POMIX vs. POSKX
POMIX (T. Rowe Price Total Equity Market Index Fund) and POSKX (PrimeCap Odyssey Stock Fund) are both Large Cap Blend Equities funds. Over the past 10 years, POMIX returned 14.78%/yr vs 16.99%/yr for POSKX. Their correlation of 0.94 suggests significant overlap in exposure. POMIX charges 0.20%/yr vs 0.65%/yr for POSKX.
Performance
POMIX vs. POSKX - Performance Comparison
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Returns By Period
In the year-to-date period, POMIX achieves a 9.01% return, which is significantly lower than POSKX's 24.51% return. Over the past 10 years, POMIX has underperformed POSKX with an annualized return of 14.78%, while POSKX has yielded a comparatively higher 16.99% annualized return.
POMIX
- 1D
- -1.37%
- 1M
- -0.67%
- YTD
- 9.01%
- 6M
- 7.60%
- 1Y
- 23.06%
- 3Y*
- 20.65%
- 5Y*
- 11.92%
- 10Y*
- 14.78%
POSKX
- 1D
- -1.81%
- 1M
- 4.16%
- YTD
- 24.51%
- 6M
- 22.88%
- 1Y
- 48.47%
- 3Y*
- 25.10%
- 5Y*
- 16.15%
- 10Y*
- 16.99%
POMIX vs. POSKX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
POMIX T. Rowe Price Total Equity Market Index Fund | 9.01% | 17.09% | 23.48% | 26.38% | -19.64% | 25.39% | 19.82% | 30.95% | -5.57% | 19.09% |
POSKX PrimeCap Odyssey Stock Fund | 24.51% | 25.73% | 12.77% | 21.18% | -11.12% | 32.48% | 10.13% | 27.15% | -7.19% | 25.99% |
Correlation
The correlation between POMIX and POSKX is 0.79, 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 | 0.79 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.85 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.90 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.91 |
Correlation (All Time) Calculated using the full available price history since Nov 2, 2004 | 0.94 |
The correlation between POMIX and POSKX shifts across timeframes, from 0.79 (1 year) to 0.94 (all time), reflecting how their relationship changes across market environments.
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Return for Risk
POMIX vs. POSKX — Risk / Return Rank
POMIX
POSKX
POMIX vs. POSKX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for T. Rowe Price Total Equity Market Index Fund (POMIX) and PrimeCap Odyssey Stock Fund (POSKX). 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.
| POMIX | POSKX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.00 | ||
| Sortino ratioReturn per unit of downside risk | -1.31 | ||
| Omega ratioGain probability vs. loss probability | 1.36 | 1.53 | -0.17 |
| Calmar ratioReturn relative to maximum drawdown | 2.87 | 5.08 | -2.21 |
| Martin ratioReturn relative to average drawdown | 12.84 | 21.06 | -8.22 |
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Drawdowns
POMIX vs. POSKX - Drawdown Comparison
The maximum POMIX drawdown since its inception was -55.54%, which is greater than POSKX's maximum drawdown of -50.18%. Use the drawdown chart below to compare losses from any high point for POMIX and POSKX.
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Drawdown Indicators
| POMIX | POSKX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -55.54% | -50.18% | -5.36% |
Max Drawdown (1Y)Largest decline over 1 year | -8.83% | -9.99% | +1.16% |
Max Drawdown (3Y)Largest decline over 3 years | -19.67% | -20.25% | +0.58% |
Max Drawdown (5Y)Largest decline over 5 years | -25.56% | -22.96% | -2.60% |
Max Drawdown (10Y)Largest decline over 10 years | -35.05% | -36.88% | +1.83% |
Current DrawdownCurrent decline from peak | -2.67% | -1.81% | -0.86% |
Average DrawdownAverage peak-to-trough decline | -10.63% | -6.14% | -4.49% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.95% | 2.41% | -0.46% |
Volatility
POMIX vs. POSKX - Volatility Comparison
The current volatility for T. Rowe Price Total Equity Market Index Fund (POMIX) is 4.97%, while PrimeCap Odyssey Stock Fund (POSKX) has a volatility of 7.07%. This indicates that POMIX experiences smaller price fluctuations and is considered to be less risky than POSKX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| POMIX | POSKX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.97% | 7.07% | -2.10% |
Volatility (6M)Calculated over the trailing 6-month period | 10.41% | 13.97% | -3.56% |
Volatility (1Y)Calculated over the trailing 1-year period | 12.80% | 17.02% | -4.22% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.65% | 18.07% | -0.42% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.53% | 19.05% | -0.52% |
POMIX vs. POSKX - Expense Ratio Comparison
POMIX has a 0.20% expense ratio, which is lower than POSKX's 0.65% expense ratio.
Dividends
POMIX vs. POSKX - Dividend Comparison
POMIX's dividend yield for the trailing twelve months is around 1.95%, less than POSKX's 22.04% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
POMIX T. Rowe Price Total Equity Market Index Fund | 1.95% | 2.13% | 1.76% | 1.46% | 1.49% | 1.53% | 1.55% | 1.91% | 2.89% | 0.20% | 2.41% | 2.08% |
POSKX PrimeCap Odyssey Stock Fund | 22.04% | 27.44% | 18.13% | 10.14% | 12.13% | 14.58% | 7.85% | 6.03% | 3.03% | 2.17% | 2.93% | 1.92% |
Frequently Asked Questions
POMIX and POSKX have a correlation of 0.79, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
POSKX has higher volatility (7.07%) compared to POMIX (4.97%). In terms of maximum drawdown, POMIX dropped -55.54% vs POSKX's -50.18%.
POSKX currently has the higher Sharpe Ratio (2.99 vs 1.99), 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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