Correlation
The correlation between PRISX and XLV is 0.74, 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.
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.
Performance
PRISX vs. XLV - Performance Comparison
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Key characteristics
PRISX:
0.64
XLV:
-0.31
PRISX:
0.97
XLV:
-0.37
PRISX:
1.15
XLV:
0.95
PRISX:
0.63
XLV:
-0.32
PRISX:
1.78
XLV:
-0.75
PRISX:
8.04%
XLV:
7.35%
PRISX:
22.78%
XLV:
15.92%
PRISX:
-71.82%
XLV:
-39.17%
PRISX:
-8.32%
XLV:
-14.62%
Returns By Period
In the year-to-date period, PRISX achieves a 4.48% return, which is significantly higher than XLV's -3.21% return. Over the past 10 years, PRISX has outperformed XLV with an annualized return of 8.15%, while XLV has yielded a comparatively lower 7.65% annualized return.
PRISX
4.48%
6.02%
-8.32%
13.08%
12.26%
17.21%
8.15%
XLV
-3.21%
-2.93%
-9.26%
-6.21%
1.73%
6.85%
7.65%
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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 Rank
PRISX
XLV
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.
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Dividends
PRISX vs. XLV - Dividend Comparison
PRISX's dividend yield for the trailing twelve months is around 8.37%, more than XLV's 1.76% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PRISX T. Rowe Price Financial Services Fund | 8.37% | 8.74% | 2.00% | 2.08% | 3.00% | 10.22% | 3.83% | 11.97% | 4.68% | 1.00% | 3.86% | 1.08% |
XLV Health Care Select Sector SPDR Fund | 1.76% | 1.67% | 1.59% | 1.47% | 1.33% | 1.49% | 2.17% | 1.58% | 1.47% | 1.60% | 1.43% | 1.35% |
Drawdowns
PRISX vs. XLV - Drawdown Comparison
The maximum PRISX drawdown since its inception was -71.82%, which is greater than XLV's maximum drawdown of -39.17%. Use the drawdown chart below to compare losses from any high point for PRISX and XLV.
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Volatility
PRISX vs. XLV - Volatility Comparison
The current volatility for T. Rowe Price Financial Services Fund (PRISX) is 5.07%, while Health Care Select Sector SPDR Fund (XLV) has a volatility of 7.59%. This indicates that PRISX experiences smaller price fluctuations and is considered to be less risky than XLV based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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