PRISX vs. PRGTX
Compare and contrast key facts about T. Rowe Price Financial Services Fund (PRISX) and T. Rowe Price Global Technology Fund (PRGTX).
PRISX is managed by Blackrock. It was launched on Sep 30, 1996. PRGTX is managed by T. Rowe Price. It was launched on Sep 28, 2000.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: PRISX or PRGTX.
Key characteristics
| PRISX | PRGTX | |
|---|---|---|
| YTD Return | 34.00% | 33.31% |
| 1Y Return | 50.01% | 41.15% |
| 3Y Return (Ann) | 10.30% | -16.34% |
| 5Y Return (Ann) | 15.68% | 6.12% |
| 10Y Return (Ann) | 12.73% | 2.66% |
| Sharpe Ratio | 3.39 | 1.98 |
| Sortino Ratio | 4.79 | 2.58 |
| Omega Ratio | 1.61 | 1.35 |
| Calmar Ratio | 3.72 | 0.75 |
| Martin Ratio | 24.42 | 8.95 |
| Ulcer Index | 2.20% | 4.97% |
| Daily Std Dev | 15.80% | 22.44% |
| Max Drawdown | -67.34% | -73.10% |
| Current Drawdown | -0.84% | -42.36% |
Correlation
The correlation between PRISX and PRGTX is 0.62, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
PRISX vs. PRGTX - Performance Comparison
The year-to-date returns for both stocks are quite close, with PRISX having a 34.00% return and PRGTX slightly lower at 33.31%. Over the past 10 years, PRISX has outperformed PRGTX with an annualized return of 12.73%, while PRGTX has yielded a comparatively lower 2.66% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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PRISX vs. PRGTX - Expense Ratio Comparison
PRISX has a 0.88% expense ratio, which is lower than PRGTX's 0.95% expense ratio.
Risk-Adjusted Performance
PRISX vs. PRGTX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for T. Rowe Price Financial Services Fund (PRISX) and T. Rowe Price Global Technology Fund (PRGTX). 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
PRISX vs. PRGTX - Dividend Comparison
PRISX's dividend yield for the trailing twelve months is around 1.49%, while PRGTX has not paid dividends to shareholders.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PRISX T. Rowe Price Financial Services Fund | 1.49% | 2.00% | 1.99% | 1.25% | 1.49% | 1.53% | 1.77% | 0.86% | 0.89% | 1.18% | 1.08% | 0.88% |
PRGTX T. Rowe Price Global Technology Fund | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.08% |
Drawdowns
PRISX vs. PRGTX - Drawdown Comparison
The maximum PRISX drawdown since its inception was -67.34%, smaller than the maximum PRGTX drawdown of -73.10%. Use the drawdown chart below to compare losses from any high point for PRISX and PRGTX. For additional features, visit the drawdowns tool.
Volatility
PRISX vs. PRGTX - Volatility Comparison
T. Rowe Price Financial Services Fund (PRISX) has a higher volatility of 7.76% compared to T. Rowe Price Global Technology Fund (PRGTX) at 5.39%. This indicates that PRISX's price experiences larger fluctuations and is considered to be riskier than PRGTX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.