PRGSX vs. NASDX
Compare and contrast key facts about T. Rowe Price Global Stock Fund (PRGSX) and Shelton Capital Management Nasdaq-100 Index Fund Direct Shares (NASDX).
PRGSX is managed by T. Rowe Price. It was launched on Dec 28, 1995. NASDX is a passively managed fund by Blackrock that tracks the performance of the NASDAQ-100 Index. It was launched on Jan 18, 2000.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: PRGSX or NASDX.
Correlation
The correlation between PRGSX and NASDX is 0.88, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Performance
PRGSX vs. NASDX - Performance Comparison
Key characteristics
PRGSX:
-0.06
NASDX:
0.46
PRGSX:
0.07
NASDX:
0.81
PRGSX:
1.01
NASDX:
1.11
PRGSX:
-0.04
NASDX:
0.51
PRGSX:
-0.19
NASDX:
1.75
PRGSX:
6.85%
NASDX:
6.66%
PRGSX:
21.61%
NASDX:
25.40%
PRGSX:
-66.74%
NASDX:
-81.69%
PRGSX:
-20.32%
NASDX:
-12.29%
Returns By Period
In the year-to-date period, PRGSX achieves a -2.98% return, which is significantly higher than NASDX's -7.45% return. Over the past 10 years, PRGSX has underperformed NASDX with an annualized return of 8.39%, while NASDX has yielded a comparatively higher 16.18% annualized return.
PRGSX
-2.98%
-2.01%
-9.48%
-0.39%
7.61%
8.39%
NASDX
-7.45%
-2.41%
-4.32%
11.90%
17.75%
16.18%
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PRGSX vs. NASDX - Expense Ratio Comparison
PRGSX has a 0.82% expense ratio, which is higher than NASDX's 0.63% expense ratio.
Risk-Adjusted Performance
PRGSX vs. NASDX — Risk-Adjusted Performance Rank
PRGSX
NASDX
PRGSX vs. NASDX - Risk-Adjusted Performance Comparison
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.
Dividends
PRGSX vs. NASDX - Dividend Comparison
PRGSX's dividend yield for the trailing twelve months is around 0.08%, less than NASDX's 9.32% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PRGSX T. Rowe Price Global Stock Fund | 0.08% | 0.08% | 0.27% | 0.00% | 0.00% | 0.02% | 0.28% | 0.20% | 0.34% | 0.63% | 0.33% | 0.27% |
NASDX Shelton Capital Management Nasdaq-100 Index Fund Direct Shares | 9.32% | 8.65% | 7.53% | 3.75% | 2.40% | 1.28% | 7.09% | 2.47% | 1.65% | 0.75% | 0.85% | 1.02% |
Drawdowns
PRGSX vs. NASDX - Drawdown Comparison
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.
Volatility
PRGSX vs. NASDX - Volatility Comparison
The current volatility for T. Rowe Price Global Stock Fund (PRGSX) is 14.06%, while Shelton Capital Management Nasdaq-100 Index Fund Direct Shares (NASDX) has a volatility of 16.83%. 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.