POSKX vs. FLVCX
POSKX (PrimeCap Odyssey Stock Fund) and FLVCX (Fidelity Leveraged Company Stock Fund) are both Large Cap Blend Equities funds. Over the past 10 years, POSKX returned 17.20%/yr vs 16.53%/yr for FLVCX. Their correlation of 0.88 suggests significant overlap in exposure. POSKX charges 0.65%/yr vs 0.74%/yr for FLVCX.
Performance
POSKX vs. FLVCX - Performance Comparison
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Returns By Period
The year-to-date returns for both investments are quite close, with POSKX having a 26.80% return and FLVCX slightly higher at 26.99%. Both investments have delivered pretty close results over the past 10 years, with POSKX having a 17.20% annualized return and FLVCX not far behind at 16.53%.
POSKX
- 1D
- 1.20%
- 1M
- 6.08%
- YTD
- 26.80%
- 6M
- 25.51%
- 1Y
- 53.32%
- 3Y*
- 25.86%
- 5Y*
- 16.80%
- 10Y*
- 17.20%
FLVCX
- 1D
- 1.44%
- 1M
- 9.26%
- YTD
- 26.99%
- 6M
- 25.31%
- 1Y
- 44.76%
- 3Y*
- 29.79%
- 5Y*
- 15.32%
- 10Y*
- 16.53%
POSKX vs. FLVCX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
POSKX PrimeCap Odyssey Stock Fund | 26.80% | 25.73% | 12.77% | 21.18% | -11.12% | 32.48% | 10.13% | 27.15% | -7.19% | 25.99% |
FLVCX Fidelity Leveraged Company Stock Fund | 26.99% | 20.34% | 26.95% | 26.10% | -22.99% | 26.08% | 26.74% | 35.60% | -16.43% | 20.92% |
Correlation
The correlation between POSKX and FLVCX is 0.78, 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 | 0.78 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.82 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.88 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.89 |
Correlation (All Time) Calculated using the full available price history since Nov 2, 2004 | 0.88 |
The correlation between POSKX and FLVCX shifts across timeframes, from 0.78 (1 year) to 0.89 (10 years), reflecting how their relationship changes across market environments.
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Return for Risk
POSKX vs. FLVCX — Risk / Return Rank
POSKX
FLVCX
POSKX vs. FLVCX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for PrimeCap Odyssey Stock Fund (POSKX) and Fidelity Leveraged Company Stock Fund (FLVCX). 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 | FLVCX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +1.15 | ||
| Sortino ratioReturn per unit of downside risk | +1.69 | ||
| Omega ratioGain probability vs. loss probability | 1.57 | 1.36 | +0.21 |
| Calmar ratioReturn relative to maximum drawdown | 5.47 | 3.56 | +1.92 |
| Martin ratioReturn relative to average drawdown | 22.70 | 12.93 | +9.77 |
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Drawdowns
POSKX vs. FLVCX - Drawdown Comparison
The maximum POSKX drawdown since its inception was -50.18%, smaller than the maximum FLVCX drawdown of -70.02%. Use the drawdown chart below to compare losses from any high point for POSKX and FLVCX.
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Drawdown Indicators
| POSKX | FLVCX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -50.18% | -70.02% | +19.84% |
Max Drawdown (1Y)Largest decline over 1 year | -9.99% | -13.06% | +3.07% |
Max Drawdown (3Y)Largest decline over 3 years | -20.25% | -28.54% | +8.29% |
Max Drawdown (5Y)Largest decline over 5 years | -22.96% | -28.54% | +5.58% |
Max Drawdown (10Y)Largest decline over 10 years | -36.88% | -44.14% | +7.26% |
Current DrawdownCurrent decline from peak | 0.00% | 0.00% | 0.00% |
Average DrawdownAverage peak-to-trough decline | -6.14% | -10.98% | +4.84% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.40% | 3.59% | -1.19% |
Volatility
POSKX vs. FLVCX - Volatility Comparison
The current volatility for PrimeCap Odyssey Stock Fund (POSKX) is 6.72%, while Fidelity Leveraged Company Stock Fund (FLVCX) has a volatility of 9.08%. This indicates that POSKX experiences smaller price fluctuations and is considered to be less risky than FLVCX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| POSKX | FLVCX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.72% | 9.08% | -2.36% |
Volatility (6M)Calculated over the trailing 6-month period | 13.83% | 18.05% | -4.22% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.94% | 22.29% | -5.35% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 18.05% | 23.07% | -5.02% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 19.09% | 23.51% | -4.42% |
POSKX vs. FLVCX - Expense Ratio Comparison
POSKX has a 0.65% expense ratio, which is lower than FLVCX's 0.74% expense ratio.
Dividends
POSKX vs. FLVCX - Dividend Comparison
POSKX's dividend yield for the trailing twelve months is around 21.64%, more than FLVCX's 3.72% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FLVCX Fidelity Leveraged Company Stock Fund | 3.72% | 4.72% | 14.53% | 12.19% | 18.49% | 8.40% | 0.11% | 0.10% | 19.91% | 18.96% | 27.48% | 6.18% |
POSKX PrimeCap Odyssey Stock Fund | 21.64% | 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 FLVCX have a correlation of 0.78, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
FLVCX has higher volatility (9.08%) compared to POSKX (6.72%). In terms of maximum drawdown, POSKX dropped -50.18% vs FLVCX's -70.02%.
POSKX currently has the higher Sharpe Ratio (3.23 vs 2.09), 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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