Performance Comparison
Portfolio Performance Comparison
The return data shown below all have the same latest date: 05/05/2025.
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| PRISX (T. ROWE PRICE FINANCIAL SERVICES FUND INC. T. ROWE PRICE FINANCIAL SERVICES FUND INC.) | 0.45% | 9.82% | 11.33% | 18.09% | 9.88% | 10.27% | 7.76% | 9.28% |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PRISX (T. ROWE PRICE FINANCIAL SERVICES FUND INC. T. ROWE PRICE FINANCIAL SERVICES FUND INC.) | 12/26/1996 | 05/05/2025 |
The return data shown below all have the same latest date: 05/05/2025.
AR inception is since 12/26/1996.
AR inception is since 12/26/1996.
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 3.01 | 9.82 | 11.33 | 18.09 | 9.88 | 10.27 | 7.76 | 9.28 | 0.45 | 21.95 | 14.95 | -11.07 | 35.40 | -3.15 | 29.75 | -10.12 | 19.17 | 16.92 | -0.57 | 9.23 | 38.94 | 27.51 | -15.27 | 13.09 | 28.42 | -40.10 | -9.22 | 16.01 | 5.22 | 13.42 | 35.08 | -10.10 | -3.13 | 36.76 | 1.70 | 11.55 | 38.47 | -0.27 |
| Sharpe Ratio | NA | 0.25 | 0.36 | 0.67 | 0.37 | NA | NA | 0.31 | -0.03 | 0.92 | 0.53 | -0.49 | 1.77 | -0.08 | 2.33 | -0.74 | 1.62 | 0.85 | -0.04 | 0.71 | 3.03 | 1.70 | -0.49 | 0.57 | 0.63 | -0.77 | -0.64 | 1.20 | 0.29 | 0.95 | 1.76 | -0.43 | -0.26 | 1.12 | -0.07 | 0.35 | 2.67 | -2.13 |
| Standard Deviation(%) | NA | 22.65 | 21.59 | 22.92 | 22.45 | NA | NA | 24.09 | 29.18 | 16.70 | 20.25 | 25.29 | 19.96 | 43.98 | 12.16 | 15.43 | 11.47 | 19.56 | 16.49 | 13.03 | 12.83 | 16.30 | 31.39 | 22.70 | 44.87 | 53.20 | 19.26 | 10.66 | 10.58 | 13.11 | 19.56 | 26.08 | 21.17 | 29.18 | 23.28 | 23.53 | 13.04 | 11.08 |
| Draw Down(%) | NA | 22.79 | 22.79 | 27.02 | 42.86 | NA | NA | 67.34 | 18.06 | 13.78 | 20.82 | 25.59 | 9.30 | 42.86 | 5.93 | 20.63 | 6.76 | 19.71 | 11.97 | 8.17 | 6.41 | 14.94 | 33.57 | 21.10 | 36.41 | 56.08 | 19.95 | 8.30 | 8.68 | 11.90 | 18.53 | 28.71 | 21.40 | 15.16 | 22.19 | 32.66 | 10.54 | 0.88 |
| Yield(%) | 0.00 | 1.34 | 1.90 | 2.69 | 3.86 | 4.52 | 4.33 | 7.97 | 0.00 | 1.49 | 2.25 | 1.71 | 1.70 | 1.41 | 4.76 | 9.66 | 5.29 | 1.17 | 3.70 | 1.18 | 1.17 | 1.57 | 0.90 | 1.21 | 1.19 | 1.55 | 10.55 | 14.55 | 15.42 | 5.83 | 4.28 | 1.01 | 8.82 | 4.13 | 5.65 | 3.22 | 0.89 | 0.26 |
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PRISX (T. ROWE PRICE FINANCIAL SERVICES FUND INC. T. ROWE PRICE FINANCIAL SERVICES FUND INC.) |
-23.06%
Feb 2006 - Feb 2009 |
-11.65%
Feb 2004 - Feb 2009 |
-0.62%
Feb 1999 - Feb 2009 |
4.16%
Mar 2005 - Mar 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PRISX (T. ROWE PRICE FINANCIAL SERVICES FUND INC. T. ROWE PRICE FINANCIAL SERVICES FUND INC.) |
26.58%
Sep 2011 - Sep 2014 |
23.52%
Feb 2009 - Feb 2014 |
16.13%
Sep 2011 - Sep 2021 |
14.13%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart