QDISX vs. PRCOX
Compare and contrast key facts about Fisher Investments Institutional Group Stock Fund for Retirement Plans (QDISX) and T. Rowe Price U.S. Equity Research Fund (PRCOX).
QDISX is managed by T. Rowe Price. It was launched on Dec 12, 2019. PRCOX is managed by T. Rowe Price. It was launched on Nov 30, 1994.
Performance
QDISX vs. PRCOX - Performance Comparison
Loading graphics...
QDISX vs. PRCOX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|
QDISX Fisher Investments Institutional Group Stock Fund for Retirement Plans | -1.69% | 25.34% | 22.02% | 36.03% | -24.15% | 20.28% | 27.76% | 1.00% |
PRCOX T. Rowe Price U.S. Equity Research Fund | -4.40% | 16.97% | 26.41% | 29.82% | -18.80% | 28.06% | 19.82% | 2.55% |
Returns By Period
In the year-to-date period, QDISX achieves a -1.69% return, which is significantly higher than PRCOX's -4.40% return.
QDISX
- 1D
- 2.48%
- 1M
- -5.92%
- YTD
- -1.69%
- 6M
- 2.24%
- 1Y
- 26.03%
- 3Y*
- 21.29%
- 5Y*
- 12.03%
- 10Y*
- —
PRCOX
- 1D
- 3.03%
- 1M
- -5.43%
- YTD
- -4.40%
- 6M
- -1.63%
- 1Y
- 17.03%
- 3Y*
- 19.27%
- 5Y*
- 12.31%
- 10Y*
- 14.64%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
QDISX vs. PRCOX - Expense Ratio Comparison
QDISX has a 0.00% expense ratio, which is lower than PRCOX's 0.42% expense ratio.
Return for Risk
QDISX vs. PRCOX — Risk / Return Rank
QDISX
PRCOX
QDISX vs. PRCOX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fisher Investments Institutional Group Stock Fund for Retirement Plans (QDISX) and T. Rowe Price U.S. Equity Research Fund (PRCOX). 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.
| QDISX | PRCOX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.59 | 0.97 | +0.62 |
Sortino ratioReturn per unit of downside risk | 2.22 | 1.49 | +0.73 |
Omega ratioGain probability vs. loss probability | 1.33 | 1.22 | +0.11 |
Calmar ratioReturn relative to maximum drawdown | 2.11 | 1.29 | +0.82 |
Martin ratioReturn relative to average drawdown | 9.04 | 6.07 | +2.97 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| QDISX | PRCOX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.59 | 0.97 | +0.62 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.65 | 0.72 | -0.06 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.80 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.71 | 0.55 | +0.16 |
Correlation
The correlation between QDISX and PRCOX is 0.92, 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.
Dividends
QDISX vs. PRCOX - Dividend Comparison
QDISX's dividend yield for the trailing twelve months is around 12.89%, more than PRCOX's 1.80% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
QDISX Fisher Investments Institutional Group Stock Fund for Retirement Plans | 12.89% | 12.68% | 4.04% | 5.53% | 1.88% | 1.14% | 1.19% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
PRCOX T. Rowe Price U.S. Equity Research Fund | 1.80% | 1.72% | 0.64% | 1.17% | 1.28% | 3.71% | 1.04% | 1.39% | 5.60% | 7.02% | 7.28% | 8.76% |
Drawdowns
QDISX vs. PRCOX - Drawdown Comparison
The maximum QDISX drawdown since its inception was -33.97%, smaller than the maximum PRCOX drawdown of -53.96%. Use the drawdown chart below to compare losses from any high point for QDISX and PRCOX.
Loading graphics...
Drawdown Indicators
| QDISX | PRCOX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -33.97% | -53.96% | +19.99% |
Max Drawdown (1Y)Largest decline over 1 year | -12.58% | -12.19% | -0.39% |
Max Drawdown (5Y)Largest decline over 5 years | -33.97% | -24.94% | -9.03% |
Max Drawdown (10Y)Largest decline over 10 years | — | -34.42% | — |
Current DrawdownCurrent decline from peak | -7.73% | -6.57% | -1.16% |
Average DrawdownAverage peak-to-trough decline | -7.16% | -9.22% | +2.06% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.93% | 2.59% | +0.34% |
Volatility
QDISX vs. PRCOX - Volatility Comparison
Fisher Investments Institutional Group Stock Fund for Retirement Plans (QDISX) and T. Rowe Price U.S. Equity Research Fund (PRCOX) have volatilities of 5.65% and 5.63%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| QDISX | PRCOX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.65% | 5.63% | +0.02% |
Volatility (6M)Calculated over the trailing 6-month period | 9.40% | 9.35% | +0.05% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.79% | 18.35% | -1.56% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 18.55% | 17.33% | +1.22% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.30% | 18.33% | +2.97% |