PGTIX Calmar Ratio Rank: 9696
Calmar Ratio Rank
PGTIX Martin Ratio Rank: 9393
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

Return / Risk — by metrics

The table below present risk-adjusted performance metrics for T. Rowe Price Global Technology Fund I Class (PGTIX) and compare them to S&P 500 Index.


PGTIXBenchmarkDifference
Sharpe ratioReturn per unit of total volatility

+1.14

Sortino ratioReturn per unit of downside risk

+0.92

Omega ratioGain probability vs. loss probability

1.56

1.41

+0.15

Calmar ratioReturn relative to maximum drawdown

6.08

2.98

+3.10

Martin ratioReturn relative to average drawdown

19.22

13.78

+5.44

Dividends

Dividend History

T. Rowe Price Global Technology Fund I Class provided a 0.00% dividend yield over the last twelve months, with an annual payout of $0.00 per share.


0.00%5.00%10.00%15.00%20.00%25.00%$0.00$1.00$2.00$3.00$4.00$5.00$6.00$7.00201720182019202020212022202320242025
Dividends
Dividend Yield
PeriodTTM202520242023202220212020201920182017
Dividend$0.00$0.00$0.00$0.00$0.33$6.52$1.38$0.01$3.04$2.68

Dividend yield

0.00%0.00%0.00%0.00%3.27%27.92%5.04%0.07%24.92%15.91%

Monthly Dividends

The table displays the monthly dividend distributions for T. Rowe Price Global Technology Fund I Class. The dividends shown in the table have been adjusted to account for any splits that may have occurred.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2026$0.00$0.00$0.00$0.00$0.00$0.00$0.00
2025$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00
2024$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00
2023$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00
2022$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.33$0.33
2021$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$6.52$6.52

Drawdowns

Drawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.


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Worst Drawdowns

The table below displays the maximum drawdowns of the T. Rowe Price Global Technology Fund I Class. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the T. Rowe Price Global Technology Fund I Class was 65.26%, occurring on Nov 9, 2022. Recovery took 742 trading sessions.

The current T. Rowe Price Global Technology Fund I Class drawdown is 0.85%.


Related event

Drawdown

Fall

Recovery

Underwater

Bear market2022
-65.26%Nov 2022
11mo 27d2y 11mo
3y 11moNov 2021 - Oct 2025
COVID crash2020
-29.28%Mar 2020
25d2mo 5d
3moFeb 2020 - May 2020
Rate-hike selloffLate 2018
-26.71%Dec 2018
9mo 16d3mo 23d
1y 1moMar 2018 - Apr 2019
2021 correction2021
-18.47%May 2021
2mo 25d1mo 16d
4mo 11dFeb 2021 - Jun 2021
2019 correction2019
-13.74%Jun 2019
28d1mo 21d
2mo 19dMay 2019 - Jul 2019

Drawdown Indicators


PGTIXBenchmarkDifference

Max Drawdown

Largest peak-to-trough decline

-65.26%

-56.78%

-8.48%

Max Drawdown (1Y)

Largest decline over 1 year

-12.99%

-9.10%

-3.89%

Max Drawdown (3Y)

Largest decline over 3 years

-26.71%

-18.90%

-7.81%

Max Drawdown (5Y)

Largest decline over 5 years

-65.26%

-25.43%

-39.83%

Max Drawdown (10Y)

Largest decline over 10 years

-33.92%

Current Drawdown

Current decline from peak

-0.85%

-0.33%

-0.52%

Average Drawdown

Average peak-to-trough decline

-19.00%

-10.72%

-8.28%

Ulcer Index

Depth and duration of drawdowns from previous peaks

4.11%

1.97%

+2.14%

Volatility

Volatility Chart

The chart below shows the rolling one-month volatility.


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Portfolio Analyzer

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