PCT.L vs. PRGTX
Compare and contrast key facts about Polar Capital Technology Trust (PCT.L) and T. Rowe Price Global Technology Fund (PRGTX).
PRGTX is managed by T. Rowe Price. It was launched on Sep 28, 2000.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: PCT.L or PRGTX.
Key characteristics
| PCT.L | PRGTX | |
|---|---|---|
| YTD Return | 13.29% | 22.21% |
| 1Y Return | 31.84% | 39.27% |
| 3Y Return (Ann) | 5.34% | -9.06% |
| 5Y Return (Ann) | 15.67% | 11.75% |
| 10Y Return (Ann) | 19.00% | 14.05% |
| Sharpe Ratio | 1.56 | 1.75 |
| Daily Std Dev | 21.09% | 22.37% |
| Max Drawdown | -84.10% | -72.11% |
| Current Drawdown | -14.66% | -30.48% |
Correlation
The correlation between PCT.L and PRGTX is 0.41, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
PCT.L vs. PRGTX - Performance Comparison
In the year-to-date period, PCT.L achieves a 13.29% return, which is significantly lower than PRGTX's 22.21% return. Over the past 10 years, PCT.L has outperformed PRGTX with an annualized return of 19.00%, while PRGTX has yielded a comparatively lower 14.05% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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Risk-Adjusted Performance
PCT.L vs. PRGTX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Polar Capital Technology Trust (PCT.L) and T. Rowe Price Global Technology Fund (PRGTX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Dividends
PCT.L vs. PRGTX - Dividend Comparison
Neither PCT.L nor PRGTX has paid dividends to shareholders.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PCT.L Polar Capital Technology Trust | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
PRGTX T. Rowe Price Global Technology Fund | 0.00% | 0.00% | 3.28% | 27.51% | 5.05% | 0.07% | 24.67% | 15.81% | 9.46% | 10.03% | 26.70% | 10.76% |
Drawdowns
PCT.L vs. PRGTX - Drawdown Comparison
The maximum PCT.L drawdown since its inception was -84.10%, which is greater than PRGTX's maximum drawdown of -72.11%. Use the drawdown chart below to compare losses from any high point for PCT.L and PRGTX. For additional features, visit the drawdowns tool.
Volatility
PCT.L vs. PRGTX - Volatility Comparison
Polar Capital Technology Trust (PCT.L) and T. Rowe Price Global Technology Fund (PRGTX) have volatilities of 7.54% and 7.65%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.