PGLOX vs. PRISX
Compare and contrast key facts about T. Rowe Price Global Consumer Fund (PGLOX) and T. Rowe Price Financial Services Fund (PRISX).
PGLOX is managed by T. Rowe Price. It was launched on Jun 26, 2016. PRISX is managed by BlackRock. It was launched on Sep 30, 1996.
Performance
PGLOX vs. PRISX - Performance Comparison
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PGLOX vs. PRISX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
PGLOX T. Rowe Price Global Consumer Fund | 0.16% | 6.68% | 12.94% | 19.53% | -27.34% | 8.82% | 31.60% | 24.85% | -7.60% | 19.98% |
PRISX T. Rowe Price Financial Services Fund | -8.15% | 26.17% | 30.87% | 14.95% | -10.99% | 37.83% | 5.65% | 32.84% | -10.12% | 18.44% |
Returns By Period
In the year-to-date period, PGLOX achieves a 0.16% return, which is significantly higher than PRISX's -8.15% return.
PGLOX
- 1D
- 0.00%
- 1M
- 0.00%
- YTD
- 0.16%
- 6M
- 1.56%
- 1Y
- 6.43%
- 3Y*
- 9.22%
- 5Y*
- 2.20%
- 10Y*
- —
PRISX
- 1D
- 2.30%
- 1M
- -3.68%
- YTD
- -8.15%
- 6M
- 2.88%
- 1Y
- 14.73%
- 3Y*
- 23.42%
- 5Y*
- 11.97%
- 10Y*
- 14.98%
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PGLOX vs. PRISX - Expense Ratio Comparison
PGLOX has a 1.05% expense ratio, which is higher than PRISX's 0.88% expense ratio.
Return for Risk
PGLOX vs. PRISX — Risk / Return Rank
PGLOX
PRISX
PGLOX vs. PRISX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for T. Rowe Price Global Consumer Fund (PGLOX) and T. Rowe Price Financial Services Fund (PRISX). 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.
| PGLOX | PRISX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.53 | 0.69 | -0.15 |
Sortino ratioReturn per unit of downside risk | 0.90 | 1.05 | -0.15 |
Omega ratioGain probability vs. loss probability | 1.15 | 1.15 | 0.00 |
Calmar ratioReturn relative to maximum drawdown | 0.75 | 1.14 | -0.39 |
Martin ratioReturn relative to average drawdown | 3.58 | 3.30 | +0.28 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| PGLOX | PRISX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.53 | 0.69 | -0.15 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.13 | 0.59 | -0.46 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.68 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.49 | 0.43 | +0.07 |
Correlation
The correlation between PGLOX and PRISX is 0.57, 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.
Dividends
PGLOX vs. PRISX - Dividend Comparison
PGLOX's dividend yield for the trailing twelve months is around 53.18%, more than PRISX's 13.88% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PGLOX T. Rowe Price Global Consumer Fund | 53.18% | 53.27% | 0.18% | 0.28% | 0.05% | 6.77% | 1.31% | 0.33% | 2.03% | 1.34% | 0.00% | 0.00% |
PRISX T. Rowe Price Financial Services Fund | 13.88% | 12.75% | 8.74% | 2.00% | 2.08% | 3.00% | 10.22% | 6.14% | 11.97% | 4.68% | 1.00% | 3.86% |
Drawdowns
PGLOX vs. PRISX - Drawdown Comparison
The maximum PGLOX drawdown since its inception was -35.54%, smaller than the maximum PRISX drawdown of -67.34%. Use the drawdown chart below to compare losses from any high point for PGLOX and PRISX.
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Drawdown Indicators
| PGLOX | PRISX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -35.54% | -67.34% | +31.80% |
Max Drawdown (1Y)Largest decline over 1 year | -9.41% | -13.92% | +4.51% |
Max Drawdown (5Y)Largest decline over 5 years | -35.54% | -26.95% | -8.59% |
Max Drawdown (10Y)Largest decline over 10 years | — | -42.86% | — |
Current DrawdownCurrent decline from peak | -1.24% | -11.04% | +9.80% |
Average DrawdownAverage peak-to-trough decline | -8.46% | -11.28% | +2.82% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.97% | 4.81% | -2.84% |
Volatility
PGLOX vs. PRISX - Volatility Comparison
The current volatility for T. Rowe Price Global Consumer Fund (PGLOX) is 0.00%, while T. Rowe Price Financial Services Fund (PRISX) has a volatility of 5.22%. This indicates that PGLOX experiences smaller price fluctuations and is considered to be less risky than PRISX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| PGLOX | PRISX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 0.00% | 5.22% | -5.22% |
Volatility (6M)Calculated over the trailing 6-month period | 4.87% | 13.88% | -9.01% |
Volatility (1Y)Calculated over the trailing 1-year period | 13.15% | 21.61% | -8.46% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.94% | 20.48% | -3.54% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.71% | 21.97% | -5.26% |