POSKX vs. ARTMX
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 16.68%/yr vs 11.73%/yr for ARTMX. Their correlation of 0.85 suggests significant overlap in exposure. POSKX charges 0.65%/yr vs 1.18%/yr for ARTMX.
Performance
POSKX vs. ARTMX - Performance Comparison
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Returns By Period
In the year-to-date period, POSKX achieves a 25.29% return, which is significantly higher than ARTMX's 7.09% return. Over the past 10 years, POSKX has outperformed ARTMX with an annualized return of 16.68%, while ARTMX has yielded a comparatively lower 11.73% annualized return.
POSKX
- 1D
- 1.81%
- 1M
- 4.82%
- YTD
- 25.29%
- 6M
- 23.99%
- 1Y
- 52.59%
- 3Y*
- 24.45%
- 5Y*
- 16.90%
- 10Y*
- 16.68%
ARTMX
- 1D
- 1.86%
- 1M
- 3.76%
- YTD
- 7.09%
- 6M
- 5.10%
- 1Y
- 19.95%
- 3Y*
- 13.69%
- 5Y*
- 2.47%
- 10Y*
- 11.73%
POSKX vs. ARTMX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
POSKX PrimeCap Odyssey Stock Fund | 25.29% | 25.73% | 12.77% | 21.18% | -11.12% | 32.48% | 10.13% | 27.15% | -7.19% | 25.99% |
ARTMX Artisan Mid Cap Fund | 7.09% | 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 0.74, 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 | 0.74 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.80 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.81 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.78 |
Correlation (All Time) Calculated using the full available price history since Nov 2, 2004 | 0.85 |
The correlation between POSKX and ARTMX shifts across timeframes, from 0.74 (1 year) to 0.85 (all time), reflecting how their relationship changes across market environments.
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Return for Risk
POSKX vs. ARTMX — Risk / Return Rank
POSKX
ARTMX
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 ratioReturn per unit of total volatility | +1.96 | ||
| Sortino ratioReturn per unit of downside risk | +2.57 | ||
| Omega ratioGain probability vs. loss probability | 1.54 | 1.20 | +0.35 |
| Calmar ratioReturn relative to maximum drawdown | 5.21 | 1.51 | +3.70 |
| Martin ratioReturn relative to average drawdown | 21.60 | 5.81 | +15.79 |
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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.
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Drawdown Indicators
| POSKX | ARTMX | Difference | |
|---|---|---|---|
Max DrawdownLargest 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 DrawdownCurrent decline from peak | -0.46% | -1.32% | +0.86% |
Average DrawdownAverage peak-to-trough decline | -6.14% | -11.99% | +5.85% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.40% | 3.46% | -1.06% |
Volatility
POSKX vs. ARTMX - Volatility Comparison
PrimeCap Odyssey Stock Fund (POSKX) and Artisan Mid Cap Fund (ARTMX) have volatilities of 6.92% and 7.01%, 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.
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Volatility by Period
| POSKX | ARTMX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.92% | 7.01% | -0.09% |
Volatility (6M)Calculated over the trailing 6-month period | 13.87% | 14.86% | -0.99% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.89% | 18.03% | -1.14% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 18.05% | 24.22% | -6.17% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 19.08% | 22.60% | -3.52% |
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 21.90%, more than ARTMX's 18.06% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ARTMX Artisan Mid Cap Fund | 18.06% | 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 | 21.90% | 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
POSKX and ARTMX have a correlation of 0.74, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
ARTMX has higher volatility (7.01%) compared to POSKX (6.92%). In terms of maximum drawdown, POSKX dropped -50.18% vs ARTMX's -57.80%.
POSKX currently has the higher Sharpe Ratio (3.08 vs 1.12), 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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