PRISX vs. BDMIX
Compare and contrast key facts about T. Rowe Price Financial Services Fund (PRISX) and BlackRock Global Long/Short Equity Fund Class I (BDMIX).
PRISX is managed by BlackRock. It was launched on Sep 30, 1996. BDMIX is managed by BlackRock. It was launched on Dec 20, 2012.
Performance
PRISX vs. BDMIX - Performance Comparison
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PRISX vs. BDMIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
PRISX T. Rowe Price Financial Services Fund | -8.15% | 26.17% | 30.87% | 14.95% | -10.99% | 37.83% | 5.65% | 32.84% | -10.12% | 19.17% |
BDMIX BlackRock Global Long/Short Equity Fund Class I | 4.32% | 18.30% | 21.39% | 14.55% | 1.80% | 3.34% | 0.29% | -0.85% | 2.20% | 12.85% |
Returns By Period
In the year-to-date period, PRISX achieves a -8.15% return, which is significantly lower than BDMIX's 4.32% return. Over the past 10 years, PRISX has outperformed BDMIX with an annualized return of 14.98%, while BDMIX has yielded a comparatively lower 7.29% annualized return.
PRISX
- 1D
- 2.30%
- 1M
- -3.68%
- YTD
- -8.15%
- 6M
- 2.88%
- 1Y
- 14.73%
- 3Y*
- 23.42%
- 5Y*
- 11.97%
- 10Y*
- 14.98%
BDMIX
- 1D
- 0.73%
- 1M
- 1.60%
- YTD
- 4.32%
- 6M
- 8.75%
- 1Y
- 17.17%
- 3Y*
- 18.86%
- 5Y*
- 11.38%
- 10Y*
- 7.29%
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PRISX vs. BDMIX - Expense Ratio Comparison
PRISX has a 0.88% expense ratio, which is lower than BDMIX's 1.57% expense ratio.
Return for Risk
PRISX vs. BDMIX — Risk / Return Rank
PRISX
BDMIX
PRISX vs. BDMIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for T. Rowe Price Financial Services Fund (PRISX) and BlackRock Global Long/Short Equity Fund Class I (BDMIX). 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.
| PRISX | BDMIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.69 | 2.55 | -1.87 |
Sortino ratioReturn per unit of downside risk | 1.05 | 3.73 | -2.68 |
Omega ratioGain probability vs. loss probability | 1.15 | 1.48 | -0.32 |
Calmar ratioReturn relative to maximum drawdown | 1.14 | 5.14 | -3.99 |
Martin ratioReturn relative to average drawdown | 3.30 | 14.25 | -10.95 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| PRISX | BDMIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.69 | 2.55 | -1.87 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.59 | 1.76 | -1.17 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.68 | 1.27 | -0.58 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.43 | 1.15 | -0.72 |
Correlation
The correlation between PRISX and BDMIX is 0.09, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Dividends
PRISX vs. BDMIX - Dividend Comparison
PRISX's dividend yield for the trailing twelve months is around 13.88%, more than BDMIX's 8.56% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PRISX T. Rowe Price Financial Services Fund | 13.88% | 12.75% | 8.74% | 2.00% | 2.08% | 3.00% | 10.22% | 6.14% | 11.97% | 4.68% | 1.00% | 3.86% |
BDMIX BlackRock Global Long/Short Equity Fund Class I | 8.56% | 8.94% | 13.26% | 7.42% | 0.00% | 1.23% | 0.30% | 6.78% | 0.94% | 0.00% | 0.00% | 1.86% |
Drawdowns
PRISX vs. BDMIX - Drawdown Comparison
The maximum PRISX drawdown since its inception was -67.34%, which is greater than BDMIX's maximum drawdown of -11.89%. Use the drawdown chart below to compare losses from any high point for PRISX and BDMIX.
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Drawdown Indicators
| PRISX | BDMIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -67.34% | -11.89% | -55.45% |
Max Drawdown (1Y)Largest decline over 1 year | -13.92% | -3.60% | -10.32% |
Max Drawdown (5Y)Largest decline over 5 years | -26.95% | -7.45% | -19.50% |
Max Drawdown (10Y)Largest decline over 10 years | -42.86% | -9.44% | -33.42% |
Current DrawdownCurrent decline from peak | -11.04% | -0.13% | -10.91% |
Average DrawdownAverage peak-to-trough decline | -11.28% | -2.71% | -8.57% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.81% | 1.30% | +3.51% |
Volatility
PRISX vs. BDMIX - Volatility Comparison
T. Rowe Price Financial Services Fund (PRISX) has a higher volatility of 5.22% compared to BlackRock Global Long/Short Equity Fund Class I (BDMIX) at 1.72%. This indicates that PRISX's price experiences larger fluctuations and is considered to be riskier than BDMIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| PRISX | BDMIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.22% | 1.72% | +3.50% |
Volatility (6M)Calculated over the trailing 6-month period | 13.88% | 4.78% | +9.10% |
Volatility (1Y)Calculated over the trailing 1-year period | 21.61% | 6.93% | +14.68% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 20.48% | 6.51% | +13.97% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.97% | 5.77% | +16.20% |