POGRX vs. GDE
POGRX (PrimeCap Odyssey Growth Fund) and GDE (WisdomTree Efficient Gold Plus Equity Strategy Fund) are both funds - POGRX is a Large Cap Growth Equities fund managed by PRIMECAP Odyssey Funds, while GDE is a Gold fund actively managed by WisdomTree. Over the past 3 years, POGRX returned 27.93%/yr vs 42.64%/yr for GDE. A 0.61 correlation means they provide meaningful diversification when combined. POGRX charges 0.65%/yr vs 0.20%/yr for GDE.
Performance
POGRX vs. GDE - Performance Comparison
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Returns By Period
In the year-to-date period, POGRX achieves a 25.42% return, which is significantly higher than GDE's 3.16% return.
POGRX
- 1D
- 4.38%
- 1M
- 6.57%
- YTD
- 25.42%
- 6M
- 26.23%
- 1Y
- 60.91%
- 3Y*
- 27.93%
- 5Y*
- 15.20%
- 10Y*
- 17.61%
GDE
- 1D
- 0.67%
- 1M
- -6.40%
- YTD
- 3.16%
- 6M
- 4.00%
- 1Y
- 40.98%
- 3Y*
- 42.64%
- 5Y*
- —
- 10Y*
- —
POGRX vs. GDE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|
POGRX PrimeCap Odyssey Growth Fund | 25.42% | 32.99% | 13.09% | 23.85% | -6.95% |
GDE WisdomTree Efficient Gold Plus Equity Strategy Fund | 3.16% | 73.76% | 44.79% | 33.85% | -8.58% |
Correlation
The correlation between POGRX and GDE is 0.53, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.53 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.56 |
Correlation (All Time) Calculated using the full available price history since Mar 17, 2022 | 0.61 |
The correlation between POGRX and GDE has been stable across timeframes, ranging from 0.53 to 0.61 - a consistent structural relationship.
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Return for Risk
POGRX vs. GDE — Risk / Return Rank
POGRX
GDE
POGRX vs. GDE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for PrimeCap Odyssey Growth Fund (POGRX) and WisdomTree Efficient Gold Plus Equity Strategy Fund (GDE). 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.
| POGRX | GDE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +1.69 | ||
| Sortino ratioReturn per unit of downside risk | +2.24 | ||
| Omega ratioGain probability vs. loss probability | 1.55 | 1.26 | +0.29 |
| Calmar ratioReturn relative to maximum drawdown | 4.11 | 1.83 | +2.27 |
| Martin ratioReturn relative to average drawdown | 17.30 | 5.36 | +11.94 |
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Drawdowns
POGRX vs. GDE - Drawdown Comparison
The maximum POGRX drawdown since its inception was -51.63%, which is greater than GDE's maximum drawdown of -32.01%. Use the drawdown chart below to compare losses from any high point for POGRX and GDE.
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Drawdown Indicators
| POGRX | GDE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -51.63% | -32.01% | -19.62% |
Max Drawdown (1Y)Largest decline over 1 year | -14.40% | -22.66% | +8.26% |
Max Drawdown (3Y)Largest decline over 3 years | -22.13% | -22.66% | +0.53% |
Max Drawdown (5Y)Largest decline over 5 years | -26.85% | — | — |
Max Drawdown (10Y)Largest decline over 10 years | -35.29% | — | — |
Current DrawdownCurrent decline from peak | -0.99% | -16.53% | +15.54% |
Average DrawdownAverage peak-to-trough decline | -7.13% | -7.93% | +0.80% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.41% | 7.73% | -4.32% |
Volatility
POGRX vs. GDE - Volatility Comparison
The current volatility for PrimeCap Odyssey Growth Fund (POGRX) is 8.88%, while WisdomTree Efficient Gold Plus Equity Strategy Fund (GDE) has a volatility of 10.77%. This indicates that POGRX experiences smaller price fluctuations and is considered to be less risky than GDE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| POGRX | GDE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 8.88% | 10.77% | -1.89% |
Volatility (6M)Calculated over the trailing 6-month period | 16.09% | 25.97% | -9.88% |
Volatility (1Y)Calculated over the trailing 1-year period | 19.19% | 29.88% | -10.69% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 19.82% | 27.09% | -7.27% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 20.57% | 27.09% | -6.52% |
POGRX vs. GDE - Expense Ratio Comparison
POGRX has a 0.65% expense ratio, which is higher than GDE's 0.20% expense ratio.
Dividends
POGRX vs. GDE - Dividend Comparison
POGRX's dividend yield for the trailing twelve months is around 19.85%, more than GDE's 4.19% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
GDE WisdomTree Efficient Gold Plus Equity Strategy Fund | 4.19% | 4.32% | 7.14% | 2.22% | 0.81% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
POGRX PrimeCap Odyssey Growth Fund | 19.85% | 24.89% | 20.79% | 13.28% | 12.36% | 13.68% | 12.50% | 5.13% | 2.45% | 1.54% | 5.83% | 1.29% |
Frequently Asked Questions
POGRX and GDE have a correlation of 0.53, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
GDE has higher volatility (10.77%) compared to POGRX (8.88%). In terms of maximum drawdown, POGRX dropped -51.63% vs GDE's -32.01%.
POGRX currently has the higher Sharpe Ratio (3.08 vs 1.39), 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.
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