POSKX vs. ARTMX

Last updated Aug 1, 2026

POSKX (PrimeCap Odyssey Stock Fund) and ARTMX (Artisan Mid Cap Fund) are both mutual funds - POSKX is a Large Cap Blend Equities fund managed by PRIMECAP Odyssey Funds, while ARTMX is a Mid Cap Growth Equities fund managed by Artisan. Over the past 10 years, POSKX returned 15.51%/yr vs 10.70%/yr for ARTMX. Their correlation of 0.85 means they have usually moved in the same direction. POSKX charges 0.65%/yr vs 1.18%/yr for ARTMX.

Performance

POSKX vs. ARTMX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in PrimeCap Odyssey Stock Fund (POSKX) and Artisan Mid Cap Fund (ARTMX). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

In the year-to-date period, POSKX achieves a 19.75% return, which is significantly higher than ARTMX's 2.35% return. Over the past 10 years, POSKX has outperformed ARTMX with an annualized return of 15.51%, while ARTMX has yielded a comparatively lower 10.70% annualized return.

POSKX

• 1D: 2.24%
• 1M: -3.83%
• 6M: 14.11%
• YTD: 19.75%
• 1Y: 41.23%
• 3Y*: 21.37%
• 5Y*: 15.18%
• 10Y*: 15.51%
• ALL TIME*: 12.15%

ARTMX

• 1D: 1.92%
• 1M: -6.22%
• 6M: 1.82%
• YTD: 2.35%
• 1Y: 9.36%
• 3Y*: 10.27%
• 5Y*: 0.25%
• 10Y*: 10.70%
• ALL TIME*: 11.62%

*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)
ARTMX Artisan Mid Cap Fund	$0.00	$0.00	$0.00
POSKX PrimeCap Odyssey Stock Fund	$0.00	$0.00	$0.00

POSKX vs. ARTMX - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019	2018	2017
POSKX PrimeCap Odyssey Stock Fund	19.75%	25.73%	12.77%	21.18%	-11.12%	32.48%	10.13%	27.15%	-7.19%	25.99%
ARTMX Artisan Mid Cap Fund	2.35%	14.92%	11.78%	23.99%	-36.82%	10.12%	58.62%	37.97%	-4.30%	20.61%

Correlation

The correlation between POSKX and ARTMX is 0.80, meaning they have usually moved in the same direction, including during past declines.

	Correlation
Correlation (1Y) Focuses on recent behavior, but can change the most.	0.80
Correlation (3Y) Balances recent behavior with more history.	0.80
Correlation (5Y) Shows whether the relationship held over a longer period.	0.81
Correlation (10Y) Provides a long-term view across more market conditions.	0.78
Correlation (All Time) Calculated using the full available price history since Nov 2, 2004	0.85

The correlation between POSKX and ARTMX has been stable across timeframes, ranging from 0.78 to 0.85 - a consistent structural relationship.

Return for Risk

POSKX vs. ARTMX — Risk / Return Rank

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

POSKX

POSKX Risk / Return Rank: 88
POSKX Sharpe Ratio Rank: 87
POSKX Sortino Ratio Rank: 85
POSKX Omega Ratio Rank: 82
POSKX Calmar Ratio Rank: 94
POSKX Martin Ratio Rank: 92

ARTMX

ARTMX Risk / Return Rank: 13
ARTMX Sharpe Ratio Rank: 12
ARTMX Sortino Ratio Rank: 13
ARTMX Omega Ratio Rank: 12
ARTMX Calmar Ratio Rank: 14
ARTMX Martin Ratio Rank: 16

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.

POSKX vs. ARTMX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for PrimeCap Odyssey Stock Fund (POSKX) and Artisan Mid Cap Fund (ARTMX). 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.

	POSKX	ARTMX	Difference
Sharpe ratio: Return per unit of total volatility	2.14	0.47	+1.67
Sortino ratio: Return per unit of downside risk	3.03	0.79	+2.24
Omega ratio: Gain probability vs. loss probability	1.38	1.09	+0.29
Calmar ratio: Return relative to maximum drawdown	3.80	0.65	+3.15
Martin ratio: Return relative to average drawdown	13.00	2.28	+10.72

POSKX vs. ARTMX - Sharpe Ratio Comparison

The current POSKX Sharpe Ratio is 2.14, which is higher than the ARTMX Sharpe Ratio of 0.47. The chart below compares the historical Sharpe Ratios of POSKX and ARTMX, 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

POSKX vs. ARTMX - Drawdown Comparison

The maximum POSKX drawdown since its inception was -50.18%, smaller than the maximum ARTMX drawdown of -57.80%. Use the drawdown chart below to compare losses from any high point for POSKX and ARTMX.

Drawdown Indicators

	POSKX	ARTMX	Difference
Max Drawdown Largest peak-to-trough decline	-50.18%	-57.80%	+7.62%
Max Drawdown (1Y) Largest decline over 1 year	-9.99%	-13.32%	+3.33%
Max Drawdown (3Y) Largest decline over 3 years	-20.25%	-24.65%	+4.40%
Max Drawdown (5Y) Largest decline over 5 years	-22.96%	-43.73%	+20.77%
Max Drawdown (10Y) Largest decline over 10 years	-36.88%	-43.73%	+6.85%
Current Drawdown Current decline from peak	-7.00%	-7.71%	+0.71%
Average Drawdown Average peak-to-trough decline	-6.13%	-11.96%	+5.83%
Ulcer Index Depth and duration of drawdowns from previous peaks	2.93%	3.80%	-0.87%

Volatility

POSKX vs. ARTMX - Volatility Comparison

PrimeCap Odyssey Stock Fund (POSKX) and Artisan Mid Cap Fund (ARTMX) have volatilities of 5.45% and 5.30%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	POSKX	ARTMX	Difference
Volatility (1M) Calculated over the trailing 1-month period	5.45%	5.30%	+0.15%
Volatility (6M) Calculated over the trailing 6-month period	14.71%	15.62%	-0.91%
Volatility (1Y) Calculated over the trailing 1-year period	17.77%	18.71%	-0.94%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	18.17%	24.32%	-6.15%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	19.07%	22.60%	-3.53%

POSKX vs. ARTMX - Expense Ratio Comparison

POSKX has a 0.65% expense ratio, which is lower than ARTMX's 1.18% expense ratio.

Dividends

POSKX vs. ARTMX - Dividend Comparison

POSKX's dividend yield for the trailing twelve months is around 22.91%, more than ARTMX's 18.89% yield.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
ARTMX Artisan Mid Cap Fund	18.89%	19.33%	15.43%	0.00%	0.29%	19.29%	14.97%	12.88%	27.63%	14.97%	9.19%	16.40%
POSKX PrimeCap Odyssey Stock Fund	22.91%	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

Can I hold both POSKX and ARTMX in my portfolio?

POSKX and ARTMX have a correlation of 0.80, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which is riskier, POSKX or ARTMX?

POSKX has higher volatility (5.45%) compared to ARTMX (5.30%). In terms of maximum drawdown, POSKX dropped -50.18% vs ARTMX's -57.80%.

Which has better risk-adjusted returns?

POSKX currently has the higher Sharpe Ratio (2.14 vs 0.47), 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.