PRGSX vs. NASDX

In the year-to-date period, PRGSX achieves a -13.46% return, which is significantly higher than NASDX's -17.20% return. Over the past 10 years, PRGSX has underperformed NASDX with an annualized return of 7.43%, while NASDX has yielded a comparatively higher 11.92% annualized return.

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PRGSX has a 0.82% expense ratio, which is higher than NASDX's 0.63% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for T. Rowe Price Global Stock Fund (PRGSX) and Shelton Capital Management Nasdaq-100 Index Fund Direct Shares (NASDX). 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.

The current PRGSX Sharpe Ratio is -0.78, which is lower than the NASDX Sharpe Ratio of -0.51. The chart below compares the historical Sharpe Ratios of PRGSX and NASDX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

PRGSX's dividend yield for the trailing twelve months is around 0.09%, less than NASDX's 0.30% yield.

The maximum PRGSX drawdown since its inception was -66.74%, smaller than the maximum NASDX drawdown of -81.69%. Use the drawdown chart below to compare losses from any high point for PRGSX and NASDX. For additional features, visit the drawdowns tool.

The current volatility for T. Rowe Price Global Stock Fund (PRGSX) is 10.02%, while Shelton Capital Management Nasdaq-100 Index Fund Direct Shares (NASDX) has a volatility of 10.70%. This indicates that PRGSX experiences smaller price fluctuations and is considered to be less risky than NASDX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.