POAGX vs. POGRX

In the year-to-date period, POAGX achieves a -12.53% return, which is significantly lower than POGRX's -8.72% return. Over the past 10 years, POAGX has underperformed POGRX with an annualized return of 0.92%, while POGRX has yielded a comparatively higher 10.24% annualized return.

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Both POAGX and POGRX have an expense ratio of 0.65%.

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.

The current POAGX Sharpe Ratio is -0.59, which is lower than the POGRX Sharpe Ratio of -0.07. The chart below compares the historical Sharpe Ratios of POAGX and POGRX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

POAGX's dividend yield for the trailing twelve months is around 0.03%, less than POGRX's 0.55% yield.

The maximum POAGX drawdown since its inception was -56.06%, 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. For additional features, visit the drawdowns tool.

PrimeCap Odyssey Aggressive Growth Fund (POAGX) has a higher volatility of 9.85% compared to PrimeCap Odyssey Growth Fund (POGRX) at 8.49%. 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.