PRISX vs. XLV
Compare and contrast key facts about T. Rowe Price Financial Services Fund (PRISX) and Health Care Select Sector SPDR Fund (XLV).
PRISX is managed by Blackrock. It was launched on Sep 30, 1996. XLV is a passively managed fund by State Street that tracks the performance of the Health Care Select Sector. It was launched on Dec 16, 1998.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: PRISX or XLV.
Key characteristics
| PRISX | XLV | |
|---|---|---|
| YTD Return | 32.90% | 11.36% |
| 1Y Return | 54.04% | 21.54% |
| 3Y Return (Ann) | 10.08% | 5.75% |
| 5Y Return (Ann) | 15.45% | 11.47% |
| 10Y Return (Ann) | 12.61% | 10.04% |
| Sharpe Ratio | 3.36 | 1.79 |
| Sortino Ratio | 4.74 | 2.47 |
| Omega Ratio | 1.61 | 1.33 |
| Calmar Ratio | 3.06 | 1.91 |
| Martin Ratio | 24.14 | 8.13 |
| Ulcer Index | 2.20% | 2.34% |
| Daily Std Dev | 15.76% | 10.61% |
| Max Drawdown | -67.34% | -39.18% |
| Current Drawdown | -1.12% | -4.13% |
Correlation
The correlation between PRISX and XLV 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. XLV - Performance Comparison
In the year-to-date period, PRISX achieves a 32.90% return, which is significantly higher than XLV's 11.36% return. Over the past 10 years, PRISX has outperformed XLV with an annualized return of 12.61%, while XLV has yielded a comparatively lower 10.04% 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. XLV - Expense Ratio Comparison
PRISX has a 0.88% expense ratio, which is higher than XLV's 0.12% expense ratio.
Risk-Adjusted Performance
PRISX vs. XLV - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for T. Rowe Price Financial Services Fund (PRISX) and Health Care Select Sector SPDR Fund (XLV). 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. XLV - Dividend Comparison
PRISX's dividend yield for the trailing twelve months is around 1.50%, which matches XLV's 1.51% yield.
| 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% |
XLV Health Care Select Sector SPDR Fund | 1.51% | 1.59% | 1.47% | 1.33% | 1.49% | 2.17% | 1.58% | 1.47% | 1.60% | 1.43% | 1.35% | 1.52% |
Drawdowns
PRISX vs. XLV - Drawdown Comparison
The maximum PRISX drawdown since its inception was -67.34%, which is greater than XLV's maximum drawdown of -39.18%. Use the drawdown chart below to compare losses from any high point for PRISX and XLV. For additional features, visit the drawdowns tool.
Volatility
PRISX vs. XLV - Volatility Comparison
T. Rowe Price Financial Services Fund (PRISX) has a higher volatility of 7.76% compared to Health Care Select Sector SPDR Fund (XLV) at 2.98%. This indicates that PRISX's price experiences larger fluctuations and is considered to be riskier than XLV based on this measure. The chart below showcases a comparison of their rolling one-month volatility.