MPT vs. POGRX
MPT (Medical Properties Trust, Inc) is a stock, while POGRX (PrimeCap Odyssey Growth Fund) is Large Cap Growth Equities fund managed by PRIMECAP Odyssey Funds. Over the past 10 years, MPT returned -3.69%/yr vs 17.61%/yr for POGRX. At a 0.45 correlation, their price movements are largely independent.
Performance
MPT vs. POGRX - Performance Comparison
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Returns By Period
In the year-to-date period, MPT achieves a 1.04% return, which is significantly lower than POGRX's 25.42% return. Over the past 10 years, MPT has underperformed POGRX with an annualized return of -3.69%, while POGRX has yielded a comparatively higher 17.61% annualized return.
MPT
- 1D
- -0.20%
- 1M
- -1.78%
- YTD
- 1.04%
- 6M
- -0.94%
- 1Y
- 20.70%
- 3Y*
- -11.46%
- 5Y*
- -19.15%
- 10Y*
- -3.69%
POGRX
- 1D
- 4.38%
- 1M
- 6.57%
- YTD
- 25.42%
- 6M
- 26.23%
- 1Y
- 60.91%
- 3Y*
- 27.93%
- 5Y*
- 15.20%
- 10Y*
- 17.61%
MPT vs. POGRX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
MPT Medical Properties Trust, Inc | 1.04% | 35.16% | -11.55% | -50.35% | -49.03% | 14.30% | 8.94% | 38.54% | 24.97% | 20.53% |
POGRX PrimeCap Odyssey Growth Fund | 25.42% | 32.99% | 13.09% | 23.85% | -14.61% | 18.81% | 17.05% | 23.98% | -4.56% | 32.07% |
Correlation
The correlation between MPT and POGRX is 0.13, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.13 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.29 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.35 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.35 |
Correlation (All Time) Calculated using the full available price history since Jul 8, 2005 | 0.45 |
Over the past year, the correlation between MPT and POGRX has dropped to 0.13 - well below their long-term average of 0.45, suggesting their price drivers have been diverging.
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Return for Risk
MPT vs. POGRX — Risk / Return Rank
MPT
POGRX
MPT vs. POGRX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Medical Properties Trust, Inc (MPT) 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.
| MPT | POGRX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -2.57 | ||
| Sortino ratioReturn per unit of downside risk | -2.99 | ||
| Omega ratioGain probability vs. loss probability | 1.13 | 1.55 | -0.42 |
| Calmar ratioReturn relative to maximum drawdown | 0.80 | 4.11 | -3.31 |
| Martin ratioReturn relative to average drawdown | 1.79 | 17.30 | -15.51 |
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Drawdowns
MPT vs. POGRX - Drawdown Comparison
The maximum MPT drawdown since its inception was -84.50%, which is greater than POGRX's maximum drawdown of -51.63%. Use the drawdown chart below to compare losses from any high point for MPT and POGRX.
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Drawdown Indicators
| MPT | POGRX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -84.50% | -51.63% | -32.87% |
Max Drawdown (1Y)Largest decline over 1 year | -23.35% | -14.40% | -8.95% |
Max Drawdown (3Y)Largest decline over 3 years | -69.52% | -22.13% | -47.39% |
Max Drawdown (5Y)Largest decline over 5 years | -84.50% | -26.85% | -57.65% |
Max Drawdown (10Y)Largest decline over 10 years | -84.50% | -35.29% | -49.21% |
Current DrawdownCurrent decline from peak | -70.06% | -0.99% | -69.07% |
Average DrawdownAverage peak-to-trough decline | -24.29% | -7.13% | -17.16% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 10.36% | 3.41% | +6.95% |
Volatility
MPT vs. POGRX - Volatility Comparison
The current volatility for Medical Properties Trust, Inc (MPT) is 6.58%, while PrimeCap Odyssey Growth Fund (POGRX) has a volatility of 8.88%. This indicates that MPT 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
| MPT | POGRX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.58% | 8.88% | -2.30% |
Volatility (6M)Calculated over the trailing 6-month period | 24.72% | 16.09% | +8.63% |
Volatility (1Y)Calculated over the trailing 1-year period | 36.26% | 19.19% | +17.07% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 49.70% | 19.82% | +29.88% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 41.47% | 20.57% | +20.90% |
Dividends
MPT vs. POGRX - Dividend Comparison
MPT's dividend yield for the trailing twelve months is around 6.85%, less than POGRX's 19.85% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MPT Medical Properties Trust, Inc | 6.85% | 6.60% | 11.65% | 17.92% | 10.41% | 4.74% | 4.96% | 4.83% | 6.22% | 6.97% | 7.40% | 7.65% |
POGRX PrimeCap Odyssey Growth Fund | 19.85% | 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
MPT and POGRX have a correlation of 0.13, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
POGRX has higher volatility (8.88%) compared to MPT (6.58%). In terms of maximum drawdown, MPT dropped -84.50% vs POGRX's -51.63%.
POGRX currently has the higher Sharpe Ratio (3.08 vs 0.51), 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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