BACAX vs. POAGX
Compare and contrast key facts about BlackRock Energy Opportunities Fund (BACAX) and PrimeCap Odyssey Aggressive Growth Fund (POAGX).
BACAX is managed by Blackrock. It was launched on Feb 16, 2005. POAGX is managed by PRIMECAP Odyssey Funds. It was launched on Nov 1, 2004.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: BACAX or POAGX.
Performance
BACAX vs. POAGX - Performance Comparison
Returns By Period
The year-to-date returns for both stocks are quite close, with BACAX having a 10.76% return and POAGX slightly lower at 10.67%. Over the past 10 years, BACAX has underperformed POAGX with an annualized return of 1.97%, while POAGX has yielded a comparatively higher 3.48% annualized return.
BACAX
10.76%
1.97%
-1.47%
9.79%
11.37%
1.97%
POAGX
10.67%
-0.86%
4.40%
14.71%
0.84%
3.48%
Key characteristics
| BACAX | POAGX | |
|---|---|---|
| Sharpe Ratio | 0.62 | 0.78 |
| Sortino Ratio | 0.92 | 1.14 |
| Omega Ratio | 1.11 | 1.15 |
| Calmar Ratio | 0.25 | 0.41 |
| Martin Ratio | 2.08 | 3.15 |
| Ulcer Index | 4.82% | 4.53% |
| Daily Std Dev | 16.08% | 18.29% |
| Max Drawdown | -82.42% | -56.06% |
| Current Drawdown | -31.25% | -24.32% |
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BACAX vs. POAGX - Expense Ratio Comparison
BACAX has a 1.32% expense ratio, which is higher than POAGX's 0.65% expense ratio.
Correlation
The correlation between BACAX and POAGX is 0.53, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Risk-Adjusted Performance
BACAX vs. POAGX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for BlackRock Energy Opportunities Fund (BACAX) and PrimeCap Odyssey Aggressive Growth Fund (POAGX). 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
BACAX vs. POAGX - Dividend Comparison
BACAX's dividend yield for the trailing twelve months is around 2.29%, more than POAGX's 0.02% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BACAX BlackRock Energy Opportunities Fund | 2.29% | 3.06% | 2.20% | 2.39% | 3.39% | 2.69% | 2.88% | 2.48% | 1.95% | 1.98% | 1.22% | 0.42% |
POAGX PrimeCap Odyssey Aggressive Growth Fund | 0.02% | 0.02% | 0.00% | 0.00% | 0.00% | 0.00% | 0.07% | 0.00% | 0.00% | 0.01% | 0.17% | 0.00% |
Drawdowns
BACAX vs. POAGX - Drawdown Comparison
The maximum BACAX drawdown since its inception was -82.42%, which is greater than POAGX's maximum drawdown of -56.06%. Use the drawdown chart below to compare losses from any high point for BACAX and POAGX. For additional features, visit the drawdowns tool.
Volatility
BACAX vs. POAGX - Volatility Comparison
The current volatility for BlackRock Energy Opportunities Fund (BACAX) is 3.19%, while PrimeCap Odyssey Aggressive Growth Fund (POAGX) has a volatility of 6.12%. This indicates that BACAX experiences smaller price fluctuations and is considered to be less risky than POAGX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.