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GAFFX vs. POGRX
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

GAFFX vs. POGRX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in American Funds Growth Fund of Amer F3 (GAFFX) and PrimeCap Odyssey Growth Fund (POGRX). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, GAFFX achieves a 10.23% return, which is significantly lower than POGRX's 26.45% return.


GAFFX

1D
-0.33%
1M
6.84%
YTD
10.23%
6M
9.86%
1Y
26.59%
3Y*
25.53%
5Y*
12.86%
10Y*

POGRX

1D
-0.02%
1M
15.42%
YTD
26.45%
6M
27.81%
1Y
64.17%
3Y*
29.06%
5Y*
16.04%
10Y*
17.39%
*Multi-year figures are annualized to reflect compound growth (CAGR)

GAFFX vs. POGRX - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
GAFFX
American Funds Growth Fund of Amer F3
10.23%20.09%28.41%37.68%-30.54%19.67%38.31%28.57%-2.89%20.76%
POGRX
PrimeCap Odyssey Growth Fund
26.45%32.99%13.09%23.85%-14.61%18.81%17.05%23.98%-4.56%27.22%

Correlation

The correlation between GAFFX and POGRX is 0.85, indicating a strong positive relationship between their price movements. Combining them offers limited diversification - they tend to fall together during downturns.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.85

Correlation (3Y)
Calculated over the trailing 3-year period

0.88

Correlation (5Y)
Calculated over the trailing 5-year period

0.91

Correlation (All Time)
Calculated using the full available price history since Feb 2, 2017

0.90

The correlation between GAFFX and POGRX has been stable across timeframes, ranging from 0.85 to 0.91 - a consistent structural relationship.

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Return for Risk

GAFFX vs. POGRX — Risk / Return Rank

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

GAFFX
GAFFX Risk / Return Rank: 3535
Overall Rank
GAFFX Sharpe Ratio Rank: 3939
Sharpe Ratio Rank
GAFFX Sortino Ratio Rank: 3535
Sortino Ratio Rank
GAFFX Omega Ratio Rank: 3737
Omega Ratio Rank
GAFFX Calmar Ratio Rank: 2828
Calmar Ratio Rank
GAFFX Martin Ratio Rank: 3535
Martin Ratio Rank

POGRX
POGRX Risk / Return Rank: 9393
Overall Rank
POGRX Sharpe Ratio Rank: 9797
Sharpe Ratio Rank
POGRX Sortino Ratio Rank: 9494
Sortino Ratio Rank
POGRX Omega Ratio Rank: 9090
Omega Ratio Rank
POGRX Calmar Ratio Rank: 9090
Calmar Ratio Rank
POGRX Martin Ratio Rank: 9292
Martin Ratio Rank
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.

GAFFX vs. POGRX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for American Funds Growth Fund of Amer F3 (GAFFX) and PrimeCap Odyssey Growth Fund (POGRX). 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.


GAFFXPOGRXDifference
Sharpe ratioReturn per unit of total volatility

-1.89

Sortino ratioReturn per unit of downside risk

-2.38

Omega ratioGain probability vs. loss probability

1.32

1.65

-0.32

Calmar ratioReturn relative to maximum drawdown

1.99

4.60

-2.61

Martin ratioReturn relative to average drawdown

7.76

19.58

-11.81

GAFFX vs. POGRX - Sharpe Ratio Comparison

The current GAFFX Sharpe Ratio is 1.80, which is lower than the POGRX Sharpe Ratio of 3.69. The chart below compares the historical Sharpe Ratios of GAFFX and POGRX, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Sharpe Ratios by Period


GAFFXPOGRXDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.80

3.69

-1.89

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.64

0.82

-0.18

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.85

Sharpe Ratio (All Time)

Calculated using the full available price history

0.81

0.66

+0.15

Drawdowns

GAFFX vs. POGRX - Drawdown Comparison

The maximum GAFFX drawdown since its inception was -36.19%, smaller than the maximum POGRX drawdown of -51.63%. Use the drawdown chart below to compare losses from any high point for GAFFX and POGRX.


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Drawdown Indicators


GAFFXPOGRXDifference

Max Drawdown

Largest peak-to-trough decline

-36.19%

-51.63%

+15.44%

Max Drawdown (1Y)

Largest decline over 1 year

-13.71%

-14.40%

+0.69%

Max Drawdown (3Y)

Largest decline over 3 years

-21.55%

-22.13%

+0.58%

Max Drawdown (5Y)

Largest decline over 5 years

-36.19%

-26.85%

-9.34%

Max Drawdown (10Y)

Largest decline over 10 years

-35.29%

Current Drawdown

Current decline from peak

-0.33%

-0.02%

-0.31%

Average Drawdown

Average peak-to-trough decline

-7.41%

-7.13%

-0.28%

Ulcer Index

Depth and duration of drawdowns from previous peaks

3.50%

3.37%

+0.13%

Volatility

GAFFX vs. POGRX - Volatility Comparison

The current volatility for American Funds Growth Fund of Amer F3 (GAFFX) is 3.67%, while PrimeCap Odyssey Growth Fund (POGRX) has a volatility of 7.05%. This indicates that GAFFX experiences smaller price fluctuations and is considered to be less risky than POGRX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


GAFFXPOGRXDifference

Volatility (1M)

Calculated over the trailing 1-month period

3.67%

7.05%

-3.38%

Volatility (6M)

Calculated over the trailing 6-month period

11.65%

14.59%

-2.94%

Volatility (1Y)

Calculated over the trailing 1-year period

15.16%

17.96%

-2.80%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

20.25%

19.60%

+0.65%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

20.14%

20.47%

-0.33%

GAFFX vs. POGRX - Expense Ratio Comparison

GAFFX has a 0.30% expense ratio, which is lower than POGRX's 0.65% expense ratio.


Dividends

GAFFX vs. POGRX - Dividend Comparison

GAFFX's dividend yield for the trailing twelve months is around 9.98%, less than POGRX's 19.68% yield.


PositionTTM20252024202320222021202020192018201720162015
GAFFX
American Funds Growth Fund of Amer F3
9.98%11.00%9.30%7.71%4.45%8.50%4.58%7.47%12.37%7.36%0.00%0.00%
POGRX
PrimeCap Odyssey Growth Fund
19.68%24.89%20.79%13.28%12.36%13.68%12.50%5.13%2.45%1.54%5.83%1.29%

Frequently Asked Questions


GAFFX and POGRX have a correlation of 0.85, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

POGRX has higher volatility (7.05%) compared to GAFFX (3.67%). In terms of maximum drawdown, GAFFX dropped -36.19% vs POGRX's -51.63%.

POGRX currently has the higher Sharpe Ratio (3.69 vs 1.80), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.

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Find the right allocation for GAFFX and POGRX

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