POAGX vs. POGRX
Compare and contrast key facts about PrimeCap Odyssey Aggressive Growth Fund (POAGX) and PrimeCap Odyssey Growth Fund (POGRX).
POAGX is managed by PRIMECAP Odyssey Funds. It was launched on Nov 1, 2004. POGRX is managed by PRIMECAP Odyssey Funds. It was launched on Nov 1, 2004.
Performance
POAGX vs. POGRX - Performance Comparison
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POAGX vs. POGRX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
POAGX PrimeCap Odyssey Aggressive Growth Fund | -6.55% | 28.68% | 12.56% | 25.02% | -24.25% | 4.02% | 29.17% | 23.52% | -7.10% | 33.60% |
POGRX PrimeCap Odyssey Growth Fund | -4.60% | 32.99% | 13.09% | 23.85% | -14.61% | 18.81% | 17.05% | 23.98% | -4.56% | 32.07% |
Returns By Period
In the year-to-date period, POAGX achieves a -6.55% return, which is significantly lower than POGRX's -4.60% return. Over the past 10 years, POAGX has underperformed POGRX with an annualized return of 12.72%, while POGRX has yielded a comparatively higher 14.23% annualized return.
POAGX
- 1D
- 4.56%
- 1M
- -7.93%
- YTD
- -6.55%
- 6M
- -0.22%
- 1Y
- 30.59%
- 3Y*
- 15.20%
- 5Y*
- 4.33%
- 10Y*
- 12.72%
POGRX
- 1D
- 3.89%
- 1M
- -6.79%
- YTD
- -4.60%
- 6M
- 2.06%
- 1Y
- 32.19%
- 3Y*
- 18.78%
- 5Y*
- 9.90%
- 10Y*
- 14.23%
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POAGX vs. POGRX - Expense Ratio Comparison
Both POAGX and POGRX have an expense ratio of 0.65%.
Return for Risk
POAGX vs. POGRX — Risk / Return Rank
POAGX
POGRX
POAGX vs. POGRX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for PrimeCap Odyssey Aggressive Growth Fund (POAGX) 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.
| POAGX | POGRX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.25 | 1.43 | -0.18 |
Sortino ratioReturn per unit of downside risk | 1.81 | 2.01 | -0.20 |
Omega ratioGain probability vs. loss probability | 1.25 | 1.29 | -0.04 |
Calmar ratioReturn relative to maximum drawdown | 1.73 | 2.18 | -0.45 |
Martin ratioReturn relative to average drawdown | 7.07 | 8.35 | -1.28 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| POAGX | POGRX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.25 | 1.43 | -0.18 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.19 | 0.52 | -0.32 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.56 | 0.70 | -0.14 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.58 | 0.59 | -0.02 |
Correlation
The correlation between POAGX and POGRX is 0.96, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
POAGX vs. POGRX - Dividend Comparison
POAGX's dividend yield for the trailing twelve months is around 14.18%, less than POGRX's 26.09% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
POAGX PrimeCap Odyssey Aggressive Growth Fund | 14.18% | 13.25% | 9.90% | 5.54% | 10.78% | 5.93% | 7.84% | 5.33% | 7.82% | 0.86% | 16.63% | 12.52% |
POGRX PrimeCap Odyssey Growth Fund | 26.09% | 24.89% | 20.79% | 13.28% | 12.36% | 13.68% | 12.50% | 5.13% | 2.45% | 1.54% | 5.83% | 1.29% |
Drawdowns
POAGX vs. POGRX - Drawdown Comparison
The maximum POAGX drawdown since its inception was -55.77%, which is greater than POGRX's maximum drawdown of -51.63%. Use the drawdown chart below to compare losses from any high point for POAGX and POGRX.
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Drawdown Indicators
| POAGX | POGRX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -55.77% | -51.63% | -4.14% |
Max Drawdown (1Y)Largest decline over 1 year | -16.87% | -14.40% | -2.47% |
Max Drawdown (5Y)Largest decline over 5 years | -38.80% | -26.85% | -11.95% |
Max Drawdown (10Y)Largest decline over 10 years | -38.80% | -35.29% | -3.51% |
Current DrawdownCurrent decline from peak | -13.08% | -11.07% | -2.01% |
Average DrawdownAverage peak-to-trough decline | -9.58% | -7.17% | -2.41% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.13% | 3.75% | +0.38% |
Volatility
POAGX vs. POGRX - Volatility Comparison
PrimeCap Odyssey Aggressive Growth Fund (POAGX) has a higher volatility of 8.65% compared to PrimeCap Odyssey Growth Fund (POGRX) at 7.72%. This indicates that POAGX's price experiences larger fluctuations and is considered to be riskier than POGRX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| POAGX | POGRX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 8.65% | 7.72% | +0.93% |
Volatility (6M)Calculated over the trailing 6-month period | 15.69% | 13.66% | +2.03% |
Volatility (1Y)Calculated over the trailing 1-year period | 24.15% | 22.19% | +1.96% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 22.65% | 19.30% | +3.35% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 22.75% | 20.33% | +2.42% |