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 0.83, 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:
0.68
NASDX:
0.91
PRGSX:
0.97
NASDX:
1.26
PRGSX:
1.14
NASDX:
1.18
PRGSX:
0.40
NASDX:
1.30
PRGSX:
3.43
NASDX:
4.26
PRGSX:
3.18%
NASDX:
4.14%
PRGSX:
16.07%
NASDX:
19.43%
PRGSX:
-66.74%
NASDX:
-81.69%
PRGSX:
-16.64%
NASDX:
-6.08%
Returns By Period
In the year-to-date period, PRGSX achieves a 11.43% return, which is significantly lower than NASDX's 18.22% return. Over the past 10 years, PRGSX has underperformed NASDX with an annualized return of 9.78%, while NASDX has yielded a comparatively higher 14.50% annualized return.
PRGSX
11.43%
-6.06%
-3.48%
11.03%
6.84%
9.78%
NASDX
18.22%
-4.41%
0.84%
17.71%
15.20%
14.50%
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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 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 has not paid dividends to shareholders, while NASDX's dividend yield for the trailing twelve months is around 0.40%.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PRGSX T. Rowe Price Global Stock Fund | 0.00% | 0.27% | 0.00% | 0.00% | 0.02% | 0.28% | 0.20% | 0.34% | 0.63% | 0.33% | 0.27% | 0.21% |
NASDX Shelton Capital Management Nasdaq-100 Index Fund Direct Shares | 0.40% | 0.45% | 0.50% | 0.15% | 0.37% | 0.47% | 0.94% | 1.35% | 0.75% | 0.86% | 1.02% | 0.72% |
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 7.89%, while Shelton Capital Management Nasdaq-100 Index Fund Direct Shares (NASDX) has a volatility of 9.19%. 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.