POSKX vs. O
POSKX (PrimeCap Odyssey Stock Fund) is Large Cap Blend Equities fund managed by PRIMECAP Odyssey Funds, while O (Realty Income Corporation) is a stock. Over the past 10 years, POSKX returned 16.59%/yr vs 4.89%/yr for O. At a 0.43 correlation, their price movements are largely independent.
Performance
POSKX vs. O - Performance Comparison
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Returns By Period
In the year-to-date period, POSKX achieves a 23.64% return, which is significantly higher than O's 13.70% return. Over the past 10 years, POSKX has outperformed O with an annualized return of 16.59%, while O has yielded a comparatively lower 4.89% annualized 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%
O
- 1D
- 1.31%
- 1M
- 3.07%
- YTD
- 13.70%
- 6M
- 11.57%
- 1Y
- 14.88%
- 3Y*
- 6.59%
- 5Y*
- 3.49%
- 10Y*
- 4.89%
POSKX vs. O - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
POSKX PrimeCap Odyssey Stock Fund | 23.64% | 25.73% | 12.77% | 21.18% | -11.12% | 32.48% | 10.13% | 27.15% | -7.19% | 25.99% |
O Realty Income Corporation | 13.70% | 12.20% | -2.11% | -4.55% | -7.38% | 23.95% | -11.60% | 21.27% | 15.94% | 3.67% |
Correlation
The correlation between POSKX and O is 0.06, meaning there is essentially no relationship between their price movements. Each responds to its own set of market drivers, making them strong candidates for combining in a diversified portfolio.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.06 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.20 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.33 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.29 |
Correlation (All Time) Calculated using the full available price history since Nov 2, 2004 | 0.43 |
Over the past year, the correlation between POSKX and O has dropped to 0.06 - well below their long-term average of 0.43, suggesting their price drivers have been diverging.
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Return for Risk
POSKX vs. O — Risk / Return Rank
POSKX
O
POSKX vs. O - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for PrimeCap Odyssey Stock Fund (POSKX) and Realty Income Corporation (O). 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 | O | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +2.01 | ||
| Sortino ratioReturn per unit of downside risk | +2.74 | ||
| Omega ratioGain probability vs. loss probability | 1.51 | 1.15 | +0.36 |
| Calmar ratioReturn relative to maximum drawdown | 4.87 | 1.29 | +3.58 |
| Martin ratioReturn relative to average drawdown | 20.16 | 3.12 | +17.05 |
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Drawdowns
POSKX vs. O - Drawdown Comparison
The maximum POSKX drawdown since its inception was -50.18%, roughly equal to the maximum O drawdown of -48.45%. Use the drawdown chart below to compare losses from any high point for POSKX and O.
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Drawdown Indicators
| POSKX | O | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -50.18% | -48.45% | -1.73% |
Max Drawdown (1Y)Largest decline over 1 year | -9.99% | -11.10% | +1.11% |
Max Drawdown (3Y)Largest decline over 3 years | -20.25% | -26.49% | +6.24% |
Max Drawdown (5Y)Largest decline over 5 years | -22.96% | -34.48% | +11.52% |
Max Drawdown (10Y)Largest decline over 10 years | -36.88% | -48.28% | +11.40% |
Current DrawdownCurrent decline from peak | 0.00% | -5.94% | +5.94% |
Average DrawdownAverage peak-to-trough decline | -6.14% | -9.20% | +3.06% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.41% | 4.58% | -2.17% |
Volatility
POSKX vs. O - Volatility Comparison
PrimeCap Odyssey Stock Fund (POSKX) has a higher volatility of 6.86% compared to Realty Income Corporation (O) at 5.29%. This indicates that POSKX's price experiences larger fluctuations and is considered to be riskier than O based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| POSKX | O | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.86% | 5.29% | +1.57% |
Volatility (6M)Calculated over the trailing 6-month period | 13.72% | 11.98% | +1.74% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.80% | 16.21% | +0.59% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 18.03% | 18.92% | -0.89% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 19.06% | 25.64% | -6.58% |
Dividends
POSKX vs. O - Dividend Comparison
POSKX's dividend yield for the trailing twelve months is around 22.19%, more than O's 5.16% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
O Realty Income Corporation | 5.16% | 6.19% | 5.37% | 5.33% | 4.68% | 3.87% | 4.51% | 3.69% | 4.19% | 4.45% | 4.18% | 4.41% |
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 O have a correlation of 0.06, 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 O (5.29%). In terms of maximum drawdown, POSKX dropped -50.18% vs O's -48.45%.
POSKX currently has the higher Sharpe Ratio (2.90 vs 0.88), 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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