DVSMX vs. POAGX

In the year-to-date period, DVSMX achieves a -13.97% return, which is significantly lower than POAGX's -5.56% return.

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DVSMX has a 0.99% expense ratio, which is higher than POAGX's 0.65% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Driehaus Small Cap Growth Fund (DVSMX) 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.

The current DVSMX Sharpe Ratio is -0.22, which is comparable to the POAGX Sharpe Ratio of -0.24. The chart below compares the historical Sharpe Ratios of DVSMX and POAGX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

DVSMX's dividend yield for the trailing twelve months is around 1.26%, more than POAGX's 0.03% yield.

The maximum DVSMX drawdown since its inception was -53.84%, roughly equal to the maximum POAGX drawdown of -56.06%. Use the drawdown chart below to compare losses from any high point for DVSMX and POAGX. For additional features, visit the drawdowns tool.

Driehaus Small Cap Growth Fund (DVSMX) and PrimeCap Odyssey Aggressive Growth Fund (POAGX) have volatilities of 12.37% and 12.25%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.