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TIDDX vs. PREIX
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

TIDDX vs. PREIX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in T. Rowe Price International Discovery Fund Class I (TIDDX) and T. Rowe Price Equity Index 500 Fund (PREIX). The values are adjusted to include any dividend payments, if applicable.

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TIDDX vs. PREIX - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
TIDDX
T. Rowe Price International Discovery Fund Class I
-4.40%25.73%3.81%13.38%-30.23%7.45%38.95%25.18%-17.42%38.58%
PREIX
T. Rowe Price Equity Index 500 Fund
-7.11%19.24%24.78%26.07%-18.27%28.48%18.17%31.47%-4.59%21.01%

Returns By Period

In the year-to-date period, TIDDX achieves a -4.40% return, which is significantly higher than PREIX's -7.11% return. Over the past 10 years, TIDDX has underperformed PREIX with an annualized return of 8.13%, while PREIX has yielded a comparatively higher 13.66% annualized return.


TIDDX

1D
-0.18%
1M
-13.36%
YTD
-4.40%
6M
-1.09%
1Y
18.32%
3Y*
10.15%
5Y*
0.48%
10Y*
8.13%

PREIX

1D
-0.39%
1M
-7.70%
YTD
-7.11%
6M
-3.40%
1Y
15.76%
3Y*
17.48%
5Y*
11.51%
10Y*
13.66%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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TIDDX vs. PREIX - Expense Ratio Comparison

TIDDX has a 1.08% expense ratio, which is higher than PREIX's 0.15% expense ratio.


Return for Risk

TIDDX vs. PREIX — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

TIDDX
TIDDX Risk / Return Rank: 5151
Overall Rank
TIDDX Sharpe Ratio Rank: 6060
Sharpe Ratio Rank
TIDDX Sortino Ratio Rank: 5353
Sortino Ratio Rank
TIDDX Omega Ratio Rank: 5252
Omega Ratio Rank
TIDDX Calmar Ratio Rank: 4444
Calmar Ratio Rank
TIDDX Martin Ratio Rank: 4444
Martin Ratio Rank

PREIX
PREIX Risk / Return Rank: 5252
Overall Rank
PREIX Sharpe Ratio Rank: 4848
Sharpe Ratio Rank
PREIX Sortino Ratio Rank: 5252
Sortino Ratio Rank
PREIX Omega Ratio Rank: 5656
Omega Ratio Rank
PREIX Calmar Ratio Rank: 4747
Calmar Ratio Rank
PREIX Martin Ratio Rank: 5959
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

TIDDX vs. PREIX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for T. Rowe Price International Discovery Fund Class I (TIDDX) and T. Rowe Price Equity Index 500 Fund (PREIX). 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.


TIDDXPREIXDifference

Sharpe ratio

Return per unit of total volatility

1.11

0.91

+0.20

Sortino ratio

Return per unit of downside risk

1.49

1.40

+0.09

Omega ratio

Gain probability vs. loss probability

1.22

1.22

0.00

Calmar ratio

Return relative to maximum drawdown

1.14

1.16

-0.02

Martin ratio

Return relative to average drawdown

4.54

5.66

-1.13

TIDDX vs. PREIX - Sharpe Ratio Comparison

The current TIDDX Sharpe Ratio is 1.11, which is comparable to the PREIX Sharpe Ratio of 0.91. The chart below compares the historical Sharpe Ratios of TIDDX and PREIX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Sharpe Ratios by Period


TIDDXPREIXDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.11

0.91

+0.20

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.03

0.68

-0.65

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.49

0.76

-0.26

Sharpe Ratio (All Time)

Calculated using the full available price history

0.48

0.59

-0.11

Correlation

The correlation between TIDDX and PREIX 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.


Dividends

TIDDX vs. PREIX - Dividend Comparison

TIDDX's dividend yield for the trailing twelve months is around 5.52%, more than PREIX's 3.97% yield.


TTM20252024202320222021202020192018201720162015
TIDDX
T. Rowe Price International Discovery Fund Class I
5.52%5.28%4.36%2.24%3.17%15.55%4.39%1.51%6.38%3.11%2.50%0.00%
PREIX
T. Rowe Price Equity Index 500 Fund
3.97%3.66%1.17%1.32%1.50%1.56%1.97%2.13%2.60%1.30%2.03%2.02%

Drawdowns

TIDDX vs. PREIX - Drawdown Comparison

The maximum TIDDX drawdown since its inception was -43.76%, smaller than the maximum PREIX drawdown of -55.32%. Use the drawdown chart below to compare losses from any high point for TIDDX and PREIX.


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Drawdown Indicators


TIDDXPREIXDifference

Max Drawdown

Largest peak-to-trough decline

-43.76%

-55.32%

+11.56%

Max Drawdown (1Y)

Largest decline over 1 year

-13.50%

-12.12%

-1.38%

Max Drawdown (5Y)

Largest decline over 5 years

-43.76%

-24.60%

-19.16%

Max Drawdown (10Y)

Largest decline over 10 years

-43.76%

-33.81%

-9.95%

Current Drawdown

Current decline from peak

-13.36%

-8.93%

-4.43%

Average Drawdown

Average peak-to-trough decline

-13.36%

-8.76%

-4.60%

Ulcer Index

Depth and duration of drawdowns from previous peaks

3.40%

2.49%

+0.91%

Volatility

TIDDX vs. PREIX - Volatility Comparison

T. Rowe Price International Discovery Fund Class I (TIDDX) has a higher volatility of 6.18% compared to T. Rowe Price Equity Index 500 Fund (PREIX) at 4.25%. This indicates that TIDDX's price experiences larger fluctuations and is considered to be riskier than PREIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


TIDDXPREIXDifference

Volatility (1M)

Calculated over the trailing 1-month period

6.18%

4.25%

+1.93%

Volatility (6M)

Calculated over the trailing 6-month period

10.27%

9.03%

+1.24%

Volatility (1Y)

Calculated over the trailing 1-year period

15.31%

18.09%

-2.78%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

16.55%

16.95%

-0.40%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

16.50%

18.06%

-1.56%