POGRX vs. QUERX

Last updated Aug 1, 2026

POGRX (PRIMECAP Odyssey Growth Fund) and QUERX (AQR Large Cap Defensive Style Fund Class R6) are both Large Cap Blend Equities funds. Both are actively managed. Over the past 10 years, POGRX returned 16.41%/yr vs 10.80%/yr for QUERX. Their 0.76 correlation means they have sometimes moved together and sometimes differently. POGRX charges 0.66%/yr vs 0.31%/yr for QUERX.

Performance

POGRX vs. QUERX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in PRIMECAP Odyssey Growth Fund (POGRX) and AQR Large Cap Defensive Style Fund Class R6 (QUERX). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

In the year-to-date period, POGRX achieves a 22.85% return, which is significantly higher than QUERX's 7.85% return. Over the past 10 years, POGRX has outperformed QUERX with an annualized return of 16.41%, while QUERX has yielded a comparatively lower 10.80% annualized return.

POGRX

• 1D: 3.85%
• 1M: -4.02%
• 6M: 16.81%
• YTD: 22.85%
• 1Y: 52.22%
• 3Y*: 25.37%
• 5Y*: 14.97%
• 10Y*: 16.41%
• ALL TIME*: 12.96%

QUERX

• 1D: 0.58%
• 1M: 1.28%
• 6M: 4.75%
• YTD: 7.85%
• 1Y: 10.30%
• 3Y*: 10.75%
• 5Y*: 5.99%
• 10Y*: 10.80%
• ALL TIME*: 10.80%

*Multi-year figures are annualized to reflect compound growth (CAGR)

Liquidity Comparison

Position	Avg. Volume Value (2W)	Avg. Volume Value (1M)	Avg. Volume Value (3M)
POGRX PRIMECAP Odyssey Growth Fund	$0.00	$0.00	$0.00
QUERX AQR Large Cap Defensive Style Fund Class R6	$0.00	$0.00	$0.00

POGRX vs. QUERX - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019	2018	2017
POGRX PRIMECAP Odyssey Growth Fund	22.85%	32.99%	13.09%	23.85%	-14.61%	18.81%	17.05%	23.98%	-4.56%	32.07%
QUERX AQR Large Cap Defensive Style Fund Class R6	7.85%	6.98%	13.98%	9.55%	-13.73%	23.56%	13.20%	28.82%	-0.21%	22.22%

Correlation

The correlation between POGRX and QUERX is 0.46, which is low. Their historical price movements had little consistent relationship.

	Correlation
Correlation (1Y) Focuses on recent behavior, but can change the most.	0.46
Correlation (3Y) Balances recent behavior with more history.	0.58
Correlation (5Y) Shows whether the relationship held over a longer period.	0.71
Correlation (10Y) Provides a long-term view across more market conditions.	0.75
Correlation (All Time) Calculated using the full available price history since Jan 2, 2015	0.76

Over the past year, the correlation between POGRX and QUERX has dropped to 0.46 - well below their long-term average of 0.76, suggesting their price drivers have been diverging.

Return for Risk

POGRX vs. QUERX — Risk / Return Rank

Compare historical risk-adjusted metric ranks over the past 12 months.

POGRX

POGRX Risk / Return Rank: 89
POGRX Sharpe Ratio Rank: 91
POGRX Sortino Ratio Rank: 87
POGRX Omega Ratio Rank: 84
POGRX Calmar Ratio Rank: 91
POGRX Martin Ratio Rank: 91

QUERX

QUERX Risk / Return Rank: 33
QUERX Sharpe Ratio Rank: 33
QUERX Sortino Ratio Rank: 32
QUERX Omega Ratio Rank: 31
QUERX Calmar Ratio Rank: 34
QUERX Martin Ratio Rank: 33

The rank (0–100) uses a weighted average of the Sharpe, Sortino, Omega, Calmar, and Martin percentile ranks for the trailing 12 months. Higher means stronger historical risk-adjusted performance within the peer group.

POGRX vs. QUERX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for PRIMECAP Odyssey Growth Fund (POGRX) and AQR Large Cap Defensive Style Fund Class R6 (QUERX). 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	QUERX	Difference
Sharpe ratio: Return per unit of total volatility	2.30	1.06	+1.24
Sortino ratio: Return per unit of downside risk	3.13	1.53	+1.60
Omega ratio: Gain probability vs. loss probability	1.40	1.19	+0.21
Calmar ratio: Return relative to maximum drawdown	3.40	1.46	+1.94
Martin ratio: Return relative to average drawdown	12.40	4.89	+7.52

POGRX vs. QUERX - Sharpe Ratio Comparison

The current POGRX Sharpe Ratio is 2.30, which is higher than the QUERX Sharpe Ratio of 1.06. The chart below compares the historical Sharpe Ratios of POGRX and QUERX, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

Drawdowns

POGRX vs. QUERX - Drawdown Comparison

The maximum POGRX drawdown since its inception was -51.63%, which is greater than QUERX's maximum drawdown of -30.81%. Use the drawdown chart below to compare losses from any high point for POGRX and QUERX.

Drawdown Indicators

	POGRX	QUERX	Difference
Max Drawdown Largest peak-to-trough decline	-51.63%	-30.81%	-20.82%
Max Drawdown (1Y) Largest decline over 1 year	-14.40%	-5.93%	-8.47%
Max Drawdown (3Y) Largest decline over 3 years	-22.13%	-10.21%	-11.92%
Max Drawdown (5Y) Largest decline over 5 years	-26.85%	-22.04%	-4.81%
Max Drawdown (10Y) Largest decline over 10 years	-35.29%	-30.81%	-4.48%
Current Drawdown Current decline from peak	-8.22%	-0.32%	-7.90%
Average Drawdown Average peak-to-trough decline	-7.11%	-3.88%	-3.23%
Ulcer Index Depth and duration of drawdowns from previous peaks	3.95%	1.77%	+2.18%

Volatility

POGRX vs. QUERX - Volatility Comparison

PRIMECAP Odyssey Growth Fund (POGRX) has a higher volatility of 7.59% compared to AQR Large Cap Defensive Style Fund Class R6 (QUERX) at 1.82%. This indicates that POGRX's price experiences larger fluctuations and is considered to be riskier than QUERX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	POGRX	QUERX	Difference
Volatility (1M) Calculated over the trailing 1-month period	7.59%	1.82%	+5.77%
Volatility (6M) Calculated over the trailing 6-month period	18.17%	6.20%	+11.97%
Volatility (1Y) Calculated over the trailing 1-year period	21.29%	8.21%	+13.08%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	20.21%	13.01%	+7.20%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	20.66%	15.19%	+5.47%

POGRX vs. QUERX - Expense Ratio Comparison

POGRX has a 0.66% expense ratio, which is higher than QUERX's 0.31% expense ratio.

Dividends

POGRX vs. QUERX - Dividend Comparison

POGRX's dividend yield for the trailing twelve months is around 20.26%, less than QUERX's 21.20% yield.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
POGRX PRIMECAP Odyssey Growth Fund	20.26%	24.89%	20.79%	13.28%	12.36%	13.68%	12.50%	5.13%	2.45%	1.54%	5.83%	1.29%
QUERX AQR Large Cap Defensive Style Fund Class R6	21.20%	22.86%	24.47%	24.43%	10.37%	2.62%	1.37%	1.18%	1.74%	2.45%	2.06%	6.28%

Frequently Asked Questions

Can I hold both POGRX and QUERX in my portfolio?

POGRX and QUERX have a correlation of 0.46, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which is riskier, POGRX or QUERX?

POGRX has higher volatility (7.59%) compared to QUERX (1.82%). In terms of maximum drawdown, POGRX dropped -51.63% vs QUERX's -30.81%.

Which has better risk-adjusted returns?

POGRX currently has the higher Sharpe Ratio (2.30 vs 1.06), 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.