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POGRX vs. POAGX
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

Correlation

The correlation between POGRX and POAGX 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.


-0.50.00.51.01.0

Performance

POGRX vs. POAGX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in PrimeCap Odyssey Growth Fund (POGRX) and PrimeCap Odyssey Aggressive Growth Fund (POAGX). The values are adjusted to include any dividend payments, if applicable.

-15.00%-10.00%-5.00%0.00%5.00%AugustSeptemberOctoberNovemberDecember2025
-14.21%
-5.68%
POGRX
POAGX

Key characteristics

Sharpe Ratio

POGRX:

-0.20

POAGX:

0.29

Sortino Ratio

POGRX:

-0.10

POAGX:

0.50

Omega Ratio

POGRX:

0.98

POAGX:

1.07

Calmar Ratio

POGRX:

-0.13

POAGX:

0.16

Martin Ratio

POGRX:

-0.79

POAGX:

1.14

Ulcer Index

POGRX:

5.65%

POAGX:

4.94%

Daily Std Dev

POGRX:

22.20%

POAGX:

19.39%

Max Drawdown

POGRX:

-51.76%

POAGX:

-56.06%

Current Drawdown

POGRX:

-33.20%

POAGX:

-28.87%

Returns By Period

In the year-to-date period, POGRX achieves a 0.49% return, which is significantly lower than POAGX's 1.25% return. Both investments have delivered pretty close results over the past 10 years, with POGRX having a 3.54% annualized return and POAGX not far behind at 3.39%.


POGRX

YTD

0.49%

1M

-18.12%

6M

-14.35%

1Y

-3.88%

5Y*

-3.28%

10Y*

3.54%

POAGX

YTD

1.25%

1M

-10.65%

6M

-5.40%

1Y

6.72%

5Y*

-0.70%

10Y*

3.39%

*Annualized

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POGRX vs. POAGX - Expense Ratio Comparison

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


Expense ratio chart for POGRX: current value at 0.65% compared with the broader market ranging from 0.00% to 2.12%.0.50%1.00%1.50%2.00%0.65%
Expense ratio chart for POAGX: current value at 0.65% compared with the broader market ranging from 0.00% to 2.12%.0.50%1.00%1.50%2.00%0.65%

Risk-Adjusted Performance

POGRX vs. POAGX — Risk-Adjusted Performance Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

POGRX
The Risk-Adjusted Performance Rank of POGRX is 77
Overall Rank
The Sharpe Ratio Rank of POGRX is 66
Sharpe Ratio Rank
The Sortino Ratio Rank of POGRX is 88
Sortino Ratio Rank
The Omega Ratio Rank of POGRX is 77
Omega Ratio Rank
The Calmar Ratio Rank of POGRX is 66
Calmar Ratio Rank
The Martin Ratio Rank of POGRX is 55
Martin Ratio Rank

POAGX
The Risk-Adjusted Performance Rank of POAGX is 2828
Overall Rank
The Sharpe Ratio Rank of POAGX is 2727
Sharpe Ratio Rank
The Sortino Ratio Rank of POAGX is 2929
Sortino Ratio Rank
The Omega Ratio Rank of POAGX is 2929
Omega Ratio Rank
The Calmar Ratio Rank of POAGX is 2727
Calmar Ratio Rank
The Martin Ratio Rank of POAGX is 2929
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

POGRX vs. POAGX - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for PrimeCap Odyssey Growth Fund (POGRX) and PrimeCap Odyssey Aggressive Growth Fund (POAGX). 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 chart of Sharpe ratio for POGRX, currently valued at -0.20, compared to the broader market-1.000.001.002.003.004.00-0.200.29
The chart of Sortino ratio for POGRX, currently valued at -0.10, compared to the broader market-2.000.002.004.006.008.0010.00-0.100.50
The chart of Omega ratio for POGRX, currently valued at 0.98, compared to the broader market0.501.001.502.002.503.003.500.981.07
The chart of Calmar ratio for POGRX, currently valued at -0.13, compared to the broader market0.005.0010.0015.00-0.130.16
The chart of Martin ratio for POGRX, currently valued at -0.79, compared to the broader market0.0020.0040.0060.00-0.791.14
POGRX
POAGX

The current POGRX Sharpe Ratio is -0.20, which is lower than the POAGX Sharpe Ratio of 0.29. The chart below compares the historical Sharpe Ratios of POGRX and POAGX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


Rolling 12-month Sharpe Ratio-0.500.000.501.001.50AugustSeptemberOctoberNovemberDecember2025
-0.20
0.29
POGRX
POAGX

Dividends

POGRX vs. POAGX - Dividend Comparison

POGRX's dividend yield for the trailing twelve months is around 0.50%, more than POAGX's 0.03% yield.


TTM20242023202220212020201920182017201620152014
POGRX
PrimeCap Odyssey Growth Fund
0.50%0.50%0.53%0.62%0.12%0.41%0.50%0.35%0.30%0.48%0.36%0.63%
POAGX
PrimeCap Odyssey Aggressive Growth Fund
0.03%0.03%0.02%0.00%0.00%0.00%0.00%0.07%0.00%0.00%0.01%0.17%

Drawdowns

POGRX vs. POAGX - Drawdown Comparison

The maximum POGRX drawdown since its inception was -51.76%, smaller than the maximum POAGX drawdown of -56.06%. Use the drawdown chart below to compare losses from any high point for POGRX and POAGX. For additional features, visit the drawdowns tool.


-35.00%-30.00%-25.00%-20.00%AugustSeptemberOctoberNovemberDecember2025
-33.20%
-28.87%
POGRX
POAGX

Volatility

POGRX vs. POAGX - Volatility Comparison

PrimeCap Odyssey Growth Fund (POGRX) has a higher volatility of 18.18% compared to PrimeCap Odyssey Aggressive Growth Fund (POAGX) at 9.85%. This indicates that POGRX's price experiences larger fluctuations and is considered to be riskier than POAGX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


5.00%10.00%15.00%20.00%AugustSeptemberOctoberNovemberDecember2025
18.18%
9.85%
POGRX
POAGX