POSKX vs. POAGX
Compare and contrast key facts about PrimeCap Odyssey Stock Fund (POSKX) and PrimeCap Odyssey Aggressive Growth Fund (POAGX).
POSKX is managed by PRIMECAP Odyssey Funds. It was launched on Nov 1, 2004. POAGX is managed by PRIMECAP Odyssey Funds. It was launched on Nov 1, 2004.
Performance
POSKX vs. POAGX - Performance Comparison
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POSKX vs. POAGX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
POSKX PrimeCap Odyssey Stock Fund | 1.27% | 25.73% | 12.77% | 21.18% | -11.12% | 32.48% | 10.13% | 27.15% | -7.19% | 25.99% |
POAGX PrimeCap Odyssey Aggressive Growth Fund | -6.55% | 28.68% | 12.56% | 25.02% | -24.25% | 4.02% | 29.17% | 23.52% | -7.10% | 33.60% |
Returns By Period
In the year-to-date period, POSKX achieves a 1.27% return, which is significantly higher than POAGX's -6.55% return. Over the past 10 years, POSKX has outperformed POAGX with an annualized return of 14.21%, while POAGX has yielded a comparatively lower 12.72% annualized return.
POSKX
- 1D
- 3.29%
- 1M
- -5.41%
- YTD
- 1.27%
- 6M
- 7.42%
- 1Y
- 31.27%
- 3Y*
- 18.84%
- 5Y*
- 12.41%
- 10Y*
- 14.21%
POAGX
- 1D
- 4.56%
- 1M
- -7.93%
- YTD
- -6.55%
- 6M
- -0.22%
- 1Y
- 30.59%
- 3Y*
- 15.20%
- 5Y*
- 4.33%
- 10Y*
- 12.72%
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POSKX vs. POAGX - Expense Ratio Comparison
Both POSKX and POAGX have an expense ratio of 0.65%.
Return for Risk
POSKX vs. POAGX — Risk / Return Rank
POSKX
POAGX
POSKX vs. POAGX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for PrimeCap Odyssey Stock Fund (POSKX) and PrimeCap Odyssey Aggressive Growth Fund (POAGX). 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.
| POSKX | POAGX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.50 | 1.25 | +0.24 |
Sortino ratioReturn per unit of downside risk | 2.12 | 1.81 | +0.31 |
Omega ratioGain probability vs. loss probability | 1.31 | 1.25 | +0.05 |
Calmar ratioReturn relative to maximum drawdown | 2.33 | 1.73 | +0.60 |
Martin ratioReturn relative to average drawdown | 10.01 | 7.07 | +2.93 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| POSKX | POAGX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.50 | 1.25 | +0.24 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.71 | 0.19 | +0.51 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.75 | 0.56 | +0.19 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.62 | 0.58 | +0.04 |
Correlation
The correlation between POSKX and POAGX is 0.88, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
POSKX vs. POAGX - Dividend Comparison
POSKX's dividend yield for the trailing twelve months is around 27.09%, more than POAGX's 14.18% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
POSKX PrimeCap Odyssey Stock Fund | 27.09% | 27.44% | 18.13% | 10.14% | 12.13% | 14.58% | 7.85% | 6.03% | 3.03% | 2.17% | 2.93% | 1.92% |
POAGX PrimeCap Odyssey Aggressive Growth Fund | 14.18% | 13.25% | 9.90% | 5.54% | 10.78% | 5.93% | 7.84% | 5.33% | 7.82% | 0.86% | 16.63% | 12.52% |
Drawdowns
POSKX vs. POAGX - Drawdown Comparison
The maximum POSKX drawdown since its inception was -50.18%, smaller than the maximum POAGX drawdown of -55.77%. Use the drawdown chart below to compare losses from any high point for POSKX and POAGX.
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Drawdown Indicators
| POSKX | POAGX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -50.18% | -55.77% | +5.59% |
Max Drawdown (1Y)Largest decline over 1 year | -13.30% | -16.87% | +3.57% |
Max Drawdown (5Y)Largest decline over 5 years | -22.96% | -38.80% | +15.84% |
Max Drawdown (10Y)Largest decline over 10 years | -36.88% | -38.80% | +1.92% |
Current DrawdownCurrent decline from peak | -7.03% | -13.08% | +6.05% |
Average DrawdownAverage peak-to-trough decline | -6.19% | -9.58% | +3.39% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.10% | 4.13% | -1.03% |
Volatility
POSKX vs. POAGX - Volatility Comparison
The current volatility for PrimeCap Odyssey Stock Fund (POSKX) is 6.79%, while PrimeCap Odyssey Aggressive Growth Fund (POAGX) has a volatility of 8.65%. This indicates that POSKX experiences smaller price fluctuations and is considered to be less risky than POAGX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| POSKX | POAGX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.79% | 8.65% | -1.86% |
Volatility (6M)Calculated over the trailing 6-month period | 12.03% | 15.69% | -3.66% |
Volatility (1Y)Calculated over the trailing 1-year period | 20.58% | 24.15% | -3.57% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.66% | 22.65% | -4.99% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.88% | 22.75% | -3.87% |