ROGSX vs. PRGTX

The year-to-date returns for both stocks are quite close, with ROGSX having a -9.69% return and PRGTX slightly lower at -9.78%. Over the past 10 years, ROGSX has outperformed PRGTX with an annualized return of 14.83%, while PRGTX has yielded a comparatively lower 3.23% annualized return.

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ROGSX has a 0.92% expense ratio, which is lower than PRGTX's 0.95% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Red Oak Technology Select Fund (ROGSX) and T. Rowe Price Global Technology Fund (PRGTX). 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.

The current ROGSX Sharpe Ratio is 0.14, which is lower than the PRGTX Sharpe Ratio of 0.35. The chart below compares the historical Sharpe Ratios of ROGSX and PRGTX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

ROGSX's dividend yield for the trailing twelve months is around 4.85%, while PRGTX has not paid dividends to shareholders.

The maximum ROGSX drawdown since its inception was -92.96%, which is greater than PRGTX's maximum drawdown of -73.10%. Use the drawdown chart below to compare losses from any high point for ROGSX and PRGTX. For additional features, visit the drawdowns tool.

The current volatility for Red Oak Technology Select Fund (ROGSX) is 17.16%, while T. Rowe Price Global Technology Fund (PRGTX) has a volatility of 18.69%. This indicates that ROGSX experiences smaller price fluctuations and is considered to be less risky than PRGTX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.