LCSSX vs. POAGX
Compare and contrast key facts about ClearBridge Select Fund (LCSSX) and PrimeCap Odyssey Aggressive Growth Fund (POAGX).
LCSSX is managed by Legg Mason. It was launched on Nov 30, 2012. POAGX is managed by PRIMECAP Odyssey Funds. It was launched on Nov 1, 2004.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: LCSSX or POAGX.
Key characteristics
| LCSSX | POAGX | |
|---|---|---|
| YTD Return | 25.36% | 17.18% |
| 1Y Return | 41.13% | 25.38% |
| 3Y Return (Ann) | -1.81% | -6.61% |
| 5Y Return (Ann) | 15.33% | 2.16% |
| 10Y Return (Ann) | 13.78% | 4.07% |
| Sharpe Ratio | 2.73 | 1.49 |
| Sortino Ratio | 3.59 | 2.03 |
| Omega Ratio | 1.48 | 1.27 |
| Calmar Ratio | 1.31 | 0.76 |
| Martin Ratio | 14.92 | 6.09 |
| Ulcer Index | 2.92% | 4.51% |
| Daily Std Dev | 15.92% | 18.36% |
| Max Drawdown | -45.27% | -56.06% |
| Current Drawdown | -5.92% | -19.87% |
Correlation
The correlation between LCSSX 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.
Performance
LCSSX vs. POAGX - Performance Comparison
In the year-to-date period, LCSSX achieves a 25.36% return, which is significantly higher than POAGX's 17.18% return. Over the past 10 years, LCSSX has outperformed POAGX with an annualized return of 13.78%, while POAGX has yielded a comparatively lower 4.07% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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LCSSX vs. POAGX - Expense Ratio Comparison
LCSSX has a 0.99% expense ratio, which is higher than POAGX's 0.65% expense ratio.
Risk-Adjusted Performance
LCSSX vs. POAGX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for ClearBridge Select Fund (LCSSX) 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.
Dividends
LCSSX vs. POAGX - Dividend Comparison
LCSSX has not paid dividends to shareholders, while POAGX's dividend yield for the trailing twelve months is around 0.02%.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
LCSSX ClearBridge Select Fund | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 3.67% |
POAGX PrimeCap Odyssey Aggressive Growth Fund | 0.02% | 0.02% | 0.00% | 0.00% | 0.00% | 0.00% | 0.07% | 0.00% | 0.00% | 0.01% | 0.17% | 0.00% |
Drawdowns
LCSSX vs. POAGX - Drawdown Comparison
The maximum LCSSX drawdown since its inception was -45.27%, smaller than the maximum POAGX drawdown of -56.06%. Use the drawdown chart below to compare losses from any high point for LCSSX and POAGX. For additional features, visit the drawdowns tool.
Volatility
LCSSX vs. POAGX - Volatility Comparison
The current volatility for ClearBridge Select Fund (LCSSX) is 4.75%, while PrimeCap Odyssey Aggressive Growth Fund (POAGX) has a volatility of 5.57%. This indicates that LCSSX 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.