PRISX vs. PRHSX
Compare and contrast key facts about T. Rowe Price Financial Services Fund (PRISX) and T. Rowe Price Health Sciences Fund (PRHSX).
PRISX is managed by Blackrock. It was launched on Sep 30, 1996. PRHSX is managed by T. Rowe Price. It was launched on Dec 29, 1995.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: PRISX or PRHSX.
Key characteristics
| PRISX | PRHSX | |
|---|---|---|
| YTD Return | 32.90% | 13.25% |
| 1Y Return | 54.04% | 19.97% |
| 3Y Return (Ann) | 10.08% | -4.53% |
| 5Y Return (Ann) | 15.45% | 4.76% |
| 10Y Return (Ann) | 12.61% | 3.10% |
| Sharpe Ratio | 3.36 | 1.20 |
| Sortino Ratio | 4.74 | 1.62 |
| Omega Ratio | 1.61 | 1.22 |
| Calmar Ratio | 3.06 | 0.59 |
| Martin Ratio | 24.14 | 5.93 |
| Ulcer Index | 2.20% | 2.91% |
| Daily Std Dev | 15.76% | 14.33% |
| Max Drawdown | -67.34% | -47.79% |
| Current Drawdown | -1.12% | -15.02% |
Correlation
The correlation between PRISX and PRHSX is 0.61, 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. PRHSX - Performance Comparison
In the year-to-date period, PRISX achieves a 32.90% return, which is significantly higher than PRHSX's 13.25% return. Over the past 10 years, PRISX has outperformed PRHSX with an annualized return of 12.61%, while PRHSX has yielded a comparatively lower 3.10% 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. PRHSX - Expense Ratio Comparison
PRISX has a 0.88% expense ratio, which is higher than PRHSX's 0.80% expense ratio.
Risk-Adjusted Performance
PRISX vs. PRHSX - 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 Health Sciences Fund (PRHSX). 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. PRHSX - Dividend Comparison
PRISX's dividend yield for the trailing twelve months is around 1.50%, while PRHSX 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 | 1.50% | 2.00% | 1.99% | 1.25% | 1.49% | 1.53% | 1.77% | 0.86% | 0.89% | 1.18% | 1.08% | 0.88% |
PRHSX T. Rowe Price Health Sciences Fund | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.06% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
PRISX vs. PRHSX - Drawdown Comparison
The maximum PRISX drawdown since its inception was -67.34%, which is greater than PRHSX's maximum drawdown of -47.79%. Use the drawdown chart below to compare losses from any high point for PRISX and PRHSX. For additional features, visit the drawdowns tool.
Volatility
PRISX vs. PRHSX - Volatility Comparison
T. Rowe Price Financial Services Fund (PRISX) has a higher volatility of 7.76% compared to T. Rowe Price Health Sciences Fund (PRHSX) at 4.16%. This indicates that PRISX's price experiences larger fluctuations and is considered to be riskier than PRHSX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.