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DVSMX vs. POAGX
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

Correlation

The correlation between DVSMX and POAGX is 0.87, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.


-0.50.00.51.00.9

Performance

DVSMX vs. POAGX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Driehaus Small Cap Growth Fund (DVSMX) and PrimeCap Odyssey Aggressive Growth Fund (POAGX). The values are adjusted to include any dividend payments, if applicable.

-10.00%-5.00%0.00%5.00%10.00%15.00%20.00%25.00%JulyAugustSeptemberOctoberNovemberDecember
9.40%
-1.17%
DVSMX
POAGX

Key characteristics

Sharpe Ratio

DVSMX:

1.31

POAGX:

0.26

Sortino Ratio

DVSMX:

1.85

POAGX:

0.46

Omega Ratio

DVSMX:

1.23

POAGX:

1.06

Calmar Ratio

DVSMX:

0.67

POAGX:

0.15

Martin Ratio

DVSMX:

7.20

POAGX:

1.15

Ulcer Index

DVSMX:

4.14%

POAGX:

4.43%

Daily Std Dev

DVSMX:

22.72%

POAGX:

19.38%

Max Drawdown

DVSMX:

-53.84%

POAGX:

-56.06%

Current Drawdown

DVSMX:

-25.80%

POAGX:

-28.52%

Returns By Period

In the year-to-date period, DVSMX achieves a 28.12% return, which is significantly higher than POAGX's 4.52% return.


DVSMX

YTD

28.12%

1M

-7.44%

6M

9.40%

1Y

28.26%

5Y*

8.63%

10Y*

N/A

POAGX

YTD

4.52%

1M

-8.69%

6M

-1.17%

1Y

4.77%

5Y*

-0.34%

10Y*

3.06%

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


DVSMX vs. POAGX - Expense Ratio Comparison

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


DVSMX
Driehaus Small Cap Growth Fund
Expense ratio chart for DVSMX: current value at 0.99% compared with the broader market ranging from 0.00% to 2.12%.0.50%1.00%1.50%2.00%0.99%
Expense ratio chart for POAGX: current value at 0.65% compared with the broader market ranging from 0.00% to 2.12%.0.50%1.00%1.50%2.00%0.65%

Risk-Adjusted Performance

DVSMX vs. POAGX - Risk-Adjusted Performance Comparison

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.


Sharpe ratio
The chart of Sharpe ratio for DVSMX, currently valued at 1.31, compared to the broader market-1.000.001.002.003.004.001.310.26
The chart of Sortino ratio for DVSMX, currently valued at 1.85, compared to the broader market-2.000.002.004.006.008.0010.001.850.46
The chart of Omega ratio for DVSMX, currently valued at 1.23, compared to the broader market0.501.001.502.002.503.003.501.231.06
The chart of Calmar ratio for DVSMX, currently valued at 0.67, compared to the broader market0.002.004.006.008.0010.0012.000.670.15
The chart of Martin ratio for DVSMX, currently valued at 7.20, compared to the broader market0.0020.0040.0060.007.201.15
DVSMX
POAGX

The current DVSMX Sharpe Ratio is 1.31, which is higher than the POAGX Sharpe Ratio of 0.26. 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.


Rolling 12-month Sharpe Ratio-0.500.000.501.001.502.002.503.00JulyAugustSeptemberOctoberNovemberDecember
1.31
0.26
DVSMX
POAGX

Dividends

DVSMX vs. POAGX - Dividend Comparison

Neither DVSMX nor POAGX has paid dividends to shareholders.


TTM2023202220212020201920182017201620152014
DVSMX
Driehaus Small Cap Growth Fund
0.00%0.38%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
POAGX
PrimeCap Odyssey Aggressive Growth Fund
0.00%0.02%0.00%0.00%0.00%0.00%0.07%0.00%0.00%0.01%0.17%

Drawdowns

DVSMX vs. POAGX - Drawdown Comparison

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.


-35.00%-30.00%-25.00%-20.00%JulyAugustSeptemberOctoberNovemberDecember
-25.80%
-28.52%
DVSMX
POAGX

Volatility

DVSMX vs. POAGX - Volatility Comparison

The current volatility for Driehaus Small Cap Growth Fund (DVSMX) is 7.44%, while PrimeCap Odyssey Aggressive Growth Fund (POAGX) has a volatility of 9.86%. This indicates that DVSMX 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.


2.00%4.00%6.00%8.00%10.00%JulyAugustSeptemberOctoberNovemberDecember
7.44%
9.86%
DVSMX
POAGX
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Disclaimer

The information contained herein does not constitute investment advice and made available for educational purposes only. Prices and returns on equities are listed without consideration of fees, commissions, taxes, penalties, or interest payable due to purchasing, holding, or selling.

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