POGRX vs. POAGX
Compare and contrast key facts about PrimeCap Odyssey Growth Fund (POGRX) and PrimeCap Odyssey Aggressive Growth Fund (POAGX).
POGRX is managed by PRIMECAP Odyssey Funds. It was launched on Nov 1, 2004. POAGX is managed by PRIMECAP Odyssey Funds. It was launched on Nov 1, 2004.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: POGRX or POAGX.
Key characteristics
| POGRX | POAGX | |
|---|---|---|
| YTD Return | 10.32% | 8.60% |
| 1Y Return | 23.87% | 22.74% |
| 3Y Return (Ann) | 3.82% | -1.20% |
| 5Y Return (Ann) | 11.41% | 10.32% |
| 10Y Return (Ann) | 11.57% | 11.09% |
| Sharpe Ratio | 1.14 | 1.57 |
| Sortino Ratio | 1.77 | 2.18 |
| Omega Ratio | 1.32 | 1.28 |
| Calmar Ratio | 2.19 | 1.19 |
| Martin Ratio | 4.35 | 6.85 |
| Ulcer Index | 6.42% | 3.99% |
| Daily Std Dev | 24.40% | 17.43% |
| Max Drawdown | -51.63% | -55.77% |
| Current Drawdown | -2.41% | -3.57% |
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.
Performance
POGRX vs. POAGX - Performance Comparison
In the year-to-date period, POGRX achieves a 10.32% return, which is significantly higher than POAGX's 8.60% return. Both investments have delivered pretty close results over the past 10 years, with POGRX having a 11.57% annualized return and POAGX not far behind at 11.09%. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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POGRX vs. POAGX - Expense Ratio Comparison
Both POGRX and POAGX have an expense ratio of 0.65%.
Risk-Adjusted Performance
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.
Dividends
POGRX vs. POAGX - Dividend Comparison
POGRX's dividend yield for the trailing twelve months is around 12.04%, more than POAGX's 5.11% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
POGRX PrimeCap Odyssey Growth Fund | 12.04% | 13.28% | 12.36% | 13.68% | 12.50% | 5.13% | 2.45% | 1.54% | 3.49% | 1.29% | 3.10% | 2.26% |
POAGX PrimeCap Odyssey Aggressive Growth Fund | 5.11% | 5.54% | 10.78% | 11.10% | 7.84% | 10.65% | 7.82% | 0.86% | 8.31% | 6.27% | 4.67% | 1.71% |
Drawdowns
POGRX vs. POAGX - Drawdown Comparison
The maximum POGRX drawdown since its inception was -51.63%, smaller than the maximum POAGX drawdown of -55.77%. Use the drawdown chart below to compare losses from any high point for POGRX and POAGX. For additional features, visit the drawdowns tool.
Volatility
POGRX vs. POAGX - Volatility Comparison
The current volatility for PrimeCap Odyssey Growth Fund (POGRX) is 3.75%, while PrimeCap Odyssey Aggressive Growth Fund (POAGX) has a volatility of 4.67%. This indicates that POGRX experiences smaller price fluctuations and is considered to be less risky than POAGX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.