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POSKX vs. SEEGX
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

Correlation

The correlation between POSKX and SEEGX is 0.91, 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.


-0.50.00.51.0
Correlation: 0.9

Performance

POSKX vs. SEEGX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in PrimeCap Odyssey Stock Fund (POSKX) and JPMorgan Large Cap Growth Fund (SEEGX). The values are adjusted to include any dividend payments, if applicable.

300.00%400.00%500.00%600.00%700.00%NovemberDecember2025FebruaryMarchApril
568.63%
396.05%
POSKX
SEEGX

Key characteristics

Sharpe Ratio

POSKX:

0.09

SEEGX:

0.44

Sortino Ratio

POSKX:

0.26

SEEGX:

0.76

Omega Ratio

POSKX:

1.04

SEEGX:

1.11

Calmar Ratio

POSKX:

0.08

SEEGX:

0.49

Martin Ratio

POSKX:

0.32

SEEGX:

1.70

Ulcer Index

POSKX:

5.21%

SEEGX:

6.27%

Daily Std Dev

POSKX:

19.90%

SEEGX:

24.05%

Max Drawdown

POSKX:

-50.18%

SEEGX:

-64.32%

Current Drawdown

POSKX:

-10.75%

SEEGX:

-11.96%

Returns By Period

In the year-to-date period, POSKX achieves a -4.97% return, which is significantly higher than SEEGX's -7.35% return. Over the past 10 years, POSKX has outperformed SEEGX with an annualized return of 10.13%, while SEEGX has yielded a comparatively lower 7.31% annualized return.


POSKX

YTD

-4.97%

1M

-2.23%

6M

-6.55%

1Y

1.31%

5Y*

13.99%

10Y*

10.13%

SEEGX

YTD

-7.35%

1M

0.64%

6M

-5.54%

1Y

9.36%

5Y*

11.80%

10Y*

7.31%

*Annualized

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POSKX vs. SEEGX - Expense Ratio Comparison

POSKX has a 0.65% expense ratio, which is lower than SEEGX's 0.69% expense ratio.


Expense ratio chart for SEEGX: current value is 0.69%, compared with the broader market range of 0.00% to 2.12%.0.50%1.00%1.50%2.00%
SEEGX: 0.69%
Expense ratio chart for POSKX: current value is 0.65%, compared with the broader market range of 0.00% to 2.12%.0.50%1.00%1.50%2.00%
POSKX: 0.65%

Risk-Adjusted Performance

POSKX vs. SEEGX — Risk-Adjusted Performance Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

POSKX
The Risk-Adjusted Performance Rank of POSKX is 2929
Overall Rank
The Sharpe Ratio Rank of POSKX is 2828
Sharpe Ratio Rank
The Sortino Ratio Rank of POSKX is 2929
Sortino Ratio Rank
The Omega Ratio Rank of POSKX is 2929
Omega Ratio Rank
The Calmar Ratio Rank of POSKX is 3030
Calmar Ratio Rank
The Martin Ratio Rank of POSKX is 3030
Martin Ratio Rank

SEEGX
The Risk-Adjusted Performance Rank of SEEGX is 5656
Overall Rank
The Sharpe Ratio Rank of SEEGX is 5252
Sharpe Ratio Rank
The Sortino Ratio Rank of SEEGX is 5555
Sortino Ratio Rank
The Omega Ratio Rank of SEEGX is 5555
Omega Ratio Rank
The Calmar Ratio Rank of SEEGX is 6464
Calmar Ratio Rank
The Martin Ratio Rank of SEEGX is 5454
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

POSKX vs. SEEGX - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for PrimeCap Odyssey Stock Fund (POSKX) and JPMorgan Large Cap Growth Fund (SEEGX). 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.


The chart of Sharpe ratio for POSKX, currently valued at 0.09, compared to the broader market-1.000.001.002.003.00
POSKX: 0.09
SEEGX: 0.44
The chart of Sortino ratio for POSKX, currently valued at 0.26, compared to the broader market-2.000.002.004.006.008.00
POSKX: 0.26
SEEGX: 0.76
The chart of Omega ratio for POSKX, currently valued at 1.04, compared to the broader market0.501.001.502.002.503.00
POSKX: 1.04
SEEGX: 1.11
The chart of Calmar ratio for POSKX, currently valued at 0.08, compared to the broader market0.002.004.006.008.0010.00
POSKX: 0.08
SEEGX: 0.49
The chart of Martin ratio for POSKX, currently valued at 0.32, compared to the broader market0.0010.0020.0030.0040.0050.00
POSKX: 0.32
SEEGX: 1.70

The current POSKX Sharpe Ratio is 0.09, which is lower than the SEEGX Sharpe Ratio of 0.44. The chart below compares the historical Sharpe Ratios of POSKX and SEEGX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


Rolling 12-month Sharpe Ratio-1.000.001.002.003.00NovemberDecember2025FebruaryMarchApril
0.09
0.44
POSKX
SEEGX

Dividends

POSKX vs. SEEGX - Dividend Comparison

POSKX's dividend yield for the trailing twelve months is around 1.16%, while SEEGX has not paid dividends to shareholders.


TTM20242023202220212020201920182017201620152014
POSKX
PrimeCap Odyssey Stock Fund
1.16%1.10%1.21%1.29%0.70%1.37%1.36%1.19%0.96%1.18%1.03%1.31%
SEEGX
JPMorgan Large Cap Growth Fund
0.00%0.00%0.12%0.40%0.00%0.05%0.04%0.00%0.00%0.00%0.00%0.00%

Drawdowns

POSKX vs. SEEGX - Drawdown Comparison

The maximum POSKX drawdown since its inception was -50.18%, smaller than the maximum SEEGX drawdown of -64.32%. Use the drawdown chart below to compare losses from any high point for POSKX and SEEGX. For additional features, visit the drawdowns tool.


-20.00%-15.00%-10.00%-5.00%0.00%NovemberDecember2025FebruaryMarchApril
-10.75%
-11.96%
POSKX
SEEGX

Volatility

POSKX vs. SEEGX - Volatility Comparison

PrimeCap Odyssey Stock Fund (POSKX) and JPMorgan Large Cap Growth Fund (SEEGX) have volatilities of 14.44% and 15.02%, 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.


2.00%4.00%6.00%8.00%10.00%12.00%14.00%16.00%NovemberDecember2025FebruaryMarchApril
14.44%
15.02%
POSKX
SEEGX