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PRISX vs. PRHSX
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

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.


-0.50.00.51.0
Correlation: 0.6

Performance

PRISX vs. PRHSX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in T. Rowe Price Financial Services Fund (PRISX) and T. Rowe Price Health Sciences Fund (PRHSX). The values are adjusted to include any dividend payments, if applicable.

400.00%500.00%600.00%700.00%800.00%NovemberDecember2025FebruaryMarchApril
407.17%
575.49%
PRISX
PRHSX

Key characteristics

Sharpe Ratio

PRISX:

0.35

PRHSX:

-0.78

Sortino Ratio

PRISX:

0.60

PRHSX:

-0.90

Omega Ratio

PRISX:

1.09

PRHSX:

0.86

Calmar Ratio

PRISX:

0.34

PRHSX:

-0.40

Martin Ratio

PRISX:

1.09

PRHSX:

-1.23

Ulcer Index

PRISX:

7.08%

PRHSX:

12.62%

Daily Std Dev

PRISX:

22.11%

PRHSX:

19.98%

Max Drawdown

PRISX:

-71.82%

PRHSX:

-47.79%

Current Drawdown

PRISX:

-17.83%

PRHSX:

-35.55%

Returns By Period

In the year-to-date period, PRISX achieves a -6.36% return, which is significantly lower than PRHSX's -5.08% return. Over the past 10 years, PRISX has outperformed PRHSX with an annualized return of 7.26%, while PRHSX has yielded a comparatively lower -0.54% annualized return.


PRISX

YTD

-6.36%

1M

-7.18%

6M

-11.12%

1Y

6.88%

5Y*

16.33%

10Y*

7.26%

PRHSX

YTD

-5.08%

1M

-7.13%

6M

-25.02%

1Y

-14.83%

5Y*

-1.21%

10Y*

-0.54%

*Annualized

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


PRISX vs. PRHSX - Expense Ratio Comparison

PRISX has a 0.88% expense ratio, which is higher than PRHSX's 0.80% expense ratio.


PRISX
T. Rowe Price Financial Services Fund
Expense ratio chart for PRISX: current value is 0.88%, compared with the broader market range of 0.00% to 2.12%.0.50%1.00%1.50%2.00%
PRISX: 0.88%
Expense ratio chart for PRHSX: current value is 0.80%, compared with the broader market range of 0.00% to 2.12%.0.50%1.00%1.50%2.00%
PRHSX: 0.80%

Risk-Adjusted Performance

PRISX vs. PRHSX — Risk-Adjusted Performance Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

PRISX
The Risk-Adjusted Performance Rank of PRISX is 5757
Overall Rank
The Sharpe Ratio Rank of PRISX is 5555
Sharpe Ratio Rank
The Sortino Ratio Rank of PRISX is 5757
Sortino Ratio Rank
The Omega Ratio Rank of PRISX is 5959
Omega Ratio Rank
The Calmar Ratio Rank of PRISX is 6161
Calmar Ratio Rank
The Martin Ratio Rank of PRISX is 5151
Martin Ratio Rank

PRHSX
The Risk-Adjusted Performance Rank of PRHSX is 33
Overall Rank
The Sharpe Ratio Rank of PRHSX is 22
Sharpe Ratio Rank
The Sortino Ratio Rank of PRHSX is 22
Sortino Ratio Rank
The Omega Ratio Rank of PRHSX is 22
Omega Ratio Rank
The Calmar Ratio Rank of PRHSX is 44
Calmar Ratio Rank
The Martin Ratio Rank of PRHSX is 66
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

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.


Sharpe ratio
The chart of Sharpe ratio for PRISX, currently valued at 0.35, compared to the broader market-1.000.001.002.003.00
PRISX: 0.35
PRHSX: -0.78
The chart of Sortino ratio for PRISX, currently valued at 0.60, compared to the broader market-2.000.002.004.006.008.00
PRISX: 0.60
PRHSX: -0.90
The chart of Omega ratio for PRISX, currently valued at 1.09, compared to the broader market0.501.001.502.002.503.00
PRISX: 1.09
PRHSX: 0.86
The chart of Calmar ratio for PRISX, currently valued at 0.34, compared to the broader market0.002.004.006.008.0010.00
PRISX: 0.34
PRHSX: -0.40
The chart of Martin ratio for PRISX, currently valued at 1.09, compared to the broader market0.0010.0020.0030.0040.0050.00
PRISX: 1.09
PRHSX: -1.23

The current PRISX Sharpe Ratio is 0.35, which is higher than the PRHSX Sharpe Ratio of -0.78. The chart below compares the historical Sharpe Ratios of PRISX and PRHSX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


Rolling 12-month Sharpe Ratio-1.000.001.002.003.004.00NovemberDecember2025FebruaryMarchApril
0.35
-0.78
PRISX
PRHSX

Dividends

PRISX vs. PRHSX - Dividend Comparison

PRISX's dividend yield for the trailing twelve months is around 1.32%, more than PRHSX's 0.01% yield.


TTM20242023202220212020201920182017201620152014
PRISX
T. Rowe Price Financial Services Fund
1.32%1.24%2.00%1.99%1.25%1.49%1.53%1.77%0.86%0.89%1.18%1.08%
PRHSX
T. Rowe Price Health Sciences Fund
0.01%0.01%0.00%0.00%0.00%0.00%0.06%0.00%0.00%0.00%0.00%0.00%

Drawdowns

PRISX vs. PRHSX - Drawdown Comparison

The maximum PRISX drawdown since its inception was -71.82%, 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.


-40.00%-30.00%-20.00%-10.00%0.00%NovemberDecember2025FebruaryMarchApril
-17.83%
-35.55%
PRISX
PRHSX

Volatility

PRISX vs. PRHSX - Volatility Comparison

T. Rowe Price Financial Services Fund (PRISX) has a higher volatility of 13.82% compared to T. Rowe Price Health Sciences Fund (PRHSX) at 9.83%. 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.


2.00%4.00%6.00%8.00%10.00%12.00%14.00%NovemberDecember2025FebruaryMarchApril
13.82%
9.83%
PRISX
PRHSX
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Disclaimer

The information contained herein does not constitute investment advice and made available for educational purposes only. Prices and returns on equities are listed without consideration of fees, commissions, taxes, penalties, or interest payable due to purchasing, holding, or selling.

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