POAGX vs. BACAX
POAGX (PRIMECAP Odyssey Aggressive Growth Fund) and BACAX (BlackRock Energy Opportunities Fund) are both mutual funds - POAGX is a Mid Cap Growth Equities fund managed by PRIMECAP Odyssey Funds, while BACAX is a Energy Equities fund managed by BlackRock. Over the past 10 years, POAGX returned 14.67%/yr vs 9.18%/yr for BACAX. Their 0.49 correlation means their historical movements had little consistent relationship. POAGX charges 0.66%/yr vs 1.32%/yr for BACAX.
Performance
POAGX vs. BACAX - Performance Comparison
Loading charts...
Returns By Period
In the year-to-date period, POAGX achieves a 19.40% return, which is significantly lower than BACAX's 33.75% return. Over the past 10 years, POAGX has outperformed BACAX with an annualized return of 14.67%, while BACAX has yielded a comparatively lower 9.18% annualized return.
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%
BACAX
- 1D
- 0.71%
- 1M
- 11.65%
- 6M
- 20.68%
- YTD
- 33.75%
- 1Y
- 42.22%
- 3Y*
- 15.51%
- 5Y*
- 21.53%
- 10Y*
- 9.18%
- ALL TIME*
- 5.65%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $0.00 | $0.00 | $0.00 | |
| $0.00 | $0.00 | $0.00 |
POAGX vs. BACAX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
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% |
BACAX BlackRock Energy Opportunities Fund | 33.75% | 10.53% | 3.78% | 2.61% | 43.02% | 42.93% | -29.68% | 12.64% | -19.98% | 2.07% |
Correlation
The correlation between POAGX and BACAX is -0.12, meaning they have often moved in opposite directions in the past. This relationship can weaken or reverse as market conditions change.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | -0.12 |
Correlation (3Y) Balances recent behavior with more history. | 0.14 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.25 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.37 |
Correlation (All Time) Calculated using the full available price history since Feb 24, 2005 | 0.49 |
The correlation between POAGX and BACAX shifts across timeframes, from -0.12 (1 year) to 0.49 (all time), reflecting how their relationship changes across market environments.
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
POAGX vs. BACAX — Risk / Return Rank
POAGX
BACAX
POAGX vs. BACAX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for PRIMECAP Odyssey Aggressive Growth Fund (POAGX) and BlackRock Energy Opportunities Fund (BACAX). 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.
| POAGX | BACAX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.41 | ||
| Sortino ratioReturn per unit of downside risk | -0.31 | ||
| Omega ratioGain probability vs. loss probability | 1.32 | 1.37 | -0.05 |
| Calmar ratioReturn relative to maximum drawdown | 2.67 | 3.06 | -0.39 |
| Martin ratioReturn relative to average drawdown | 9.61 | 9.08 | +0.53 |
Loading charts...
Drawdowns
POAGX vs. BACAX - Drawdown Comparison
The maximum POAGX drawdown since its inception was -55.77%, smaller than the maximum BACAX drawdown of -78.88%. Use the drawdown chart below to compare losses from any high point for POAGX and BACAX.
Loading charts...
Drawdown Indicators
| POAGX | BACAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -55.77% | -78.88% | +23.11% |
Max Drawdown (1Y)Largest decline over 1 year | -16.87% | -13.36% | -3.51% |
Max Drawdown (3Y)Largest decline over 3 years | -24.73% | -18.73% | -6.00% |
Max Drawdown (5Y)Largest decline over 5 years | -38.80% | -25.74% | -13.06% |
Max Drawdown (10Y)Largest decline over 10 years | -38.80% | -65.92% | +27.12% |
Current DrawdownCurrent decline from peak | -8.96% | -2.33% | -6.63% |
Average DrawdownAverage peak-to-trough decline | -9.50% | -34.07% | +24.57% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.68% | 4.50% | +0.18% |
Volatility
POAGX vs. BACAX - Volatility Comparison
PRIMECAP Odyssey Aggressive Growth Fund (POAGX) has a higher volatility of 8.24% compared to BlackRock Energy Opportunities Fund (BACAX) at 5.78%. This indicates that POAGX's price experiences larger fluctuations and is considered to be riskier than BACAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading charts...
Volatility by Period
| POAGX | BACAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 8.24% | 5.78% | +2.46% |
Volatility (6M)Calculated over the trailing 6-month period | 20.54% | 14.79% | +5.75% |
Volatility (1Y)Calculated over the trailing 1-year period | 24.21% | 17.98% | +6.23% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 23.58% | 23.36% | +0.22% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 23.15% | 27.14% | -3.99% |
POAGX vs. BACAX - Expense Ratio Comparison
POAGX has a 0.66% expense ratio, which is lower than BACAX's 1.32% expense ratio.
Dividends
POAGX vs. BACAX - Dividend Comparison
POAGX's dividend yield for the trailing twelve months is around 11.10%, more than BACAX's 1.76% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BACAX BlackRock Energy Opportunities Fund | 1.76% | 2.47% | 2.29% | 3.06% | 2.21% | 2.39% | 3.38% | 2.69% | 2.87% | 2.48% | 1.95% | 1.98% |
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
POAGX and BACAX have a correlation of -0.12, 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 BACAX (5.78%). In terms of maximum drawdown, POAGX dropped -55.77% vs BACAX's -78.88%.
BACAX currently has the higher Sharpe Ratio (2.27 vs 1.86), 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.
Find the right allocation for POAGX and BACAX
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