PMAQX vs. POAGX
PMAQX (Principal MidCap R6) and POAGX (PRIMECAP Odyssey Aggressive Growth Fund) are both Mid Cap Growth Equities funds. Over the past 5 years, PMAQX returned 4.40%/yr vs 9.22%/yr for POAGX. Their 0.75 correlation means they have sometimes moved together and sometimes differently. PMAQX charges 0.60%/yr vs 0.66%/yr for POAGX.
Performance
PMAQX vs. POAGX - Performance Comparison
Loading charts...
Returns By Period
In the year-to-date period, PMAQX achieves a -4.40% return, which is significantly lower than POAGX's 19.40% return.
PMAQX
- 1D
- -0.75%
- 1M
- -1.32%
- 6M
- -4.05%
- YTD
- -4.40%
- 1Y
- -7.95%
- 3Y*
- 9.14%
- 5Y*
- 4.40%
- 10Y*
- —
- ALL TIME*
- 12.19%
POAGX
- 1D
- -0.78%
- 1M
- -4.47%
- 6M
- 12.65%
- YTD
- 19.40%
- 1Y
- 46.68%
- 3Y*
- 21.62%
- 5Y*
- 9.22%
- 10Y*
- 14.67%
- ALL TIME*
- 14.02%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
PMAQX Principal MidCap R6 | $0.00 | $0.00 | $0.00 |
| $0.00 | $0.00 | $0.00 |
PMAQX vs. POAGX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
PMAQX Principal MidCap R6 | -4.40% | 1.71% | 23.74% | 26.02% | -23.09% | 25.29% | 18.38% | 49.59% | -6.79% | 24.68% |
POAGX PRIMECAP Odyssey Aggressive Growth Fund | 19.40% | 28.68% | 12.56% | 25.02% | -24.25% | 4.02% | 29.17% | 23.52% | -7.10% | 33.60% |
Correlation
The correlation between PMAQX and POAGX is 0.42, which is low. Their historical price movements had little consistent relationship.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.42 |
Correlation (3Y) Balances recent behavior with more history. | 0.61 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.73 |
Correlation (All Time) Calculated using the full available price history since Jan 3, 2017 | 0.75 |
Over the past year, the correlation between PMAQX and POAGX has dropped to 0.42 - well below their long-term average of 0.75, suggesting their price drivers have been diverging.
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Return for Risk
PMAQX vs. POAGX — Risk / Return Rank
PMAQX
POAGX
PMAQX vs. POAGX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Principal MidCap R6 (PMAQX) 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.
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.
| PMAQX | POAGX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -2.46 | ||
| Sortino ratioReturn per unit of downside risk | -3.35 | ||
| Omega ratioGain probability vs. loss probability | 0.92 | 1.32 | -0.40 |
| Calmar ratioReturn relative to maximum drawdown | -0.47 | 2.67 | -3.14 |
| Martin ratioReturn relative to average drawdown | -0.91 | 9.61 | -10.52 |
Loading charts...
Drawdowns
PMAQX vs. POAGX - Drawdown Comparison
The maximum PMAQX drawdown since its inception was -40.56%, smaller than the maximum POAGX drawdown of -55.77%. Use the drawdown chart below to compare losses from any high point for PMAQX and POAGX.
Loading charts...
Drawdown Indicators
| PMAQX | POAGX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -40.56% | -55.77% | +15.21% |
Max Drawdown (1Y)Largest decline over 1 year | -19.25% | -16.87% | -2.38% |
Max Drawdown (3Y)Largest decline over 3 years | -19.25% | -24.73% | +5.48% |
Max Drawdown (5Y)Largest decline over 5 years | -31.10% | -38.80% | +7.70% |
Max Drawdown (10Y)Largest decline over 10 years | — | -38.80% | — |
Current DrawdownCurrent decline from peak | -10.62% | -8.96% | -1.66% |
Average DrawdownAverage peak-to-trough decline | -6.89% | -9.50% | +2.61% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 9.81% | 4.68% | +5.13% |
Volatility
PMAQX vs. POAGX - Volatility Comparison
The current volatility for Principal MidCap R6 (PMAQX) is 5.21%, while PRIMECAP Odyssey Aggressive Growth Fund (POAGX) has a volatility of 8.24%. This indicates that PMAQX 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.
Loading charts...
Volatility by Period
| PMAQX | POAGX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.21% | 8.24% | -3.03% |
Volatility (6M)Calculated over the trailing 6-month period | 12.03% | 20.54% | -8.51% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.19% | 24.21% | -9.02% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 18.74% | 23.58% | -4.84% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 19.43% | 23.15% | -3.72% |
PMAQX vs. POAGX - Expense Ratio Comparison
PMAQX has a 0.60% expense ratio, which is lower than POAGX's 0.66% expense ratio.
Dividends
PMAQX vs. POAGX - Dividend Comparison
PMAQX's dividend yield for the trailing twelve months is around 6.07%, less than POAGX's 11.10% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PMAQX Principal MidCap R6 | 6.07% | 5.80% | 6.46% | 2.58% | 3.18% | 7.96% | 1.08% | 9.14% | 12.39% | 3.39% | 0.00% | 0.00% |
POAGX PRIMECAP Odyssey Aggressive Growth Fund | 11.10% | 13.25% | 9.90% | 5.54% | 10.78% | 5.93% | 7.84% | 5.33% | 7.82% | 0.86% | 16.63% | 12.52% |
Frequently Asked Questions
PMAQX and POAGX have a correlation of 0.42, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
POAGX has higher volatility (8.24%) compared to PMAQX (5.21%). In terms of maximum drawdown, PMAQX dropped -40.56% vs POAGX's -55.77%.
POAGX currently has the higher Sharpe Ratio (1.86 vs -0.59), 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.
Find the right allocation for PMAQX and POAGX
Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.
Open Portfolio Optimizer