SGFFX vs. POAGX

Last updated Jun 5, 2026

SGFFX (Sparrow Growth Fund) and POAGX (PrimeCap Odyssey Aggressive Growth Fund) are both Mid Cap Growth Equities funds. Over the past 10 years, SGFFX returned 16.01%/yr vs 15.85%/yr for POAGX. Their correlation of 0.82 suggests significant overlap in exposure. SGFFX charges 1.81%/yr vs 0.65%/yr for POAGX.

Performance

SGFFX vs. POAGX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Sparrow Growth Fund (SGFFX) and PrimeCap Odyssey Aggressive Growth Fund (POAGX). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

In the year-to-date period, SGFFX achieves a 2.50% return, which is significantly lower than POAGX's 24.83% return. Both investments have delivered pretty close results over the past 10 years, with SGFFX having a 16.01% annualized return and POAGX not far behind at 15.85%.

SGFFX

• 1D: -0.87%
• 1M: 2.75%
• YTD: 2.50%
• 6M: 1.38%
• 1Y: 11.53%
• 3Y*: 19.94%
• 5Y*: 6.74%
• 10Y*: 16.01%

POAGX

• 1D: -0.18%
• 1M: 14.18%
• YTD: 24.83%
• 6M: 25.56%
• 1Y: 59.73%
• 3Y*: 25.49%
• 5Y*: 10.54%
• 10Y*: 15.85%

*Multi-year figures are annualized to reflect compound growth (CAGR)

SGFFX vs. POAGX - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019	2018	2017
SGFFX Sparrow Growth Fund	2.50%	14.31%	34.81%	17.02%	-23.36%	-11.00%	97.83%	27.24%	6.26%	31.24%
POAGX PrimeCap Odyssey Aggressive Growth Fund	24.83%	28.68%	12.56%	25.02%	-24.25%	4.02%	29.17%	23.52%	-7.10%	33.60%

Correlation

The correlation between SGFFX and POAGX is 0.71, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.

	Correlation
Correlation (1Y) Calculated over the trailing 1-year period	0.71
Correlation (3Y) Calculated over the trailing 3-year period	0.74
Correlation (5Y) Calculated over the trailing 5-year period	0.80
Correlation (10Y) Calculated over the trailing 10-year period	0.79
Correlation (All Time) Calculated using the full available price history since Nov 3, 2004	0.82

The correlation between SGFFX and POAGX shifts across timeframes, from 0.71 (1 year) to 0.82 (all time), reflecting how their relationship changes across market environments.

Return for Risk

SGFFX vs. POAGX — Risk / Return Rank

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

SGFFX

SGFFX Risk / Return Rank: 11
SGFFX Sharpe Ratio Rank: 13
SGFFX Sortino Ratio Rank: 13
SGFFX Omega Ratio Rank: 12
SGFFX Calmar Ratio Rank: 9
SGFFX Martin Ratio Rank: 10

POAGX

POAGX Risk / Return Rank: 81
POAGX Sharpe Ratio Rank: 89
POAGX Sortino Ratio Rank: 81
POAGX Omega Ratio Rank: 76
POAGX Calmar Ratio Rank: 79
POAGX Martin Ratio Rank: 78

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

SGFFX vs. POAGX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Sparrow Growth Fund (SGFFX) 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.

	SGFFX	POAGX	Difference
Sharpe ratio: Return per unit of total volatility	0.92	2.97	-2.05
Sortino ratio: Return per unit of downside risk	1.36	3.91	-2.55
Omega ratio: Gain probability vs. loss probability	1.16	1.50	-0.34
Calmar ratio: Return relative to maximum drawdown	0.78	3.58	-2.80
Martin ratio: Return relative to average drawdown	2.61	14.63	-12.02
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

SGFFX vs. POAGX - Sharpe Ratio Comparison

The current SGFFX Sharpe Ratio is 0.92, which is lower than the POAGX Sharpe Ratio of 2.97. The chart below compares the historical Sharpe Ratios of SGFFX and POAGX, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

Sharpe Ratios by Period

	SGFFX	POAGX	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	0.92	2.97	-2.05
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	0.25	0.46	-0.21
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	0.57	0.69	-0.12
Sharpe Ratio (All Time) Calculated using the full available price history	0.28	0.64	-0.36

Drawdowns

SGFFX vs. POAGX - Drawdown Comparison

The maximum SGFFX drawdown since its inception was -62.10%, which is greater than POAGX's maximum drawdown of -55.77%. Use the drawdown chart below to compare losses from any high point for SGFFX and POAGX.

Drawdown Indicators

	SGFFX	POAGX	Difference
Max Drawdown Largest peak-to-trough decline	-62.10%	-55.77%	-6.33%
Max Drawdown (1Y) Largest decline over 1 year	-15.33%	-16.87%	+1.54%
Max Drawdown (3Y) Largest decline over 3 years	-39.29%	-24.73%	-14.56%
Max Drawdown (5Y) Largest decline over 5 years	-40.24%	-38.80%	-1.44%
Max Drawdown (10Y) Largest decline over 10 years	-50.45%	-38.80%	-11.65%
Current Drawdown Current decline from peak	-16.74%	-0.18%	-16.56%
Average Drawdown Average peak-to-trough decline	-22.17%	-9.53%	-12.64%
Ulcer Index Depth and duration of drawdowns from previous peaks	4.58%	4.12%	+0.46%

Volatility

SGFFX vs. POAGX - Volatility Comparison

The current volatility for Sparrow Growth Fund (SGFFX) is 2.84%, while PrimeCap Odyssey Aggressive Growth Fund (POAGX) has a volatility of 8.00%. This indicates that SGFFX 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.

Volatility by Period

	SGFFX	POAGX	Difference
Volatility (1M) Calculated over the trailing 1-month period	2.84%	8.00%	-5.16%
Volatility (6M) Calculated over the trailing 6-month period	9.85%	16.19%	-6.34%
Volatility (1Y) Calculated over the trailing 1-year period	12.96%	20.34%	-7.38%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	27.11%	22.89%	+4.22%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	27.98%	22.89%	+5.09%

SGFFX vs. POAGX - Expense Ratio Comparison

SGFFX has a 1.81% expense ratio, which is higher than POAGX's 0.65% expense ratio.

Dividends

SGFFX vs. POAGX - Dividend Comparison

SGFFX has not paid dividends to shareholders, while POAGX's dividend yield for the trailing twelve months is around 10.62%.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
POAGX PrimeCap Odyssey Aggressive Growth Fund	10.62%	13.25%	9.90%	5.54%	10.78%	5.93%	7.84%	5.33%	7.82%	0.86%	16.63%	12.52%
SGFFX Sparrow Growth Fund	0.00%	0.00%	0.00%	0.00%	18.67%	0.00%	0.67%	1.33%	5.84%	7.33%	0.00%	2.59%

Frequently Asked Questions

Can I hold both SGFFX and POAGX in my portfolio?

SGFFX and POAGX have a correlation of 0.71, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which is riskier, SGFFX or POAGX?

POAGX has higher volatility (8.00%) compared to SGFFX (2.84%). In terms of maximum drawdown, SGFFX dropped -62.10% vs POAGX's -55.77%.

Which has better risk-adjusted returns?

POAGX currently has the higher Sharpe Ratio (2.97 vs 0.92), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.