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

Correlation

The correlation between POSKX and VWIGX is 0.81, 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: 0.8

Performance

POSKX vs. VWIGX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in PrimeCap Odyssey Stock Fund (POSKX) and Vanguard International Growth Fund Investor Shares (VWIGX). The values are adjusted to include any dividend payments, if applicable.

100.00%200.00%300.00%400.00%500.00%600.00%NovemberDecember2025FebruaryMarchApril
568.63%
143.93%
POSKX
VWIGX

Key characteristics

Sharpe Ratio

POSKX:

0.09

VWIGX:

0.05

Sortino Ratio

POSKX:

0.26

VWIGX:

0.22

Omega Ratio

POSKX:

1.04

VWIGX:

1.03

Calmar Ratio

POSKX:

0.08

VWIGX:

0.03

Martin Ratio

POSKX:

0.32

VWIGX:

0.17

Ulcer Index

POSKX:

5.21%

VWIGX:

7.19%

Daily Std Dev

POSKX:

19.90%

VWIGX:

23.74%

Max Drawdown

POSKX:

-50.18%

VWIGX:

-65.63%

Current Drawdown

POSKX:

-10.75%

VWIGX:

-39.73%

Returns By Period

In the year-to-date period, POSKX achieves a -4.97% return, which is significantly lower than VWIGX's 3.47% return. Over the past 10 years, POSKX has outperformed VWIGX with an annualized return of 10.13%, while VWIGX has yielded a comparatively lower 4.42% annualized return.


POSKX

YTD

-4.97%

1M

-2.23%

6M

-6.55%

1Y

1.31%

5Y*

13.99%

10Y*

10.13%

VWIGX

YTD

3.47%

1M

0.55%

6M

-9.16%

1Y

0.64%

5Y*

2.24%

10Y*

4.42%

*Annualized

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POSKX vs. VWIGX - Expense Ratio Comparison

POSKX has a 0.65% expense ratio, which is higher than VWIGX's 0.43% 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 VWIGX: current value is 0.43%, compared with the broader market range of 0.00% to 2.12%.0.50%1.00%1.50%2.00%
VWIGX: 0.43%

Risk-Adjusted Performance

POSKX vs. VWIGX — 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

VWIGX
The Risk-Adjusted Performance Rank of VWIGX is 2727
Overall Rank
The Sharpe Ratio Rank of VWIGX is 2727
Sharpe Ratio Rank
The Sortino Ratio Rank of VWIGX is 2828
Sortino Ratio Rank
The Omega Ratio Rank of VWIGX is 2828
Omega Ratio Rank
The Calmar Ratio Rank of VWIGX is 2626
Calmar Ratio Rank
The Martin Ratio Rank of VWIGX is 2727
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. VWIGX - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for PrimeCap Odyssey Stock Fund (POSKX) and Vanguard International Growth Fund Investor Shares (VWIGX). 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
VWIGX: 0.05
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
VWIGX: 0.22
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
VWIGX: 1.03
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
VWIGX: 0.03
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
VWIGX: 0.17

The current POSKX Sharpe Ratio is 0.09, which is higher than the VWIGX Sharpe Ratio of 0.05. The chart below compares the historical Sharpe Ratios of POSKX and VWIGX, 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
0.05
POSKX
VWIGX

Dividends

POSKX vs. VWIGX - Dividend Comparison

POSKX's dividend yield for the trailing twelve months is around 1.16%, more than VWIGX's 0.80% 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%
VWIGX
Vanguard International Growth Fund Investor Shares
0.80%0.83%1.01%1.37%0.93%0.21%1.20%1.62%0.84%1.26%1.39%2.29%

Drawdowns

POSKX vs. VWIGX - Drawdown Comparison

The maximum POSKX drawdown since its inception was -50.18%, smaller than the maximum VWIGX drawdown of -65.63%. Use the drawdown chart below to compare losses from any high point for POSKX and VWIGX. For additional features, visit the drawdowns tool.


-50.00%-40.00%-30.00%-20.00%-10.00%0.00%NovemberDecember2025FebruaryMarchApril
-10.75%
-39.73%
POSKX
VWIGX

Volatility

POSKX vs. VWIGX - Volatility Comparison

PrimeCap Odyssey Stock Fund (POSKX) has a higher volatility of 14.44% compared to Vanguard International Growth Fund Investor Shares (VWIGX) at 13.28%. This indicates that POSKX's price experiences larger fluctuations and is considered to be riskier than VWIGX 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%
13.28%
POSKX
VWIGX