GEQZX vs. POGRX
GEQZX (GuideStone Funds Equity Index Fund Investor Class) and POGRX (PRIMECAP Odyssey Growth Fund) are both Large Cap Blend Equities funds. Over the past 10 years, GEQZX returned 14.48%/yr vs 17.18%/yr for POGRX. Their correlation of 0.90 suggests significant overlap in exposure. GEQZX charges 0.39%/yr vs 0.66%/yr for POGRX.
Performance
GEQZX vs. POGRX - Performance Comparison
Loading charts...
Returns By Period
In the year-to-date period, GEQZX achieves a 10.35% return, which is significantly lower than POGRX's 26.31% return. Over the past 10 years, GEQZX has underperformed POGRX with an annualized return of 14.48%, while POGRX has yielded a comparatively higher 17.18% annualized return.
GEQZX
- 1D
- 0.38%
- 1M
- -0.18%
- 6M
- 9.07%
- YTD
- 10.35%
- 1Y
- 21.12%
- 3Y*
- 19.67%
- 5Y*
- 12.14%
- 10Y*
- 14.48%
POGRX
- 1D
- 0.78%
- 1M
- -2.13%
- 6M
- 20.07%
- YTD
- 26.31%
- 1Y
- 53.97%
- 3Y*
- 27.36%
- 5Y*
- 15.94%
- 10Y*
- 17.18%
GEQZX vs. POGRX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
GEQZX GuideStone Funds Equity Index Fund Investor Class | 10.35% | 16.77% | 24.53% | 26.17% | -19.99% | 27.94% | 17.85% | 31.34% | -4.74% | 21.66% |
POGRX PRIMECAP Odyssey Growth Fund | 26.31% | 32.99% | 13.09% | 23.85% | -14.61% | 18.81% | 17.05% | 23.98% | -4.56% | 32.07% |
Correlation
The correlation between GEQZX and POGRX is 0.82, 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 | 0.82 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.85 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.89 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.88 |
Correlation (All Time) Calculated using the full available price history since Nov 3, 2004 | 0.90 |
The correlation between GEQZX and POGRX has been stable across timeframes, ranging from 0.82 to 0.90 - a consistent structural relationship.
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Return for Risk
GEQZX vs. POGRX — Risk / Return Rank
GEQZX
POGRX
GEQZX vs. POGRX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for GuideStone Funds Equity Index Fund Investor Class (GEQZX) 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| GEQZX | POGRX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.98 | ||
| Sortino ratioReturn per unit of downside risk | -1.20 | ||
| Omega ratioGain probability vs. loss probability | 1.30 | 1.46 | -0.16 |
| Calmar ratioReturn relative to maximum drawdown | 2.31 | 3.74 | -1.43 |
| Martin ratioReturn relative to average drawdown | 10.14 | 15.17 | -5.03 |
Loading charts...
Drawdowns
GEQZX vs. POGRX - Drawdown Comparison
The maximum GEQZX drawdown since its inception was -55.67%, which is greater than POGRX's maximum drawdown of -51.63%. Use the drawdown chart below to compare losses from any high point for GEQZX and POGRX.
Loading charts...
Drawdown Indicators
| GEQZX | POGRX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -55.67% | -51.63% | -4.04% |
Max Drawdown (1Y)Largest decline over 1 year | -8.98% | -14.40% | +5.42% |
Max Drawdown (3Y)Largest decline over 3 years | -18.69% | -22.13% | +3.44% |
Max Drawdown (5Y)Largest decline over 5 years | -26.01% | -26.85% | +0.84% |
Max Drawdown (10Y)Largest decline over 10 years | -33.80% | -35.29% | +1.49% |
Current DrawdownCurrent decline from peak | -0.86% | -5.64% | +4.78% |
Average DrawdownAverage peak-to-trough decline | -8.00% | -7.11% | -0.89% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.04% | 3.54% | -1.50% |
Volatility
GEQZX vs. POGRX - Volatility Comparison
The current volatility for GuideStone Funds Equity Index Fund Investor Class (GEQZX) is 3.66%, while PRIMECAP Odyssey Growth Fund (POGRX) has a volatility of 8.07%. This indicates that GEQZX 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.
Loading charts...
Volatility by Period
| GEQZX | POGRX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.66% | 8.07% | -4.41% |
Volatility (6M)Calculated over the trailing 6-month period | 9.99% | 17.37% | -7.38% |
Volatility (1Y)Calculated over the trailing 1-year period | 12.53% | 20.42% | -7.89% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.02% | 20.09% | -3.07% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.10% | 20.59% | -2.49% |
GEQZX vs. POGRX - Expense Ratio Comparison
GEQZX has a 0.39% expense ratio, which is lower than POGRX's 0.66% expense ratio.
Dividends
GEQZX vs. POGRX - Dividend Comparison
GEQZX's dividend yield for the trailing twelve months is around 1.14%, less than POGRX's 19.71% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
GEQZX GuideStone Funds Equity Index Fund Investor Class | 1.14% | 1.35% | 3.58% | 3.71% | 1.12% | 3.05% | 2.13% | 2.02% | 1.79% | 1.94% | 1.42% | 1.67% |
POGRX PRIMECAP Odyssey Growth Fund | 19.71% | 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
GEQZX and POGRX have a correlation of 0.82, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
POGRX has higher volatility (8.07%) compared to GEQZX (3.66%). In terms of maximum drawdown, GEQZX dropped -55.67% vs POGRX's -51.63%.
POGRX currently has the higher Sharpe Ratio (2.64 vs 1.66), 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.
Find the right allocation for GEQZX and POGRX
Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.
Open Portfolio Optimizer