PGLOX vs. HTGC
Compare and contrast key facts about T. Rowe Price Global Consumer Fund (PGLOX) and Hercules Capital, Inc. (HTGC).
PGLOX is managed by T. Rowe Price. It was launched on Jun 26, 2016.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: PGLOX or HTGC.
Key characteristics
| PGLOX | HTGC | |
|---|---|---|
| YTD Return | 13.07% | 25.27% |
| 1Y Return | 19.82% | 32.42% |
| 3Y Return (Ann) | -3.79% | 16.09% |
| 5Y Return (Ann) | 6.34% | 18.43% |
| Sharpe Ratio | 1.91 | 1.57 |
| Sortino Ratio | 2.78 | 1.90 |
| Omega Ratio | 1.34 | 1.33 |
| Calmar Ratio | 0.83 | 1.87 |
| Martin Ratio | 10.93 | 6.27 |
| Ulcer Index | 2.07% | 5.46% |
| Daily Std Dev | 11.82% | 21.76% |
| Max Drawdown | -39.65% | -68.29% |
| Current Drawdown | -12.35% | -7.58% |
Correlation
The correlation between PGLOX and HTGC 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
PGLOX vs. HTGC - Performance Comparison
In the year-to-date period, PGLOX achieves a 13.07% return, which is significantly lower than HTGC's 25.27% 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
PGLOX vs. HTGC - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for T. Rowe Price Global Consumer Fund (PGLOX) and Hercules Capital, Inc. (HTGC). 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
PGLOX vs. HTGC - Dividend Comparison
PGLOX's dividend yield for the trailing twelve months is around 0.25%, less than HTGC's 8.33% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PGLOX T. Rowe Price Global Consumer Fund | 0.25% | 0.28% | 0.00% | 0.00% | 0.00% | 0.33% | 1.29% | 0.50% | 0.40% | 0.00% | 0.00% | 0.00% |
HTGC Hercules Capital, Inc. | 8.33% | 11.40% | 14.90% | 9.34% | 9.57% | 9.49% | 11.40% | 9.45% | 8.79% | 10.17% | 8.33% | 6.77% |
Drawdowns
PGLOX vs. HTGC - Drawdown Comparison
The maximum PGLOX drawdown since its inception was -39.65%, smaller than the maximum HTGC drawdown of -68.29%. Use the drawdown chart below to compare losses from any high point for PGLOX and HTGC. For additional features, visit the drawdowns tool.
Volatility
PGLOX vs. HTGC - Volatility Comparison
The current volatility for T. Rowe Price Global Consumer Fund (PGLOX) is 3.34%, while Hercules Capital, Inc. (HTGC) has a volatility of 5.67%. This indicates that PGLOX experiences smaller price fluctuations and is considered to be less risky than HTGC based on this measure. The chart below showcases a comparison of their rolling one-month volatility.