PRGTX vs. PREIX
PRGTX (T. Rowe Price Global Technology Fund) and PREIX (T. Rowe Price Equity Index 500 Fund) are both mutual funds - PRGTX is a Technology Equities fund managed by T. Rowe Price, while PREIX is a Large Cap Blend Equities fund tracking the S&P 500 Index. Over the past 10 years, PRGTX returned 17.66%/yr vs 14.91%/yr for PREIX. Their correlation of 0.81 means they have usually moved in the same direction. PRGTX charges 0.93%/yr vs 0.15%/yr for PREIX.
Performance
PRGTX vs. PREIX - Performance Comparison
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Returns By Period
In the year-to-date period, PRGTX achieves a 25.08% return, which is significantly higher than PREIX's 10.00% return. Over the past 10 years, PRGTX has outperformed PREIX with an annualized return of 17.66%, while PREIX has yielded a comparatively lower 14.91% annualized return.
PRGTX
- 1D
- 1.19%
- 1M
- -4.87%
- 6M
- 21.92%
- YTD
- 25.08%
- 1Y
- 42.17%
- 3Y*
- 31.27%
- 5Y*
- 6.72%
- 10Y*
- 17.66%
- ALL TIME*
- 11.98%
PREIX
- 1D
- 0.70%
- 1M
- 0.13%
- 6M
- 7.86%
- YTD
- 10.00%
- 1Y
- 21.26%
- 3Y*
- 19.20%
- 5Y*
- 12.64%
- 10Y*
- 14.91%
- ALL TIME*
- 11.00%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $0.00 | $0.00 | $0.00 | |
| $0.00 | $0.00 | $0.00 |
PRGTX vs. PREIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
PRGTX T. Rowe Price Global Technology Fund | 25.08% | 27.28% | 33.12% | 55.92% | -55.53% | 8.85% | 75.77% | 34.22% | -10.07% | 47.09% |
PREIX T. Rowe Price Equity Index 500 Fund | 10.00% | 17.66% | 24.78% | 26.07% | -18.27% | 28.48% | 18.17% | 31.47% | -4.59% | 21.01% |
Correlation
The correlation between PRGTX and PREIX is 0.84, meaning they have usually moved in the same direction, including during past declines.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.84 |
Correlation (3Y) Balances recent behavior with more history. | 0.85 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.82 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.78 |
Correlation (All Time) Calculated using the full available price history since Jan 2, 2001 | 0.81 |
The correlation between PRGTX and PREIX has been stable across timeframes, ranging from 0.78 to 0.85 - a consistent structural relationship.
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Return for Risk
PRGTX vs. PREIX — Risk / Return Rank
PRGTX
PREIX
PRGTX vs. PREIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for T. Rowe Price Global Technology Fund (PRGTX) and T. Rowe Price Equity Index 500 Fund (PREIX). 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| PRGTX | PREIX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.15 | ||
| Sortino ratioReturn per unit of downside risk | -0.26 | ||
| Omega ratioGain probability vs. loss probability | 1.24 | 1.27 | -0.03 |
| Calmar ratioReturn relative to maximum drawdown | 2.13 | 2.17 | -0.05 |
| Martin ratioReturn relative to average drawdown | 7.12 | 9.31 | -2.20 |
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Drawdowns
PRGTX vs. PREIX - Drawdown Comparison
The maximum PRGTX drawdown since its inception was -71.18%, which is greater than PREIX's maximum drawdown of -55.32%. Use the drawdown chart below to compare losses from any high point for PRGTX and PREIX.
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Drawdown Indicators
| PRGTX | PREIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -71.18% | -55.32% | -15.86% |
Max Drawdown (1Y)Largest decline over 1 year | -18.50% | -8.93% | -9.57% |
Max Drawdown (3Y)Largest decline over 3 years | -26.67% | -18.78% | -7.89% |
Max Drawdown (5Y)Largest decline over 5 years | -65.29% | -24.60% | -40.69% |
Max Drawdown (10Y)Largest decline over 10 years | -65.29% | -33.81% | -31.48% |
Current DrawdownCurrent decline from peak | -13.24% | -1.44% | -11.80% |
Average DrawdownAverage peak-to-trough decline | -21.45% | -8.69% | -12.76% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.52% | 2.08% | +3.44% |
Volatility
PRGTX vs. PREIX - Volatility Comparison
T. Rowe Price Global Technology Fund (PRGTX) has a higher volatility of 11.53% compared to T. Rowe Price Equity Index 500 Fund (PREIX) at 3.51%. This indicates that PRGTX's price experiences larger fluctuations and is considered to be riskier than PREIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| PRGTX | PREIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 11.53% | 3.51% | +8.02% |
Volatility (6M)Calculated over the trailing 6-month period | 25.45% | 10.12% | +15.33% |
Volatility (1Y)Calculated over the trailing 1-year period | 29.04% | 12.88% | +16.16% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 32.65% | 17.11% | +15.54% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 28.83% | 18.11% | +10.72% |
PRGTX vs. PREIX - Expense Ratio Comparison
PRGTX has a 0.93% expense ratio, which is higher than PREIX's 0.15% expense ratio.
Dividends
PRGTX vs. PREIX - Dividend Comparison
PRGTX has not paid dividends to shareholders, while PREIX's dividend yield for the trailing twelve months is around 2.14%.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PREIX T. Rowe Price Equity Index 500 Fund | 2.14% | 2.32% | 1.17% | 1.32% | 1.50% | 1.56% | 1.97% | 2.13% | 2.60% | 1.30% | 2.03% | 2.02% |
PRGTX T. Rowe Price Global Technology Fund | 0.00% | 0.00% | 0.00% | 0.00% | 3.28% | 27.71% | 5.05% | 0.15% | 24.67% | 15.81% | 9.46% | 10.03% |
Frequently Asked Questions
PRGTX and PREIX have a correlation of 0.84, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
PRGTX has higher volatility (11.53%) compared to PREIX (3.51%). In terms of maximum drawdown, PRGTX dropped -71.18% vs PREIX's -55.32%.
PREIX currently has the higher Sharpe Ratio (1.51 vs 1.35), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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