PRSCX vs. XLRE
Compare and contrast key facts about T. Rowe Price Science And Technology Fund (PRSCX) and Real Estate Select Sector SPDR Fund (XLRE).
PRSCX is managed by T. Rowe Price. It was launched on Sep 29, 1987. XLRE is a passively managed fund by State Street that tracks the performance of the Real Estate Select Sector Index. It was launched on Oct 7, 2015.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: PRSCX or XLRE.
Key characteristics
| PRSCX | XLRE | |
|---|---|---|
| YTD Return | 24.12% | 14.78% |
| 1Y Return | 32.84% | 26.83% |
| 3Y Return (Ann) | 5.01% | 2.07% |
| 5Y Return (Ann) | 15.64% | 6.76% |
| Sharpe Ratio | 1.47 | 1.58 |
| Daily Std Dev | 22.79% | 18.47% |
| Max Drawdown | -85.26% | -38.83% |
| Current Drawdown | -7.24% | -4.88% |
Correlation
The correlation between PRSCX and XLRE is 0.41, 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
PRSCX vs. XLRE - Performance Comparison
In the year-to-date period, PRSCX achieves a 24.12% return, which is significantly higher than XLRE's 14.78% 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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PRSCX vs. XLRE - Expense Ratio Comparison
PRSCX has a 0.84% expense ratio, which is higher than XLRE's 0.13% expense ratio.
Risk-Adjusted Performance
PRSCX vs. XLRE - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for T. Rowe Price Science And Technology Fund (PRSCX) and Real Estate Select Sector SPDR Fund (XLRE). 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
PRSCX vs. XLRE - Dividend Comparison
PRSCX has not paid dividends to shareholders, while XLRE's dividend yield for the trailing twelve months is around 3.01%.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
PRSCX T. Rowe Price Science And Technology Fund | 0.00% | 0.00% | 7.83% | 33.69% | 13.90% | 5.86% | 36.03% | 13.21% | 3.68% | 18.51% | 17.17% |
XLRE Real Estate Select Sector SPDR Fund | 3.01% | 3.31% | 3.70% | 2.61% | 3.15% | 3.06% | 3.78% | 3.25% | 4.22% | 1.09% | 0.00% |
Drawdowns
PRSCX vs. XLRE - Drawdown Comparison
The maximum PRSCX drawdown since its inception was -85.26%, which is greater than XLRE's maximum drawdown of -38.83%. Use the drawdown chart below to compare losses from any high point for PRSCX and XLRE. For additional features, visit the drawdowns tool.
Volatility
PRSCX vs. XLRE - Volatility Comparison
T. Rowe Price Science And Technology Fund (PRSCX) has a higher volatility of 6.97% compared to Real Estate Select Sector SPDR Fund (XLRE) at 2.99%. This indicates that PRSCX's price experiences larger fluctuations and is considered to be riskier than XLRE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.