MPT vs. POSKX
MPT (Medical Properties Trust, Inc) is a stock, while POSKX (PrimeCap Odyssey Stock Fund) is Large Cap Blend Equities fund managed by PRIMECAP Odyssey Funds. Over the past 10 years, MPT returned -3.69%/yr vs 16.59%/yr for POSKX. At a 0.46 correlation, their price movements are largely independent.
Performance
MPT vs. POSKX - 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 POSKX's 23.64% return. Over the past 10 years, MPT has underperformed POSKX with an annualized return of -3.69%, while POSKX has yielded a comparatively higher 16.59% 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%
POSKX
- 1D
- 3.95%
- 1M
- 6.77%
- YTD
- 23.64%
- 6M
- 23.64%
- 1Y
- 49.32%
- 3Y*
- 24.74%
- 5Y*
- 15.70%
- 10Y*
- 16.59%
MPT vs. POSKX - 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% |
POSKX PrimeCap Odyssey Stock Fund | 23.64% | 25.73% | 12.77% | 21.18% | -11.12% | 32.48% | 10.13% | 27.15% | -7.19% | 25.99% |
Correlation
The correlation between MPT and POSKX is 0.19, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.19 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.30 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.37 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.37 |
Correlation (All Time) Calculated using the full available price history since Jul 8, 2005 | 0.46 |
Over the past year, the correlation between MPT and POSKX has dropped to 0.19 - well below their long-term average of 0.46, suggesting their price drivers have been diverging.
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Return for Risk
MPT vs. POSKX — Risk / Return Rank
MPT
POSKX
MPT vs. POSKX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Medical Properties Trust, Inc (MPT) and PrimeCap Odyssey Stock Fund (POSKX). 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 | POSKX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -2.38 | ||
| Sortino ratioReturn per unit of downside risk | -2.93 | ||
| Omega ratioGain probability vs. loss probability | 1.13 | 1.51 | -0.39 |
| Calmar ratioReturn relative to maximum drawdown | 0.80 | 4.87 | -4.07 |
| Martin ratioReturn relative to average drawdown | 1.79 | 20.16 | -18.37 |
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Drawdowns
MPT vs. POSKX - Drawdown Comparison
The maximum MPT drawdown since its inception was -84.50%, which is greater than POSKX's maximum drawdown of -50.18%. Use the drawdown chart below to compare losses from any high point for MPT and POSKX.
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Drawdown Indicators
| MPT | POSKX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -84.50% | -50.18% | -34.32% |
Max Drawdown (1Y)Largest decline over 1 year | -23.35% | -9.99% | -13.36% |
Max Drawdown (3Y)Largest decline over 3 years | -69.52% | -20.25% | -49.27% |
Max Drawdown (5Y)Largest decline over 5 years | -84.50% | -22.96% | -61.54% |
Max Drawdown (10Y)Largest decline over 10 years | -84.50% | -36.88% | -47.62% |
Current DrawdownCurrent decline from peak | -70.06% | 0.00% | -70.06% |
Average DrawdownAverage peak-to-trough decline | -24.29% | -6.14% | -18.15% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 10.36% | 2.41% | +7.95% |
Volatility
MPT vs. POSKX - Volatility Comparison
Medical Properties Trust, Inc (MPT) and PrimeCap Odyssey Stock Fund (POSKX) have volatilities of 6.58% and 6.86%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| MPT | POSKX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.58% | 6.86% | -0.28% |
Volatility (6M)Calculated over the trailing 6-month period | 24.72% | 13.72% | +11.00% |
Volatility (1Y)Calculated over the trailing 1-year period | 36.26% | 16.80% | +19.46% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 49.70% | 18.03% | +31.67% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 41.47% | 19.06% | +22.41% |
Dividends
MPT vs. POSKX - Dividend Comparison
MPT's dividend yield for the trailing twelve months is around 6.85%, less than POSKX's 22.19% 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% |
POSKX PrimeCap Odyssey Stock Fund | 22.19% | 27.44% | 18.13% | 10.14% | 12.13% | 14.58% | 7.85% | 6.03% | 3.03% | 2.17% | 2.93% | 1.92% |
Frequently Asked Questions
MPT and POSKX have a correlation of 0.19, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
POSKX has higher volatility (6.86%) compared to MPT (6.58%). In terms of maximum drawdown, MPT dropped -84.50% vs POSKX's -50.18%.
POSKX currently has the higher Sharpe Ratio (2.90 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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