POAGX vs. FAT
Compare and contrast key facts about PrimeCap Odyssey Aggressive Growth Fund (POAGX) and FAT Brands Inc. (FAT).
POAGX is managed by PRIMECAP Odyssey Funds. It was launched on Nov 1, 2004.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: POAGX or FAT.
Key characteristics
| POAGX | FAT | |
|---|---|---|
| YTD Return | 8.60% | -6.46% |
| 1Y Return | 22.74% | -9.73% |
| 3Y Return (Ann) | -1.20% | -16.25% |
| 5Y Return (Ann) | 10.32% | 27.83% |
| Sharpe Ratio | 1.57 | -0.08 |
| Sortino Ratio | 2.18 | 0.24 |
| Omega Ratio | 1.28 | 1.04 |
| Calmar Ratio | 1.19 | -0.07 |
| Martin Ratio | 6.85 | -0.14 |
| Ulcer Index | 3.99% | 30.63% |
| Daily Std Dev | 17.43% | 50.38% |
| Max Drawdown | -55.77% | -81.65% |
| Current Drawdown | -3.57% | -50.38% |
Correlation
The correlation between POAGX and FAT is 0.16, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Performance
POAGX vs. FAT - Performance Comparison
In the year-to-date period, POAGX achieves a 8.60% return, which is significantly higher than FAT's -6.46% return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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Risk-Adjusted Performance
POAGX vs. FAT - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for PrimeCap Odyssey Aggressive Growth Fund (POAGX) and FAT Brands Inc. (FAT). 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.
Dividends
POAGX vs. FAT - Dividend Comparison
POAGX's dividend yield for the trailing twelve months is around 5.11%, less than FAT's 10.57% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
POAGX PrimeCap Odyssey Aggressive Growth Fund | 5.11% | 5.54% | 10.78% | 11.10% | 7.84% | 10.65% | 7.82% | 0.86% | 8.31% | 6.27% | 4.67% | 1.71% |
FAT FAT Brands Inc. | 10.57% | 9.24% | 10.92% | 4.91% | 0.00% | 6.37% | 18.88% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
POAGX vs. FAT - Drawdown Comparison
The maximum POAGX drawdown since its inception was -55.77%, smaller than the maximum FAT drawdown of -81.65%. Use the drawdown chart below to compare losses from any high point for POAGX and FAT. For additional features, visit the drawdowns tool.
Volatility
POAGX vs. FAT - Volatility Comparison
The current volatility for PrimeCap Odyssey Aggressive Growth Fund (POAGX) is 4.67%, while FAT Brands Inc. (FAT) has a volatility of 7.94%. This indicates that POAGX experiences smaller price fluctuations and is considered to be less risky than FAT based on this measure. The chart below showcases a comparison of their rolling one-month volatility.