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

Correlation

The correlation between POSKX and VO is 0.94, 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. VO - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in PrimeCap Odyssey Stock Fund (POSKX) and Vanguard Mid-Cap ETF (VO). The values are adjusted to include any dividend payments, if applicable.

450.00%500.00%550.00%600.00%650.00%NovemberDecember2025FebruaryMarchApril
568.63%
502.75%
POSKX
VO

Key characteristics

Sharpe Ratio

POSKX:

0.09

VO:

0.47

Sortino Ratio

POSKX:

0.26

VO:

0.77

Omega Ratio

POSKX:

1.04

VO:

1.11

Calmar Ratio

POSKX:

0.08

VO:

0.44

Martin Ratio

POSKX:

0.32

VO:

1.69

Ulcer Index

POSKX:

5.21%

VO:

4.98%

Daily Std Dev

POSKX:

19.90%

VO:

18.14%

Max Drawdown

POSKX:

-50.18%

VO:

-58.88%

Current Drawdown

POSKX:

-10.75%

VO:

-9.79%

Returns By Period

In the year-to-date period, POSKX achieves a -4.97% return, which is significantly lower than VO's -3.18% return. Over the past 10 years, POSKX has outperformed VO with an annualized return of 10.13%, while VO has yielded a comparatively lower 8.74% annualized return.


POSKX

YTD

-4.97%

1M

-2.23%

6M

-6.55%

1Y

1.31%

5Y*

13.99%

10Y*

10.13%

VO

YTD

-3.18%

1M

-0.98%

6M

-3.72%

1Y

8.01%

5Y*

12.36%

10Y*

8.74%

*Annualized

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POSKX vs. VO - Expense Ratio Comparison

POSKX has a 0.65% expense ratio, which is higher than VO's 0.04% expense ratio.


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%
Expense ratio chart for VO: current value is 0.04%, compared with the broader market range of 0.00% to 2.12%.0.50%1.00%1.50%2.00%
VO: 0.04%

Risk-Adjusted Performance

POSKX vs. VO — 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

VO
The Risk-Adjusted Performance Rank of VO is 5656
Overall Rank
The Sharpe Ratio Rank of VO is 5656
Sharpe Ratio Rank
The Sortino Ratio Rank of VO is 5656
Sortino Ratio Rank
The Omega Ratio Rank of VO is 5555
Omega Ratio Rank
The Calmar Ratio Rank of VO is 5858
Calmar Ratio Rank
The Martin Ratio Rank of VO is 5555
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. VO - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for PrimeCap Odyssey Stock Fund (POSKX) and Vanguard Mid-Cap ETF (VO). 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
VO: 0.47
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
VO: 0.77
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
VO: 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
VO: 0.44
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
VO: 1.69

The current POSKX Sharpe Ratio is 0.09, which is lower than the VO Sharpe Ratio of 0.47. The chart below compares the historical Sharpe Ratios of POSKX and VO, 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
0.47
POSKX
VO

Dividends

POSKX vs. VO - Dividend Comparison

POSKX's dividend yield for the trailing twelve months is around 1.16%, less than VO's 1.62% yield.


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%
VO
Vanguard Mid-Cap ETF
1.62%1.49%1.52%1.60%1.12%1.45%1.48%1.82%1.35%1.45%1.47%1.29%

Drawdowns

POSKX vs. VO - Drawdown Comparison

The maximum POSKX drawdown since its inception was -50.18%, smaller than the maximum VO drawdown of -58.88%. Use the drawdown chart below to compare losses from any high point for POSKX and VO. For additional features, visit the drawdowns tool.


-20.00%-15.00%-10.00%-5.00%0.00%NovemberDecember2025FebruaryMarchApril
-10.75%
-9.79%
POSKX
VO

Volatility

POSKX vs. VO - Volatility Comparison

PrimeCap Odyssey Stock Fund (POSKX) has a higher volatility of 14.44% compared to Vanguard Mid-Cap ETF (VO) at 12.97%. This indicates that POSKX's price experiences larger fluctuations and is considered to be riskier than VO based on this measure. 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%NovemberDecember2025FebruaryMarchApril
14.44%
12.97%
POSKX
VO