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 0.89, 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
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Key characteristics
PRGSX:
0.06
NASDX:
0.26
PRGSX:
0.27
NASDX:
0.61
PRGSX:
1.04
NASDX:
1.09
PRGSX:
0.07
NASDX:
0.33
PRGSX:
0.28
NASDX:
0.98
PRGSX:
7.26%
NASDX:
8.46%
PRGSX:
21.60%
NASDX:
26.49%
PRGSX:
-66.74%
NASDX:
-81.69%
PRGSX:
-14.73%
NASDX:
-6.16%
Returns By Period
In the year-to-date period, PRGSX achieves a 3.83% return, which is significantly higher than NASDX's 2.11% return. Over the past 10 years, PRGSX has underperformed NASDX with an annualized return of 9.11%, while NASDX has yielded a comparatively higher 13.82% annualized return.
PRGSX
3.83%
12.42%
-1.31%
1.09%
7.33%
9.11%
NASDX
2.11%
17.40%
-2.84%
6.97%
13.76%
13.82%
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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.
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Dividends
PRGSX vs. NASDX - Dividend Comparison
PRGSX's dividend yield for the trailing twelve months is around 0.07%, less than NASDX's 0.32% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PRGSX T. Rowe Price Global Stock Fund | 0.07% | 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 | 0.32% | 0.36% | 0.45% | 0.50% | 0.15% | 0.37% | 0.47% | 0.94% | 1.35% | 0.75% | 0.86% | 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.
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Volatility
PRGSX vs. NASDX - Volatility Comparison
The current volatility for T. Rowe Price Global Stock Fund (PRGSX) is 4.61%, while Shelton Capital Management Nasdaq-100 Index Fund Direct Shares (NASDX) has a volatility of 6.53%. 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.
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