AVEDX vs. POGRX
AVEDX (Ave Maria Rising Dividend Fund) and POGRX (PRIMECAP Odyssey Growth Fund) are both Large Cap Blend Equities funds. Over the past 10 years, AVEDX returned 10.75%/yr vs 16.41%/yr for POGRX. Their correlation of 0.82 means they have usually moved in the same direction. AVEDX charges 0.90%/yr vs 0.66%/yr for POGRX.
Performance
AVEDX vs. POGRX - Performance Comparison
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Returns By Period
In the year-to-date period, AVEDX achieves a 3.83% return, which is significantly lower than POGRX's 22.85% return. Over the past 10 years, AVEDX has underperformed POGRX with an annualized return of 10.75%, while POGRX has yielded a comparatively higher 16.41% annualized return.
AVEDX
- 1D
- -0.72%
- 1M
- 0.82%
- 6M
- -0.92%
- YTD
- 3.83%
- 1Y
- 1.41%
- 3Y*
- 7.44%
- 5Y*
- 8.53%
- 10Y*
- 10.75%
- ALL TIME*
- 9.77%
POGRX
- 1D
- 3.85%
- 1M
- -4.02%
- 6M
- 16.81%
- YTD
- 22.85%
- 1Y
- 52.22%
- 3Y*
- 25.37%
- 5Y*
- 14.97%
- 10Y*
- 16.41%
- ALL TIME*
- 12.96%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $0.00 | $0.00 | $0.00 | |
| $0.00 | $0.00 | $0.00 |
AVEDX vs. POGRX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
AVEDX Ave Maria Rising Dividend Fund | 3.83% | -0.43% | 14.36% | 26.37% | -5.18% | 25.31% | 6.46% | 27.56% | -4.83% | 16.84% |
POGRX PRIMECAP Odyssey Growth Fund | 22.85% | 32.99% | 13.09% | 23.85% | -14.61% | 18.81% | 17.05% | 23.98% | -4.56% | 32.07% |
Correlation
The correlation between AVEDX and POGRX is 0.33, which is low. Their historical price movements had little consistent relationship.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.33 |
Correlation (3Y) Balances recent behavior with more history. | 0.56 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.72 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.76 |
Correlation (All Time) Calculated using the full available price history since May 3, 2005 | 0.82 |
Over the past year, the correlation between AVEDX and POGRX has dropped to 0.33 - well below their long-term average of 0.82, suggesting their price drivers have been diverging.
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Return for Risk
AVEDX vs. POGRX — Risk / Return Rank
AVEDX
POGRX
AVEDX vs. POGRX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Ave Maria Rising Dividend Fund (AVEDX) and PRIMECAP Odyssey Growth Fund (POGRX). 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| AVEDX | POGRX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -2.35 | ||
| Sortino ratioReturn per unit of downside risk | -3.11 | ||
| Omega ratioGain probability vs. loss probability | 1.00 | 1.40 | -0.40 |
| Calmar ratioReturn relative to maximum drawdown | -0.05 | 3.40 | -3.46 |
| Martin ratioReturn relative to average drawdown | -0.10 | 12.40 | -12.51 |
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Drawdowns
AVEDX vs. POGRX - Drawdown Comparison
The maximum AVEDX drawdown since its inception was -47.25%, smaller than the maximum POGRX drawdown of -51.63%. Use the drawdown chart below to compare losses from any high point for AVEDX and POGRX.
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Drawdown Indicators
| AVEDX | POGRX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -47.25% | -51.63% | +4.38% |
Max Drawdown (1Y)Largest decline over 1 year | -10.86% | -14.40% | +3.54% |
Max Drawdown (3Y)Largest decline over 3 years | -15.53% | -22.13% | +6.60% |
Max Drawdown (5Y)Largest decline over 5 years | -16.85% | -26.85% | +10.00% |
Max Drawdown (10Y)Largest decline over 10 years | -38.91% | -35.29% | -3.62% |
Current DrawdownCurrent decline from peak | -5.88% | -8.22% | +2.34% |
Average DrawdownAverage peak-to-trough decline | -5.84% | -7.11% | +1.27% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.56% | 3.95% | +1.61% |
Volatility
AVEDX vs. POGRX - Volatility Comparison
The current volatility for Ave Maria Rising Dividend Fund (AVEDX) is 3.71%, while PRIMECAP Odyssey Growth Fund (POGRX) has a volatility of 7.59%. This indicates that AVEDX experiences smaller price fluctuations and is considered to be less risky than POGRX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| AVEDX | POGRX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.71% | 7.59% | -3.88% |
Volatility (6M)Calculated over the trailing 6-month period | 9.19% | 18.17% | -8.98% |
Volatility (1Y)Calculated over the trailing 1-year period | 12.52% | 21.29% | -8.77% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.50% | 20.21% | -3.71% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.97% | 20.66% | -2.69% |
AVEDX vs. POGRX - Expense Ratio Comparison
AVEDX has a 0.90% expense ratio, which is higher than POGRX's 0.66% expense ratio.
Dividends
AVEDX vs. POGRX - Dividend Comparison
AVEDX's dividend yield for the trailing twelve months is around 5.38%, less than POGRX's 20.26% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AVEDX Ave Maria Rising Dividend Fund | 5.38% | 5.49% | 6.43% | 12.61% | 7.94% | 10.53% | 2.60% | 8.03% | 10.88% | 6.32% | 6.95% | 7.11% |
POGRX PRIMECAP Odyssey Growth Fund | 20.26% | 24.89% | 20.79% | 13.28% | 12.36% | 13.68% | 12.50% | 5.13% | 2.45% | 1.54% | 5.83% | 1.29% |
Frequently Asked Questions
AVEDX and POGRX have a correlation of 0.33, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
POGRX has higher volatility (7.59%) compared to AVEDX (3.71%). In terms of maximum drawdown, AVEDX dropped -47.25% vs POGRX's -51.63%.
POGRX currently has the higher Sharpe Ratio (2.30 vs -0.05), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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