PRCOX vs. TRBUX
Compare and contrast key facts about T. Rowe Price U.S. Equity Research Fund (PRCOX) and T. Rowe Price Ultra Short-Term Bond Fund (TRBUX).
PRCOX is managed by T. Rowe Price. It was launched on Nov 30, 1994. TRBUX is managed by T. Rowe Price. It was launched on Dec 3, 2012.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: PRCOX or TRBUX.
Correlation
The correlation between PRCOX and TRBUX is -0.00. This indicates that the assets' prices tend to move in opposite directions. Negative correlation can be particularly beneficial for diversification and risk management, as one asset may offset the losses of the other during market fluctuations.
Performance
PRCOX vs. TRBUX - Performance Comparison
Key characteristics
PRCOX:
-0.12
TRBUX:
3.46
PRCOX:
-0.04
TRBUX:
9.47
PRCOX:
0.99
TRBUX:
4.35
PRCOX:
-0.11
TRBUX:
27.08
PRCOX:
-0.55
TRBUX:
55.16
PRCOX:
3.47%
TRBUX:
0.10%
PRCOX:
16.37%
TRBUX:
1.56%
PRCOX:
-58.69%
TRBUX:
-4.15%
PRCOX:
-17.78%
TRBUX:
0.00%
Returns By Period
In the year-to-date period, PRCOX achieves a -14.04% return, which is significantly lower than TRBUX's 0.81% return. Over the past 10 years, PRCOX has outperformed TRBUX with an annualized return of 8.92%, while TRBUX has yielded a comparatively lower 2.56% annualized return.
PRCOX
-14.04%
-13.29%
-11.53%
-0.66%
17.19%
8.92%
TRBUX
0.81%
0.00%
2.09%
5.41%
3.54%
2.56%
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PRCOX vs. TRBUX - Expense Ratio Comparison
PRCOX has a 0.42% expense ratio, which is higher than TRBUX's 0.31% expense ratio.
Risk-Adjusted Performance
PRCOX vs. TRBUX — Risk-Adjusted Performance Rank
PRCOX
TRBUX
PRCOX vs. TRBUX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for T. Rowe Price U.S. Equity Research Fund (PRCOX) and T. Rowe Price Ultra Short-Term Bond Fund (TRBUX). 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
PRCOX vs. TRBUX - Dividend Comparison
PRCOX's dividend yield for the trailing twelve months is around 0.75%, less than TRBUX's 4.65% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PRCOX T. Rowe Price U.S. Equity Research Fund | 0.75% | 0.64% | 1.17% | 0.88% | 0.69% | 0.87% | 0.55% | 1.23% | 1.07% | 1.24% | 1.64% | 1.12% |
TRBUX T. Rowe Price Ultra Short-Term Bond Fund | 4.65% | 5.05% | 4.02% | 1.97% | 1.11% | 1.83% | 2.72% | 2.58% | 1.88% | 1.20% | 0.80% | 0.42% |
Drawdowns
PRCOX vs. TRBUX - Drawdown Comparison
The maximum PRCOX drawdown since its inception was -58.69%, which is greater than TRBUX's maximum drawdown of -4.15%. Use the drawdown chart below to compare losses from any high point for PRCOX and TRBUX. For additional features, visit the drawdowns tool.
Volatility
PRCOX vs. TRBUX - Volatility Comparison
T. Rowe Price U.S. Equity Research Fund (PRCOX) has a higher volatility of 9.48% compared to T. Rowe Price Ultra Short-Term Bond Fund (TRBUX) at 0.00%. This indicates that PRCOX's price experiences larger fluctuations and is considered to be riskier than TRBUX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.