NWZNX vs. POGRX

Last updated Jun 4, 2026

NWZNX (Nationwide Loomis All Cap Growth Fund) and POGRX (PrimeCap Odyssey Growth Fund) are both Large Cap Growth Equities funds. Over the past 5 years, NWZNX returned 11.64%/yr vs 16.04%/yr for POGRX. Their correlation of 0.86 suggests significant overlap in exposure. NWZNX charges 1.07%/yr vs 0.65%/yr for POGRX.

Performance

NWZNX vs. POGRX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Nationwide Loomis All Cap Growth Fund (NWZNX) and PrimeCap Odyssey Growth Fund (POGRX). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

In the year-to-date period, NWZNX achieves a 2.65% return, which is significantly lower than POGRX's 26.45% return.

NWZNX

• 1D: -1.63%
• 1M: 5.13%
• YTD: 2.65%
• 6M: 2.08%
• 1Y: 13.28%
• 3Y*: 20.49%
• 5Y*: 11.64%
• 10Y*: —

POGRX

• 1D: -0.02%
• 1M: 15.42%
• YTD: 26.45%
• 6M: 27.81%
• 1Y: 64.17%
• 3Y*: 29.06%
• 5Y*: 16.04%
• 10Y*: 17.39%

*Multi-year figures are annualized to reflect compound growth (CAGR)

NWZNX vs. POGRX - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019	2018	2017
NWZNX Nationwide Loomis All Cap Growth Fund	2.65%	13.28%	32.96%	44.70%	-27.67%	16.89%	30.82%	30.51%	-2.95%	12.69%
POGRX PrimeCap Odyssey Growth Fund	26.45%	32.99%	13.09%	23.85%	-14.61%	18.81%	17.05%	23.98%	-4.56%	14.97%

Correlation

The correlation between NWZNX and POGRX is 0.74, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.

	Correlation
Correlation (1Y) Calculated over the trailing 1-year period	0.74
Correlation (3Y) Calculated over the trailing 3-year period	0.80
Correlation (5Y) Calculated over the trailing 5-year period	0.86
Correlation (All Time) Calculated using the full available price history since Jun 7, 2017	0.86

The correlation between NWZNX and POGRX shifts across timeframes, from 0.74 (1 year) to 0.86 (5 years), reflecting how their relationship changes across market environments.

Return for Risk

NWZNX vs. POGRX — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

NWZNX

NWZNX Risk / Return Rank: 9
NWZNX Sharpe Ratio Rank: 11
NWZNX Sortino Ratio Rank: 11
NWZNX Omega Ratio Rank: 11
NWZNX Calmar Ratio Rank: 7
NWZNX Martin Ratio Rank: 7

POGRX

POGRX Risk / Return Rank: 93
POGRX Sharpe Ratio Rank: 97
POGRX Sortino Ratio Rank: 94
POGRX Omega Ratio Rank: 90
POGRX Calmar Ratio Rank: 90
POGRX Martin Ratio Rank: 92

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

NWZNX vs. POGRX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Nationwide Loomis All Cap Growth Fund (NWZNX) 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.

	NWZNX	POGRX	Difference
Sharpe ratio: Return per unit of total volatility	0.86	3.69	-2.83
Sortino ratio: Return per unit of downside risk	1.26	4.84	-3.58
Omega ratio: Gain probability vs. loss probability	1.16	1.65	-0.49
Calmar ratio: Return relative to maximum drawdown	0.70	4.60	-3.90
Martin ratio: Return relative to average drawdown	1.85	19.58	-17.73
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

NWZNX vs. POGRX - Sharpe Ratio Comparison

The current NWZNX Sharpe Ratio is 0.86, which is lower than the POGRX Sharpe Ratio of 3.69. The chart below compares the historical Sharpe Ratios of NWZNX and POGRX, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

Sharpe Ratios by Period

	NWZNX	POGRX	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	0.86	3.69	-2.83
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	0.52	0.82	-0.30
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	—	0.85	—
Sharpe Ratio (All Time) Calculated using the full available price history	0.69	0.66	+0.03

Drawdowns

NWZNX vs. POGRX - Drawdown Comparison

The maximum NWZNX drawdown since its inception was -36.41%, smaller than the maximum POGRX drawdown of -51.63%. Use the drawdown chart below to compare losses from any high point for NWZNX and POGRX.

Drawdown Indicators

	NWZNX	POGRX	Difference
Max Drawdown Largest peak-to-trough decline	-36.41%	-51.63%	+15.22%
Max Drawdown (1Y) Largest decline over 1 year	-19.85%	-14.40%	-5.45%
Max Drawdown (3Y) Largest decline over 3 years	-24.01%	-22.13%	-1.88%
Max Drawdown (5Y) Largest decline over 5 years	-36.41%	-26.85%	-9.56%
Max Drawdown (10Y) Largest decline over 10 years	—	-35.29%	—
Current Drawdown Current decline from peak	-3.69%	-0.02%	-3.67%
Average Drawdown Average peak-to-trough decline	-7.24%	-7.13%	-0.11%
Ulcer Index Depth and duration of drawdowns from previous peaks	7.48%	3.37%	+4.11%

Volatility

NWZNX vs. POGRX - Volatility Comparison

The current volatility for Nationwide Loomis All Cap Growth Fund (NWZNX) is 4.51%, while PrimeCap Odyssey Growth Fund (POGRX) has a volatility of 7.05%. This indicates that NWZNX 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.

Volatility by Period

	NWZNX	POGRX	Difference
Volatility (1M) Calculated over the trailing 1-month period	4.51%	7.05%	-2.54%
Volatility (6M) Calculated over the trailing 6-month period	12.06%	14.59%	-2.53%
Volatility (1Y) Calculated over the trailing 1-year period	16.19%	17.96%	-1.77%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	22.49%	19.60%	+2.89%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	21.80%	20.47%	+1.33%

NWZNX vs. POGRX - Expense Ratio Comparison

NWZNX has a 1.07% expense ratio, which is higher than POGRX's 0.65% expense ratio.

Dividends

NWZNX vs. POGRX - Dividend Comparison

NWZNX's dividend yield for the trailing twelve months is around 8.41%, less than POGRX's 19.68% yield.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
NWZNX Nationwide Loomis All Cap Growth Fund	8.41%	8.63%	9.42%	7.12%	8.43%	10.57%	2.57%	1.35%	8.44%	0.42%	0.00%	0.00%
POGRX PrimeCap Odyssey Growth Fund	19.68%	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

Can I hold both NWZNX and POGRX in my portfolio?

NWZNX and POGRX have a correlation of 0.74, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which is riskier, NWZNX or POGRX?

POGRX has higher volatility (7.05%) compared to NWZNX (4.51%). In terms of maximum drawdown, NWZNX dropped -36.41% vs POGRX's -51.63%.

Which has better risk-adjusted returns?

POGRX currently has the higher Sharpe Ratio (3.69 vs 0.86), 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.