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POSKX vs. JAAA
Performance
Return for Risk
Drawdowns
Volatility
Dividends

POSKX vs. JAAA

Last updated Jun 13, 2026

POSKX (PrimeCap Odyssey Stock Fund) and JAAA (Janus Henderson AAA CLO ETF) are both funds - POSKX is a Large Cap Blend Equities fund managed by PRIMECAP Odyssey Funds, while JAAA is a CLO fund actively managed by Janus Henderson. Over the past 5 years, POSKX returned 15.70%/yr vs 4.76%/yr for JAAA. At a 0.10 correlation, their price movements are largely independent. POSKX charges 0.65%/yr vs 0.20%/yr for JAAA.

Performance

POSKX vs. JAAA - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in PrimeCap Odyssey Stock Fund (POSKX) and Janus Henderson AAA CLO ETF (JAAA). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, POSKX achieves a 23.64% return, which is significantly higher than JAAA's 1.99% return.

POSKX

1D
3.95%
1M
6.77%
YTD
23.64%
6M
23.64%
1Y
49.32%
3Y*
24.74%
5Y*
15.70%
10Y*
16.59%

JAAA

1D
0.02%
1M
0.33%
YTD
1.99%
6M
2.49%
1Y
5.01%
3Y*
6.67%
5Y*
4.76%
10Y*
—
*Multi-year figures are annualized to reflect compound growth (CAGR)

POSKX vs. JAAA - Yearly Performance Comparison

2026 (YTD)202520242023202220212020
POSKX
PrimeCap Odyssey Stock Fund		23.64%25.73%12.77%21.18%-11.12%32.48%13.24%
JAAA
Janus Henderson AAA CLO ETF		1.99%5.16%7.43%8.59%0.49%1.39%0.76%

Correlation

The correlation between POSKX and JAAA is 0.21, which is low. Their price movements are largely independent, making them effective diversification partners.

Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.21

Correlation (3Y)
Calculated over the trailing 3-year period

0.15

Correlation (5Y)
Calculated over the trailing 5-year period

0.11

Correlation (All Time)
Calculated using the full available price history since Oct 19, 2020

0.10

The correlation between POSKX and JAAA shifts across timeframes, from 0.10 (all time) to 0.21 (1 year), reflecting how their relationship changes across market environments.

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.

PrimeCap Odyssey Stock Fund

Janus Henderson AAA CLO ETF

Often compared with POSKX:
POSKX vs. VPCCXPOSKX vs. XVVPOSKX vs. SPYPOSKX vs. ARTMXPOSKX vs. VOPOSKX vs. EWHPOSKX vs. SEEGX
Often compared with JAAA:
JAAA vs. PAAAJAAA vs. JBBBJAAA vs. AAAJAAA vs. CLOZJAAA vs. BINCJAAA vs. BOXXJAAA vs. SGOV

Return for Risk

POSKX vs. JAAA — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.
POSKX
POSKX Risk / Return Rank: 9292
Overall Rank
POSKX Sharpe Ratio Rank: 9595
Sharpe Ratio Rank
POSKX Sortino Ratio Rank: 9090
Sortino Ratio Rank
POSKX Omega Ratio Rank: 8686
Omega Ratio Rank
POSKX Calmar Ratio Rank: 9595
Calmar Ratio Rank
POSKX Martin Ratio Rank: 9696
Martin Ratio Rank
JAAA
JAAA Risk / Return Rank: 9898
Overall Rank
JAAA Sharpe Ratio Rank: 9999
Sharpe Ratio Rank
JAAA Sortino Ratio Rank: 9999
Sortino Ratio Rank
JAAA Omega Ratio Rank: 9999
Omega Ratio Rank
JAAA Calmar Ratio Rank: 9898
Calmar Ratio Rank
JAAA Martin Ratio Rank: 9898
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

POSKX vs. JAAA - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for PrimeCap Odyssey Stock Fund (POSKX) and Janus Henderson AAA CLO ETF (JAAA). 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.

POSKXJAAADifference
Sharpe ratioReturn per unit of total volatility
2.90
6.03

-3.13

Sortino ratioReturn per unit of downside risk
3.99
10.06

-6.07

Omega ratioGain probability vs. loss probability

1.51

2.72

-1.21

Calmar ratioReturn relative to maximum drawdown

4.87

12.91

-8.05

Martin ratioReturn relative to average drawdown

20.16

69.57

-49.41

POSKX vs. JAAA - Sharpe Ratio Comparison

The current POSKX Sharpe Ratio is 2.90, which is lower than the JAAA Sharpe Ratio of 6.03. The chart below compares the historical Sharpe Ratios of POSKX and JAAA, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

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Drawdowns

POSKX vs. JAAA - Drawdown Comparison

The maximum POSKX drawdown since its inception was -50.18%, which is greater than JAAA's maximum drawdown of -2.64%. Use the drawdown chart below to compare losses from any high point for POSKX and JAAA.

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Drawdown Indicators

POSKXJAAADifference

Max Drawdown

Largest peak-to-trough decline

-50.18%

-2.64%

-47.54%

Max Drawdown (1Y)

Largest decline over 1 year

-9.99%

-0.39%

-9.60%

Max Drawdown (3Y)

Largest decline over 3 years

-20.25%

-1.46%

-18.79%

Max Drawdown (5Y)

Largest decline over 5 years

-22.96%

-2.64%

-20.32%

Max Drawdown (10Y)

Largest decline over 10 years

-36.88%

—

—

Current Drawdown

Current decline from peak

0.00%

0.00%

0.00%

Average Drawdown

Average peak-to-trough decline

-6.14%

-0.25%

-5.89%

Ulcer Index

Depth and duration of drawdowns from previous peaks

2.41%

0.07%

+2.34%

Volatility

POSKX vs. JAAA - Volatility Comparison

PrimeCap Odyssey Stock Fund (POSKX) has a higher volatility of 6.86% compared to Janus Henderson AAA CLO ETF (JAAA) at 0.12%. This indicates that POSKX's price experiences larger fluctuations and is considered to be riskier than JAAA based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

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Volatility by Period

POSKXJAAADifference

Volatility (1M)

Calculated over the trailing 1-month period

6.86%

0.12%

+6.74%

Volatility (6M)

Calculated over the trailing 6-month period

13.72%

0.63%

+13.09%

Volatility (1Y)

Calculated over the trailing 1-year period

16.80%

0.83%

+15.97%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

18.03%

1.67%

+16.36%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

19.06%

1.64%

+17.42%

POSKX vs. JAAA - Expense Ratio Comparison

POSKX has a 0.65% expense ratio, which is higher than JAAA's 0.20% expense ratio.

Dividends

POSKX vs. JAAA - Dividend Comparison

POSKX's dividend yield for the trailing twelve months is around 22.19%, more than JAAA's 4.99% yield.

PositionTTM20252024202320222021202020192018201720162015
JAAA
Janus Henderson AAA CLO ETF		4.99%5.30%6.35%6.11%2.74%1.21%0.26%0.00%0.00%0.00%0.00%0.00%
POSKX
PrimeCap Odyssey Stock Fund		22.19%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 JAAA have a correlation of 0.21, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

POSKX has higher volatility (6.86%) compared to JAAA (0.12%). In terms of maximum drawdown, POSKX dropped -50.18% vs JAAA's -2.64%.

JAAA currently has the higher Sharpe Ratio (6.03 vs 2.90), 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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