BFSAX vs. POSKX

Last updated Jun 4, 2026

BFSAX (BFS Equity Fund) and POSKX (PrimeCap Odyssey Stock Fund) are both Large Cap Blend Equities funds. A 0.78 correlation means they provide meaningful diversification when combined. BFSAX charges 1.25%/yr vs 0.65%/yr for POSKX.

Performance

BFSAX vs. POSKX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in BFS Equity Fund (BFSAX) and PrimeCap Odyssey Stock Fund (POSKX). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

BFSAX

• 1D: —
• 1M: —
• YTD: —
• 6M: —
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

POSKX

• 1D: 0.52%
• 1M: 9.11%
• YTD: 22.10%
• 6M: 22.48%
• 1Y: 50.17%
• 3Y*: 25.06%
• 5Y*: 15.87%
• 10Y*: 16.24%

*Multi-year figures are annualized to reflect compound growth (CAGR)

BFSAX vs. POSKX - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019	2018	2017
BFSAX BFS Equity Fund	0.00%	0.00%	0.00%	8.75%	-18.53%	24.95%	10.46%	32.88%	-2.96%	20.97%
POSKX PrimeCap Odyssey Stock Fund	22.10%	25.73%	12.77%	21.18%	-11.12%	32.48%	10.13%	27.15%	-7.19%	25.99%

Correlation

The correlation between BFSAX and POSKX is 0.78, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.

	Correlation
Correlation (3Y) Calculated over the trailing 3-year period	0.28
Correlation (5Y) Calculated over the trailing 5-year period	0.61
Correlation (10Y) Calculated over the trailing 10-year period	0.74
Correlation (All Time) Calculated using the full available price history since Nov 11, 2013	0.78

The correlation between BFSAX and POSKX shifts across timeframes, from 0.28 (3 years) to 0.78 (all time), reflecting how their relationship changes across market environments.

Return for Risk

BFSAX vs. POSKX — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

POSKX

POSKX Risk / Return Rank: 91
POSKX Sharpe Ratio Rank: 94
POSKX Sortino Ratio Rank: 91
POSKX Omega Ratio Rank: 85
POSKX Calmar Ratio Rank: 93
POSKX Martin Ratio Rank: 94

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

BFSAX vs. POSKX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for BFS Equity Fund (BFSAX) 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.

Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.

Sharpe Ratios by Period

	BFSAX	POSKX	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	—	3.25	—
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	—	0.89	—
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	—	0.86	—
Sharpe Ratio (All Time) Calculated using the full available price history	—	0.67	—

Drawdowns

Drawdown Indicators

	BFSAX	POSKX	Difference
Max Drawdown Largest peak-to-trough decline	—	-50.18%	—
Max Drawdown (1Y) Largest decline over 1 year	—	-9.99%	—
Max Drawdown (3Y) Largest decline over 3 years	—	-20.25%	—
Max Drawdown (5Y) Largest decline over 5 years	—	-22.96%	—
Max Drawdown (10Y) Largest decline over 10 years	—	-36.88%	—
Current Drawdown Current decline from peak	—	-0.12%	—
Average Drawdown Average peak-to-trough decline	—	-6.15%	—
Ulcer Index Depth and duration of drawdowns from previous peaks	—	2.38%	—

Volatility

Volatility by Period

	BFSAX	POSKX	Difference
Volatility (1M) Calculated over the trailing 1-month period	—	6.13%	—
Volatility (6M) Calculated over the trailing 6-month period	—	12.66%	—
Volatility (1Y) Calculated over the trailing 1-year period	—	15.92%	—
Volatility (5Y) Calculated over the trailing 5-year period, annualized	—	17.87%	—
Volatility (10Y) Calculated over the trailing 10-year period, annualized	—	19.00%	—

BFSAX vs. POSKX - Expense Ratio Comparison

BFSAX has a 1.25% expense ratio, which is higher than POSKX's 0.65% expense ratio.

Dividends

BFSAX vs. POSKX - Dividend Comparison

BFSAX has not paid dividends to shareholders, while POSKX's dividend yield for the trailing twelve months is around 22.47%.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
BFSAX BFS Equity Fund	0.00%	0.00%	0.00%	0.00%	1.14%	9.63%	1.50%	1.69%	3.63%	0.32%	0.45%	0.30%
POSKX PrimeCap Odyssey Stock Fund	22.47%	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

Can I hold both BFSAX and POSKX in my portfolio?

BFSAX and POSKX have a correlation of 0.78, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.