AVEDX vs. POSKX
AVEDX (Ave Maria Rising Dividend Fund) and POSKX (PrimeCap Odyssey Stock Fund) are both Large Cap Blend Equities funds. Over the past 10 years, AVEDX returned 10.82%/yr vs 17.20%/yr for POSKX. Their correlation of 0.89 suggests significant overlap in exposure. AVEDX charges 0.90%/yr vs 0.65%/yr for POSKX.
Performance
AVEDX vs. POSKX - Performance Comparison
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Returns By Period
In the year-to-date period, AVEDX achieves a -1.40% return, which is significantly lower than POSKX's 26.80% return. Over the past 10 years, AVEDX has underperformed POSKX with an annualized return of 10.82%, while POSKX has yielded a comparatively higher 17.20% annualized return.
AVEDX
- 1D
- -0.80%
- 1M
- 0.05%
- YTD
- -1.40%
- 6M
- -2.62%
- 1Y
- -4.48%
- 3Y*
- 11.60%
- 5Y*
- 7.82%
- 10Y*
- 10.82%
POSKX
- 1D
- 1.20%
- 1M
- 6.08%
- YTD
- 26.80%
- 6M
- 25.51%
- 1Y
- 53.32%
- 3Y*
- 25.86%
- 5Y*
- 16.80%
- 10Y*
- 17.20%
AVEDX vs. POSKX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
AVEDX Ave Maria Rising Dividend Fund | -1.40% | -0.43% | 14.36% | 26.37% | -5.18% | 25.31% | 6.46% | 27.56% | -4.83% | 16.84% |
POSKX PrimeCap Odyssey Stock Fund | 26.80% | 25.73% | 12.77% | 21.18% | -11.12% | 32.48% | 10.13% | 27.15% | -7.19% | 25.99% |
Correlation
The correlation between AVEDX and POSKX is 0.58, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.58 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.70 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.81 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.85 |
Correlation (All Time) Calculated using the full available price history since May 3, 2005 | 0.89 |
Over the past year, the correlation between AVEDX and POSKX has dropped to 0.58 - well below their long-term average of 0.89, suggesting their price drivers have been diverging.
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Return for Risk
AVEDX vs. POSKX — Risk / Return Rank
AVEDX
POSKX
AVEDX vs. POSKX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Ave Maria Rising Dividend Fund (AVEDX) and PrimeCap Odyssey Stock Fund (POSKX). 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 | POSKX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -3.53 | ||
| Sortino ratioReturn per unit of downside risk | -4.74 | ||
| Omega ratioGain probability vs. loss probability | 0.96 | 1.57 | -0.61 |
| Calmar ratioReturn relative to maximum drawdown | -0.34 | 5.47 | -5.81 |
| Martin ratioReturn relative to average drawdown | -0.70 | 22.70 | -23.39 |
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Drawdowns
AVEDX vs. POSKX - Drawdown Comparison
The maximum AVEDX drawdown since its inception was -47.25%, smaller than the maximum POSKX drawdown of -50.18%. Use the drawdown chart below to compare losses from any high point for AVEDX and POSKX.
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Drawdown Indicators
| AVEDX | POSKX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -47.25% | -50.18% | +2.93% |
Max Drawdown (1Y)Largest decline over 1 year | -10.86% | -9.99% | -0.87% |
Max Drawdown (3Y)Largest decline over 3 years | -15.53% | -20.25% | +4.72% |
Max Drawdown (5Y)Largest decline over 5 years | -16.85% | -22.96% | +6.11% |
Max Drawdown (10Y)Largest decline over 10 years | -38.91% | -36.88% | -2.03% |
Current DrawdownCurrent decline from peak | -10.62% | 0.00% | -10.62% |
Average DrawdownAverage peak-to-trough decline | -5.83% | -6.14% | +0.31% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.26% | 2.40% | +2.86% |
Volatility
AVEDX vs. POSKX - Volatility Comparison
The current volatility for Ave Maria Rising Dividend Fund (AVEDX) is 3.46%, while PrimeCap Odyssey Stock Fund (POSKX) has a volatility of 6.72%. This indicates that AVEDX experiences smaller price fluctuations and is considered to be less risky than POSKX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| AVEDX | POSKX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.46% | 6.72% | -3.26% |
Volatility (6M)Calculated over the trailing 6-month period | 9.41% | 13.83% | -4.42% |
Volatility (1Y)Calculated over the trailing 1-year period | 12.26% | 16.94% | -4.68% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.49% | 18.05% | -1.56% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.04% | 19.09% | -1.05% |
AVEDX vs. POSKX - Expense Ratio Comparison
AVEDX has a 0.90% expense ratio, which is higher than POSKX's 0.65% expense ratio.
Dividends
AVEDX vs. POSKX - Dividend Comparison
AVEDX's dividend yield for the trailing twelve months is around 5.62%, less than POSKX's 21.64% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AVEDX Ave Maria Rising Dividend Fund | 5.62% | 5.49% | 6.43% | 12.61% | 7.94% | 10.53% | 2.60% | 8.03% | 10.88% | 6.32% | 6.95% | 7.11% |
POSKX PrimeCap Odyssey Stock Fund | 21.64% | 27.44% | 18.13% | 10.14% | 12.13% | 14.58% | 7.85% | 6.03% | 3.03% | 2.17% | 2.93% | 1.92% |
Frequently Asked Questions
AVEDX and POSKX have a correlation of 0.58, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
POSKX has higher volatility (6.72%) compared to AVEDX (3.46%). In terms of maximum drawdown, AVEDX dropped -47.25% vs POSKX's -50.18%.
POSKX currently has the higher Sharpe Ratio (3.23 vs -0.30), 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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