TROSX vs. ANWPX
Compare and contrast key facts about T. Rowe Price Overseas Stock Fund (TROSX) and American Funds New Perspective Fund Class A (ANWPX).
TROSX is managed by T. Rowe Price. It was launched on Dec 29, 2006. ANWPX is managed by American Funds. It was launched on Mar 13, 1973.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: TROSX or ANWPX.
Key characteristics
| TROSX | ANWPX | |
|---|---|---|
| YTD Return | 6.01% | 18.91% |
| 1Y Return | 17.55% | 31.64% |
| 3Y Return (Ann) | 1.01% | 2.64% |
| 5Y Return (Ann) | 5.71% | 12.75% |
| 10Y Return (Ann) | 5.24% | 11.45% |
| Sharpe Ratio | 1.31 | 2.44 |
| Sortino Ratio | 1.92 | 3.34 |
| Omega Ratio | 1.24 | 1.44 |
| Calmar Ratio | 1.34 | 1.63 |
| Martin Ratio | 7.38 | 15.74 |
| Ulcer Index | 2.38% | 1.95% |
| Daily Std Dev | 13.38% | 12.58% |
| Max Drawdown | -61.11% | -50.43% |
| Current Drawdown | -5.91% | -0.11% |
Correlation
The correlation between TROSX and ANWPX is 0.90, 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.
Performance
TROSX vs. ANWPX - Performance Comparison
In the year-to-date period, TROSX achieves a 6.01% return, which is significantly lower than ANWPX's 18.91% return. Over the past 10 years, TROSX has underperformed ANWPX with an annualized return of 5.24%, while ANWPX has yielded a comparatively higher 11.45% annualized 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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TROSX vs. ANWPX - Expense Ratio Comparison
TROSX has a 0.77% expense ratio, which is higher than ANWPX's 0.72% expense ratio.
Risk-Adjusted Performance
TROSX vs. ANWPX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for T. Rowe Price Overseas Stock Fund (TROSX) and American Funds New Perspective Fund Class A (ANWPX). 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
TROSX vs. ANWPX - Dividend Comparison
TROSX's dividend yield for the trailing twelve months is around 2.15%, more than ANWPX's 0.79% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
TROSX T. Rowe Price Overseas Stock Fund | 2.15% | 2.28% | 2.31% | 1.88% | 1.41% | 2.14% | 2.26% | 1.86% | 1.98% | 2.11% | 2.87% | 1.87% |
ANWPX American Funds New Perspective Fund Class A | 0.79% | 0.94% | 0.84% | 0.33% | 0.13% | 1.01% | 1.18% | 0.45% | 0.82% | 0.72% | 7.58% | 6.26% |
Drawdowns
TROSX vs. ANWPX - Drawdown Comparison
The maximum TROSX drawdown since its inception was -61.11%, which is greater than ANWPX's maximum drawdown of -50.43%. Use the drawdown chart below to compare losses from any high point for TROSX and ANWPX. For additional features, visit the drawdowns tool.
Volatility
TROSX vs. ANWPX - Volatility Comparison
T. Rowe Price Overseas Stock Fund (TROSX) has a higher volatility of 3.90% compared to American Funds New Perspective Fund Class A (ANWPX) at 3.35%. This indicates that TROSX's price experiences larger fluctuations and is considered to be riskier than ANWPX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.