SNXFX vs. POGRX
SNXFX (Schwab 1000 Index Fund) and POGRX (PRIMECAP Odyssey Growth Fund) are both Large Cap Blend Equities funds. SNXFX is passively managed, while POGRX is actively managed. Over the past 10 years, SNXFX returned 14.79%/yr vs 16.51%/yr for POGRX. Their correlation of 0.91 means they have usually moved in the same direction. SNXFX charges 0.05%/yr vs 0.66%/yr for POGRX.
Performance
SNXFX vs. POGRX - Performance Comparison
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Returns By Period
In the year-to-date period, SNXFX achieves a 10.31% return, which is significantly lower than POGRX's 22.34% return. Over the past 10 years, SNXFX has underperformed POGRX with an annualized return of 14.79%, while POGRX has yielded a comparatively higher 16.51% annualized return.
SNXFX
- 1D
- 0.63%
- 1M
- -0.06%
- 6M
- 8.15%
- YTD
- 10.31%
- 1Y
- 21.18%
- 3Y*
- 19.16%
- 5Y*
- 12.04%
- 10Y*
- 14.79%
- ALL TIME*
- 10.60%
POGRX
- 1D
- -0.42%
- 1M
- -4.43%
- 6M
- 14.83%
- YTD
- 22.34%
- 1Y
- 51.58%
- 3Y*
- 25.42%
- 5Y*
- 14.87%
- 10Y*
- 16.51%
- ALL TIME*
- 12.93%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $0.00 | $0.00 | $0.00 | |
| $0.00 | $0.00 | $0.00 |
SNXFX vs. POGRX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
SNXFX Schwab 1000 Index Fund | 10.31% | 17.23% | 24.46% | 26.53% | -19.46% | 26.10% | 20.71% | 31.43% | -5.04% | 21.71% |
POGRX PRIMECAP Odyssey Growth Fund | 22.34% | 32.99% | 13.09% | 23.85% | -14.61% | 18.81% | 17.05% | 23.98% | -4.56% | 32.07% |
Correlation
The correlation between SNXFX and POGRX is 0.83, meaning they have usually moved in the same direction, including during past declines.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.83 |
Correlation (3Y) Balances recent behavior with more history. | 0.87 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.91 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.90 |
Correlation (All Time) Calculated using the full available price history since Nov 3, 2004 | 0.91 |
The correlation between SNXFX and POGRX has been stable across timeframes, ranging from 0.83 to 0.91 - a consistent structural relationship.
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Return for Risk
SNXFX vs. POGRX — Risk / Return Rank
SNXFX
POGRX
SNXFX vs. POGRX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Schwab 1000 Index Fund (SNXFX) and PRIMECAP Odyssey Growth Fund (POGRX). 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| SNXFX | POGRX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.88 | ||
| Sortino ratioReturn per unit of downside risk | -1.14 | ||
| Omega ratioGain probability vs. loss probability | 1.26 | 1.41 | -0.14 |
| Calmar ratioReturn relative to maximum drawdown | 2.16 | 3.47 | -1.32 |
| Martin ratioReturn relative to average drawdown | 9.24 | 12.54 | -3.30 |
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Drawdowns
SNXFX vs. POGRX - Drawdown Comparison
The maximum SNXFX drawdown since its inception was -55.08%, which is greater than POGRX's maximum drawdown of -51.63%. Use the drawdown chart below to compare losses from any high point for SNXFX and POGRX.
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Drawdown Indicators
| SNXFX | POGRX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -55.08% | -51.63% | -3.45% |
Max Drawdown (1Y)Largest decline over 1 year | -8.94% | -14.40% | +5.46% |
Max Drawdown (3Y)Largest decline over 3 years | -19.21% | -22.13% | +2.92% |
Max Drawdown (5Y)Largest decline over 5 years | -25.36% | -26.85% | +1.49% |
Max Drawdown (10Y)Largest decline over 10 years | -34.58% | -35.29% | +0.71% |
Current DrawdownCurrent decline from peak | -1.41% | -8.61% | +7.20% |
Average DrawdownAverage peak-to-trough decline | -8.72% | -7.11% | -1.61% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.09% | 3.98% | -1.89% |
Volatility
SNXFX vs. POGRX - Volatility Comparison
The current volatility for Schwab 1000 Index Fund (SNXFX) is 3.47%, while PRIMECAP Odyssey Growth Fund (POGRX) has a volatility of 7.17%. This indicates that SNXFX experiences smaller price fluctuations and is considered to be less risky than POGRX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| SNXFX | POGRX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.47% | 7.17% | -3.70% |
Volatility (6M)Calculated over the trailing 6-month period | 10.27% | 18.17% | -7.90% |
Volatility (1Y)Calculated over the trailing 1-year period | 13.12% | 21.30% | -8.18% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.42% | 20.20% | -2.78% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.74% | 20.66% | -1.92% |
SNXFX vs. POGRX - Expense Ratio Comparison
SNXFX has a 0.05% expense ratio, which is lower than POGRX's 0.66% expense ratio.
Dividends
SNXFX vs. POGRX - Dividend Comparison
SNXFX's dividend yield for the trailing twelve months is around 1.32%, less than POGRX's 20.35% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
POGRX PRIMECAP Odyssey Growth Fund | 20.35% | 24.89% | 20.79% | 13.28% | 12.36% | 13.68% | 12.50% | 5.13% | 2.45% | 1.54% | 5.83% | 1.29% |
SNXFX Schwab 1000 Index Fund | 1.32% | 1.45% | 1.23% | 1.41% | 1.61% | 1.74% | 2.76% | 3.01% | 6.49% | 4.23% | 3.41% | 6.31% |
Frequently Asked Questions
SNXFX and POGRX have a correlation of 0.83, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
POGRX has higher volatility (7.17%) compared to SNXFX (3.47%). In terms of maximum drawdown, SNXFX dropped -55.08% vs POGRX's -51.63%.
POGRX currently has the higher Sharpe Ratio (2.35 vs 1.47), 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.
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