PRISX vs. BRAGX
Compare and contrast key facts about T. Rowe Price Financial Services Fund (PRISX) and Bridgeway Aggressive Investors 1 Fund (BRAGX).
PRISX is managed by BlackRock. It was launched on Sep 30, 1996. BRAGX is managed by Bridgeway. It was launched on Aug 5, 1994.
Performance
PRISX vs. BRAGX - Performance Comparison
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PRISX vs. BRAGX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
PRISX T. Rowe Price Financial Services Fund | -10.22% | 26.17% | 30.87% | 14.95% | -10.99% | 37.83% | 5.65% | 32.84% | -10.12% | 19.17% |
BRAGX Bridgeway Aggressive Investors 1 Fund | -5.37% | 18.09% | 35.79% | 23.13% | -22.41% | 10.96% | 14.35% | 21.86% | -22.42% | 18.44% |
Returns By Period
In the year-to-date period, PRISX achieves a -10.22% return, which is significantly lower than BRAGX's -5.37% return. Over the past 10 years, PRISX has outperformed BRAGX with an annualized return of 14.72%, while BRAGX has yielded a comparatively lower 9.42% annualized return.
PRISX
- 1D
- 1.02%
- 1M
- -5.38%
- YTD
- -10.22%
- 6M
- -0.45%
- 1Y
- 12.15%
- 3Y*
- 22.49%
- 5Y*
- 11.76%
- 10Y*
- 14.72%
BRAGX
- 1D
- -1.12%
- 1M
- -6.58%
- YTD
- -5.37%
- 6M
- -3.43%
- 1Y
- 18.40%
- 3Y*
- 20.43%
- 5Y*
- 8.26%
- 10Y*
- 9.42%
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PRISX vs. BRAGX - Expense Ratio Comparison
PRISX has a 0.88% expense ratio, which is higher than BRAGX's 0.39% expense ratio.
Return for Risk
PRISX vs. BRAGX — Risk / Return Rank
PRISX
BRAGX
PRISX vs. BRAGX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for T. Rowe Price Financial Services Fund (PRISX) and Bridgeway Aggressive Investors 1 Fund (BRAGX). 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 | BRAGX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.62 | 0.88 | -0.26 |
Sortino ratioReturn per unit of downside risk | 0.97 | 1.35 | -0.38 |
Omega ratioGain probability vs. loss probability | 1.14 | 1.20 | -0.06 |
Calmar ratioReturn relative to maximum drawdown | 0.80 | 1.24 | -0.44 |
Martin ratioReturn relative to average drawdown | 2.33 | 5.83 | -3.50 |
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 | BRAGX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.62 | 0.88 | -0.26 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.58 | 0.41 | +0.17 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.67 | 0.44 | +0.23 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.42 | 0.45 | -0.03 |
Correlation
The correlation between PRISX and BRAGX is 0.71, 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.
Dividends
PRISX vs. BRAGX - Dividend Comparison
PRISX's dividend yield for the trailing twelve months is around 14.20%, less than BRAGX's 19.97% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PRISX T. Rowe Price Financial Services Fund | 14.20% | 12.75% | 8.74% | 2.00% | 2.08% | 3.00% | 10.22% | 6.14% | 11.97% | 4.68% | 1.00% | 3.86% |
BRAGX Bridgeway Aggressive Investors 1 Fund | 19.97% | 18.90% | 3.19% | 0.88% | 1.46% | 1.18% | 1.01% | 1.30% | 11.62% | 0.00% | 0.56% | 0.05% |
Drawdowns
PRISX vs. BRAGX - Drawdown Comparison
The maximum PRISX drawdown since its inception was -67.34%, roughly equal to the maximum BRAGX drawdown of -67.04%. Use the drawdown chart below to compare losses from any high point for PRISX and BRAGX.
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Drawdown Indicators
| PRISX | BRAGX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -67.34% | -67.04% | -0.30% |
Max Drawdown (1Y)Largest decline over 1 year | -13.92% | -13.13% | -0.79% |
Max Drawdown (5Y)Largest decline over 5 years | -26.95% | -35.92% | +8.97% |
Max Drawdown (10Y)Largest decline over 10 years | -42.86% | -46.74% | +3.88% |
Current DrawdownCurrent decline from peak | -13.04% | -8.08% | -4.96% |
Average DrawdownAverage peak-to-trough decline | -11.28% | -16.06% | +4.78% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.76% | 2.79% | +1.97% |
Volatility
PRISX vs. BRAGX - Volatility Comparison
The current volatility for T. Rowe Price Financial Services Fund (PRISX) is 4.61%, while Bridgeway Aggressive Investors 1 Fund (BRAGX) has a volatility of 5.09%. This indicates that PRISX experiences smaller price fluctuations and is considered to be less risky than BRAGX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| PRISX | BRAGX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.61% | 5.09% | -0.48% |
Volatility (6M)Calculated over the trailing 6-month period | 13.69% | 11.62% | +2.07% |
Volatility (1Y)Calculated over the trailing 1-year period | 21.53% | 21.25% | +0.28% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 20.46% | 20.40% | +0.06% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.96% | 21.36% | +0.60% |