POGRX vs. O
POGRX (PrimeCap Odyssey Growth Fund) is Large Cap Growth Equities fund managed by PRIMECAP Odyssey Funds, while O (Realty Income Corporation) is a stock. Over the past 10 years, POGRX returned 17.61%/yr vs 4.89%/yr for O. At a 0.40 correlation, their price movements are largely independent.
Performance
POGRX vs. O - 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 O's 13.70% return. Over the past 10 years, POGRX has outperformed O with an annualized return of 17.61%, while O has yielded a comparatively lower 4.89% annualized 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%
O
- 1D
- 1.31%
- 1M
- 3.07%
- YTD
- 13.70%
- 6M
- 11.57%
- 1Y
- 14.88%
- 3Y*
- 6.59%
- 5Y*
- 3.49%
- 10Y*
- 4.89%
POGRX vs. O - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
POGRX PrimeCap Odyssey Growth Fund | 25.42% | 32.99% | 13.09% | 23.85% | -14.61% | 18.81% | 17.05% | 23.98% | -4.56% | 32.07% |
O Realty Income Corporation | 13.70% | 12.20% | -2.11% | -4.55% | -7.38% | 23.95% | -11.60% | 21.27% | 15.94% | 3.67% |
Correlation
The correlation between POGRX and O is -0.08, meaning there is essentially no relationship between their price movements. Each responds to its own set of market drivers, making them strong candidates for combining in a diversified portfolio.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | -0.08 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.13 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.28 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.25 |
Correlation (All Time) Calculated using the full available price history since Nov 3, 2004 | 0.40 |
The correlation between POGRX and O shifts across timeframes, from -0.08 (1 year) to 0.40 (all time), reflecting how their relationship changes across market environments.
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Return for Risk
POGRX vs. O — Risk / Return Rank
POGRX
O
POGRX vs. O - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for PrimeCap Odyssey Growth Fund (POGRX) and Realty Income Corporation (O). 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 | O | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +2.20 | ||
| Sortino ratioReturn per unit of downside risk | +2.80 | ||
| Omega ratioGain probability vs. loss probability | 1.55 | 1.15 | +0.40 |
| Calmar ratioReturn relative to maximum drawdown | 4.11 | 1.29 | +2.82 |
| Martin ratioReturn relative to average drawdown | 17.30 | 3.12 | +14.19 |
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Drawdowns
POGRX vs. O - Drawdown Comparison
The maximum POGRX drawdown since its inception was -51.63%, which is greater than O's maximum drawdown of -48.45%. Use the drawdown chart below to compare losses from any high point for POGRX and O.
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Drawdown Indicators
| POGRX | O | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -51.63% | -48.45% | -3.18% |
Max Drawdown (1Y)Largest decline over 1 year | -14.40% | -11.10% | -3.30% |
Max Drawdown (3Y)Largest decline over 3 years | -22.13% | -26.49% | +4.36% |
Max Drawdown (5Y)Largest decline over 5 years | -26.85% | -34.48% | +7.63% |
Max Drawdown (10Y)Largest decline over 10 years | -35.29% | -48.28% | +12.99% |
Current DrawdownCurrent decline from peak | -0.99% | -5.94% | +4.95% |
Average DrawdownAverage peak-to-trough decline | -7.13% | -9.20% | +2.07% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.41% | 4.58% | -1.17% |
Volatility
POGRX vs. O - Volatility Comparison
PrimeCap Odyssey Growth Fund (POGRX) has a higher volatility of 8.88% compared to Realty Income Corporation (O) at 5.29%. This indicates that POGRX's price experiences larger fluctuations and is considered to be riskier than O based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| POGRX | O | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 8.88% | 5.29% | +3.59% |
Volatility (6M)Calculated over the trailing 6-month period | 16.09% | 11.98% | +4.11% |
Volatility (1Y)Calculated over the trailing 1-year period | 19.19% | 16.21% | +2.98% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 19.82% | 18.92% | +0.90% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 20.57% | 25.64% | -5.07% |
Dividends
POGRX vs. O - Dividend Comparison
POGRX's dividend yield for the trailing twelve months is around 19.85%, more than O's 5.16% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
O Realty Income Corporation | 5.16% | 6.19% | 5.37% | 5.33% | 4.68% | 3.87% | 4.51% | 3.69% | 4.19% | 4.45% | 4.18% | 4.41% |
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 O have a correlation of -0.08, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
POGRX has higher volatility (8.88%) compared to O (5.29%). In terms of maximum drawdown, POGRX dropped -51.63% vs O's -48.45%.
POGRX currently has the higher Sharpe Ratio (3.08 vs 0.88), 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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