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

Correlation

The correlation between FAGKX and POAGX is 0.88, 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

FAGKX vs. POAGX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Fidelity Growth Strategies Fund Class K (FAGKX) and PrimeCap Odyssey Aggressive Growth Fund (POAGX). The values are adjusted to include any dividend payments, if applicable.

200.00%220.00%240.00%260.00%280.00%300.00%JulyAugustSeptemberOctoberNovemberDecember
277.50%
232.79%
FAGKX
POAGX

Key characteristics

Sharpe Ratio

FAGKX:

1.88

POAGX:

0.32

Sortino Ratio

FAGKX:

2.52

POAGX:

0.54

Omega Ratio

FAGKX:

1.33

POAGX:

1.07

Calmar Ratio

FAGKX:

1.20

POAGX:

0.18

Martin Ratio

FAGKX:

10.97

POAGX:

1.42

Ulcer Index

FAGKX:

2.98%

POAGX:

4.37%

Daily Std Dev

FAGKX:

17.41%

POAGX:

19.43%

Max Drawdown

FAGKX:

-54.37%

POAGX:

-56.06%

Current Drawdown

FAGKX:

-7.07%

POAGX:

-29.22%

Returns By Period

In the year-to-date period, FAGKX achieves a 30.34% return, which is significantly higher than POAGX's 3.50% return. Over the past 10 years, FAGKX has outperformed POAGX with an annualized return of 8.93%, while POAGX has yielded a comparatively lower 3.11% annualized return.


FAGKX

YTD

30.34%

1M

-1.94%

6M

15.58%

1Y

30.67%

5Y*

7.50%

10Y*

8.93%

POAGX

YTD

3.50%

1M

-7.92%

6M

-2.29%

1Y

4.05%

5Y*

-0.43%

10Y*

3.11%

Compare stocks, funds, or ETFs

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


FAGKX vs. POAGX - Expense Ratio Comparison

FAGKX has a 0.52% expense ratio, which is lower than POAGX's 0.65% expense ratio.


POAGX
PrimeCap Odyssey Aggressive Growth Fund
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%
Expense ratio chart for FAGKX: current value at 0.52% compared with the broader market ranging from 0.00% to 2.12%.0.50%1.00%1.50%2.00%0.52%

Risk-Adjusted Performance

FAGKX vs. POAGX - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Fidelity Growth Strategies Fund Class K (FAGKX) 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 FAGKX, currently valued at 1.88, compared to the broader market-1.000.001.002.003.004.001.880.32
The chart of Sortino ratio for FAGKX, currently valued at 2.52, compared to the broader market-2.000.002.004.006.008.0010.002.520.54
The chart of Omega ratio for FAGKX, currently valued at 1.33, compared to the broader market0.501.001.502.002.503.003.501.331.07
The chart of Calmar ratio for FAGKX, currently valued at 1.20, compared to the broader market0.002.004.006.008.0010.0012.0014.001.200.18
The chart of Martin ratio for FAGKX, currently valued at 10.97, compared to the broader market0.0020.0040.0060.0010.971.42
FAGKX
POAGX

The current FAGKX Sharpe Ratio is 1.88, which is higher than the POAGX Sharpe Ratio of 0.32. The chart below compares the historical Sharpe Ratios of FAGKX 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 Ratio0.001.002.003.00JulyAugustSeptemberOctoberNovemberDecember
1.88
0.32
FAGKX
POAGX

Dividends

FAGKX vs. POAGX - Dividend Comparison

FAGKX's dividend yield for the trailing twelve months is around 0.12%, while POAGX has not paid dividends to shareholders.


TTM20232022202120202019201820172016201520142013
FAGKX
Fidelity Growth Strategies Fund Class K
0.12%0.16%0.00%0.00%0.00%0.54%0.90%0.50%0.68%0.29%0.92%0.38%
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%0.00%

Drawdowns

FAGKX vs. POAGX - Drawdown Comparison

The maximum FAGKX drawdown since its inception was -54.37%, roughly equal to the maximum POAGX drawdown of -56.06%. Use the drawdown chart below to compare losses from any high point for FAGKX and POAGX. For additional features, visit the drawdowns tool.


-35.00%-30.00%-25.00%-20.00%-15.00%-10.00%-5.00%0.00%JulyAugustSeptemberOctoberNovemberDecember
-7.07%
-29.22%
FAGKX
POAGX

Volatility

FAGKX vs. POAGX - Volatility Comparison

The current volatility for Fidelity Growth Strategies Fund Class K (FAGKX) is 7.15%, while PrimeCap Odyssey Aggressive Growth Fund (POAGX) has a volatility of 9.84%. This indicates that FAGKX 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
7.15%
9.84%
FAGKX
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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