POSKX vs. SGOIX
Compare and contrast key facts about PrimeCap Odyssey Stock Fund (POSKX) and First Eagle Overseas Fund Class I (SGOIX).
POSKX is managed by PRIMECAP Odyssey Funds. It was launched on Nov 1, 2004. SGOIX is managed by First Eagle.
Performance
POSKX vs. SGOIX - Performance Comparison
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POSKX vs. SGOIX - 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% |
SGOIX First Eagle Overseas Fund Class I | 3.80% | 39.06% | 6.45% | 10.73% | -7.86% | 5.25% | 7.25% | 17.90% | -9.95% | 14.38% |
Returns By Period
In the year-to-date period, POSKX achieves a 1.27% return, which is significantly lower than SGOIX's 3.80% return. Over the past 10 years, POSKX has outperformed SGOIX with an annualized return of 14.21%, while SGOIX has yielded a comparatively lower 8.31% 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%
SGOIX
- 1D
- 2.33%
- 1M
- -7.69%
- YTD
- 3.80%
- 6M
- 9.66%
- 1Y
- 29.85%
- 3Y*
- 16.77%
- 5Y*
- 10.05%
- 10Y*
- 8.31%
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POSKX vs. SGOIX - Expense Ratio Comparison
POSKX has a 0.65% expense ratio, which is lower than SGOIX's 0.88% expense ratio.
Return for Risk
POSKX vs. SGOIX — Risk / Return Rank
POSKX
SGOIX
POSKX vs. SGOIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for PrimeCap Odyssey Stock Fund (POSKX) and First Eagle Overseas Fund Class I (SGOIX). 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 | SGOIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.50 | 2.21 | -0.71 |
Sortino ratioReturn per unit of downside risk | 2.12 | 2.80 | -0.68 |
Omega ratioGain probability vs. loss probability | 1.31 | 1.44 | -0.13 |
Calmar ratioReturn relative to maximum drawdown | 2.33 | 2.59 | -0.26 |
Martin ratioReturn relative to average drawdown | 10.01 | 10.79 | -0.78 |
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 | SGOIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.50 | 2.21 | -0.71 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.71 | 0.86 | -0.15 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.75 | 0.73 | +0.02 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.62 | 0.88 | -0.25 |
Correlation
The correlation between POSKX and SGOIX is 0.59, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Dividends
POSKX vs. SGOIX - Dividend Comparison
POSKX's dividend yield for the trailing twelve months is around 27.09%, more than SGOIX's 8.15% 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% |
SGOIX First Eagle Overseas Fund Class I | 8.15% | 8.45% | 8.49% | 2.45% | 3.81% | 5.92% | 0.47% | 5.70% | 3.36% | 3.59% | 3.80% | 1.58% |
Drawdowns
POSKX vs. SGOIX - Drawdown Comparison
The maximum POSKX drawdown since its inception was -50.18%, which is greater than SGOIX's maximum drawdown of -35.54%. Use the drawdown chart below to compare losses from any high point for POSKX and SGOIX.
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Drawdown Indicators
| POSKX | SGOIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -50.18% | -35.54% | -14.64% |
Max Drawdown (1Y)Largest decline over 1 year | -13.30% | -11.35% | -1.95% |
Max Drawdown (5Y)Largest decline over 5 years | -22.96% | -21.39% | -1.57% |
Max Drawdown (10Y)Largest decline over 10 years | -36.88% | -24.79% | -12.09% |
Current DrawdownCurrent decline from peak | -7.03% | -8.91% | +1.88% |
Average DrawdownAverage peak-to-trough decline | -6.19% | -4.57% | -1.62% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.10% | 2.72% | +0.38% |
Volatility
POSKX vs. SGOIX - Volatility Comparison
PrimeCap Odyssey Stock Fund (POSKX) has a higher volatility of 6.79% compared to First Eagle Overseas Fund Class I (SGOIX) at 6.40%. This indicates that POSKX's price experiences larger fluctuations and is considered to be riskier than SGOIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| POSKX | SGOIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.79% | 6.40% | +0.39% |
Volatility (6M)Calculated over the trailing 6-month period | 12.03% | 9.85% | +2.18% |
Volatility (1Y)Calculated over the trailing 1-year period | 20.58% | 13.64% | +6.94% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.66% | 11.77% | +5.89% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.88% | 11.37% | +7.51% |