LCSSX vs. POAGX

In the year-to-date period, LCSSX achieves a -2.08% return, which is significantly lower than POAGX's -1.72% return. Over the past 10 years, LCSSX has outperformed POAGX with an annualized return of 13.08%, while POAGX has yielded a comparatively lower 9.47% annualized return.

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

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.

The current LCSSX Sharpe Ratio is 0.66, which is higher than the POAGX Sharpe Ratio of 0.26. The chart below compares the historical Sharpe Ratios of LCSSX 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.

LCSSX has not paid dividends to shareholders, while POAGX's dividend yield for the trailing twelve months is around 10.07%.

The maximum LCSSX drawdown since its inception was -45.27%, smaller than the maximum POAGX drawdown of -55.77%. Use the drawdown chart below to compare losses from any high point for LCSSX and POAGX.

The current volatility for ClearBridge Select Fund (LCSSX) is 5.33%, while PrimeCap Odyssey Aggressive Growth Fund (POAGX) has a volatility of 5.91%. 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.